I agree, the China deal could be HUGE for EGMI. And I defended KD for quite some time, but the reality is he has talked alot while not delivering on a single deal associated with income that could be put in a PR. And all the time he has not delivered on that front, he has postponed meetings, missed deadlines and has let the shareprice go into the toilet without a single, not one single effort to be transparent, have a CC and reassure investors.
To be quite frank, in my lowly opinion, in the first year of his tenure KD wrote a book, by example, on what NOT to do in building the reputation of and trust in a company.