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Author: Gerhard Engelbrecht

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Sasol: Emission solutions – real or science fiction?

Mar 31, 2021Gerhard EngelbrechtChemicals

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.

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Sasol: Spotlight on earnings – latest profit drivers

Mar 26, 2021Gerhard EngelbrechtChemicals

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

READ MORE

Sasol – Spotlight on earnings – latest profit drivers

Mar 19, 2021Gerhard EngelbrechtChemicals

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

READ MORE

Implats – The sun is still shining, let’s make some hay

Mar 15, 2021Gerhard EngelbrechtPGM Mining

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.

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Sasol: Spotlight on earnings – latest profit drivers

Mar 12, 2021Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: WPC2021 – Cautious outlook remains in place

Mar 10, 2021Gerhard EngelbrechtChemicals

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.

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Sasol: Spotlight on earnings – latest profit drivers

Mar 4, 2021Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Spotlight on earnings – latest profit drivers

Feb 26, 2021Gerhard EngelbrechtChemicals

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

READ MORE

Sasol: Investment case review – corner turned?

Feb 24, 2021Gerhard EngelbrechtChemicals

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.

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Sasol: Spotlight on earnings – latest profit drivers

Feb 19, 2021Gerhard EngelbrechtChemicals

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

READ MORE

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