"Didn't someone report from the ASM that there was "potential" for one of the orders (the American one?) to become very large?"

Better than that...it was CEO Fred Falk in the Q2 report....as follows:

"With gradually improving airline economics, we are experiencing increasing business activity including eVU trials with U.S.-based and international airlines. We believe these trials and other marketing efforts could result in significant eVU orders.”