When charlatans fail to deliver, there isn't something to think about or something which may or may not function.
Let's hear your "thoughtful statement" that a LENR device might work. Please include some specifics about design, construction, theory of operation, and economic costs and benefits. Even unicorns can fit into a shipping container.
I am not assuming these are, or are not, charlatans. Many so called charlatans are indeed charlatans. Many are honest people who have not yet figured their idea out…and many become Steve Jobs, Ben Franklin, etc.