CAMECO CORPORATION  (USA)  (NYSE:CCJ)      http://www.cameco.com/      Google Finance

Cameco Corporation (Cameco) is engaged in the exploration for and the development, mining, refining, conversion and fabrication of uranium for sale as fuel for generating electricity in nuclear power reactors in Canada and other countries. Cameco has a 31.6% interest in Bruce Power L.P. (BPLP), which operates the four Bruce B nuclear reactors in Ontario. Cameco has three reportable segments: uranium, fuel services and electricity. In January 2013, the Company acquired NUKEM Energy GmbH.

CLOUD PEAK ENERGY INC.  (NYSE:CLD)   http://www.cloudpeakenergy.com/      Google Finance

Cloud Peak Energy Inc. (CPE Inc.) is a holding company that manages its wholly owned subsidiary Cloud Peak Energy Resources LLC (CPE Resources). It is the producer of coal in the United States and in the Powder River Basin. During the year ended December 31, 2011, the Company’s coal sales were 98.7 million tons. CPE Inc.’s operations include three wholly owned surface coal mines, two of which are in Wyoming and one of which is in Montana. It also owns a 50% non-operating interest in the Decker mine, which is located in Montana. The Company produces sub-bituminous thermal coal with low sulfur content and sell its coal primarily to domestic and foreign electric utilities. During 2011, the coal it produced generated approximately 4% of the electricity produced in the United States. In July 2012, the Company acquired Youngs Creek Mining Company, LLC (Youngs Creek) joint venture and other related coal and surface assets from Chevron U.S.A. Inc. (Chevron) and CONSOL Energy Inc. (CONSOL).

COMPASS MINERALS INTERNATIONAL  INC.  (NYSE:CMP)   http://www.compassminerals.com/     Google Finance

Compass Minerals International, Inc. (Compass Minerals) is a producer of minerals, including salt, sulfate of potash specialty fertilizer (SOP) and magnesium chloride. As of December 31, 2011, the Company operated 12 production and packaging facilities, including the rock salt mine in Goderich, Ontario, Canada, and the rock salt mine in the United Kingdom in Winsford, Cheshire. Its solar evaporation facility located in Ogden, Utah, is a SOP production site and a solar salt production site in North America. Compass Minerals provides highway deicing salt to customers in North America and the United Kingdom and specialty fertilizer to growers and fertilizer distributors worldwide. It also produces and markets consumer deicing and water conditioning products, ingredients used in consumer and commercial food preparation, and other mineral-based products for consumer, agricultural and industrial applications. In January 2011, the Company acquired Big Quill Resources, Inc.

STEEL DYNAMICS  INC.  (NASDAQ:STLD)   http://www.steeldynamics.com      Google Finance

Steel Dynamics, Inc. is a steel producer and metals recycler in the United States. The Company operates in three segments: steel operations, metals recycling and ferrous resources operations, and steel fabrication operations. As of December 31, 2012, the Company estimated annual steelmaking capability of 6.4 million tons and actual recycling volumes. During the year ended December 31, 2012, its metals recycling shipments were 5.6 million gross tons of ferrous materials and 1.1 billion pounds of nonferrous metallics. During 2012, the Company’s steel shipments were 5.8 million tons. The primary sources of its revenues are from the manufacture and sale of steel products, processing and sale of recycled ferrous and nonferrous metals, and, to a lesser degree, fabrication and sale of steel joist and decking products.

A. SCHULMAN  INC. NASDAQ:SHLM)    http://www.aschulman.com     Google Finance

A. Schulman, Inc. (A. Schulman) is a supplier of plastic compounds, resins and services. The Company's customers span a range of markets, such as packaging, mobility, building and construction, electronics and electrical, agriculture, personal care and hygiene, sports and leisure, custom services and others. The Company’s operating segments include Europe, Middle East and Africa (EMEA), the Americas, and Asia Pacific (APAC). A. Schulman operates primarily in four lines of business: masterbatch, engineered plastics, specialty powders and distribution services. Effective September 1, 2012, the masterbatch product family was split into two separate product families: Custom Performance Colors and Masterbatch Solutions. On January 31, 2012, the Company acquired Elian SAS (Elian). On September 4, 2012, the Company acquired ECM Plastics, Inc.