- Investing Ideas
- Global Materials Spotless Management
Global Materials Spotless Management
Results
16
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
16 companies
Steel Dynamics
Market Cap: US$33.1b
Operates as a steel producer and metal recycler in the United States.
STLD
US$221.76
7D
-8.1%
1Y
65.4%
Fresnillo
Market Cap: UK£20.6b
Fresnillo plc mines, develops, and produces non-ferrous minerals in Mexico.
FRES
UK£27.94
7D
0.8%
1Y
93.9%
Zhejiang Juhua
Market Cap: CN¥150.8b
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¥54.83
7D
7.9%
1Y
93.5%
Zhongjin GoldLtd
Market Cap: CN¥87.1b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥19.09
7D
1.1%
1Y
32.3%
Endeavour Mining
Market Cap: CA$17.2b
Operates as a gold mining company in West Africa.
EDV
CA$71.11
7D
2.3%
1Y
70.1%
Dangote Cement
Market Cap: ₦14.9t
Engages in the preparation, manufacturing, distribution, and sale of cement and related products in Nigeria.
DANGCEM
₦891.00
7D
-7.5%
1Y
109.6%
Harmony Gold Mining
Market Cap: R158.1b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R252.97
7D
0.8%
1Y
1.2%
Chifeng Jilong Gold Mining Group
Market Cap: CN¥47.3b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥28.39
7D
6.6%
1Y
14.0%
Shanjin International Gold
Market Cap: CN¥46.5b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥18.04
7D
0%
1Y
-6.5%
China Gold International Resources
Market Cap: CA$8.9b
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$22.48
7D
2.9%
1Y
85.2%
Guangxi Huaxi Nonferrous MetalLtd
Market Cap: CN¥39.2b
Engages in the exploration, mining, beneficiation, and engineering supervision of non-ferrous metals in China.
600301
CN¥59.98
7D
0.5%
1Y
185.8%
Northam Platinum Holdings
Market Cap: R93.1b
Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.
NPH
R236.53
7D
-2.8%
1Y
22.7%
JCHX Mining ManagementLtd
Market Cap: CN¥36.6b
Engages in mine engineering, development, and construction activities in the People’s Republic of China and internationally.
603979
CN¥61.70
7D
-2.5%
1Y
31.6%
Trimegah Bangun Persada
Market Cap: Rp51.7t
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
Rp815.00
7D
-1.8%
1Y
24.4%
Pan African Resources
Market Cap: UK£2.0b
Engages in the mining, extraction, production, and sale of gold in South Africa.
PAF
UK£0.99
7D
1.5%
1Y
110.0%
Shengda ResourcesLtd
Market Cap: CN¥17.4b
Through its subsidiaries, engages in the mining development, resource trading, and investment management businesses in China.
000603
CN¥24.72
7D
7.0%
1Y
58.0%