I'd be surprised if this worked out. With the overall shortage of walnut shell cordovan and a minimum profit (if any) AE is making on MTOs with the SF discount, I honestly very much doubt this could work, unless we provide AE with the walnut shell.
This said, at some point I have asked Allison whether I could supply my own shell to AE and got a response that AE doesn't let its customers provide their own materials. I assume she was referring to the individual customers though. With the large MTO this could be a subject to change. I am pretty sure Wolverine might supply AE with the shell it gets directly from Horween and made according to the Wolverine's own specs. If we can get the shell directly from Horween, perhaps we can place a large MTO order with AE.