Why I Just Loaded Up On Aris Mining Ahead Of 2026
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Laurentian ResearchInvesting Group LeaderFollow5ShareSavePlay(41min)CommentsSummaryAris Mining is positioned for multi-year profitable growth, targeting 1 Mozpa production by 2031—over 4x its current output—supported by four Tier-1 assets.ARMN trades at a deep discount to peers, with 2–5x rerating potential and significant upside from both organic production growth and margin expansion as new projects ramp up.Key catalysts include Segovia’s mill expansion, Marmato Lower’s 2026 startup, Toroparu’s 2026 PFS, and potential permitting progress at Soto Norte, which could unlock substantial value.Risks remain around Soto Norte permitting, but recent regulatory goodwill, asset acquisitions at low cost, and proven management execution underpin a compelling risk-reward profile. jorge ivan vasquez cuartas/iStock via Getty Images With the recent flurry of news, it’s a good time to reassess the risk-reward profile of Aris Mining (ARMN). In this update, I’ll start by comparing Aris with 22 gold-mining peersThis article was written byLaurentian Research11.42K FollowersFollowLaurentian Research is a resource industry veteran with a Ph.D. in geoscience and decades of investment experience. He leads the investing group The Natural Resources Hub, with an aim of helping membes uncover undervalued opportunities in the energy and mining sectors with multi-bagger potential. He is also passionate about helping members find dividend growth opportunities from long-term growth industries. Members get weekly newsletters, proprietary in-depth analyses, trade alerts, model portfolios, private access to him, and a community of fellow investors to share investment ideas with. Learn more >> Members get weekly newsletters, proprietary in-depth analyses, trade alerts, model portfolios, private access to me, and a community of fellow investors to share investment ideas with. Learn more about The Natural Resources Hub today and start growing your wealth alongside Laurentian Research!Analyst’s Disclosure:I/we have a beneficial long position in the shares of LUGDF, LUG:CA, GMINF, GMIN:CA, ARMN, JAGGF, JAG:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You