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

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

Mal sehen pb wir über den 5€ bleiben 💪🏻

https://de.marketscreener.com/boerse-nachrichten/sasol-erwartet-gewinnanstieg-dank-hoeherer-chemikalienpreise-und-geringerer-wertminderungen-ce7c5ed3d08ef02c

"Sasol will release its financial results for the year ended 30 June 2025 on Monday, 25 August 2025." ----- https://www.sasol.com/sasol-sens/production-and-sales-metrics-and-trading-statement-year-ended-30-june-2025

Auf und Nieder, immer wieder 😉

-20% in einer Woche😔

Aber doch nicht so viel...

Fällt mitn Ölpreis

Warum stürzt die Aktie?

https://www.sasol.com/media-centre/media-releases/uzbekistan-gtl-successfully-completes-100-performance-test-collaboration-air-products-and-sasol ----- "The comprehensive performance test was conducted by joint owners, Air Products (gas production units) and UzGTL (liquid production units). Sasol, as Single Point Licensor, supplied the Sasol SPD™ process technology license, which integrates technologies from Topsoe (Syngas Production), and Chevron (Syncrude refining) with Sasol’s Low Temperature Cobalt Fisher-Tropsch (LTFT) technology and Sasol’s associated water treatment technologies."

Die Aktie war deutlich unterbewertet und profitiert deutlich vom steigenden Ölpreis bzw. den geopolitischen Spannungen. Südafrika Aktien steigen derzeit aber generell recht gut, nachdem die Stimmung in den letzten Monaten dort sehr negativ war.

Öl müsste profitieren

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