The explanation makes perfect sense, but what Mohinder still doesn't understand is how Gray knew that. He thought he'd heard that the man was a watchmaker, not a shipwright.
Not that he's not glad for the appraisal. If Kaufman won't listen to Gray, perhaps he'll listen if Suresh passes the information on.
"Yes, of course. Was your father a shipwright? Or were you perhaps apprenticed to one?"