Anglo America (OTC: AAUK) is one of the world's largest mining companies, with interests in gold, platinum, diamonds, coal, base metals, industrial minerals, iron ore, and paper and packaging. Anglo's big profit generators are the platinum business and the base metals business. Anglo is the world's largest platinum producer with a market share of more than 33%. Unlike gold, platinum doesn't suffer from an overhang of supply in central bank vaults.

Anglo shares have lagged the likes of BHP Billiton (NYSE: BHP) and Rio Tinto (NYSE: RTP) over recent years, but a restructuring plan is under way and a new American CEO who spent time at Alcan (NYSE: AL) and Amoco are helping Anglo gain traction with investors.