This is a good point. I was wondering about the documentary too, last we heard (on that podcast interview, two months ago) was that it was “finished” and soon to be released, and that “another project” with the tranchers was in the works.
Looks like this is that project, but it’s odd that the documentary still hasn’t seen the light of day. So maybe you’re right - Penny wasn’t happy with the finished product, they didn’t look virtuous enough or whatever, or embarrassing stuff got cut and it needed padding out.