FYI, the CapedCrewsAider's "report" isn't by an analyst, nor is it even necessarily from someone working in the city. It is ripped off of a private investor bulletin board, and is the opinion of an anonymous individual, just as posts on here are.
So I wouldn't attach too much weight to it.
I would be interested to know CCA's employer and whether he is a contributor to the aforementioned board though...