Yeah after doing my best to scan the pics (not the most thorough process admittedly), I dont think they brought as much of the commercial stuff as you initially estimated, which is looking to be a big bonus.
I do think the only issue is the size of the stones but the balance will be found in the avg quality being higher.
You might be pretty close with the $124 call, but the trade off might be a clearance drop if there is buyer exhaustion at those lower levels.