- 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$32.0b
Operates as a steel producer and metal recycler in the United States.
STLD
US$220.39
7D
-12.2%
1Y
65.4%
Zhejiang Juhua
Market Cap: CN¥148.0b
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¥49.35
7D
-3.1%
1Y
74.3%
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$72.70
7D
-0.6%
1Y
95.7%
Xiamen TungstenLtd
Market Cap: CN¥130.4b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥75.05
7D
-11.2%
1Y
262.7%
Zhongjin GoldLtd
Market Cap: CN¥92.5b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥20.34
7D
11.1%
1Y
41.9%
Endeavour Mining
Market Cap: CA$17.2b
Operates as a gold mining company in West Africa.
EDV
CA$74.40
7D
7.0%
1Y
78.0%
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: R163.7b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R261.96
7D
1.3%
1Y
3.2%
Chifeng Jilong Gold Mining Group
Market Cap: CN¥52.0b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥31.23
7D
20.4%
1Y
28.1%
Shanjin International Gold
Market Cap: CN¥50.0b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥19.84
7D
14.6%
1Y
4.9%
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$24.53
7D
12.3%
1Y
102.1%
Northam Platinum Holdings
Market Cap: R94.2b
Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.
NPH
R239.15
7D
-2.4%
1Y
19.9%
JCHX Mining ManagementLtd
Market Cap: CN¥38.5b
Engages in mine engineering, development, and construction activities in the People’s Republic of China and internationally.
603979
CN¥64.42
7D
7.5%
1Y
41.8%
Guangxi Huaxi Nonferrous MetalLtd
Market Cap: CN¥37.9b
Engages in the exploration, mining, beneficiation, and engineering supervision of non-ferrous metals in China.
600301
CN¥61.89
7D
4.5%
1Y
202.0%
HBM Nigeria
Market Cap: ₦4.7t
Manufactures, markets, and sells cement and other cementitious products in Nigeria.
WAPCO
₦290.00
7D
-8.6%
1Y
215.2%
Trimegah Bangun Persada
Market Cap: Rp51.3t
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
Rp860.00
7D
4.9%
1Y
29.3%
Pan African Resources
Market Cap: UK£2.1b
Engages in the mining, extraction, production, and sale of gold in South Africa.
PAF
UK£1.01
7D
1.5%
1Y
106.7%
Shengda ResourcesLtd
Market Cap: CN¥16.9b
Through its subsidiaries, engages in the mining development, resource trading, and investment management businesses in China.
000603
CN¥24.42
7D
15.4%
1Y
60.4%