Global Materials Potentially Undervalued Companies

Stanmore Resources

Market Cap: AU$2.1b

Engages in the exploration, development, production, and sale of metallurgical coal in Australia.

Aurelia Metals

Market Cap: AU$448.8m

Engages in the exploration and production of mineral properties in Australia.

Nippon Paint Holdings

Market Cap: JP¥2.3t

Engages in the paints and fine chemicals businesses in Japan, Asia, the United States, Europe, and internationally.

Duc Giang Chemicals Group

Market Cap: ₫20.7t

Manufactures industrial products in Vietnam.

Tokai Carbon

Market Cap: JP¥221.2b

Engages in the manufacture and sale of carbon-related products and services in Japan.

AMG Critical Materials

Market Cap: €1.3b

Develops, produces, and sells energy storage materials in the United States, China, Germany, France, Japan, Brazil, Africa, and internationally.

Atalaya Mining Copper

Market Cap: €1.3b

Engages in the mineral exploration and development in Spain.

Transcontinental

Market Cap: €461.6m

Engages in the flexible packaging business in Canada, the United States, Latin America, the United Kingdom, and internationally.

Andean Precious Metals

Market Cap: €1.1b

Engages in the acquisition, exploration, development, and processing of mineral resource properties in the United States.

Cabka

Market Cap: €49.2m

Manufactures and sells pallets and large containers made from recycled plastic in Europe, North America, and internationally.

Silgan Holdings

Market Cap: US$4.4b

Manufactures and sells rigid packaging solutions for consumer goods products in the United States and internationally.

SergeFerrari Group

Market Cap: €79.5m

Designs, develops, manufactures, and markets composite materials for lightweight architectural and outdoor applications in France and internationally.

Torex Gold Resources

Market Cap: US$6.1b

A mineral exploration company, engages in the acquisition, exploration, and development of mineral properties in Mexico and the United States.

AMG Critical Materials

Market Cap: US$1.3b

Develops, produces, and sells energy storage materials in the United States, China, Germany, France, Japan, Brazil, Africa, and internationally.

SSR Mining

Market Cap: CA$9.4b

Engages in the acquisition, exploration, and development of precious metal resource properties in the United States, Türkiye, Canada, and Argentina.

IAMGOLD

Market Cap: CA$15.4b

Through its subsidiaries, operates as a gold producer and developer in Canada and Burkina Faso.

Aurelia Metals

Market Cap: AU$448.8m

Engages in the exploration and production of mineral properties in Australia.

Anhui Conch Cement

Market Cap: CN¥111.2b

Manufactures, sells, and trades in clinker and cement products in China and internationally.

Suzano

Market Cap: R$59.2b

Manufactures and sells pulp and paper products in Brazil and internationally.

Transcontinental

Market Cap: CA$461.6m

Engages in the flexible packaging business in Canada, the United States, Latin America, the United Kingdom, and internationally.

Champion Iron

Market Cap: US$2.8b

Engages in the acquisition, exploration, development, and production of iron ore properties in Canada.

Aeris Resources

Market Cap: AU$443.0m

Explores, produces, and sells precious metals in Australia.

OceanaGold

Market Cap: €10.6b

Engages in the exploration, development, and operation of gold and gold/copper mines in the United States, the Philippines, and New Zealand.

Axalta Coating Systems

Market Cap: US$6.4b

Through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Clariant

Market Cap: CHF 3.6b

Develops, manufactures, distributes, and sells specialty chemicals in Switzerland, Europe, the Middle East, Africa, the United States, and the Asia Pacific.

TOA Paint (Thailand)

Market Cap: ฿24.8b

Manufactures and distributes paints and chemicals in Thailand, Vietnam, Laos, Myanmar, Cambodia, Indonesia, and Malaysia.

Tianshan Aluminum GroupLtd

Market Cap: CN¥90.6b

Produces and sells primary aluminum, prebaked anodes, high-purity aluminum, alumina, and aluminum foil products in China and internationally.

Kumho Petro ChemicalLtd

Market Cap: ₩3.2t

Manufactures and sells synthetic rubber and resins, specialty chemicals, nanocarbon, energy, and building materials in South Korea and internationally.

Malayan Cement Berhad

Market Cap: RM 9.9b

An investment holding company, produces, manufactures, and trades in cement, clinker, ready-mix concrete, drymix, quarry, and other building materials and related products primarily in Malaysia and Singapore.

Tokai Carbon

Market Cap: €221.2b

Engages in the manufacture and sale of carbon-related products and services in Japan.

Aeris Resources

Market Cap: €443.0m

Explores, produces, and sells precious metals in Australia.

Nippon Paint Holdings

Market Cap: €2.3t

Engages in the paints and fine chemicals businesses in Japan, Asia, the United States, Europe, and internationally.

Vidrala

Market Cap: €2.9b

Engages in the manufacture and sale of glass containers for food and beverage products in the United Kingdom, Ireland, Italy, Iberian Peninsula, rest of Europe, and Brazil.

OceanaGold

Market Cap: US$10.6b

Engages in the exploration, development, and operation of gold and gold/copper mines in the United States, the Philippines, and New Zealand.

Fortuna Mining

Market Cap: €4.5b

Engages in the precious and base metal mining and related activities in Argentina, Côte d’Ivoire, Mexico, Peru, and Senegal.

Vidrala

Market Cap: €2.9b

Engages in the manufacture and sale of glass containers for food and beverage products in the United Kingdom, Ireland, Italy, Iberian Peninsula, rest of Europe, and Brazil.