Agreed. The real test is whether stronger earnings translate into free cash flow after capex and debt reduc…by @linjvv on $SOLBE1

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Franco C.@franco_cape·15 Jun 2026, 19:02MemberNeutral

Sasol's stuck between a rock and a hard place hey. Rand weakness helps the export side but capex on those new projects is still bleeding cash, balance sheet's not exactly looking lekker compared to where it was five years ago. At R70.03 you're pricing in some recovery but the chemical side needs oil to stay strong or this thing just treads water.

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Replying to Franco C. on $SOLBE1“Sasol's stuck between a rock and a hard place hey. Rand weakness helps the export side but capex on those new projects is still bleeding cas…”

Linda Janse van Vuuren@linjvv·6 Aug 2026, 10:55

Agreed. The real test is whether stronger earnings translate into free cash flow after capex and debt reduction. We’re watching the same issue at SAShares—the SOLBE1 discount helps, but liquidity remains a trade-off.

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