Core Insights - The article compares two companies, Sasol (SSL) and Vista Energy, S.A.B. de C.V. (VIST), to determine which is a better investment opportunity for undervalued stocks [1] Valuation Metrics - Sasol has a forward P/E ratio of 2.75, while Vista Energy has a forward P/E of 8.90 [5] - Sasol's PEG ratio is 0.17, indicating a favorable earnings growth outlook compared to Vista Energy's PEG ratio of 1.89 [5] - Sasol's P/B ratio stands at 0.41, contrasting with Vista Energy's P/B of 2.72 [6] Investment Ratings - Sasol currently holds a Zacks Rank of 1 (Strong Buy), whereas Vista Energy has a Zacks Rank of 5 (Strong Sell) [3] - Based on the valuation metrics and earnings outlook, Sasol is considered the superior value option compared to Vista Energy [6]

Investment Rating - The report provides a "Neutral" rating for BP and Eni, while it assigns a "Buy" rating to Chevron, ExxonMobil, Shell, TotalEnergies, GALP, OMV, and Cenovus Energy, indicating a positive outlook for these companies [10]. Core Insights - The report highlights that the global oil and gas sector is expected to experience a compound annual growth rate (CAGR) of 6.5% from 2024 to 2027, driven by increasing demand and recovering prices [10]. - The Brent front month price is projected to stabilize around $65.99 per barrel in 2025, while WTI is expected to be at $62.13 per barrel, reflecting a recovery from previous lows [7]. - Refining margins are anticipated to fluctuate, with European composite margins expected to average around $5.00 per barrel in 2025, indicating a challenging environment for refiners [7]. Summary by Sections Company Ratings and Projections - BP: Current price at 393.0, target price 400, with a 2% upside and a Neutral rating [10] - Chevron: Current price at 148.19, target price 177, with a 19% upside and a Buy rating [10] - ExxonMobil: Current price at 113.19, target price 130, with a 15% upside and a Buy rating [10] - Shell: Current price at 2,698, target price 2,900, with a 7% upside and a Buy rating [10] - TotalEnergies: Current price at 54.90, target price 60.0, with a 9% upside and a Buy rating [10] - Eni: Current price at 14.26, target price 13.0, with a -9% downside and a Neutral rating [10] - Cenovus Energy: Current price at 14.64, target price 25, with a 71% upside and a Buy rating [10] Market Assumptions - The report outlines macro assumptions for commodity prices, with Brent and WTI prices expected to stabilize in 2025 [7]. - The report also discusses refining margins, indicating a challenging environment for refiners with European margins projected at $5.00 per barrel [7]. Performance Metrics - The report includes performance metrics such as EV/DACF, FCF yield, and P/E ratios for major oil companies, providing a comprehensive view of their financial health and market positioning [10].

JOHANNESBURG, June 9, 2025 /PRNewswire/ -- In compliance with para 3.59 of the JSE Listings Requirements and para 6.39 of the JSE Debt and Specialist Securities Listings Requirements, shareholders and noteholders are advised of the following changes to the board of directors of the Company (the Board) in accordance with the Company's nomination and succession plan for directors:Appointment of independent non-executive directorMs Xikongomelo Maluleke has been appointed as an independent non-executive directo ...

Core Viewpoint - Sasol Oil and TotalEnergies Marketing South Africa won a legal judgment against Transnet, resulting in a payment order of R3.9 billion plus interest from Transnet to Sasol Oil [1] Group 1: Legal Proceedings - On June 20, 2024, the High Court of South Africa ruled in favor of Sasol Oil and TotalEnergies against Transnet, ordering Transnet to pay R3.9 billion plus interest [1] - Transnet has filed for leave to appeal the judgment to the Supreme Court of Appeal, which is currently under reconsideration, thus suspending the High Court's payment order [2] - In August 2024, Transnet initiated a separate action against Sasol Oil to recover R855 million, with the judgment still pending [3] Group 2: Settlement Agreement - On May 18, 2025, Sasol Oil and Transnet reached a settlement agreement, effective from May 23, 2025, after fulfilling all suspensive conditions [4] - Under the settlement, Transnet will make a net payment of R4.3 billion (exclusive of VAT) to Sasol Oil by June 30, 2025, resolving all disputes between the two parties [4]

Company Overview - Sasol leverages South Africa's coal mines and Mozambique gas fields through a fully integrated business model [1] - The company transforms low-cost feedstocks into high-value fuels, gas, and chemicals [1] Investment Potential - There are many positive aspects regarding Sasol that could indicate a strong investment opportunity [1] - The investment idea is centered around acquiring great companies at attractive prices [1]

Core Insights - The European white oil market is expected to grow from $685.4 million in 2023 to $1.59 billion by 2034, with a CAGR of 8.84% during the forecast period from 2024 to 2034 [1][8]. Market Overview - The white oil sector in Europe includes highly refined, mineral-based oils used in various industries such as pharmaceuticals, cosmetics, food processing, and industrial applications [2]. - The increasing demand for purity and safety in product formulations has made white oil essential for manufacturing lotions, ointments, lubricants, and plasticizers [2]. Innovations and Trends - Recent advancements in refining processes have led to white oils that meet stringent EU regulatory standards, including pharmaceutical and food-grade variants [3]. - There is a growing consumer awareness regarding sustainability and eco-friendly production practices, prompting European companies to adopt greener manufacturing methods [4]. Market Segmentation - The market is segmented by product type, grade type, application, functionality type, and country [9]. - Key product types include mineral white oil, light grade, heavy grade, synthetic white oil, and polyalphaolefin [9]. - Applications span healthcare, personal care, food and beverage, textiles, automotive, agriculture, and more [9]. Competitive Landscape - Major players in the market include ExxonMobil, Sonneborn LLC, Sasol, BP, FUCHS, H&R Group, Shell International, and Total Energies [3][10][16]. - The market has seen significant developments through business expansions, partnerships, collaborations, and joint ventures, with a focus on launching processing units to strengthen market positions [6]. Regulatory and Environmental Factors - The report discusses the regulatory landscape in Europe, including REACH compliance for cosmetic and personal care use and EU regulations for food-grade white oil [14]. - Sustainability and environmental impact considerations are becoming increasingly important, with a focus on sustainable sourcing of raw materials and eco-friendly alternatives [14].

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? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings esti ...

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, Internatio ...

Group 1 - Sasol Limited (NYSE: SSL) has seemingly resolved recent civil unrest in Mozambique, which may positively impact its operations [1] - The figures from the Fuels and Chemicals Africa division are expected to align with the reported figures for 2024 [1] Group 2 - The analyst has a beneficial long position in the shares of SSL, indicating confidence in the company's future performance [2]

Industry Overview - The energy sector has shown resilience post-2022 supply shock, with the Energy Select Sector SPDR (XLE) increasing by 7.3% year to date as of September [1] - Growth in oil refiners has been a significant driver, benefiting from favorable spreads between oil and distillates, while explorers, producers, and equipment/services sectors have also gained [1] Geopolitical Factors - Geopolitical tensions, particularly between Israel and Iran, have significantly impacted the energy sector, with escalating threats of broader conflict [2] - Iran, a top 10 global oil producer, reached production levels of over 3.3 million barrels per day (bpd) in August, exporting about 2% of global supply [3] Oil Price Dynamics - OPEC and OPEC+ have agreed to increase joint output by 180,000 bpd from December as part of a supply plan for 2025, which is expected to drive up oil demand and prices [4] - Oil prices have recently climbed, with Brent crude surpassing $80 per barrel for the first time since August, closing at $80.93 per barrel, and WTI crude at $77.14 per barrel [4] Investment Opportunities - The cyclical nature of the energy sector suggests a potentially strong year ahead, prompting a focus on stocks well-positioned for investment [5] - Companies with strong growth potential include: - Sasol Limited (SSL) with an expected earnings growth rate of 174.4% and a Zacks Rank of 2 [7] - Core Laboratories Inc. (CLB) with an expected earnings growth rate of 18.8% and a Zacks Rank of 2 [8] - Nine Energy Service, Inc. (NINE) with an expected earnings growth rate of 35.8% and a Zacks Rank of 2 [9]