South African Materials Undervalued based on future growth

Harmony Gold Mining

Market Cap: R210.2b

Engages in the exploration, extraction, and processing of mineral properties in South Africa, Papua New Guinea, and Australia.

Sasol

Market Cap: R68.0b

Operates as a chemical and energy company.

Omnia Holdings

Market Cap: R12.4b

Research, develops, manufactures, and supplies chemicals, specialised services, and solutions for the agriculture, mining, and chemicals application industries in South Africa, rest of Africa, and internationally.

AECI

Market Cap: R9.5b

Provides products and services for mining, water treatment, plant and animal health, food and beverage, manufacturing, and general industrial sectors.

PPC

Market Cap: R8.5b

Engages in the production and sale of cement, aggregates, ready mix concrete, and fly ash in South Africa, Botswana, and Zimbabwe.

Tharisa

Market Cap: R7.9b

An investment holding company, engages in the mining, processing, sale, and logistics of platinum group metals (PGMs) and chrome concentrates in South Africa, China, Singapore, Hong Kong, the United Arab Emirates, and internationally.

Mpact

Market Cap: R3.3b

Engages in the paper and plastic packaging, and recycling business in South Africa and internationally.