I'm kinda confused. I can't see a reference or link from his feed to suggest he's based his announcement on that site.

Do his figures and the figures on the site both match - is that what indicates he's relying on an external source, and not his own figures?

Also, if the site has since made a correction - could this imply that ES still might be in the red - or just not so buoyant?

It does all seem pretty incompetent though.