Let's look at the numbers. From the announcement the deal was previously worth ~$526,000/ annum. Now it's worth ~$1,000,000/ annum. So an additional $474,000/ annum. Good win, but as has been alluded to above, how much is lower margin connectivity? How much was being provided previously by TNT that wasn't contracted?
If they had missed this, it would have been a significant loss. Fortunately for holders a good win, but many more needed...