- Investing Ideas
- Global Materials Spotless Management
Global Materials Spotless Management
Results
19
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
19 companies
Steel Dynamics
Market Cap: US$33.0b
Operates as a steel producer and metal recycler in the United States.
STLD
US$222.06
7D
0.8%
1Y
61.7%
Fresnillo
Market Cap: UK£19.5b
Fresnillo plc mines, develops, and produces non-ferrous minerals in Mexico.
FRES
UK£26.42
7D
-8.2%
1Y
80.3%
Sociedad Química y Minera de Chile
Market Cap: US$21.3b
Produces and sells specialty plant nutrients, and iodine and its derivatives in Chile, Latin America, the Caribbean, Europe, North America, Asia, and internationally.
SQM
US$74.09
7D
1.9%
1Y
89.4%
Zhejiang Juhua
Market Cap: CN¥124.2b
Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.
600160
CN¥46.00
7D
-16.1%
1Y
72.0%
Xiamen TungstenLtd
Market Cap: CN¥102.7b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥64.71
7D
-21.2%
1Y
208.3%
Zhongjin GoldLtd
Market Cap: CN¥96.7b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥19.95
7D
4.5%
1Y
44.8%
Guangzhou Tinci Materials Technology
Market Cap: CN¥84.1b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥41.46
7D
-24.4%
1Y
125.0%
Endeavour Mining
Market Cap: CA$16.6b
Operates as a gold mining company in West Africa.
EDV
CA$69.68
7D
-6.3%
1Y
68.1%
Harmony Gold Mining
Market Cap: R153.2b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R245.19
7D
-10.9%
1Y
-5.8%
Chifeng Jilong Gold Mining Group
Market Cap: CN¥57.3b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥31.35
7D
10.4%
1Y
30.5%
Shanjin International Gold
Market Cap: CN¥53.3b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥19.22
7D
6.5%
1Y
3.5%
China Gold International Resources
Market Cap: CA$9.8b
A gold and base metal mining company, acquires, explores, develops, and mines mineral resources in the People’s Republic of China and Canada.
CGG
CA$25.33
7D
3.3%
1Y
113.9%
JCHX Mining ManagementLtd
Market Cap: CN¥41.1b
Engages in mining services and resource development in the People’s Republic of China, Africa, Europe, South America, Central Asia, Southeast Asia, Australia and internationally.
603979
CN¥65.84
7D
6.7%
1Y
39.9%
Northam Platinum Holdings
Market Cap: R92.3b
Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.
NPH
R234.43
7D
-5.2%
1Y
15.9%
Guangxi Huaxi Nonferrous MetalLtd
Market Cap: CN¥32.4b
Engages in the exploration, mining, beneficiation, and engineering supervision of non-ferrous metals in China.
600301
CN¥51.20
7D
-14.6%
1Y
148.4%
Trimegah Bangun Persada
Market Cap: Rp50.7t
PT Trimegah Bangun Persada TBK engages in the nickel ore mining and processing in Indonesia and distributes the products to China, Switzerland, Hong Kong, Sweden, and Singapore.
NCKL
Rp805.00
7D
-1.2%
1Y
22.9%
Pan African Resources
Market Cap: UK£1.9b
Engages in the mining, extraction, production, and sale of gold in South Africa.
PAF
UK£0.95
7D
-5.8%
1Y
95.6%
Ciments du Maroc Société Anonyme
Market Cap: د.م23.4b
Engages in the manufacture and sale of cement in Morocco.
CMA
د.م1,620.00
7D
-4.1%
1Y
-21.2%
Shengda ResourcesLtd
Market Cap: CN¥15.0b
Through its subsidiaries, engages in the mining development, resource trading, and investment management businesses in China.
000603
CN¥21.91
7D
-11.4%
1Y
49.0%