Hello, dear investors! Today we will consider companies whose shares can bring you good profit.

Information in the article is not an individual investment recommendation.

📌 Nornikel

This is a highly reliable business, but it depends a lot here on world prices for metals (which Norilikel produces) and on the ruble exchange rate.

Norkel EBITDA profitability does not fall below 40% (in 2022 - 52.3%).

For a long -term investor, now quite acceptable prices for the purchase of Norilikel shares.

The company will definitely return to the payment of dividends, and dividends (I hope) will be rather big.

And do not forget about the unique basket of the company's metals - this makes it unique in the world market.

📌 Polyus

This is the largest gold miner in the Russian Federation (5th place in the world). And most importantly, it is the most margin in the world. The cost of production of 1 ounce of gold has about $ 980 (the rest has an average of $ 1,400).

Now all gold miners (at a price of $ 2000) feel good, but if the price falls to $ 1200- $ 1300 (2019 level), then many gold miners will become unprofitable.

But the pole will be profitable, since the cost of production is in the region of $ 1000. And, as you know, dividends are distributed from profit.

By the way, the pole declared dividends for the 2nd half of 2022 in the amount of 436.79 rubles (yield-4.1%). Diva are low, but for a growing business this is normal.

EBITDA profitability for 2022 amounted to 60.7% (does not fall below 60%). This is a very good margin. Such business effectiveness is achieved due to the fact that the pole is a vertically integrated company.

Also, a high margin is associated with high prices for gold and weakening the ruble (the lower it is for exporters, the better).

📌 Severstal

Severstal everyone loved for her margin. This is one of the best steel companies in the world and the most margin metallurgical company in the Russian Federation.

The company's high profitability was due to vertical integration. But Severstal sold Vorkutangol for 15 billion rubles and now there is no vertical integration.

And this decision will negatively affect the indicators of profitability in 2022-2023. For this, Severstal will improve its indicators of ESG (development of social decisions and strengthening measures to protect the environment).

The company will move away from the use of coal in the production of steel on natural gas (it is more environmentally friendly).

In 2021, steel prices were in maximums, so all the ferrous metallurgists were well welded that year. Now prices have stabilized at a comfortable level.

For Severstal, 2022 was difficult: EU sanctions, the USA, also strengthen the ruble. The company had to reorient in other markets.

Nevertheless, Severstal in 2022 was profitable due to its effectiveness.

The company still does not publish reports, but in an extreme interview, the representative of Severstal said that in 2022 the company got average results in 5-7 years (excluding only the record 2021).

From this we can conclude that EBITDA profitability in 2022 will be about 30% - this is very good for such a problematic year.

Private investors do not like that Severstal does not pay dividends yet, but the company simply creates a liquid pillow. And in the future, of course, she will return to stable payments.

That's all, friends! Thank you for your attention.

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