27 Oct 2026 11:56
Sasol at R300: oil windfall, debt and the dividend return
Oil is higher for longer, and Sasol is the big local winner. But with the share back at R290, how much good news is already priced in, and when do shareholders see a dividend again? In episode 700, Simon Brown explains why Brent is still above $110 even though Middle East oil flows are back to pre-war levels, sets out three oil price scenarios for the next two years, and runs them through Sasol's earnings sensitivities, debt target and dividend policy.
Topics: Brazil ETF crash after the election, global oil inventories and restocking, China's destocking and EV shift, Sasol earnings scenarios, the Sasol dividend timeline, analyst price targets, and how the show began on Classic FM in 2008.
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