I object to your categorization of my advocacy of confronting the Silver Bell problem as "cheerleading." There is a real possibility that LBSR can recover the rights to do things at Silver Bell. It would be foolish to ignore the chance.

Business development is usually not as linear as you seem to suppose. Things come out of left field if you allow for it.

See The Soul of a New Machine, by Tracy Kidder, for a great example. Your philosophy, applied there, would have prevented the development of the computer, by a team of rebels, that eventually saved a doomed company.

https://en.wikipedia.org/wiki/The_Soul_of_a_New_Machine

Tom West, the leader of the Westborough designers, starts a skunkworks project. Code-named "Eagle", it becomes a backup plan in case Fountainhead fails, and then the company's only hope in catching up with DEC. In order to complete the project on time, West takes risks