You mention the possible effects of announcements of "actual substance/revenue."
IMO, many are are waiting for an announcement of substance, and defining that as one that contains a report on revenue earned, or of revenue locked into a contract.
What GCN desperately needs is revenue.
Looking at GCN's uctv.fm, it seems the hope of revenue from advertising has disappointingly not come good - in spite of the deals with LG and Sony TVs. And where has the Joy 94.9 deal taken us to?
So I shall be looking carefully at the December quarterly's report on earnings, and will treat announcements of jazzy new China deals with caution, unless revenue is locked into them.
GCN Price at posting:
4.4¢ Sentiment: None Disclosure: Held