Get a compendium of 5 of the latest Ingham Analytics latest Sasol notes absolutely free today only.

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Get a compendium of 5 of the latest Ingham Analytics latest Sasol notes absolutely free today only.

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Published Date: 2019-09-19 | Source: INCE|Community | Author: Mark Ingham

Get a compendium of 5 of the latest Ingham Analytics latest Sasol notes absolutely free today only.

Ingham Analytics is close to the action at Sasol and has issued several insightful notes since 4 April when "Pain at the pump, gain on the share" was issued. "Louisiana Blues", issued on 24 May, was especially pertinent given the newsflow that has come out on the Lake Charles Chemicals project of late.

On 6 June, a note entitled "Bouncing Back" Ingham Analytics pointed out that the exchange rate would have to strengthen significantly and oil to weaken below $40/bbl for Sasol to be approximately breakeven over a full financial year, based on F2019 production metrics. Then, on 16 July, the note entitled "Implications of the rand at R14/USD" examined what effect a stronger rand would have on earnings. "Confidence takes a knock" was issued on 20 August and again dealt with the Lake Charles issue. At a time of great uncertainty on Sasol, Ingham Analytics has dispassionately guided investors through the noise.

Click here to get a compendium of 5 of the latest Ingham Analytics latest Sasol notes absolutely free. And stay tuned, there will be more financial analysis on Sasol to come in the future.

Because of the delay to the annual financial results, the controversial Lake Charles issue that everyone is talking about, the attacks on oil installations in Saudi Arabia, and of course the fact that Sasol is one of the most widely owned stocks on the JSE, there is a lot that is topical and relevant to South Africans.



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