I'm at too great a distance from all this to have an opinion worth anything. Still have some LBSR and don't intend to sell it.
I do have an opinion about geologists: the best of them are artists as well as scientists, whose unique intuitions can be valuable. JB is such an artist. I wish he was still positively involved with LBSR.
A worthwhile book on the value of the indescibable "artistic" qualities of great scientists is "Personal Knowledge" by Michael Polanyi.