Bruham I agree with most of your investment choices especially...

Bruham
I agree with most of your investment choices especially Uranium , Phosphates and Graphite.  Be careful with gas, if its an explorer fine but if its a producer the oversupply will take years to work down, look at Santos. Lithium is another story, it's been heavily pushed by the media and the greens because of its use in electric vehicles and storage batteries  and the mainstream media is always wrong when it comes to investment advice. I gather you like Lithium because of its base load storage potential the link below goes into fine detail why I think that's highly unlikely . Anyway there's always two sides to a coin, you see it heads I see it tails.

http://judithcurry.com/2015/07/01/intermittent-grid-storage/