- Investing Ideas
- Global Materials Spotless Management
Global Materials Spotless Management
Results
18
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
18 companies
Steel Dynamics
Market Cap: US$33.1b
Operates as a steel producer and metal recycler in the United States.
STLD
US$228.76
7D
3.2%
1Y
68.1%
Fresnillo
Market Cap: UK£18.9b
Fresnillo plc mines, develops, and produces non-ferrous minerals in Mexico.
FRES
UK£25.70
7D
-8.0%
1Y
77.4%
Zhejiang Juhua
Market Cap: CN¥123.4b
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¥45.72
7D
-18.1%
1Y
66.0%
Xiamen TungstenLtd
Market Cap: CN¥100.8b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥63.49
7D
-25.2%
1Y
209.1%
Zhongjin GoldLtd
Market Cap: CN¥96.4b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥19.88
7D
10.7%
1Y
44.3%
Guangzhou Tinci Materials Technology
Market Cap: CN¥90.5b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥44.59
7D
-18.1%
1Y
143.0%
Endeavour Mining
Market Cap: CA$17.5b
Operates as a gold mining company in West Africa.
EDV
CA$68.66
7D
-3.4%
1Y
67.5%
Harmony Gold Mining
Market Cap: R148.3b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R237.29
7D
-9.4%
1Y
-6.0%
Chifeng Jilong Gold Mining Group
Market Cap: CN¥57.4b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥31.32
7D
21.3%
1Y
31.3%
Shanjin International Gold
Market Cap: CN¥53.9b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥19.45
7D
15.9%
1Y
4.9%
China Gold International Resources
Market Cap: CA$9.9b
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$24.68
7D
9.8%
1Y
103.8%
JCHX Mining ManagementLtd
Market Cap: CN¥40.4b
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¥64.82
7D
10.5%
1Y
41.4%
Northam Platinum Holdings
Market Cap: R88.8b
Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.
NPH
R225.44
7D
-5.7%
1Y
14.5%
Guangxi Huaxi Nonferrous MetalLtd
Market Cap: CN¥32.2b
Engages in the exploration, mining, beneficiation, and engineering supervision of non-ferrous metals in China.
600301
CN¥50.83
7D
-18.0%
1Y
152.5%
Trimegah Bangun Persada
Market Cap: Rp52.0t
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
Rp825.00
7D
0.6%
1Y
26.0%
Ciments du Maroc Société Anonyme
Market Cap: د.م23.8b
Engages in the manufacture and sale of cement in Morocco.
CMA
د.م1,650.00
7D
-2.4%
1Y
-21.4%
Pan African Resources
Market Cap: UK£1.8b
Engages in the mining, extraction, production, and sale of gold in South Africa.
PAF
UK£0.90
7D
-8.7%
1Y
85.2%
Shengda ResourcesLtd
Market Cap: CN¥15.1b
Through its subsidiaries, engages in the mining development, resource trading, and investment management businesses in China.
000603
CN¥22.07
7D
-13.1%
1Y
49.7%