- Investing Ideas
- Global Materials Spotless Management
Global Materials Spotless Management
Results
13
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
13 companies
AngloGold Ashanti
Market Cap: US$49.9b
Operates as a gold mining company in Africa, Australia, and the Americas.
AU
US$100.23
7D
6.9%
1Y
139.4%
Steel Dynamics
Market Cap: US$34.9b
Operates as a steel producer and metal recycler in the United States.
STLD
US$232.92
7D
1.9%
1Y
79.7%
Zhongjin GoldLtd
Market Cap: CN¥134.5b
Engages in the mining, smelting, and sale of non-ferrous metals in China.
600489
CN¥28.22
7D
8.7%
1Y
104.6%
Guangzhou Tinci Materials Technology
Market Cap: CN¥127.4b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥58.41
7D
-3.5%
1Y
228.5%
Endeavour Mining
Market Cap: CA$20.7b
Operates as a gold mining company in West Africa.
EDV
CA$87.76
7D
12.2%
1Y
117.4%
Zhejiang Juhua
Market Cap: CN¥97.6b
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¥35.58
7D
-2.9%
1Y
32.7%
Xiamen TungstenLtd
Market Cap: CN¥94.9b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥58.74
7D
1.7%
1Y
202.9%
Inner Mongolia Xingye Silver & Tin Mining
Market Cap: CN¥85.5b
Engages in the mining and beneficiation of non-ferrous and precious metals in China, Hong Kong, and Mongolia.
000426
CN¥49.75
7D
17.4%
1Y
281.8%
Chifeng Jilong Gold Mining
Market Cap: CN¥78.7b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥44.40
7D
16.8%
1Y
65.2%
Shanjin International Gold
Market Cap: CN¥78.1b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥29.23
7D
12.2%
1Y
45.4%
Harmony Gold Mining
Market Cap: R188.0b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R292.27
7D
11.0%
1Y
2.9%
China Gold International Resources
Market Cap: CA$12.1b
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$29.64
7D
1.6%
1Y
227.5%
Trimegah Bangun Persada
Market Cap: Rp69.6t
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
Rp1,015.00
7D
-2.9%
1Y
51.5%