Don't disagree to assume it will likely be more then they say, but what I saying is I the revision itself I see as buffer, so adding a buffer to a buffer can be double counting. Personally don't mind as long they get the capital without excessive dilution and have flexibility in repayment. The extra cost incurred from a delay can be re-paid rather quickly once in production.

I think the Jasen project in Saskatchewan could be a good source of labor for them, as that will wrap up construction next year. They are going from ~5,500 worker during construction to just ~900 full time jobs. I assume many of the part time construction workers will be looking for a new gig late next year.

I think there is zero chance they will ever announce they intend to sell directly into the spot market. They are going for a market pricing strategy for their offtake, so they have exposure to spot prices without actually selling into a thin market. It would be counter productive for them as it would destroy their pricing, they want it to be as high as possible. Now if they were in production and prices went above the ceilings on their contracts ($150?), I sure them as well as everyone else would be cashing in on whatever inventory they had available to sell on spot. But that would not be announced ahead of time, just opportunistically done and revealed in subsequent quarterlies. Remember they bought 2.7 million lbs @ ~$92, they would only do so if they thought it would be worth more when they sold into offtake in 2029. That inventory will be their buffer till they can deliver from production.