"A blanket order of 600 cubic feet of CFOAM carbon foam has been placed and the first incremental shipment of 38 cubic feet is expected to be received any day."
So the 38cuft they mentioned is the $12k (38*~$333) we just got in the ANN and the 600 is as above, yet to come. This makes the clarification they posted a fair bit more positive.
"A blanket order of 600 cubic feet of CFOAM carbon foam has been...
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