DRE Small Caps Interview 30/08/2022, page-101

Top part of list of New World Metal companies - looked for but didn't spot DRE (are PLS or Lynas? or ??). LNR and HAS are in it. The data are sorted on weekly return which will change fairly rapidly as news comes out so would be good to be able to sort on longer time frames and market cap as well.

Includes Li Ni as well as REE and probably others in this list.

Ionic rare earths are like porphyry coppers to massive sulphide deposits. Huge volume potential (and real) versus the ironstones and carbonatites generally less volume but higher grade (often 10+ times).

Both styles have technical and ESG issues.
The clay side spruik the easy mining and (reportedly) simple extractive technology vs hardrock.
Grade differences may even out this difference. One person I chatted to said 1+% 'good' REEs give a good buffer over 0.1+-%).
Ni laterites vs sulphides gives another example. Both can work.

The list above is the 'tip of the iceberg'. Scroll down on @TitanFire hint to a link and there is another 4 pages or so.