[JimDabell]

Is the entire basis of claiming he’s lying the disagreement between his figures and external estimates? It’s pretty bold to dismiss the person who is actually in possession of solid information in favour of external estimates made in the absence of information.

[hansmayer]

I think it's more about the person's own credibility. It's not the first time he throws out very bold claims, despite being in possession of "solid information", as you say.

[n4r9]

Let's not forget he was literally fired as CEO on the basis of not being candid to the board, with suggestions that he'd outright lied to them.