Core Insights - Aris Mining Corporation (ARMN) reported a significant increase in gold production in Q3 2025, producing 73,236 ounces, which is a 36.6% year-over-year increase and a 25% increase from the previous quarter [1][8] - The growth in production is primarily attributed to the Segovia mine, which saw a 38% year-over-year increase in output to 65,549 ounces [2][8] - The Marmato upper mine also contributed with a production of 7,687 ounces, reflecting a 25.7% increase from the same quarter last year [2] Production and Expansion - The commissioning of a second mill at the Segovia mine has enhanced its gold processing capacity, driving production growth [1] - The development of the Bulk Mining Zone at the Marmato upper mine is progressing, with first gold exploration anticipated in the second half of 2026 [1] - Aris Mining holds a 51% stake in the Soto Norte Project, which has been confirmed as a high-potential undeveloped gold asset in the Americas [3] - A preliminary economic assessment (PEA) for the fully owned Toroparu Project in Guyana indicates its potential to become a long-lasting and low-cost mine [3] Future Production Outlook - The company is projected to produce between 230,000 and 275,000 ounces of gold in 2025, positioning itself well for growth in Latin America's gold mining sector [4] Peer Comparison - B2Gold Corp. (BTG) reported a consolidated gold production of 254,369 ounces in Q3 2025, a 40.9% year-over-year increase, and is on track to meet its production expectations for 2025 [5] - Barrick Mining Corp. (B) experienced a 12% year-over-year decline in consolidated gold production to 829,000 ounces in Q3 2025, with a forecast of 3.15-3.5 million ounces for 2025 [6] Stock Performance and Valuation - Aris Mining's shares have surged 138.5% over the past six months, outperforming the industry growth of 70.6% [7] - The company is trading at a forward price-to-earnings ratio of 7.54X, significantly lower than the industry's average of 14.03X [10] - The Zacks Consensus Estimate for Aris Mining's earnings has remained stable over the past 30 days, with a Zacks Rank of 1 (Strong Buy) [11]

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].

Group 1 - The Natural Resources Hub aims to help investors discover high-impact investment opportunities in the ongoing commodity supercycle [1] - Laurentian Research, a veteran in the resource industry, leads The Natural Resources Hub, focusing on undervalued opportunities in the energy and mining sectors [2] - Members of The Natural Resources Hub receive weekly newsletters, in-depth analyses, trade alerts, model portfolios, and access to a community of investors [2] Group 2 - The investment strategy emphasizes finding multi-bagger potential and dividend growth opportunities in long-term growth industries [2] - The article highlights the importance of joining The Natural Resources Hub to capitalize on investment opportunities alongside experienced analysts [1][2]

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].