SASOL WKN: 865164 ISIN: ZAE000006896 Forum: Aktien Thema: Hauptdiskussion

Könnte ma wieder Richtung 6€ laufen

"Outlook ---- Performance across all our business segments remains within market guidance, and we are making good progress towards delivering on our FY26 financial targets. ---- Specifically, the Southern Africa value chain breakeven oil price for Q1 FY26 is in line with our market guidance of US$55 - 60/bbl, supported by higher production volumes, disciplined cost and capital management. International Chemicals is on track to meet the adjusted EBITDA target of US$450 - 550 million. ---- Despite good progress in delivering against our operating targets, we continue to face macro-economic headwinds, including recent tariff changes, which are impacting financial performance. As global markets adjust to tariff changes, we are actively assessing potential impacts on our operations, supply chain and pricing strategies, and are engaging with industry partners and policymakers to mitigate impacts." ---- https://www.sasol.com/sites/default/files/2025-10/Business%20Performance%20metrics%20for%20the%20three%20months%20ended%2030%20September%202025.pdf

Signs tell you what crime you’re most likely to fall victim to at highway exits and intersections; beware “Hi-Jacking Hot Spot” or “Smash and Grab Hot Spot.” Homeless people routinely direct traffic when the stoplights don’t work. Minibus taxis that ferry workers around the city often drive on the wrong side of the road to avoid rush hour traffic. Johannesburg, South Africa’s biggest metropolis, markets itself as a “world class African city.” It’s home to some of the continent’s biggest companies and its largest stock exchange. But private firms have gradually taken over public services, from security to healthcare to mail delivery. Insurance companies fix potholes and sponsor fire brigades to reduce claims. ..... https://www.wsj.com/lifestyle/travel/johannesburg-south-africa-g20-summit-525c8ca5

https://www.moneyweb.co.za/news/companies-and-deals/sasol-sees-solid-start-to-fy26-despite-macro-headwinds/

Danke für die Info!

Sanktionen von trump auf die beiden großen russischen Ölfirmen, dadurch steigt der Ölpreis Preis, was gut für Sasol ist

Wo kommen die 14% her?😳😳

Das crazy 🤸

Was heute los?

Ja bei 27 Euro war sie mal 🫣

Tut sie doch

Hoffentlich steigt die Aktie.

https://m.engineeringnews.co.za/article/sasol-swings-to-profit-on-higher-chemical-prices-lower-writedowns-2025-08-25

"Chemicals America .... EBIT increased by more than 100% to R1,7 billion compared to the prior year loss before interest and tax (LBIT) of R61,2 billion. Excluding remeasurement items, the EBIT increased more than 100% compared to prior year. The improvement is related mainly to improved unit margins and lower depreciation after the impairment in the Ethane value chain in 2024 and insurance proceeds partially compensating for losses related to the East Cracker fire."

"The actual net debt for 2025 of US$3,7 billion exceeds the net debt trigger in the new dividend policy (3,0 $bn) and results in no final dividend being declared for 2025"

"Basic earnings per share (EPS) increased by more than 100% to R10,60 per share compared to a loss per share of R69,94 in the prior year. Headline earnings per share (HEPS) improved by 93% to R35,13 per share. The balance sheet was strengthened due to strong free cash flow generation supported by the impact of non-recurring items such as the Transnet settlement. Our net debt (excluding leases) declined 13% to R65,0 billion (US$3,7 billion) while total long-term debt reduced by 12% to R103,3 billion (US$5,8 billion)." .... https://www.sasol.com/sites/default/files/2025-08/Annual%20Financial%20Statements%20for%20the%20year%20ended%2030%20June%202025.pdf