Sasol’s carbon and other emissions threaten the company’s licence to operate in South Africa. Sasol has highlighted options to reduce emissions, but our preliminary assessment suggests these options face many challenges to be implemented successfully.
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
Implats is earning super profits and the company has significant cash reserves. For as long as metal prices remain at current levels, the company should be able to pay substantial dividends, supporting the investment case.
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
We are currently attending the virtual World Petrochemical Conference hosted by IHS Markit. We highlight the key themes that impact prices of Sasol’s commodity chemical products.
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22
We have reviewed our profit estimates for Sasol following the recent results announcement. We have also raised our estimates for oil prices to reflect the current high price environment.
We show Sasol’s key profit drivers as well as the earnings for the current and next financial years if drivers remained at spot levels until the end of FY22