South African Materials Potentially Undervalued Companies

Pan African Resources

Market Cap: R2.1b

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

Harmony Gold Mining

Market Cap: R171.9b

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

Nampak

Market Cap: R3.7b

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

Tharisa

Market Cap: R7.6b

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.

Mpact

Market Cap: R2.9b

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

Sappi

Market Cap: R5.8b

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

Sephaku Holdings

Market Cap: R408.7m

Operates as a construction materials company in South Africa.

Aimia

Market Cap: R260.4m

Operates as a diversified conglomerate in Europe, Asia, Oceania, the Americas, Africa, and the Middle East.

Glencore

Market Cap: R60.2b

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.

York Timber Holdings

Market Cap: R956.6m

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

Omnia Holdings

Market Cap: R17.4b

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.

AngloGold Ashanti

Market Cap: R42.8b

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

Gemfields Group

Market Cap: R1.4b

Operates as a mining company.

Alphamin Resources

Market Cap: R2.0b

Produces and sells tin concentrates.

DRDGOLD

Market Cap: R1.9b

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

PPC

Market Cap: R12.3b

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

Sibanye Stillwater

Market Cap: R101.9b

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

Northam Platinum Holdings

Market Cap: R97.3b

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

Gold Fields

Market Cap: R526.8b

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

Kumba Iron Ore

Market Cap: R91.9b

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

Hulamin

Market Cap: R513.7m

Engages in the manufacture and supply of fabricated and rolled semi-finished aluminum products in South Africa, North America, Europe, Asia, the Middle East, Australasia, South America, and rest of Africa.

Bowler Metcalf

Market Cap: R957.4m

Manufactures and sells rigid plastic packaging in South Africa.

Transpaco

Market Cap: R1.2b

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