U.S. Materials Undervalued based on future growth

Ternium

Market Cap: US$8.9b

Manufactures and distributes steel products in Mexico, Southern Region, Brazil, and internationally.

Century Aluminum

Market Cap: US$4.6b

Produces primary aluminum and alumina in the United States and Iceland.

TriMas

Market Cap: US$1.6b

Engages in the design, development, manufacture, and sale of products for consumer products, aerospace and defense, and industrial markets worldwide.

Sylvamo

Market Cap: US$1.6b

Produces and markets uncoated freesheet for cutsize, offset paper, and pulp in Europe, Latin America, and North America.

McEwen

Market Cap: US$1.1b

Engages in the exploration, development, production, and sale of gold and silver deposits in the United States, Canada, Mexico, and Argentina.

Koppers Holdings

Market Cap: US$867.7m

Provides treated wood products, wood preservation chemicals, and carbon compounds in the United States, Australasia, Europe, and internationally.

AdvanSix

Market Cap: US$546.5m

AdvanSix Inc., integrated chemistry company, engages in the manufacture and sale of polymer resins in the United States and internationally.

Alto Ingredients

Market Cap: US$402.2m

Produces, distributes, and markets specialty alcohols, renewable fuel, and essential ingredients in the United States.

Caledonia Mining

Market Cap: US$382.6m

Engages in the exploration, development, and production of gold in Zimbabwe.

Core Molding Technologies

Market Cap: US$202.7m

Operates as a molder of thermoplastic and thermoset structural products in the United States, Mexico, Canada, and internationally.