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Sasol's stuck between a rock and a hard place hey. Rand weakness helps the export side but capex on those n…by @franco_cape on $SOLBE1

FR
Franco C.@franco_cape·Neutral

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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