The key to the new customer is not the initial fill for inventory. Often, some of that initial fill is promotional, so the profit margin is very low. What is important is the steady stream of orders in subsequent quarters if the product sells well (which it should).
As for a div increase, there is unlikely to so much spent on new equipment that any increase to the div is delayed. The press release says that the work will begin in third quarter and finish in fourth quarter. That indicates that the expenditure would be something like the $700,000 spent the last time they added capacity. AMNF has over three million in cash and could easily raise the div in September.
Last, there has been some heavy volume so far today. We are already at five times the ten day average volume and there's 3.5 hours to go.
Armanino came out with earnings at 11:00. The EPS is 3 and a third cents. It's up 13% YOY. Even more important, they are expanding production to keep up with demand. There has been some serious buying since the news came out.