I think the accumulating has been done by now. Next earnings - probably around August 13th since that has been the history - will be "the event". The quarter should be pretty good with the CREC project in the mix for the entire quarter. The BIG news will be the outlook going forward. If they indicate the gap is filled or being filled from the CREC dropoff there should be a pretty dramatic upward move. If the outlook is fuzzy probably no move at all and if the outlook is poor look out below. My bet is the outlook is pretty good based on all the comments, general industry conditions, new VP for business development etc. Til then or maybe a day or two before it is just snooze time as the market makers diddle with these tiny volume days.
Thanks for your input ddbikessamsara. My read of the state of GV is bullish too. The fact funds are accumulating is very bullish. August 12 is the earnings release date according to Wall Street Journal. Maybe we will get confirmation from the company before that date? I hope so. Yes, forward guidance will be important.
popsdu: I am not sure if we are looking at the same document. According to this form, there are 3,036,634 shares of GV accumulated by Boston Avenue Capital and Yorktown Capital as of 7/22/2013. It looks like funds are accumulating at this price level.