As I mentioned early yesterday, there is a time risk here. You have shares being dropped on the market. As always, I am bullish long-term as LBSR's properties are strong, but this sucks and I hate to see people get hurt. I would never tell people to stand in front of a bus. Who knows how this will shake out? We do our best. The time lag is what is important. For those who do not have the stomach, it is best to preserve capital and wait for the signal (JV announcement).
Time will tell if current buyers are right or wrong. I hope they are on the right side of the trade.
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