Core Viewpoint - Aris Mining (ARMN) is recognized for its growth and valuation as a junior gold miner, particularly in comparison to Aura Minerals (AUGO) [1] Company Analysis - Aris Mining has shown impressive growth metrics that attract attention in the investment community [1] - The analysis emphasizes the importance of financial statements in understanding the company's potential and valuation [1] Investment Perspective - The author has established a beneficial long position in ARMN and AUGO, indicating confidence in their future performance [2] - The analysis aims to provide a fundamental view and streamlined research similar to institutional standards, focusing on long-term potential [1]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Key Takeaways Aris Mining's Q3 2025 AISC climbed, with Segovia costs rising to $1,641 per ounce year over year.ARMN saw higher costs from mill feed purchases, royalties and ramp-up of Segovia's second mill.Aris Mining's AISC margin improved sharply on higher gold prices and increased sales volumes.Aris Mining Corporation (ARMN) is plagued by elevated cost pressures. In the third quarter of 2025, ARMN reported an increase in its all-in-sustaining costs (AISC) per ounce, a key indicator of cost efficiency in ...

Core Viewpoint - Aris Mining Corporation has completed the acquisition of the remaining 49% interest in the Soto Norte joint venture, resulting in 100% ownership of the Soto Norte Project and the termination of the associated precious metals stream previously granted to Mubadala [1][2]. Company Overview - Aris Mining was founded in September 2022 with a vision to become a leading gold mining company focused on South America, combining current production with growth through expansions and development projects [3]. - The company operates two underground gold mines in Colombia: Segovia Operations and Marmato Complex, which produced a total of 210,955 ounces of gold in 2024 [4]. Strategic Focus - The company aims to build a diversified gold business across Colombia and Guyana, focusing on strong cash flow generation from operating mines while pursuing growth through expansions and exploration [2]. - Aris Mining is targeting an annual production rate of over 500,000 ounces of gold, driven by the commissioning of a second mill at Segovia and the construction of the Bulk Mining Zone at the Marmato Complex, with first gold expected in H2 2026 [4]. Project Development - In Guyana, Aris Mining owns the Toroparu gold project, where a new Preliminary Economic Assessment has been completed, and a Prefeasibility Study is currently in progress [5]. - The Soto Norte gold project has completed a Prefeasibility Study confirming it as a high-grade, long-life project with strong economics, and environmental studies are being finalized for licensing submission in the first half of 2026 [6].

Core Viewpoint - Aris Mining Corporation (ARMN) has demonstrated significant stock performance, with a 123.3% increase over the past six months, outperforming both the industry and the S&P 500 [1][2]. Stock Performance - ARMN shares closed at $14.72, nearing a 52-week high of $14.83 and significantly above a 52-week low of $3.29, indicating strong upward momentum [3]. - The stock is trading above its 50-day and 200-day moving averages, reflecting confidence in the company's long-term prospects [3]. Production and Growth - In Q3 2025, ARMN produced 73,236 ounces of gold, a 25% increase from the previous quarter and a 36.6% year-over-year increase, positioning the company to meet its full-year production guidance of 230,000-275,000 ounces [9]. - The Segovia mine's second mill has significantly boosted production capacity, processing 219,550 tonnes of gold ore in Q3, up 31.6% year-over-year [10]. - The Marmato operation is expected to be a long-term growth driver, with first gold exploration in the Bulk Mining Zone anticipated in the second half of 2026 [11]. Future Projects - ARMN holds a 51% interest in the Soto Norte Project, which has been reaffirmed as a highly attractive undeveloped gold asset in the Americas [12]. - The Toroparu Project in Guyana has over 6.5 million ounces of gold resources and is projected to be a low-cost, long-lasting mine [12]. Financial Health - The company reported a cash balance of $417.9 million at the end of Q3, up from $310.2 million in Q2, and generated $90.8 million in cash flow after sustaining capital and taxes [13]. - ARMN's growing cash position supports ongoing investments in its projects, including Segovia and Marmato [13]. Cost Pressures - ARMN reported an increase in all-in-sustaining costs (AISC) per ounce to $1,641, up from $1,540 year-over-year, primarily due to higher sustaining capital expenditures [14]. - The increase in costs was attributed to higher volumes of purchased mill feed and increased royalty and social contribution expenses [15]. Valuation - ARMN is trading at a trailing price-to-earnings ratio of 6.71X, significantly lower than the industry average of 13.11X and compared to peers Newmont and Agnico Eagle Mines at 13.27X and 17.81X, respectively [20]. Conclusion - The advancements in Segovia and Marmato operations, along with a solid cash position and healthy cash flows, suggest that ARMN is well-positioned for long-term growth despite facing near-term challenges [21].

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Core Insights - Aris Mining Corporation (ARMN) is enhancing its position in the gold mining sector through improved operational performance and growth prospects driven by expansion initiatives [1][3] Group 1: Operational Performance - In Q3 2025, ARMN's total gold production reached 73,236 ounces, marking a 36.6% year-over-year increase [1][7] - The Segovia mine's performance improved significantly due to the commissioning of its second mill, which increased processing capacity and output [1][7] - Segovia processed 219,550 tonnes of gold in Q3, reflecting a 31.6% increase year-over-year [1][7] Group 2: Long-term Growth Prospects - The Marmato operation is identified as a long-term growth catalyst, with steady production from the upper mine and ongoing development of the Bulk mining zone [2][3] - First gold exploration in the Bulk mining zone is anticipated in the second half of 2026, which is expected to diversify ARMN's production base [2] Group 3: Market Position and Valuation - ARMN's shares have surged 278% over the past year, outperforming the industry growth of 117.4% [6] - The company is currently trading at a forward price-to-earnings ratio of 6.64X, significantly lower than the industry's average of 13.44X [9]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Aris Mining Corporation (ARMN) - ARMN currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - Over the past week, ARMN shares increased by 3.38%, while the Zacks Mining - Gold industry declined by 3.56% [5] - In a longer timeframe, ARMN's monthly price change is 42.1%, significantly outperforming the industry's 13.67% [5] - Over the last three months, ARMN shares rose by 52.94%, and over the past year, they increased by 270.45%, compared to the S&P 500's gains of 5.63% and 15.42%, respectively [6] Trading Volume - ARMN's average 20-day trading volume is 1,338,095 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for ARMN has increased, raising the consensus estimate from $1.02 to $1.35 [9] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions during the same period [9] Conclusion - Considering all performance metrics and earnings outlook, ARMN is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

Core Viewpoint - Aris Mining Corporation (ARMN) has seen a significant stock price increase of 50.1% over the past four weeks, closing at $14.02, with analysts suggesting a potential upside of 28.4% based on a mean price target of $18 [1]. Price Targets - The average price target for ARMN ranges from a low of $15.48 to a high of $22.32, with a standard deviation of $3.01, indicating variability in analyst estimates [2]. - The lowest estimate suggests a 10.4% increase from the current price, while the highest estimate indicates a potential upside of 59.2% [2]. Analyst Sentiment - Analysts have shown increasing optimism regarding ARMN's earnings prospects, with a strong consensus on higher EPS estimates, which historically correlates with stock price movements [4][11]. - The Zacks Consensus Estimate for the current year has risen by 16.1% over the past month, with no negative revisions reported [12]. Zacks Rank - ARMN holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, suggesting a strong potential for upside in the near term [13]. Conclusion on Price Targets - While the consensus price target may not be a reliable indicator of the exact price movement, it does provide a directional guide for potential stock performance [14].

Core Viewpoint - Aris Mining Corporation has successfully reached a Settlement and Termination Agreement with the Republic of Colombia, concluding an arbitration process initiated under the Canada-Colombia Free Trade Agreement, marking a significant collaborative achievement in resolving investor-state disputes [1][2][3]. Summary by Relevant Sections Settlement Agreement - The Settlement Agreement will be effective for a ten-year term and will be monitored by a Joint Representatives Committee from both Aris Mining and the National Agency for Legal Defense of the State (ANDJE) to ensure proper implementation [4]. - The arbitration has been terminated without any cash payments, focusing instead on performance obligations through three "Pillar Agreements" [6]. Pillar Agreements - The three Pillar Agreements include: 1. Agreement for Mining Formalization and Sustainable Territorial Development in the Marmato area with the Ministry of Mines and Energy and the National Mining Agency 2. Collaboration and Cooperation Agreement with the National Police 3. Collaboration Agreement with the Ministry of Defense [6]. Operational Overview - Aris Mining operates two underground gold mines in Colombia, the Segovia Operations and the Marmato Complex, which produced 210,955 ounces of gold in 2024. The company aims to increase annual production to over 500,000 ounces through ongoing expansions [7]. - In Guyana, Aris Mining owns the Toroparu gold project, with a new Preliminary Economic Assessment completed and a Prefeasibility Study in progress [8]. - The company also holds a 51% interest in the Soto Norte joint venture, which has completed a Prefeasibility Study confirming its potential as a high-grade, long-life project [9].