My gut feeling is that while Tesla would be comfortable acquiring producers or late stage developers, they aren't yet ready to consider taking over explorers or early-stage developers (but a big spike in LTR's share price on Monday would prove me wrong re early-stage developers).
Projects in the late stage of development, commissioning, ramp-up to nameplate or in full production are however something Tesla is likely to be more comfortable with. LRS (or for that matter A11, GT1, GL1, ESS) aren't yet at that stage as they are all missing at least one key component before a FID decision is made.
As per below, Sigma has two announcements that a lot of Core shareholders are waiting for (starting DMS commissioning and an expansion beyond currently planned production levels)
Banter and general comments, page-22704
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