Aris Mining's Medium-Term Growth Prospects Are Compelling, But Watch For Inflation

Jason Ditz
1.17K Followers
(11min)

Summary

  • Aris Mining is expanding production at its two existing sites, with higher processing capacity expected in June, and a second Lower Mine to open in the second half of 2026.
  • ARMN's P/E isn't great right now, but its potential for growth makes up for it.
  • I'm rating ARMN a buy on the basis of expected growth, but there may be time to wait and try to get a lower entry price.

Gold Bars & Sitting on Financial Chart Background

spawns

Gold prices are somewhat off their all-time high from mid-April, and interest in talking about gold has waned a bit since we’re not constantly testing new highs. Nevertheless, the price today is still higher than the record highs we were seeing

This article was written by

1.17K Followers
I’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writing investment analysis, with a focus on deep-discount value plays, for over 25 years. I I got my start analyzing securities for a stock-picking contest on the now defunct StockJungle in college. After winning one of the top prizes for quarterly performance, I was hired to write a monthly article about micro-cap stocks, again with a value perspective. After StockJungle went belly-up, with its focus on momentum investing, I started to take a close interest in the contrarian investment philosophy of David Dreman. I began writing for Motley Fool and ultimately Seeking Alpha. My goal is to find underappreciated companies with a focus on returning value to investors.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

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