Sasol Limited (ADR) (SSL)

smax1980 (74.38) Submitted: 5/16/08 7:06 PM : Start Price: $63.61 SSL Score: -6.00

Very interesting technology with a still moderate valuation. I believe that speculative money will flow in the oil market so that we ll see $150 for CL soon. If more speculative money flows in to SSL we could see a price slightly above $100. Even if CL declines to 80-90 bucks SSL should operate very profitable. Alltogether good chance to outperform s&p.

For succesful investing its important to consider the whole chain. I think coal prices will climb further and mining equipment manufactures will be one of the big winners. May be its worth to look at SMT Scharf, which is only traded under the symbol S4A in Germany. This company is a leader in their technology. They make equipement for coal mining and they r fastly expanding in SA, RU and CN. PE is about 7-8 and dividend yield over 6%... Allthough its a micro cap with a market cap of only 70 Mio US$.

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