They gave them their yarn, they gave them their shirts. The registered as an LLC and then a charity and now they're offloading all of their stock unsold, a mostly new tractor and they've begun the grift eternal. I think they're trying to close out the ranch but they don't want to say so yet because then the hipster welfare will stop coming in.
This being an exit strategy is a good shout. We were observing before that since Bonnie left, their grifts have been struggling, the atmosphere on the tranch has probably become horrible and Penny's sort of stuck - he's not liable for the mortgage but he does need money to actually leave and move somewhere else, since he's no doubt exhausted his savings (and he'll basically need to support Kevin - if you ditch Kevin on a failing ranch, Kevin's probably just going to die there). If this is his plan that might want to keep it quiet since it would, by necessity, involve fucking over Sky (who we note has apparently not been participating in the project).
It does explain why the Lakota grift seemingly came out of nowhere. I mean Penny said it had been in the pipeline for "over a year" but there's really no evidence of that and the reservation clearly wasn't expecting them, and why they're now improvising with things like "knit for the Indians" or "let's bring them firewood".
So do you think it has been a scam from the start, or since they made some real cash thanks to the Earl larping?
In terms of the Tranch itself? No, I don't think it was a scam at the start. The early Tranch when it was just him and his polycule (and Kevin actually did work) was semi-functional; I don't think he turned a profit but was basically living semi-off grid dipping into his savings and having a nice enough time larping as a homesteader.
When Bonnie came along suggesting they pool resources to buy a bigger ranch and start some sort of ranching operation Penny probably was optimistic - and as retarded as they all are, plenty of people fell for alpacas as livestock (hence why the alpaca bubble was a thing). He may have genuinely thought they could make money from alpaca wool and create a rural transgender community, and didn't give operational costs, pasture capacity or capital outlay enough thought, because he had no experience with running a ranch. When things got a bit rocky they started crowdsourcing "just to get off the ground" or "just to cover emergency costs".
Eventually they became reliant on the crowdsourcing and that's when it warped into a grift, along with suddenly becoming a charity on top of a ranch. The Lakota stuff is almost certainly part-grift and part Penny wanting to be a respected community leader - he certainly thought he'd be greeted with smiles and gratitude (or else Kevin wouldn't have been filming).
Basically he's a sad, desperate man who wants to feel like he's making a positive impact on the world and be looked up to and admired, but is too inept to actually achieve that and has to rely on scamming to make ends meet.
You don't need narcan if you're taking prescribed opiods at a known dose. Someone on the tranch is a smackrat.
I think the Kevin thread surmised it's probably Jen who's the smackhead (perhaps he's struggling to cope as the population of the tranch dwindles and he has less human shit to snack on).