UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next
Author: TMFOtter Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 111  
Subject: Re: Sasol revisited Date: 3/26/2007 12:35 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 2
Can you give our discussion participants an update on Sasol - particularly how it stacks up against RTK. How Sasol is similar/different?

There are a few coal-to-liquid companies out there, including Sasol, REntech and Syntroleum. There is another, Headwaters. Sasol is by far the largest, it has the most diverse portfolio of patents, it has the largest revenue stream, and it and Headwaters are the only two that are profitable.

The other companies I consider to be much purer plays on CTL, which means that the outcome for them is likely to be an enormous gain or an enormous loss only on the success or failure in this sector. I put a rentech presentation up on the Sasol GG board that anyone interested in this company should view. Of particular importance is the fact that it was from 1999 and the company has yet to hit any of its targets. They may succeed, but they're losing boatloads of money.

I think the management, diversity and technology for Sasol is far and away superior. Which doesn't mean that the other companies will fail.

Bill Mann

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.