South African Materials Potentially Undervalued Companies

Nampak

Market Cap: R4.1b

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

Tharisa

Market Cap: R8.2b

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

Harmony Gold Mining

Market Cap: R204.6b

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

Sappi

Market Cap: R9.8b

Provides woodfiber-based renewable resources in Europe, North America, and South Africa.

Sephaku Holdings

Market Cap: R451.4m

Operates as a construction materials company in South Africa.

York Timber Holdings

Market Cap: R998.4m

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

Mpact

Market Cap: R3.1b

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

Sasol

Market Cap: R93.0b

Operates as a chemical and energy company.

Gemfields Group

Market Cap: R1.9b

Operates as a mining company.

Transpaco

Market Cap: R1.1b

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

DRDGOLD

Market Cap: R2.8b

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

Impala Platinum Holdings

Market Cap: R244.6b

Engages in the mining, concentrating, refining, and sells of platinum group metals (PGMs) and associated base metals in South Africa, Zimbabwe, and Canada.

Kumba Iron Ore

Market Cap: R112.8b

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

Sasol

Market Cap: R93.0b

Operates as a chemical and energy company.

Randgold & Exploration

Market Cap: R72.3m

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

Glencore

Market Cap: R60.3b

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.

Mondi

Market Cap: R3.8b

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

Pan African Resources

Market Cap: R3.2b

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

Bowler Metcalf

Market Cap: R941.0m

Manufactures and sells rigid plastic packaging in South Africa.

AngloGold Ashanti

Market Cap: R54.5b

Operates as a gold mining company in Africa, Australia, and the Americas.

South32

Market Cap: R20.6b

Operates as a diversified metals and mining company.

Northam Platinum Holdings

Market Cap: R152.8b

Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.

Gold Fields

Market Cap: R734.4b

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

Sibanye Stillwater

Market Cap: R168.5b

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

PPC

Market Cap: R9.7b

Engages in the production and sale of cement, aggregates, ready mix concrete, and fly ash in South Africa, Botswana, and Zimbabwe.