Irrespective, he's making dumb comments. Cam is being very patient... and destroying him by any objective measure.
Here's the basic problem - he's an "analyst" and has put his opinion out there... by his own account he reckons this is a totally bearish market for potash and juniors are a nuclear wasteland.
Because he's such a "well-respected" analyst, he needs to defend his position even in the face of a potash junior like Allana that totally defies his blanket analysis.
Pride. That's it. The hallmark of a shitty (pardon the language) analyst is one that cannot admit they're wrong.
If he was talking about dilution or shareholder value, I'd listen. Even if he talked up the sub-Saharan Africa political risk - I'd give it a fair shake. If he's going to talk about pirates, volcanoes or potash devouring unicorns, I'm writing him off as a hack.
Also, he has spent too much time with Costigan of WPX - "slanted potash horizons". Very tired of this FUD making the rounds.