Aris Mining (US:ARMN) ZACKS·2025-07-16 13:26Core Insights - Aris Mining Corporation (ARMN) reported a 13% year-over-year increase in gold production, reaching 113,415 ounces in the first half of 2025, indicating operational strength and positioning the company favorably for its full-year production target [1][7]. Production Performance - The Segovia Operations in Colombia experienced a 12% year-over-year rise in production to 99,076 ounces in the first half, while the Marmato Upper Mine produced 14,339 ounces, marking a 26% increase from the previous year [2]. - Consolidated gold production for the second quarter was up 7% year over year to 58,652 ounces [2]. Future Outlook - Production rates are expected to increase in the second half of 2025 due to the completion of the Segovia plant expansion, which boosts processing capacity by 50% to 3,000 tons per day [3]. - ARMN is on track to meet its full-year production target of 230,000-275,000 ounces, with production expected to be weighted toward the second half of the year [3]. Industry Comparison - B2Gold Corp. (BTG) reported a consolidated gold production of 192,752 ounces for the first quarter, down approximately 10% year over year, while AngloGold Ashanti plc (AU) saw a 22% year-over-year surge in production to 720,000 ounces [4][5]. Stock Performance and Valuation - ARMN shares have increased by 103.4% year to date, outperforming the Zacks Mining – Gold industry's rise of 53.4% [6][7]. - The company is currently trading at a forward 12-month earnings multiple of 4.52, which is about 64.2% lower than the industry average of 12.64X [9]. - The Zacks Consensus Estimate for ARMN's earnings implies a year-over-year rise of 244.1% for 2025 and 73.1% for 2026, with EPS estimates trending higher over the past 60 days [10].