32 South African Materials Stocks - Big Green Snowflakes - Investing Ideas

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
AFE AECI	R90.34	-3.2%	4.3%	R9.7b	R138.00	PE8.1x	E26.6%	2.4%
KIO Kumba Iron Ore	R472.69	-3.3%	-2.4%	R148.0b	R466.80	PE6.7x	E-12.5%	9.9%
MRF Merafe Resources	R1.39	1.5%	11.2%	R3.5b	n/a	PE2x	S-4.6%	31.7%
AFT Afrimat	R63.10	5.2%	23.7%	R9.5b	R86.00	PE13.9x	E34.1%	2.4%
MPT Mpact	R26.11	-4.2%	-6.1%	R4.0b	R35.35	PE7.1x	E16.0%	4.6%
ARI African Rainbow Minerals	R198.87	10.1%	-17.8%	R38.2b	R195.17	PE7.9x	E11.6%	6.0%
TPC Transpaco	R29.57	1.2%	-7.9%	R852.8m	R33.17	PE5.1x	S7.2%	8.6%
THA Tharisa	R16.35	3.8%	-26.7%	R4.8b	R16.06	PE3.1x	E-10.2%	5.8%
BCF Bowler Metcalf	R10.81	0%	35.0%	R743.5m	n/a	PE8.7x	n/a	3.7%
HAR Harmony Gold Mining	R175.21	3.5%	117.9%	R105.4b	R109.67	PE12.2x	E17.4%	0.8%
OMN Omnia Holdings	R56.71	-5.7%	-1.4%	R9.2b	R85.00	PE8.4x	S0.1%	6.6%
GFI Gold Fields	R337.29	3.0%	21.8%	R299.6b	R268.30	PE22x	E23.6%	2.2%
SEP Sephaku Holdings	R1.06	6.0%	-0.9%	R260.4m	n/a	PE14.1x	n/a	n/a
SOL Sasol	R157.71	-5.8%	-33.8%	R100.7b	R215.00	PE26.4x	E54.9%	12.7%
IMP Impala Platinum Holdings	R99.68	8.0%	-46.5%	R83.1b	R103.56	PB0.8x	E91.9%	0%
HLM Hulamin	R2.80	-4.1%	-17.6%	R886.4m	n/a	PE3.2x	n/a	0%
SAP Sappi	R51.85	-7.5%	23.0%	R28.9b	R54.70	PB0.7x	E59.9%	5.5%
MDI Master Drilling Group	R11.66	-2.8%	-18.0%	R1.7b	n/a	PE4.5x	n/a	4.5%
ACL ArcelorMittal South Africa	R1.21	-3.2%	-68.9%	R1.3b	R2.76	PB0.2x	E93.7%	0%
GML Gemfields Group	R2.80	5.7%	-29.5%	R3.3b	R5.75	PB0.4x	E95.5%	5.8%
SSW Sibanye Stillwater	R25.74	0%	-38.7%	R69.3b	R26.87	PB1.5x	E108.8%	0%
NPH Northam Platinum Holdings	R143.39	5.4%	-18.3%	R54.6b	R147.29	PS1.6x	E79.0%	1.4%
AMS Anglo American Platinum	R799.68	-0.5%	-27.8%	R206.2b	R767.80	PE16.1x	E10.2%	2.3%
BIK Brikor	R0.13	-13.3%	-18.8%	R106.9m	n/a	PE7.8x	n/a	n/a

South African Materials Big Green Snowflakes