Materials Community
Our community narratives are driven by numbers and valuation.
Materials Investing Ideas
Zijin Mining Group
37.9% undervalued intrinsic discount
Zijin Mining is a scaled, globally diversified mining platform
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Updated 4 Jun
Sinopec Shanghai Petrochemical
268.8% overvalued intrinsic discount
Capital expenditures remain required regardless of profitability
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Published 31 May
Zijin Mining Group
29.2% undervalued intrinsic discount
Updated
Expansion Into Lithium and Molybdenum Will Support Future Revenue and Profitability
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Updated 4 Sep
MMG
24.0% undervalued intrinsic discount
Updated
Rising Renewable Energy And Asian Urbanization Will Sustain Copper Demand
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Updated 3 Sep
Maanshan Iron & Steel
24.7% undervalued intrinsic discount
Urbanization and Belt and Road Will Shape Steel Industry Outlook in 2025
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Updated 29 Jul
MMG
16.2% undervalued intrinsic discount
1208: Rising Discount Rate Will Weigh On Copper Producer Outlook
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Updated 22 Jul
Maanshan Iron & Steel
1.4% undervalued intrinsic discount
Aging Assets And Market Headwinds Will Squeeze Margins
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Updated 15 Jul
Maanshan Iron & Steel
40.9% undervalued intrinsic discount
Renewable Energy And Urbanization In Asia Will Ignite Steel Demand
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Updated 17 Jun
MMG
1.1% undervalued intrinsic discount
Peru Unrest And Las Bambas Risks Will Weaken Production
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Updated 16 Jun
