- 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$32.0b
Operates as a steel producer and metal recycler in the United States.
STLD
US$228.42
7D
3.6%
1Y
69.1%
Fresnillo
Market Cap: UK£19.4b
Fresnillo plc mines, develops, and produces non-ferrous minerals in Mexico.
FRES
UK£26.36
7D
-9.8%
1Y
73.9%
Sociedad Química y Minera de Chile
Market Cap: US$21.2b
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$73.19
7D
0.7%
1Y
94.5%
Zhejiang Juhua
Market Cap: CN¥117.2b
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¥43.42
7D
-12.0%
1Y
62.5%
Xiamen TungstenLtd
Market Cap: CN¥100.6b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥63.35
7D
-15.6%
1Y
189.0%
Zhongjin GoldLtd
Market Cap: CN¥98.6b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥20.34
7D
0%
1Y
46.6%
Guangzhou Tinci Materials Technology
Market Cap: CN¥81.3b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥40.06
7D
-25.9%
1Y
116.9%
Endeavour Mining
Market Cap: CA$16.8b
Operates as a gold mining company in West Africa.
EDV
CA$69.48
7D
-9.1%
1Y
66.1%
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
R248.49
7D
-9.7%
1Y
-4.5%
Chifeng Jilong Gold Mining Group
Market Cap: CN¥60.0b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥32.84
7D
5.2%
1Y
35.2%
Shanjin International Gold
Market Cap: CN¥55.5b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥20.03
7D
1.0%
1Y
6.7%
China Gold International Resources
Market Cap: CA$10.0b
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$25.30
7D
-2.4%
1Y
111.9%
JCHX Mining ManagementLtd
Market Cap: CN¥40.7b
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¥65.25
7D
1.3%
1Y
38.4%
Northam Platinum Holdings
Market Cap: R92.3b
Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.
NPH
R233.52
7D
-5.5%
1Y
15.4%
Guangxi Huaxi Nonferrous MetalLtd
Market Cap: CN¥31.2b
Engages in the exploration, mining, beneficiation, and engineering supervision of non-ferrous metals in China.
600301
CN¥49.39
7D
-20.2%
1Y
132.4%
Trimegah Bangun Persada
Market Cap: Rp50.1t
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
Rp795.00
7D
-7.6%
1Y
21.4%
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
-8.3%
1Y
86.7%
Ciments du Maroc Société Anonyme
Market Cap: د.م23.4b
Engages in the manufacture and sale of cement in Morocco.
CMA
د.م1,622.00
7D
-4.0%
1Y
-21.5%
Shengda ResourcesLtd
Market Cap: CN¥15.5b
Through its subsidiaries, engages in the mining development, resource trading, and investment management businesses in China.
000603
CN¥22.60
7D
-7.5%
1Y
44.9%