South African Materials Potentially Undervalued Companies

Nampak

Market Cap: R4.3b

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

Gemfields Group

Market Cap: R2.2b

Operates as a mining company.

Harmony Gold Mining

Market Cap: R183.8b

Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.

Anglo American

Market Cap: R29.8b

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

Sappi

Market Cap: R13.0b

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

Sasol

Market Cap: R81.3b

Operates as a chemical and energy company.

Sephaku Holdings

Market Cap: R357.0m

Operates as a construction materials company in South Africa.

Randgold & Exploration

Market Cap: R37.2m

An investment holding company, operates as an exploration and mining investment company in the gold mining sector in South Africa.

ArcelorMittal South Africa

Market Cap: R1.8b

Manufactures and sells steel products in South Africa and internationally.

Pan African Resources

Market Cap: R1.9b

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

Sasol

Market Cap: R81.3b

Operates as a chemical and energy company.

Bowler Metcalf

Market Cap: R899.3m

Manufactures and sells rigid plastic packaging in South Africa.

Transpaco

Market Cap: R1.1b

Engages in the manufacturing, recycling, and distribution of paper and plastic packaging products in South and Southern Africa.

Alphamin Resources

Market Cap: R1.3b

Engages in the production and sale of tin concentrate.

Sibanye Stillwater

Market Cap: R145.4b

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

DRDGOLD

Market Cap: R2.5b

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

Kumba Iron Ore

Market Cap: R107.9b

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

BHP Group

Market Cap: R211.9b

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

Tharisa

Market Cap: R6.5b

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 Arab Emirates, an internationally.

Mondi

Market Cap: R3.7b

Engages in the manufacture and sale of packaging and paper solutions in Africa, Western Europe, Emerging Europe, Russia, North America, South America, Asia, and Australia.

York Timber Holdings

Market Cap: R1.0b

An investment holding company, engages in the forestry, sawmilling, plywood, wholesale, and farming businesses in South Africa and internationally.

Glencore

Market Cap: R41.5b

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.

Mpact

Market Cap: R3.2b

Engages in the paper and plastic packaging, and recycling business in South Africa and internationally.

Omnia Holdings

Market Cap: R12.1b

Research, develops, manufactures, and supplies chemicals, specialised services, and solutions for the agriculture, mining, and chemicals application industries in South Africa, rest of Africa, and internationally.

South32

Market Cap: R14.4b

Operates as a diversified metals and mining company.

Jubilee Metals Group

Market Cap: R90.5m

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