Home Stock Ideas Long Ideas Basic Materials Summary Aris Mining is my top gold sector pick, rated strong buy, with a well-structured plan to quadruple production by 2031. ARIS targets 500k oz annual gold production by 2028, with major expansions in Guyana and Soto Norte driving output to 1m oz by 2031. Assuming $4,300/oz gold, ARIS EBITDA is projected to triple by 2027 and exceed $2.9bn long term, fully funding $2.1bn capex without dividends or buybacks. Despite sector volatility and risks, ARIS offers over 100% upside to a $38 2027 price target, supported by aggressive, cash flow-funded growth. Hans Wismeijer/iStock via Getty Images Introduction I have been covering and investing in Aris Mining ( ARIS ) since mid-2025, when it appeared on my radar screen, not from equity but as a debt investment. I recently had the opportunity to speak Analyst’s Disclosure: I/we have a beneficial long position in the shares of ARIS either through stock ownership, options, or other derivatives.…