- Investing Ideas
- Global Materials Spotless Management
Global Materials Spotless Management
Results
15
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
15 companies
Steel Dynamics
Market Cap: US$36.0b
Operates as a steel producer and metal recycler in the United States.
STLD
US$250.98
7D
-7.8%
1Y
97.0%
Xiamen TungstenLtd
Market Cap: CN¥136.4b
Engages in the sale of tungsten, molybdenum, rare earth, battery materials, and other industrial products in China.
600549
CN¥94.50
7D
32.6%
1Y
358.3%
Zhejiang Juhua
Market Cap: CN¥119.1b
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¥48.53
7D
4.2%
1Y
78.6%
Zhongjin GoldLtd
Market Cap: CN¥106.3b
Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.
600489
CN¥22.26
7D
-1.4%
1Y
55.7%
Guangzhou Tinci Materials Technology
Market Cap: CN¥104.7b
Engages in the research, development, production, and sale of fine chemical materials in China and internationally.
002709
CN¥55.92
7D
14.1%
1Y
229.9%
Endeavour Mining
Market Cap: CA$18.4b
Operates as a gold mining company in West Africa.
EDV
CA$76.20
7D
-0.6%
1Y
77.7%
Inner Mongolia Xingye Silver & Tin Mining
Market Cap: CN¥70.3b
Engages in the mining and beneficiation of non-ferrous and precious metals in China, Hong Kong, and Mongolia.
000426
CN¥43.01
7D
6.8%
1Y
181.3%
Harmony Gold Mining
Market Cap: R165.6b
Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.
HAR
R265.05
7D
-7.3%
1Y
7.3%
Shanjin International Gold
Market Cap: CN¥58.4b
Explores for, mines, and trades in precious and non-ferrous metal ores in China.
000975
CN¥21.28
7D
-3.9%
1Y
9.9%
Chifeng Jilong Gold Mining Group
Market Cap: CN¥56.1b
Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.
600988
CN¥31.09
7D
-4.7%
1Y
16.0%
China Gold International Resources
Market Cap: CA$10.2b
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$26.08
7D
-9.0%
1Y
115.9%
JCHX Mining ManagementLtd
Market Cap: CN¥45.8b
Engages in mine engineering, development, and construction activities in the People’s Republic of China and internationally.
603979
CN¥75.88
7D
-2.5%
1Y
74.4%
Northam Platinum Holdings
Market Cap: R99.4b
Through its subsidiary, Northam Platinum Limited, engages in the production and sale of platinum group metals.
NPH
R252.53
7D
-10.4%
1Y
37.5%
Trimegah Bangun Persada
Market Cap: Rp54.5t
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
Rp885.00
7D
-2.2%
1Y
36.2%
Shengda ResourcesLtd
Market Cap: CN¥18.0b
Through its subsidiaries, engages in the mining development, resource trading, and investment management businesses in China.
000603
CN¥27.55
7D
-10.5%
1Y
83.8%