- Investing Ideas
- Global Materials Spotless Management
Global Materials Spotless Management
Results
20
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
20 companies
Steel Dynamics
Market Cap: US$31.8b
Operates as a steel producer and metal recycler in the United States.
STLD
US$227.07
7D
-3.1%
1Y
70.1%
Fresnillo
Market Cap: UK£21.5b
Fresnillo plc mines, develops, and produces non-ferrous minerals in Mexico.
FRES
UK£28.52
7D
2.6%
1Y
91.5%
Sociedad Química y Minera de Chile
Market Cap: US$20.8b
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$73.52
7D
5.2%
1Y
104.5%
Zhejiang Juhua
Market Cap: CN¥132.4b
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¥49.05
7D
-8.8%
1Y
72.0%
Xiamen TungstenLtd
Market Cap: CN¥112.5b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥70.84
7D
-15.5%
1Y
244.7%
Zhongjin GoldLtd
Market Cap: CN¥99.9b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥20.60
7D
12.0%
1Y
44.9%
Endeavour Mining
Market Cap: CA$18.5b
Operates as a gold mining company in West Africa.
EDV
CA$75.05
7D
5.3%
1Y
76.6%
Dangote Cement
Market Cap: ₦16.1t
Engages in the preparation, manufacturing, distribution, and sale of cement and related products in Nigeria.
DANGCEM
₦963.00
7D
0%
1Y
126.6%
Harmony Gold Mining
Market Cap: R171.9b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R263.63
7D
6.2%
1Y
3.2%
Chifeng Jilong Gold Mining Group
Market Cap: CN¥58.0b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥31.60
7D
18.4%
1Y
31.0%
Shanjin International Gold
Market Cap: CN¥56.0b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥20.21
7D
15.8%
1Y
6.9%
China Gold International Resources
Market Cap: CA$10.3b
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$26.22
7D
18.8%
1Y
118.3%
Northam Platinum Holdings
Market Cap: R97.3b
Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.
NPH
R247.92
7D
3.8%
1Y
25.0%
JCHX Mining ManagementLtd
Market Cap: CN¥40.6b
Engages in mine engineering, development, and construction activities in the People’s Republic of China and internationally.
603979
CN¥65.14
7D
4.3%
1Y
40.5%
Guangxi Huaxi Nonferrous MetalLtd
Market Cap: CN¥39.7b
Engages in the exploration, mining, beneficiation, and engineering supervision of non-ferrous metals in China.
600301
CN¥62.76
7D
1.3%
1Y
209.9%
HBM Nigeria
Market Cap: ₦4.7t
Manufactures, markets, and sells cement and other cementitious products in Nigeria.
WAPCO
₦291.00
7D
-6.1%
1Y
214.6%
Trimegah Bangun Persada
Market Cap: Rp53.2t
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
Rp845.00
7D
4.3%
1Y
29.0%
Pan African Resources
Market Cap: UK£2.1b
Engages in the mining, extraction, production, and sale of gold in South Africa.
PAF
UK£1.03
7D
4.4%
1Y
106.2%
Ciments du Maroc Société Anonyme
Market Cap: د.م24.4b
Engages in the manufacture and sale of cement in Morocco.
CMA
د.م1,645.00
7D
-0.8%
1Y
-21.7%
Shengda ResourcesLtd
Market Cap: CN¥16.5b
Through its subsidiaries, engages in the mining development, resource trading, and investment management businesses in China.
000603
CN¥24.12
7D
14.9%
1Y
59.6%