• Ternium SA (TX) is a Latin America-focused steel producer that has drawn attention for its dividend profile within the steel sector.
• Timken Co (TKR) is an industrial company specialising in engineered bearings and power transmission products used across manufacturing and machinery.
• Mueller Industries Inc (MLI) operates across copper, brass, and industrial metal products, giving it layered exposure to construction, HVAC, and manufacturing demand.
• New Pacific Metals Corp (NEWP) is associated with precious metals exploration and development, particularly silver-focused themes.
• NexGen Energy (NXE) is a uranium-focused development company whose profile is tied to the outlook for nuclear fuel.
• NioCorp Developments Ltd (NB) is associated with critical minerals development, including niobium and related materials.
• NRW Holdings Ltd (NRWWF) is a diversified contracting and mining-services group whose fortunes are linked to mining and infrastructure activity.
• Steel demand and infrastructure spending are among the key themes tied to the stock.
• Steel cycles tied to construction, infrastructure, and manufacturing shape much of the discussion around the name.
• RBC Bearings Inc (RBC) operates in precision engineered products that serve industrial and aerospace end markets.