" A deal with a 34 billion dollar company and the share price barely moves?"

That's the Problem: It ist not what the market accepts as a "Deal". Samples were sent to a Potential customer, not more.

I know, they call them a partner and they developed the samples together, but they are several months and several subjunctives away from an order. And orders are accepted as a deal. Revaluation starts then. 

Whatsoever, for us it is great news. With every news more and more risk is taken out. I love it. 

IMO