Russian heavy industry and blue chip companies watch list.
MMC Norilsk Nickel (NorNickel GMK) - The world’s largest palladium and nickel miner. [GMKN, NILSY].
Global ranking: 17-18% nickel, 11-13% platinum, 41-50% palladium and 2-2.5% copper.
Russia ranking: 96% nickel, 55% copper, 95% cobalt, 90% palladium.
P/E Ratio: 21.42
Dividend yield: 5.52%
In 2013-2014 MMC Norilsk Nickel, during restructuring, is selling the following assets: Nkomati, Tati Nickel, Lake Johnston, Black Swan, Cawse, Waterloo, Avalon, Honeymoon Well.This chart is provided by otcmarkets.com
Uralkali - world’s #1 potash producer by output [URKA, URKA.ME].
P/E Ratio: 12.46
Dividend yield: 2.41%
Main consumer: China.
Known risks: political, seasonal.