Interesting thought I had after reading this.
Post# of 22456
They stated that they would be at capacity with Freschfield. That makes no sense. They have 2,250 kg/yr capacity. That is worth $112,500,000 at $50/gram and $225,000,000 at $100/gram. They are getting paid $1 million by Freschfield. There's a huge disparity here. Something has to be cooking in the oven!
Sounds like they may be building up inventories for a client. Maybe they are in negotiations with an OEM or film maker and expect to see that negotiation completed soon.