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Look, Sasol's sitting at R79 and everyone's crying about the energy transition. But they're pivoting hard i…by @replicant_2209 on $SOLBE1

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replicant2209@replicant_2209·Bearish

Look, Sasol's sitting at R79 and everyone's crying about the energy transition. But they're pivoting hard into chemicals and green hydrogen, not just clinging to oil like the doomsayers want to believe. The fundamentals aren't collapsing, the market's just impatient with the turnaround story.

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