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Stock impact report

Sasol Limited (SSL): A Bull Case Theory [Yahoo! Finance]

Sasol Ltd. American Depositary Shares (SSL) 
US:NYSE Investor Relations: sasol.com/investor-centre/overview
Company Research Source: Yahoo! Finance
Sasol Limited's share was trading at $7.68 as of February 12th. SSL's trailing and forward P/E were 11.64 and 7.81 respectively according to Yahoo Finance. chemical, industry Adam Gregor/Shutterstock.com Sasol Limited operates as a chemical and energy company. SSL is one of the most controversial and overlooked opportunities in global energy, trading at an enterprise value of just 2.7x EBITDA, a 60–70% discount to its developed-market chemical peers like LyondellBasell and Dow. Universally criticized for its coal-to-liquids operations, high CO2 emissions, South African jurisdiction, and junk credit rating, the market prices Sasol as if it is heading toward bankruptcy. Much of this fear stems from the so-called “Gas Cliff” in 2028, when Mozambican gas supplies powering its Secunda facility may run low, combined with looming carbon taxes that could impose billions in costs. Operational challenges, including poor coal quality and underperforming gasifiers, further reinforce the b Show less Read more
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