Directly or indirectly, yes, LBSR could benefit for Nord's problems. Perhaps LBSR can partner or take them out when we have that first check on the NPSP deal.
Logically, their Johnson Camp mill and processing plant will benefit hugely should drilling at Hay Mountain and/or the Zebra claims of Tombstone Exploration prove ore grade materials at those locations.
...but volume is quite low given 113 million shares out. Kind'a just feels like tax loss selling and weak hands bailing ahead of what may be better times for them soon ahead.
Personally I'm not taking a position in Nord, just watching and trying to understand what their suffering share price might mean for those with interests in and/or around HMSP.