Sasol: Spotlight on earnings – latest profit drivers
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
Sasol: More downgrades but also an upgrade
While we downgrade our earnings forecasts and target price for Sasol, the recent decline in the share price could provide an attractive entry point. We upgrade our rating to Overweight
Sasol: Spotlight on earnings – latest profit drivers
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
Sasol: Spotlight on earnings – latest profit drivers
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
Sasol: Risk is still the key word in this investment case
A slide deck with focus on key risks impacting the investment case
Sasol: Lower earnings on LCCP shut and weak prices
We have lowered our earnings expectation for FY21 by 21% to reflect the shutdown at the Lake Charles facilities as well as weak product prices in the first four months of the year.
Sasol: Spotlight on earnings – latest profit drivers
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
Sasol: Running out of Gas – literally a key risk
Sasol’s gas reserves are depleting in Mozambique and Sasol is planning to import LNG. This will increase the costs in the business significantly. LNG imports are not economically viable in the long term and Sasol needs to access cheaper piped gas.
Sasol: Spotlight on earnings – latest profit drivers
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
Sasol: Spotlight on earnings – latest profit drivers
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