AAG Research

The Phosphate Mirage

The structural shortage almost no one is pricing and the overlooked name trading at a fraction of NPV

12 hrs ago • Alberto Alvarez

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June 2026

A Junior Gold Stock Remains Undervalued After Recent Progress

One of the lowest-capex paths to production has been secured, yet the market has barely reacted. My updated analysis shows clear upside remains.

Jun 16 • Alberto Alvarez

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May 2026

Why I’m Raising Cash Right Now

Short, honest reflections on a portfolio decision

May 14 • Alberto Alvarez

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April 2026

What My Stocks Have Been Up To: April 2026 Edition

Permitting Wins, Drill Results, Financings & Execution Progress

Apr 22 • Alberto Alvarez

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March 2026

Iran: The World’s Fortified Highway – 2026 War Sitrep (Free Report)

A history of Iran, its geography, and the ongoing conflict

Mar 28 • Alberto Alvarez and Trumpeter-7

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This thesis is nuts

Summary

Mar 11 • Alberto Alvarez

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The Next Chapter of My Deep Value Research (and a massive thank you)

About the blog

Mar 9 • Alberto Alvarez

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The making of a new gold miner

Massive upside if it executes. Very cheap developer even if they don't execute

Mar 5 • Alberto Alvarez

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January 2026

2025 portfolio review: Good returns in metals, shipping and mining

Reflecting on a great year in metals, mining, shipping and strategic portfolio moves

Jan 25 • Alberto Alvarez

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December 2025

Selling Boab Metals for a 400%+ gain

Selling Boab Metals

Dec 11, 2025 • Alberto Alvarez

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November 2025

The Ultimate Guide to Undervalued Silver Developers Worldwide

Top Picks for 2025 Investments in the Pre-Revenue Space

Nov 12, 2025 • Alberto Alvarez

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August 2025

Doubling my investment in one of my stock picks

Riding the wave

Aug 17, 2025 • Alberto Alvarez

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