Sasol Research Report - Possible Upside

This report reflects the research and analysis I've performed on this company. It is provided for informational purposes only and does not constitute personalized financial advice nor an endorsement or solicitation to purchase stock in this or any other company. Please do your own due diligence or hire a financial advisor before making any investment decisions.

Sasol ADR (SSL:US) Research Report pdf (right-click and "Save target as...")

SSL:US ADR research report posted: 2007, July 18

Probably the world’s leader in GTL/CTL Fischer-Tropsch technology with plants in Qatar and Nigeria and possible plants for China and USA.
Within, the South African market, they have a dominant market position. They also do a majority of their business globally with the majority of that business in Europe (minimal US exposure)
As energy supply restricts further, their conversion technologies become more economical and also more physically feasible as coal is plentiful. The convergence of peak oil and global warming may be a catalyst for Sasol technology.
Strong margins and cash flow generation historically (for at least the last 5 years).
High dividend yield (> 3% currently).
Chemicals business helps insulate against energy industry fluctuations.
2010 World Cup is a possible catalyst due to increased infrastructure spending.

Disclosure: Author has no position in this stock.

The Enlightened American

Sasol Research Report - Possible Upside