Each to their own, but I would be putting any spare cash into silver now, rather than rare earths, and even in preference to other market darlings such as gold, uranium or antimony.
The latter three are probably a good investment, but I believe that silver will eclipse them all. China is buying up large quantities of silver, and as much dore as it can get its hands on.
Although the pure silver stocks in Australia do not reflect the enormous demand for this precious metal, by the time they get into production I believe that the silver price will be multiples of its current level.
POL is just getting into production and should now start to re-rate, and the companies with their own processing facilities or access to nearby tolling arrangements will also soon start to re-rate. MMA and WCE should be able to do toll deals.
Gold companies with significant silver deposits such as BGD and HRZ (both of which have mills but in need of refurb) and AVM should do well.
MMA is a standout for value in my book.
MMA Price at posting:
23.5¢ Sentiment: Buy Disclosure: Held
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