Aris Water Solutions, Inc. – Earnings Presentation Fourth Quarter and Full Year 2024 Cautionary Statements Forward-Looking Statements This presentation and the oral statements made in connection with this presentation contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Examples of forward-looking statements include, but are not limited to, statements, information, opinions or bel ...

Group 1 - Aris Water Solutions, Inc. reported $118.61 million in revenue for the quarter ended December 2024, reflecting a year-over-year increase of 13.9% [1] - The reported revenue exceeded the Zacks Consensus Estimate of $110.88 million by 6.97%, while the EPS of $0.17 matched the previous year's EPS, but fell short of the consensus estimate of $0.27 by 37.04% [1] - The stock has returned -4.4% over the past month, underperforming the Zacks S&P 500 composite's -2.3% change, and currently holds a Zacks Rank 3 (Hold) [3] Group 2 - Revenue per barrel of total volumes was $0.75, matching the average estimate, while direct operating costs per barrel were $0.35, slightly above the average estimate of $0.32 [4] - Total volumes reached 1,636 thousand barrels of water per day, surpassing the average estimate of 1,576.12 thousand barrels per day [4] - Revenue from Total Water Solutions including Affiliates was $25.98 million, exceeding the estimated $23.07 million and representing an 8.9% increase year-over-year [4] - Revenue from Total Produced Water Handling including Affiliates was $87.57 million, above the estimated $85.89 million, marking a 9.8% increase year-over-year [4]

Core Viewpoint - Aris Water Solutions, Inc. reported quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.27 per share, representing an earnings surprise of -37.04% [1] Financial Performance - The company posted revenues of $118.61 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 6.97% and showing an increase from year-ago revenues of $104.13 million [2] - Over the last four quarters, Aris Water Solutions has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] Stock Performance - Aris Water Solutions shares have increased approximately 7.8% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.27 for the coming quarter and $1.25 for the current fiscal year, with revenues expected to be $110.82 million and $463.97 million respectively [7] - The estimate revisions trend for Aris Water Solutions is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Waste Removal Services industry, to which Aris Water Solutions belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting that the industry's outlook can significantly impact stock performance [8]

Exhibit 99.1 February 26, 2025 ● Grew produced water volumes 7% year-over-year ● Set a new quarterly record for recycled water volumes, growing 16% for the year and 18% sequentially in the fourth quarter of 2024 ● Achieved fourth quarter and full year 2024 net income of $13.8 million and $60.2 million, respectively ● Generated Adjusted EBITDA1 of $54.5 million for the fourth quarter of 2024, up 10% year-over-year, and $211.9 million for the full year, up 21% from 2023 ● Full year 2024 Cash Paid for Property ...

Core Insights - Analysts project Aris Water Solutions, Inc. (ARIS) will report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 58.8% [1] - Revenue is expected to reach $110.88 million, marking a 6.5% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 3.1% over the past 30 days, indicating a collective reassessment by analysts [2] Revenue Estimates - Revenue from Total Water Solutions including Affiliates is estimated at $23.07 million, a decrease of 3.3% from the prior-year quarter [5] - Revenue from Total Produced Water Handling including Affiliates is projected at $85.89 million, an increase of 7.7% from the year-ago quarter [5] Volume Estimates - Total Volumes are expected to be 1,576.12 thousand barrels of water per day, slightly down from 1,577 thousand barrels per day reported in the same quarter last year [6] - Total Water Solutions Volumes are estimated at 478.13 thousand barrels per day, compared to 482 thousand barrels per day in the previous year [6] - Produced Water Handling Volumes are projected to reach 1,097.99 thousand barrels per day, slightly up from 1,095 thousand barrels per day reported in the same quarter last year [7] Market Performance - Aris Water Solutions shares have experienced a decline of 1.9% over the past month, compared to a 1.8% decline in the Zacks S&P 500 composite [8] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [8]

Company Overview - Aris Water Solutions, Inc. (NYSE: ARIS) is a small-cap environmental infrastructure company focused on water management for the oil and gas industry with a market cap of $1.5 billion [1] Investment Insights - The company has demonstrated remarkable growth potential within its niche market, indicating opportunities for long-term investment [1] Analyst Background - The analysis is provided by a professional with extensive experience in equity and real estate markets, emphasizing a strategy of identifying long-only opportunities that offer safe and growing dividends [1]

Aris Water Solutions, Inc. (ARIS) shares ended the last trading session 5.8% higher at $24.69. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 9.5% loss over the past four weeks.The ARIS stock’s price increase was driven by consistent volume growth, strong margins, and efficient capital investment. These catalysts generate excess cash, providing the flexibility to reinvest in business development and boost sharehol ...

Analyst's Disclosure - The analyst has no current stock, option, or derivative positions in the mentioned companies but may initiate a beneficial Long position in ARIS through stock purchase or call options within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not influenced by any compensation or business relationships with the mentioned companies [1] Seeking Alpha's Disclosure - Past performance does not guarantee future results, and no specific investment recommendations are provided [2] - The views expressed may not represent those of Seeking Alpha as a whole, and the platform is not a licensed securities dealer, broker, or investment adviser [2] - Analysts on Seeking Alpha include both professional and individual investors who may not be licensed or certified by any regulatory body [2]

Core Viewpoint - The article discusses the current bullish momentum in the stock market, particularly in biotech and crypto sectors, despite ongoing recession fears and bearish sentiments from analysts [1][4][17]. Market Sentiment - The market has shown resilience, with significant gains since the beginning of 2023, contradicting earlier bearish predictions [2][3]. - The S&P 500 index, which started at approximately 3,824 on January 2, 2023, could still be up 22% even if it were to drop by the same percentage today, highlighting the market's upward trajectory [3]. Investment Opportunities - Select biotechs and crypto-related trades are experiencing strong bullish momentum, with notable gains reported, such as Design Therapeutics at +24% and VanEck Vectors Digital Transformation ETF at +49% [6]. - The biotech sector is expected to benefit from falling interest rates, with potential for significant growth in small-cap biotechs [6]. Sector Analysis - The pharmaceutical industry faces potential risks with the upcoming Trump administration, particularly with RFK Jr. being considered for a key health position, prompting caution among investors [7][8]. - Water consumption in the tech industry is becoming a critical issue, with companies like Aris Water Solutions (ARIS) gaining attention due to their role in addressing this challenge [11][12]. Quantitative Investment Strategies - Louis Navellier employs quantitative analysis to identify strong stocks, achieving notable returns with investments in Electromed (+43.55%), Revolve Group (+28.47%), and Sezzle (+188%) [15][16]. - The article emphasizes the importance of recognizing and capitalizing on bullish momentum while remaining cautious about market valuations [16][17].

Company Overview - Aris Mining Corporation is a gold producer operating in Latin America, currently managing two mines with ongoing expansions in Colombia [3] - The company produced 226,000 ounces of gold in 2023 and aims to reach a production rate of approximately 500,000 ounces per year by the second half of 2026 [3] - Aris Mining operates the 51% owned Soto Norte joint venture, with studies for a new development plan expected to yield results in early 2025 [3] - The company is also advancing the Toroparu gold/copper project in Guyana and is focused on pursuing acquisitions and growth opportunities for value creation [3] Upcoming Financial Results - Aris Mining will publish its Q3 2024 financial results after market close on November 12, 2024 [1] - A conference call to discuss the results is scheduled for November 13, 2024, at 9:00 am ET/6:00 am PT, which will be accessible via webcast [1] Conference Call Details - Participants can expedite access to the conference call by registering at Diamond Pass Registration [2] - Call-in details for live participation include a toll-free number for North America and an international number [2] - An audio recording of the call will be available until November 20, 2024, with specific access codes provided for replay [2]