Sasol - Kohle und Gasverflüssiger profitiert vom Ölpreis. (Seite 35)


ISIN: ZAE000006896 | WKN: 865164 | Symbol: SAOA
11,095
16:23:55
Tradegate
+0,05 %
+0,005 EUR

Begriffe und/oder Benutzer

 

Sasol schreibt 900 Mio USD aus dem Jahr 2008 ab (wohl nicht cash-flow wirksam). Das ist wohl der Grund für den Kursrutsch um fast 8 Prozent auf umgerechnet 23 Euro
Antwort auf Beitrag Nr.: 58.527.207 von R-BgO am 24.08.18 14:35:35Zudem "dead country", wenn man sieht was sich dort politisch so tut.

Zitat von R-BgO: aktuell mal wieder in der Nähe meines Einstands;

dead money
Sasol-Crash wg. Update des Lake Charles Chemicals-Projektes
.
(ADR in USD)


22.5.
Sasol Limited: Update on the Lake Charles Chemicals Project
https://www.marketscreener.com/SASOL-438368/news/Sasol-Limit…

=>
...
Following this announcement a number of changes were made to the management of the LCCP, with project accountability immediately reassigned to the Executive Vice President of Chemicals, Fleetwood Grobler and the strengthening of our project controls organisation.

This team became concerned regarding the accuracy of the project's cost forecast and, as a consequence, our third quarter Business Performance Metrics announcement in April 2019 indicated that the LCCP's cost was tracking the upper end of the range. Management also initiated a full review of the costs and schedule until project completion with input from independent technical and financial advisers.

This review identified significant additional concerns related to the LCCP forecasting process and a marked increase in the projected total cost. The review also confirmed that the actual project expenditure (as at 31 December 2018) amounting to $10,9 billion was accurate and complete. Weaknesses in the project's integrated controls were identified and are being remediated.

The Board has also commissioned a review to be conducted by independent external experts. This review will cover the circumstances that may have delayed the prompt identification and reporting of the above-mentioned matters. Upon conclusion of the review, the Board will take appropriate action to address the findings....
Antwort auf Beitrag Nr.: 60.653.495 von faultcode am 24.05.19 17:51:17die ~USD25 ist hier die rote Linie, die nicht (nachhaltig) unterschritten werden sollte:


Antwort auf Beitrag Nr.: 60.653.779 von faultcode am 24.05.19 18:13:14sie wurde unterschritten :eek:

--> Sasol mal in Heimatwährung (ZAR):




--> sollte damit mittelfristig auf "Krisen-Niveau" von 2008 fallen
Sasol | 19,60 €
Wenn einmal der Wurm drin ist...
kann es echt häßlich werden:

JSE: SOL - SOLBE1 - UPDATE ON SASOL BOARD REVIEW, DELAY OF THE FINANCIAL RESULTS ANNOUNCEMENT AND UPDATE ON LCCP

Publication Date: Friday, August 16, 2019


UPDATE ON SASOL BOARD REVIEW, DELAY OF THE FINANCIAL RESULTS
ANNOUNCEMENT AND UPDATE ON THE LAKE CHARLES CHEMICALS
PROJECT


In the Company’s Trading Statement of 25 July 2019, updated guidance was
provided on the independent review commissioned by the Board to ascertain the
factors that impacted the cost and schedule changes for the Lake Charles Chemicals
Project (LCCP).

A preliminary report from the independent review was presented to the Board on 14
August 2019. The report contains observations which point to possible LCCP control
weaknesses.
Management and the Board will assess such control weaknesses and
identify whether any further remedial actions are required. In addition, the
Company’s auditors are required to consider these assessments in terms of
International Standards on Auditing and the Auditing Standards of the Public
Company Accounting Oversight Board.

As a consequence, the Board has decided to delay the announcement of Sasol’s
2019 financial results until the independent review and external audit has been
completed. The Board therefore expects to announce the 2019 financial results on
19 September 2019
. At that time, Sasol will also release its suite of reports including
the Annual Financial Statements, Annual Integrated Report, Sustainable
Development Report, Climate Change Report and Annual Report on Form 20-F.

Notwithstanding the independent review, the Board remains confident that the
guidance on the earnings ranges provided in the Trading Statement and the previous
cost guidance for the LCCP of $12,6-12,9 billion remain unchanged.

LCCP UPDATE

Sasol provided an update on the LCCP in its Trading Statement of 25 July 2019, in
which the Company stated that beneficial operation of the Ethane Cracker was
expected at the end of July 2019 or soon thereafter.

The final stages of the Ethane Cracker startup were initiated in July 2019. As is
often the case with major plant startups, a technical challenge relating to a large heat
exchanger was encountered. As a result, the Cracker startup was interrupted for
several days to resolve this issue. The startup has now resumed and an update on
the achievement of beneficial operation will be provided on or before 26 August
2019.

16 August 2019
Sandton
Sasol | 16,62 €
Antwort auf Beitrag Nr.: 61.367.437 von R-BgO am 29.08.19 09:55:48
nochmal verschoben:
Sasol | 17,28 €
Antwort auf Beitrag Nr.: 61.528.847 von R-BgO am 20.09.19 10:58:10Südafrika ist ein Land aus dem ich aktuell nichtskommanull investieren würde. Politisch wirtschaftlich auf Talfahrt. Die Schwarzen scheinen es zu schaffen das Land in den Abgrund zu fahren. Aktuell teilweise schlimmere Auswüchse als je unter der Apartheid. Bald genauso kaputt wie der Rest Afrikas? Aber die Gutmenschen werden sicher wieder beweisen, dass der Weiße Mann daran Schuld ist, dass es dort nirgends klappt.
Sasol | 17,28 €
Financial times schreibt:
Sasol’s joint chief executives depart over $13bn project debacle
und bloomberg:
https://www.bloomberg.com/news/articles/2019-10-28/sasol-nam…

Der Jahresbericht ist da.
https://www.sasol.com/de/investor-centre/financial-reporting…

Auf Seite 92 (Ziffer 17) im Geschäftsbericht sind noch andere Projekte aufgelistet, außer dem aus dem Ruder gelaufenen US Projekt "Lake Charles", das zu einem höheren Anteil von Chemikalien am Umsatz führen soll.

USD 16 Mrd Eigenkapital und 33,3 Mrd Bilanzsumme, die Marktkapitalisierung 11 Mrd USD ist nun deutlich unter Buchwert.

Gewinn war in den Geschäftsjahren per Ende Juni
2017 1,58 Mrd
2018 790 Mio
2019 0,428 Mio USD
Gewinn je Aktie USD:
2017 2,44
2018 1,10
2019 0,49
Sasol | 19,30 $
 Durchsuchen


Beitrag zu dieser Diskussion schreiben