South African Materials Potentially Undervalued Companies

Sasol

Market Cap: R73.5b

Operates as a chemical and energy company.

Nampak

Market Cap: R4.3b

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

Sasol

Market Cap: R73.5b

Operates as a chemical and energy company.

Harmony Gold Mining

Market Cap: R226.4b

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

Sappi

Market Cap: R10.8b

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

Sephaku Holdings

Market Cap: R527.4m

Operates as a construction materials company in South Africa.

ASP Isotopes

Market Cap: R793.2m

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

Randgold & Exploration

Market Cap: R55.1m

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: R1.9b

Manufactures and sells steel products in South Africa and internationally.

Gemfields Group

Market Cap: R2.1b

Operates as a mining company.

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.

Sibanye Stillwater

Market Cap: R208.8b

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

Kumba Iron Ore

Market Cap: R115.5b

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

Pan African Resources

Market Cap: R2.7b

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

Glencore

Market Cap: R58.4b

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: R8.7b

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.

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.

Mpact

Market Cap: R3.3b

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

Bowler Metcalf

Market Cap: R973.8m

Manufactures and sells rigid plastic packaging in South Africa.

AngloGold Ashanti

Market Cap: R46.9b

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

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: R13.2b

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: R1.7b

Engages in the production and sale of tin concentrate.

Anglo American

Market Cap: R36.8b

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

PPC

Market Cap: R9.4b

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

South32

Market Cap: R20.7b

Operates as a diversified metals and mining company.