It depends upon the context and the body language and vocal inflection of the speaker. For example, you are at work one December day and disgruntled because rumor has it that the company isn't giving out bonuses at Christmas this year. A co-worker confides to you that he's heard that there will be bonus checks, they'll just be a little late this year.
"Really?" you ask, intrigued and cautiously excited. "Where are you getting your information from?"
"My brother-in-law belongs to the same club as the boss. The boss mentioned to him at lunch the other day that the company got that big Acme Widget contract after all, that their original supplier backed out of the deal."