South African Materials Potentially Undervalued Companies

Pan African Resources

Market Cap: R897.0m

Engages in the mining, extraction, production, and sale of gold in South Africa.

Afrimat

Market Cap: R8.5b

Operates as a mining and materials company primarily in the southern African region.

Tharisa

Market Cap: R3.9b

An investment holding company, engages in the mining, processing beneficiation, marketing, sale, and logistics of platinum group metals (PGMs) and chrome concentrates in South Africa, China, Singapore, Hong Kong, the United States, Australia, Japan, and internationally.

Gemfields Group

Market Cap: R1.3b

Operates as a mining company.

South32

Market Cap: R12.2b

Operates as a diversified metals and mining company.

Sappi

Market Cap: R21.1b

Engages in the provision of materials made from woodfiber-based renewable resources in Europe, North America, and South Africa.

Sibanye Stillwater

Market Cap: R59.6b

Operates as a precious metals mining company in South Africa, the United States, Europe, and Australia.

Gold Fields

Market Cap: R364.0b

Operates as a gold producer with reserves and resources in Australia, South Africa, Ghana, Peru, Chile, and Canada.

Kumba Iron Ore

Market Cap: R102.4b

Engages in the exploration, extraction, beneficiation, marketing, sale, and shipping of iron ore for the steel industry in South Africa.

Sephaku Holdings

Market Cap: R273.5m

Operates as a construction materials company in South Africa.

Merafe Resources

Market Cap: R2.8b

Engages in the mining and beneficiation of chrome ore into ferrochrome and associated minerals.

Sasol

Market Cap: R41.7b

Operates as a chemical and energy company in South Africa and internationally.

Brikor

Market Cap: R115.1m

Manufactures and supplies building and construction materials in the Republic of South Africa.

Glencore

Market Cap: R32.3b

Engages in the production, refinement, processing, storage, transport, and marketing of metals and minerals, and energy products in the Americas, Europe, Asia, Africa, and Oceania.

Sasol

Market Cap: R41.7b

Operates as a chemical and energy company in South Africa and internationally.

DRDGOLD

Market Cap: R1.3b

A gold mining company, engages in the extraction of gold from the retreatment of surface mine tailings in South Africa.

Master Drilling Group

Market Cap: R2.2b

An investment holding company, provides specialized drilling services to blue chip major and mid-tier companies in the mining, civil engineering, construction, and hydroelectric power sectors.

Nampak

Market Cap: R3.5b

Engages in the manufacture and sale of packaging products in South Africa and rest of Africa.

BHP Group

Market Cap: R193.2b

Operates as a resources company in Australia, Europe, China, Japan, India, South Korea, the rest of Asia, North America, South America, and internationally.

African Rainbow Minerals

Market Cap: R30.4b

Through its subsidiaries, operates as a diversified mining and minerals company in South Africa, Malaysia, and Switzerland.

Hulamin

Market Cap: R660.9m

Engages in the manufacture and distribution of rolled and extruded aluminum products in South Africa, North America, Europe, Asia, the Middle East, Australasia, South America, and rest of Africa.

Anglo American

Market Cap: R26.1b

Operates as a mining company in the United Kingdom and internationally.

Jubilee Metals Group

Market Cap: R94.9m

Jubilee Metals Group plc operates as a diversified metals processing and recovery company.