South African Materials Undervalued over 20% based on DCF

Valterra Platinum

Market Cap: R276.7b

Engages in the production and supply of platinum group metals, base metals, and precious metals in South Africa, Asia, Europe, North America, and internationally.

AECI

Market Cap: R13.0b

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

Afrimat

Market Cap: R4.1b

Operates as a mining and materials company primarily in the southern African region.

Nampak

Market Cap: R3.6b

Engages in the manufacture and sale of packaging products in South Africa and rest of Africa.

Sephaku Holdings

Market Cap: R450.3m

Operates as a construction materials company in South Africa.