Sasol Limited (SSL) Q4 2024 Earnings Call Transcript
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.
Sasol skips dividend after profit declines 31%
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.
Sasol sees up to 36% drop in half-yearly profit on lower oil prices
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: Guidance And Agreements With International Corporations Indicate Significant Undervaluation
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.
The Bottom Fishing Club: Sasol Represents Deep Value In Energy
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.
3 Energy Stocks to Buy on Continued Geopolitical Turmoil
Buy energy stocks like Sasol (SSL), Core Lab (CLB) and Nine Energy (NINE) for steady returns in a volatile macroeconomic environment.
Sasol Limited (SSL) Q3 2024 Earnings Call Transcript
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.
Why Sasol (SSL) Stock Surged More Than 10% Yesterday
Sasol Limited's (SSL) gas production in Mozambique increased by 6% in fiscal 2024, surpassing market expectations.
Sasol (SSL) Stock Loses 26% in 2024: Wish to Buy the Drop?
Sasol Limited's (SSL) focus on free cash flow generation, decarbonization, and operational enhancements positions it well for long-term growth.
Sasol Limited: A Potential Inflection Story
Sasol, a diversified company in mining, energy, and chemicals, is at a potential inflection point due to chemical sector recovery and political changes in South Africa. Operational cost optimizations and the absence of further shareholder value-eroding expansive plans are likely to lead to a significant increase in free cash flow generation. The increased free cash flow can be used to fund both greater shareholder returns and green energy investments.
SSL vs. FUPBY: Which Stock Is the Better Value Option?
Investors with an interest in Oil and Gas - Integrated - International stocks have likely encountered both Sasol (SSL) and Fuchs Petrolub SE Unsponsored ADR (FUPBY). But which of these two stocks offers value investors a better bang for their buck right now?
Sasol (SSL) Upgraded to Strong Buy: What Does It Mean for the Stock?
Sasol (SSL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
