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Sasol presentation on Lake Charles

Sasol have released a presentation titled Sasol Site Visit of their Lake Charles facility. It gives you a good idea of what the products are going to be, similar to Secunda. Low cost feedstock, obviously the oversupply of natural gas in the region means better prospects of higher margins for Sasol's operation here. Have a read through, I still maintain that having a sizeable North American operation that competes against other majors in the US means a different set of investors. A different set of investors that are willing to pay higher multiples for the same earnings. Good work Sasol.


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