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We came across a bullish thesis on Sasol Limited on Valueinvestorsclub.com by AlfredJones!. In this article, we will summarize the bulls’ thesis on SSL. Sasol Limited's share was trading at $6.50 as of November 28th. SSL’s trailing and forward P/E were 10.58 and 7.81 respectively according to Yahoo Finance. Jim Cramer Calls Fermi Inc (FRMI) A "Fascinating" Deal Sasol Limited operates as a chemical and energy company.  It offers bitumen, industrial heating fuels, naphtha, lubricants and lubricant base oil ...

Core Points - Sasol held its annual general meeting on November 14, 2025, where all resolutions were passed by the requisite majority of voting rights exercised [1] - The audited annual financial statements for the financial year ended June 30, 2025, were presented [1] Remuneration Policy - Non-binding advisory resolution number 1 endorsed the Company's remuneration policy with 93.93% votes in favor [2] - Non-binding advisory resolution number 2 endorsed the implementation report of the Company's remuneration policy with 97.43% votes in favor [2] Climate Change Strategy - Non-binding advisory resolution number 3 endorsed Sasol's climate change mitigation and adaptation strategy with 85.30% votes in favor [3] Director Elections - Mr. S Baloyi was re-elected as a director with 99.84% votes in favor [3] - Mr. M J Cuambe was re-elected as a director with 99.54% votes in favor [3] - Ms. M B N Dube was re-elected as a director with 97.74% votes in favor [3] - Dr. M Flöel was re-elected as a director with 99.50% votes in favor [3] Audit Committee Appointments - KPMG Inc. was appointed as the independent auditor with 99.90% votes in favor [4] - Several members were elected to the Audit Committee with high approval rates, including Mr. D G P Eyton (99.20%), Ms. K C Harper (99.55%), and Ms. G M B Kennealy (99.19%) [4][5] Safety, Social and Ethics Committee Appointments - Members elected to the Safety, Social and Ethics Committee included Mr. S Baloyi (99.42%), Ms. M B N Dube (98.07%), and Dr. M Flöel (99.30%) [5] Special Resolutions - Special resolution number 1 to approve remuneration for non-executive directors received 98.07% votes in favor [5] - Special resolution number 2 to authorize the Board for general share repurchase received 77.63% votes in favor [5]

Group 1 - The author works on the buy-side in Fixed Income and has a special interest in the Mining and Real Estate sectors [1] - The article emphasizes the importance of protecting investments, encapsulated in the phrase "Always Protect Your Nuts!" [1] Group 2 - There are no disclosed stock, option, or derivative positions in any mentioned companies, nor plans to initiate such positions in the near future [2] - The article expresses the author's personal opinions and is not influenced by compensation from any company [2]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Market Overview - Despite markets hovering near all-time highs, there is a shift from exuberance to cautious optimism, influenced by weak U.S. employment numbers and the potential economic impact of a federal government shutdown [1] - The market has not seen a 10% correction in over six months, leading investors to brace for a potential drawdown instead of a year-end rally [2] Value Stocks - Investors sitting on significant unrealized gains may consider reallocating to value stocks to minimize losses and generate income through dividends [2] - Five value stocks with a market cap of $3 billion or higher and a Benzinga Edge Value score of at least 90 are highlighted for portfolio protection in volatile environments [3] Sasol Ltd. - Sasol Ltd. has a Benzinga Edge Value Score of 99.66, with a market cap of $3.94 billion, trading at 10 times earnings, a P/B value of 0.4, and a P/S ratio of 0.27, indicating it is undervalued compared to U.S. and emerging market peers [4] - The stock has shown volatility but has evidence of upward momentum, with key technical levels to watch for a potential breakout [6] Gerdau SA - Gerdau has a Benzinga Edge Value Score of 97.67, with a market cap of $7 billion, trading at 8 times forward earnings, a P/B value of 0.70, and a P/S ratio of 0.37, along with a 3.27% dividend [7] - The stock has been trending higher since a Golden Cross in August, currently over 10% above its 50-day SMA, indicating bullish momentum [9] Ecopetrol SA - Ecopetrol has a Benzinga Edge Value Score of 97.47, with a market cap of $19 billion and annual sales exceeding $30 billion, showing a nearly 20% increase year-to-date [10] - The stock's fundamentals and technical trends are favorable, with a P/E ratio of 6.55 and a P/S ratio of 0.64, and bullish momentum is building [12] Seaboard Corp. - Seaboard has a Benzinga Edge Value Score of 94.03, with a market cap of $3.5 billion and annual sales over $9 billion, trading at 9 times earnings, a P/S ratio of 0.36, and a P/B ratio of 0.71 [13] - Recent signals indicate a revival in bullish momentum, with a significant rally taking the share price above the 50-day SMA [15] Fluor Corp. - Fluor has a Benzinga Edge Value Score of 91.46, with a market cap of $7 billion and annual sales exceeding $16 billion, trading at just 2 times earnings and a P/S ratio of 0.47 [16] - The stock has seen a 15% increase in the last three months, breaking above its 50- and 200-day SMAs, indicating a potential momentum reversal [18]

Core Insights - Sasol is making solid progress on its Capital Market's Day plans to strengthen its foundation business amid macroeconomic volatility, global tariffs, and geopolitical tensions [2] - The company reported a fatality at the Thubelisha Colliery in September 2025, despite achieving a fatality-free financial year in mining [2] Business Performance - In Southern Africa, the ramp-up of the destoning plant is on track, resulting in average sinks for Q1 FY26 reducing below 14%, which has enabled increased coal production [3] - Both Natref and Sasolburg showed improved operational performance, with higher sales volumes for Fuels and growth in the higher-margin mobility channel [3] - Chemicals Africa sales volumes remained consistent with the prior year, but revenue decreased due to lower sales prices amid market softness [3] - International Chemicals revenue increased in Q1 FY26 compared to the previous quarter, driven by margin optimization initiatives and higher sales volumes in the US [3] - Revenue and adjusted EBITDA were significantly higher compared to Q1 FY25, reflecting improved unit margins and operational excellence initiatives [3] Business Updates - The second of three new low-carbon boilers at Natref was successfully commissioned, enhancing steam reliability and supporting decarbonization objectives [4] - Sasol is taking measures to ensure operational continuity at the Natref refinery following the business rescue filing by Prax South Africa [5] - The mothballing of certain plants is progressing as planned, with clean-up activities completed for specific plants in Germany and the US [5] Outlook - Performance across all business segments is within market guidance, with good progress towards FY26 financial targets [6] - The Southern Africa value chain breakeven oil price for Q1 FY26 is in line with market guidance of US$55 - 60 per barrel, supported by higher production volumes [6] - International Chemicals is on track to meet the adjusted EBITDA target of US$450 - 550 million [6] Challenges - Despite progress, Sasol faces macroeconomic headwinds, including recent tariff changes impacting financial performance [7] - The company is actively assessing potential impacts on operations, supply chain, and pricing strategies due to global market adjustments [7]

Core Insights - Sasol International Chemicals has launched a bio-circular, palm and deforestation-free surfactant derived from insect oils, named LIVINEX IO 7, marking a significant innovation in the cleaning markets [1] Company Summary - The new product, LIVINEX IO 7, is the first nonionic surfactant of its kind in the fabric, home care, industrial, and institutional cleaning markets, indicating a pioneering step in sustainable product offerings [1] Industry Summary - The introduction of LIVINEX IO 7 aligns with growing trends towards sustainability and eco-friendly products in the cleaning industry, potentially setting a new standard for surfactants [1]

Core Viewpoint - Sasol Limited (NYSE:SSL) has seen recent share gains, but these gains are masking weak free cash flow forecasts and long-term risks, leading Morgan Stanley to downgrade its rating from Overweight to Equal-weight [1][2]. Group 1: Financial Performance - Improved cash flow in the second half of the fiscal year, along with advancements in cost-cutting initiatives and optimism regarding potential policy changes in China, contributed to the stock's recent increase [2]. - A significant portion of the debt reduction anticipated in fiscal 2025 is attributed to short-term factors such as dividend revenues, working capital unwind, and a payment from Transnet [2]. - Refining margins provided some support, but longer-term risks are expected to negate some of Sasol's recent gains [2]. Group 2: Company Overview - Sasol Limited is a global integrated energy and chemical company operating in 33 countries, with its activities divided into two primary divisions: Energy and Chemical [3].

Group 1 - The XRG consortium, led by ADNOC, has withdrawn its $18.7 billion acquisition proposal for Australian energy giant Santos [1][3] - The acquisition proposal was initially submitted on June 16, and Santos had agreed to extend the exclusivity period multiple times to facilitate the agreement [3] - Santos' board indicated that the consortium failed to accept reasonable terms to protect shareholder value, particularly regarding regulatory risks and the timeline for transaction completion [3][4] Group 2 - Santos plans to continue executing its established strategy, focusing on low-cost operations to strengthen cash flow [3] - The company expects a 30% increase in production by 2027, driven by the Barossa and Pikka Phase 1 projects, which will enhance free cash flow generation [3] - The chairman of Santos emphasized the company's commitment to generating cash flow, shareholder returns, and reinvestment to maintain infrastructure and expand production [4]