South African Materials Potentially Undervalued Companies

Sasol

Market Cap: R67.5b

Operates as a chemical and energy company.

Nampak

Market Cap: R4.2b

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

Sasol

Market Cap: R67.5b

Operates as a chemical and energy company.

Gemfields Group

Market Cap: R2.1b

Operates as a mining company.

Sappi

Market Cap: R13.7b

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

Sephaku Holdings

Market Cap: R391.6m

Operates as a construction materials company in South Africa.

ASP Isotopes

Market Cap: R696.1m

A development stage advanced materials company, engages in the production, distribution, marketing, and sale of isotopes.

ArcelorMittal South Africa

Market Cap: R1.8b

Manufactures and sells steel products in South Africa and internationally.

Bowler Metcalf

Market Cap: R957.4m

Manufactures and sells rigid plastic packaging in South Africa.

Anglo American

Market Cap: R31.1b

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

PPC

Market Cap: R8.0b

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

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.

Randgold & Exploration

Market Cap: R43.0m

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

BHP Group

Market Cap: R226.2b

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

Glencore

Market Cap: R44.7b

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.

Tharisa

Market Cap: R6.0b

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: R3.8b

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.

Mpact

Market Cap: R3.0b

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

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.

Transpaco

Market Cap: R1.1b

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

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.

Alphamin Resources

Market Cap: R1.4b

Engages in the production and sale of tin concentrate.

Harmony Gold Mining

Market Cap: R209.1b

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

South32

Market Cap: R15.4b

Operates as a diversified metals and mining company.

DRDGOLD

Market Cap: R2.6b

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

Sibanye Stillwater

Market Cap: R151.1b

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