Core Viewpoint - Aris Water Solutions, Inc. reported quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.27 per share, representing an earnings surprise of -37.04% [1] Financial Performance - The company posted revenues of $118.61 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 6.97% and showing an increase from year-ago revenues of $104.13 million [2] - Over the last four quarters, Aris Water Solutions has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] Stock Performance - Aris Water Solutions shares have increased approximately 7.8% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.27 for the coming quarter and $1.25 for the current fiscal year, with revenues expected to be $110.82 million and $463.97 million respectively [7] - The estimate revisions trend for Aris Water Solutions is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Waste Removal Services industry, to which Aris Water Solutions belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting that the industry's outlook can significantly impact stock performance [8]

Exhibit 99.1 February 26, 2025 ● Grew produced water volumes 7% year-over-year ● Set a new quarterly record for recycled water volumes, growing 16% for the year and 18% sequentially in the fourth quarter of 2024 ● Achieved fourth quarter and full year 2024 net income of $13.8 million and $60.2 million, respectively ● Generated Adjusted EBITDA1 of $54.5 million for the fourth quarter of 2024, up 10% year-over-year, and $211.9 million for the full year, up 21% from 2023 ● Full year 2024 Cash Paid for Property ...

Core Insights - Analysts project Aris Water Solutions, Inc. (ARIS) will report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 58.8% [1] - Revenue is expected to reach $110.88 million, marking a 6.5% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 3.1% over the past 30 days, indicating a collective reassessment by analysts [2] Revenue Estimates - Revenue from Total Water Solutions including Affiliates is estimated at $23.07 million, a decrease of 3.3% from the prior-year quarter [5] - Revenue from Total Produced Water Handling including Affiliates is projected at $85.89 million, an increase of 7.7% from the year-ago quarter [5] Volume Estimates - Total Volumes are expected to be 1,576.12 thousand barrels of water per day, slightly down from 1,577 thousand barrels per day reported in the same quarter last year [6] - Total Water Solutions Volumes are estimated at 478.13 thousand barrels per day, compared to 482 thousand barrels per day in the previous year [6] - Produced Water Handling Volumes are projected to reach 1,097.99 thousand barrels per day, slightly up from 1,095 thousand barrels per day reported in the same quarter last year [7] Market Performance - Aris Water Solutions shares have experienced a decline of 1.9% over the past month, compared to a 1.8% decline in the Zacks S&P 500 composite [8] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [8]

Company Overview - Aris Water Solutions, Inc. (NYSE: ARIS) is a small-cap environmental infrastructure company focused on water management for the oil and gas industry with a market cap of $1.5 billion [1] Investment Insights - The company has demonstrated remarkable growth potential within its niche market, indicating opportunities for long-term investment [1] Analyst Background - The analysis is provided by a professional with extensive experience in equity and real estate markets, emphasizing a strategy of identifying long-only opportunities that offer safe and growing dividends [1]

Aris Water Solutions, Inc. (ARIS) shares ended the last trading session 5.8% higher at $24.69. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 9.5% loss over the past four weeks.The ARIS stock’s price increase was driven by consistent volume growth, strong margins, and efficient capital investment. These catalysts generate excess cash, providing the flexibility to reinvest in business development and boost sharehol ...

Analyst's Disclosure - The analyst has no current stock, option, or derivative positions in the mentioned companies but may initiate a beneficial Long position in ARIS through stock purchase or call options within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not influenced by any compensation or business relationships with the mentioned companies [1] Seeking Alpha's Disclosure - Past performance does not guarantee future results, and no specific investment recommendations are provided [2] - The views expressed may not represent those of Seeking Alpha as a whole, and the platform is not a licensed securities dealer, broker, or investment adviser [2] - Analysts on Seeking Alpha include both professional and individual investors who may not be licensed or certified by any regulatory body [2]

Core Viewpoint - The article discusses the current bullish momentum in the stock market, particularly in biotech and crypto sectors, despite ongoing recession fears and bearish sentiments from analysts [1][4][17]. Market Sentiment - The market has shown resilience, with significant gains since the beginning of 2023, contradicting earlier bearish predictions [2][3]. - The S&P 500 index, which started at approximately 3,824 on January 2, 2023, could still be up 22% even if it were to drop by the same percentage today, highlighting the market's upward trajectory [3]. Investment Opportunities - Select biotechs and crypto-related trades are experiencing strong bullish momentum, with notable gains reported, such as Design Therapeutics at +24% and VanEck Vectors Digital Transformation ETF at +49% [6]. - The biotech sector is expected to benefit from falling interest rates, with potential for significant growth in small-cap biotechs [6]. Sector Analysis - The pharmaceutical industry faces potential risks with the upcoming Trump administration, particularly with RFK Jr. being considered for a key health position, prompting caution among investors [7][8]. - Water consumption in the tech industry is becoming a critical issue, with companies like Aris Water Solutions (ARIS) gaining attention due to their role in addressing this challenge [11][12]. Quantitative Investment Strategies - Louis Navellier employs quantitative analysis to identify strong stocks, achieving notable returns with investments in Electromed (+43.55%), Revolve Group (+28.47%), and Sezzle (+188%) [15][16]. - The article emphasizes the importance of recognizing and capitalizing on bullish momentum while remaining cautious about market valuations [16][17].

Company Overview - Aris Mining Corporation is a gold producer operating in Latin America, currently managing two mines with ongoing expansions in Colombia [3] - The company produced 226,000 ounces of gold in 2023 and aims to reach a production rate of approximately 500,000 ounces per year by the second half of 2026 [3] - Aris Mining operates the 51% owned Soto Norte joint venture, with studies for a new development plan expected to yield results in early 2025 [3] - The company is also advancing the Toroparu gold/copper project in Guyana and is focused on pursuing acquisitions and growth opportunities for value creation [3] Upcoming Financial Results - Aris Mining will publish its Q3 2024 financial results after market close on November 12, 2024 [1] - A conference call to discuss the results is scheduled for November 13, 2024, at 9:00 am ET/6:00 am PT, which will be accessible via webcast [1] Conference Call Details - Participants can expedite access to the conference call by registering at Diamond Pass Registration [2] - Call-in details for live participation include a toll-free number for North America and an international number [2] - An audio recording of the call will be available until November 20, 2024, with specific access codes provided for replay [2]

Financial Data and Key Metrics - Adjusted EBITDA for Q3 2024 was $54.3 million, up 9% sequentially and 21% year-over-year [14][24] - Operating margins improved to $0.45 per barrel, up 13% year-over-year, driven by operational efficiencies and cost reductions [13][24] - Full-year 2024 adjusted EBITDA guidance increased to $208-$212 million, reflecting strong performance and slightly increased customer activity levels [15][28] - Q3 capital expenditures were $8 million, with full-year 2024 CapEx expected to be $98-$105 million [26] - Net debt stood at $422 million, with a debt-to-adjusted EBITDA ratio of 2.0x, well below the target range of 2.5x-3.5x [30] Business Line Performance - Produced water volumes grew 2% sequentially and 6% year-over-year in Q3 2024 [11] - Recycled water volumes increased 25% sequentially and 16% year-over-year, driven by higher completion activity [12] - Skim oil recoveries improved significantly, with Q4 2024 guidance reflecting a 20% increase compared to Q3 [27] - Water Solutions business volumes are expected to average 450,000-490,000 barrels per day in Q4 2024 [28] Market and Industry Trends - The Permian Basin, particularly the Northern Delaware Basin, continues to drive growth due to low break-even costs and decades of remaining inventory [16] - Steady to moderately increasing activity levels are expected to continue into 2025, supported by strong customer forecasts [16][17] - The company anticipates mid-single-digit growth in produced water volumes in 2025, consistent with customer growth rates and overall oil production forecasts in the Delaware Basin [17][35] Strategic Direction and Competitive Landscape - The company is focused on reinvesting in growth projects while enhancing shareholder returns, supported by strong cash flow generation [8][18] - Opportunities for inorganic growth are being evaluated, with a focus on adjacent assets in core operating areas that offer strategic fit and financial accretion [9] - Efforts to improve margins include CPI-linked revenue escalation clauses, water handling cost efficiencies, and potential reductions in third-party landowner royalties [19][20] - The company is advancing beneficial reuse projects, including desalination technologies and mineral extraction (e.g., iodine, magnesium, ammonia, lithium), with commercialization expected in 2025 [21][22][23] Management Commentary on Operating Environment and Outlook - Management remains optimistic about the end of 2024 and beyond, citing strong operational execution and customer activity levels [10][32] - The company expects to maintain a similar level of capital investment in 2025 as in 2024, with continued volume growth and margin improvements driving increased cash flow [18] - Regulatory progress on beneficial reuse and surface water disposal in Texas is ongoing, with potential cost advantages over traditional underground injection [40][43] Other Key Information - The company declared a Q4 2024 dividend of $0.105 per share, with plans to revisit the dividend payout level after Q4, given strong liquidity and low leverage [31][55] - The company is exploring opportunities in industrial water treatment, leveraging its expertise in handling complex water [61] Q&A Session Summary Question: 2025 Volume Growth and EBITDA Outlook - The company anticipates mid-single-digit growth in produced water volumes (4%-7%) in 2025, aligning with customer forecasts [35] - EBITDA growth will depend on volume increases, margin improvements, and efficient capital allocation [35] Question: Disposal Royalties and Surface Acreage Acquisition - The company is evaluating opportunities to reduce third-party landowner royalties, including acquiring surface acreage or partnering with landowners [38] - A long runway of permits and diverse locations provides flexibility for future growth [38] Question: Regulatory Update on Beneficial Reuse and Surface Disposal - Progress is being made on permitting for surface discharge into the Pecos River, with potential cost advantages over underground disposal [43] - High salinity levels in Delaware Basin produced water require treatment before surface discharge [43] Question: Capital Allocation Priorities for 2025 - The company remains disciplined in evaluating accretive M&A opportunities but has not yet found suitable targets [59] - Share repurchases are being considered but are less likely due to limited float [59] - Dividend growth is expected to align with sustainable business growth, with no significant step changes anticipated [55] Question: Skim Oil Recovery Improvements - A dedicated team and operational changes have driven significant improvements in skim oil recoveries [68] - The company expects sustained recoveries, with some variability quarter-to-quarter [14][68] Question: Potential Impact of New Mexico Setback Rules - Customers have adjusted drilling schedules and permits to mitigate potential impacts, with no expected disruption to the company's operations [65]

Financial Performance - Total revenue for Q3 2024 was $112.3 million, reflecting a 13% increase from Q3 2023[109]. - Net income for Q3 2024 was $16.4 million, an increase of 34% compared to Q3 2023[109]. - Adjusted EBITDA for Q3 2024 was $54.3 million, up 21% from Q3 2023[95]. - Total revenue for the nine months ended September 30, 2024, was $316,835,000, representing a 10% increase compared to $287,993,000 in 2023[111]. - Operating income rose to $80,089,000, a 36% increase from $58,886,000 in the previous year[111]. - Net income for the nine months ended September 30, 2024, was $46,373,000, reflecting a 53% increase from $30,381,000 in 2023[111]. - Total revenue for the three months ended September 30, 2024, was $112.3 million, an increase from $99.8 million for the same period in 2023, representing a growth of approximately 12.5%[143]. - EBITDA for the three months ended September 30, 2024, was $54.3 million, compared to $44.9 million for the same period in 2023, reflecting a year-over-year increase of about 21.5%[143]. - Adjusted operating margin for the three months ended September 30, 2024, was $65.8 million, up from $55.1 million in the prior year, indicating a growth of approximately 19.5%[144]. Production and Handling - Total produced water handling volumes reached 1,118 thousand barrels of water per day, a 6% increase compared to Q3 2023[95]. - Produced Water Handling revenue increased by $29,537,000, or 21%, from $143,390,000 in 2023 to $172,927,000 in 2024[111]. - Produced water handling revenues for the three months ended September 30, 2024, increased to $88.424 million from $75.610 million for the same period in 2023, representing a growth of 16.4%[122]. - The average produced water handling fees per barrel increased to $0.75 for the three months ended September 30, 2024, compared to $0.70 for the same period in 2023, reflecting a growth of 7.1%[122]. - Produced Water Handling volumes increased by 62 thousand barrels per day (kbwpd), or 6%, from 1,056 kbwpd in 2023 to 1,118 kbwpd in 2024[113]. Costs and Expenses - General and administrative expenses increased by 29% to $17.4 million compared to Q3 2023[109]. - Total operating expenses increased by 31% from $38,992,000 in 2023 to $51,251,000 in 2024[111]. - Direct operating costs per barrel remained consistent at $0.32, unchanged from Q3 2023[95]. - Direct operating costs for the three months ended September 30, 2024, increased by $1.9 million, primarily due to higher produced water volumes handled, while remaining flat on a per barrel basis[126]. - General and administrative expenses increased by $3.9 million for the three months ended September 30, 2024, primarily due to a $1.8 million rise in stock-based compensation expenses[129]. - Research and Development expenses increased by 39% from $1,867,000 in 2023 to $2,601,000 in 2024[111]. - Research and development expenses related to the Joint Industry Project (JIP) for the three months ended September 30, 2024, were $2.0 million, compared to $1.8 million for the same period in 2023[132]. Revenue Sources - Water Solutions revenue decreased by $7,083,000, or 14%, from $49,180,000 in 2023 to $42,097,000 in 2024[111]. - Skim Oil volumes for the nine months ended September 30, 2024, increased by 492 barrels per day (bpd), or 42%, from 1,171 bpd in 2023 to 1,663 bpd in 2024[121]. - Skim oil sales revenue for the three months ended September 30, 2024, rose to $10.996 million, up from $7.731 million in the prior year, marking an increase of 42.9%[122]. - The company recorded $2.0 million in "Other Revenues" for the three months ended September 30, 2024, related to a new agreement for constructing and operating a water separation facility[125]. Future Plans and Investments - The company signed a letter of intent to construct an iodine extraction facility in the Permian Basin, expected to be operational by year-end 2025[101]. - The company is leading a Joint Industry Project with major oil companies to develop technologies for treating produced water for beneficial reuse, with Phase 1 testing expected to complete by the end of 2024[97]. - Capital expenditures are expected to be between $98.0 million and $105.0 million for 2024, based on the latest outlooks from contracted customers[155]. Cash Flow and Financial Position - Net cash provided by operating activities for the nine months ended September 30, 2024, totaled $111.2 million, down from $152.5 million for the same period in 2023, a decrease of about 27%[152]. - As of September 30, 2024, the company had a cash balance of $32.8 million and working capital of $64.3 million[147]. - The company had $400.0 million in face value of Notes outstanding and $55.0 million under its Credit Facility as of September 30, 2024[147]. - For the nine months ended September 30, 2024, net cash used in investing activities was $87.0 million, a decrease from $111.8 million in the same period of 2023[153]. - The company is subject to interest rate risk, with $55.0 million of outstanding borrowings under its Credit Facility at a weighted average interest rate of 8.017% as of September 30, 2024[161]. Dividends - The company declared a dividend of $0.105 per share for the fourth quarter of 2024, consistent with previous quarterly distributions[151].