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: 4Q production revealed– estimates unchanged
Sasol released production numbers for FY20 and after a thorough review we maintain our earnings estimates for FY20 and later years. We still await the release of a trading statement.
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: Selling ROMPCO – a quick financial win but…
Sasol is set to sell its share in the ROMPCO pipeline company. ROMPCO is a highly profitable and cash generative business. While the sale might be a quick financial win it could weaken Sasol strategically.
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: FY20 ending slightly better than expected
We review our earnings estimates to reflect the balance sheet date closing prices and potential benefits from the US CARES Act. Sasol still needs to dispose of asset to the value of $3.6bn to avoid a rights issue, in our view.
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: 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