Investors with an interest in Oil and Gas - Integrated - International stocks have likely encountered both Sasol (SSL) and Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST).
Sasol's destoning initiative will expand margins by improving coal quality, driving 7.5M barrels/quarter. The chemical cycle has bottomed, and restructuring efforts have positioned Sasol to benefit from returning macro demand, with significant EBITDA growth in America's and Eurasia's segments. Despite high debt and past unprofitability, Sasol's valuation is compelling at 3.1x Forward EV/EBITDA and 0.28 P/B, with promising restructuring and debt reduction strategies.
Investors with an interest in Oil and Gas - Integrated - International stocks have likely encountered both Sasol (SSL) and Exxon Mobil (XOM). But which of these two companies is the best option for those looking for undervalued stocks?
Sasol Limited (NYSE:SSL ) Q4 2024 Earnings Conference Call February 24, 2025 2:00 AM ET Company Participants Tiffany Sydow - Vice President and Investor Relations Simon Baloyi - President and Chief Executive Officer Walt Bruns - Chief Financial Officer Victor Bester - Executive Vice President, Operations and Projects Sarushen Pillay - Executive Vice President, Business Building Strategy and Technology Hermann Wenhold - Executive Vice President, Mining, Risk Antje Gerber - Executive Vice President, International Chemicals Conference Call Participants Chris Nicholson - RMB Morgan Stanley Gerhard Engelbrecht - Absa CIB Alex Comer - JPMorgan Tiffany Sydow Good morning, and welcome to Sasol Limited's Interim Results Presentation for Financial Year '25. Thank you for dialing in and listening to our announcement.
South African petrochemical firm Sasol on Monday skipped paying a dividend after reporting a 31% decline in half-year profit on a fall in oil prices and lower sales volumes.
South African petrochemical firm Sasol forecast a fall of up to 36% in half-yearly earnings on Wednesday, mainly due to a decline in oil prices and lower sales volumes.
Sasol Limited has resolved civil unrest in Mozambique, and 2025 financial results are expected to improve with no new asset write-downs anticipated. Long-term agreements with TotalEnergies and ExxonMobil, along with positive free cash flow, suggest SSL is undervalued despite commodity price risks. SSL's business model shows resilience with consistent net income growth, strategic partnerships, and significant capital expenditures indicating future production acceleration.
Sasol Limited faces challenges from declining oil/gas prices, underperforming coal operations, and an underutilized chemical plant in Louisiana. The stock quote has dropped 40% over the past year and 80% from its June 2022 peak, despite little meaningful change in assets owned or the balance sheet. SSL offers deep long-term value, especially if energy prices rise in 2025, with an 'A+' Quant Valuation Grade from Seeking Alpha.
Buy energy stocks like Sasol (SSL), Core Lab (CLB) and Nine Energy (NINE) for steady returns in a volatile macroeconomic environment.
Sasol Limited (NYSE:SSL ) Q3 2024 Earnings Conference Call August 20, 2024 3:00 AM ET Company Participants Tiffany Sydow - VP, IR Simon Baloyi - EVP, Energy Operations & Technology Hanre Rossouw - CFO Christian Herrmann - EVP, Marketing and Sales, Energy & Chemicals Southern Africa Victor Bester - EVP, Operations and Projects Antje Gerber - EVP, International Chemicals Hermann Wenhold - EVP, Mining, SHE and Risk and Procurement Vuyo Kahla - EVP, Commercial and Legal Conference Call Participants Adrian Hammond - SBG Securities Chris Nicholson - RMB Morgan Stanley Sashank Lanka - Bank of America Tiffany Sydow Good morning, and welcome to Sasol Limited's presentation of the financial results for the financial year 2024. Thank you for dialing in and listening to our announcement today.
Sasol Limited's (SSL) gas production in Mozambique increased by 6% in fiscal 2024, surpassing market expectations.
Sasol Limited's (SSL) focus on free cash flow generation, decarbonization, and operational enhancements positions it well for long-term growth.