Sasol R300: oil windfall, debt & the dividend return
JSE Direct with Simon Brown | 28.10.2026 05:42
🇧🇷 Chart of the week: a US-dollar Brazil ETF drops 19.8%
⛽ Sasol's round trip: from R250 to R50 and back to R300
🛢️ Why Brent is $115 when flows are back to pre-war levels
🇨🇳 China's destocking and EV shift: reasons oil isn't higher
🎲 3 scenarios: grinding normalisation, escalation & fast peace
🧮 Sasol's sensitivities, HEPS scenarios and the dividend maths
🎯 Analyst targets & verdict: hold R290, buy R210–R230
🎙️ 700 episodes: Classic FM in '08 to the podcast today
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