SS,
It's my impression that Dave was using this presentation in Zurich as a high-road response to the lone Scotiabank analyst. A direct frontal attack may not provide much advantage to the company (why would you want to promote an unknown analyst?). One well-known analyst (Kaiser) has already spoken, tearing that piece (of whatever) apart. That would be enough and let the whole thing subside.
Agreed with your choice of $1/s income for eternity. But personally, I would pay attention to a 4 bagger, something north of 10. Take the money and run away to some warm place like the Cayman Islands (with warm sands between toes) for at least 3-4 months a year when it's miserable in Canada, lol.
goldhunter