Certainly it's not a bad idea to cover your butt and position in more than one of the players close to Noront's DE1 is cheap insurance. Likely if you put money in three players one will end up handing back a lot more return than the others but awfully hard to guess which one it will be.
The low trading volumes we're seeing in a few of the players, Noront in particular, is a bit of a worry. Kind of understandable that investors want to see assay results and resource calculations when the price moves up substantially. It's definately 'show me time'.