There is a recording: https://us02web.zoom.us/rec/play/lg4loD0ZaMsZQr2k99lhL6ZPsESJn0ONvQaKt-OaweJ46uKuap8i0lL3t7aVsrrq_KEDlEbGQE8TxKE.dgD5z_r5lXshU8_J
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Simon clearly said 80/oz per week covers ongoing costs but the budget is set a bit higher.
They have spent the necessary capital for Morning Star to reach steady state but may spend up to $2M more to make a number of improvements but the improvements are not essential.
