That was something that perked my interest as well.
It has always been my understanding, and mentioned several times across a few of the forums, that year 1 and 2 production would be ~115 000 tons. With BOA’s of 70k and 5k tons already locked in, that leaves 40k remaining. At 6:28 JM mentions that we have 30k tons of production to lock in before we’re sold out.
Is this a potential slip of the tongue that we’re already sitting on another BOA of 10k tons, or just an innocent mistake? I know JM sometimes likes to leave clues in his videos… would be curious to know what the more LT holders think.
GLTAH
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