Conferences are not the time any companies announce deals, that is why it concerns me he even mentions it because it anything material occurs, they will release it in a pr before the next trading session. Any announcement at a conference would always be a non-event, like we are looking at a partnership, we are in talks with potential suitors etc., but nothing in writing or completed. Imagine a company does a deal and its great news, the stock is tanking, but they hold back because they want to wait until the conference lol. Not to mention that it would be illegal.