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@mattkiu "YES I am buying more $SSL $JSESOL #Sasol . current mood in oil reminds me of Nov 2018 when Phil Baker (Ex-CEO $HL) told me: "WHO can produce with a profit at XX USD There was desperation . and it was the last chance to buy silver at the very cheap. Thats #oil NOW"
X Link @mattkiu 2025-10-10T13:51Z XXX followers, 1676 engagements

"People dont see the great chance in oil right now. Look at brent-gold ratio brent-silver-ratio etc and you know: 2nd chance for great oil stock buys after covid the last XX years. @Josh_Young_1 @hkuppy @calvinfroedge XX% chance oil will rise in Oct/Nov. Best play: Sasol $SSL"
X Link @mattkiu 2025-09-22T17:33Z XXX followers, 30.2K engagements

"@2020Upstream same here. bought some more #Sasol yesterday"
X Link @mattkiu 2025-10-03T07:33Z XXX followers, XXX engagements

"@JSE_Invest @Mercedarians should be good for SA miners and Sasol @JSE_Invest"
X Link @mattkiu 2025-10-12T12:55Z XXX followers, XXX engagements

"For all invested or interested in #Sasol I recommend the following interview with the CEO: @calvinfroedge @Valarian11 @hkuppy @Josh_Young_1 great interview once again @bronwynnielsen $SSL $JSESOL"
X Link @mattkiu 2025-09-29T16:15Z XXX followers, 11.7K engagements

"Sasol $SSL $JSESOL has XX years of coal to convert to oil. Production XX Mb p year = X billion barrels of reserves. Equal to $CVX. Difference to CVX Mcap: 3bn/313bn. Reserve life 70y/8y. FCF break even: 58/45 USD. location: SA/USA. @hkuppy @Josh_Young_1 @TaviCosta @ericnuttall"
X Link @mattkiu 2025-10-18T08:16Z XXX followers, XXX engagements

"@staffpro11 @Josh_Young_1 still remember forecasting XXX $ Brent in May 2020. I bought $OVV at X USD when others sold oil at -XX $ WTI. I sold them at XXXXX USD a year later (it went to over 50$). Sometimes the real money lies in things others arent even willing to imagine. 200$ oil by 2030 is possible"
X Link @mattkiu 2025-10-08T06:43Z XXX followers, XXX engagements

"I have now upped my holding in $SSL $JSESOL to XXX% of my longterm position as Morgan Stanley sold a good amount of its clients #Sasol shares in the last XX days due to Sasols "low cash flow". As @RealRickRule says: I am buying what people sell and selling what people buy"
X Link @mattkiu 2025-10-08T06:33Z XXX followers, 1412 engagements

"@Carrera0001 @hkuppy @Josh_Young_1 @TaviCosta @ericnuttall If oil prices go up CVX will need to buy other companies for high prices + drilling will be expensive. I prefer to invest in a company that has problems with lower oil prices as I think oil will follow gold in 2026. If you think oil goes down dont invest in oil stocks at all"
X Link @mattkiu 2025-10-18T08:37Z XXX followers, XX engagements

"Sometimes you get good investment ideas in comparing them. Cheapest commodity now Cheaper than gold silver etc and a lot cheaper than the stock market even a little (not much) cheaper than oil $copper Bought into $ERO $ERO.TO today. PE XXX priced at X times FCF @AAGresearch"
X Link @mattkiu 2025-01-13T20:36Z XXX followers, 2317 engagements

"@Carrera0001 if you think oil will go down more dont invest in oil at all. Almost all major oilers have low reserve life of 7-13 y. They need to drill a lot in 2-5 years. But where to invest when you think oil will go up I prefer companies with long reserve life like $CNQ or $SSL"
X Link @mattkiu 2025-10-18T08:41Z XXX followers, XX engagements

"@anymahomed the climb has started in April. When it will end we dont know. But I have stated and stand to it that XX USD is my target price. Maybe for 2030 Maybe sooner So thats X times the current price. Sasol shares are the kind of present you only get a few times in life"
X Link @mattkiu 2025-10-07T20:23Z XXX followers, XXX engagements

"@calvinfroedge buying more Sasol $SSL $JSESOL . XX USD until 2030 X times current price. Could it be even more Why not. Sasol has coal to turn into oil until 2050. I call that a decent reserve life"
X Link @mattkiu 2025-10-07T20:26Z XXX followers, XXX engagements

"@JSE_Invest bought more $SSL today"
X Link @mattkiu 2025-10-17T15:08Z XXX followers, XXX engagements

"$TGS #tgsasa +5.7% today on positive update. CEO: Asset utilization in Q3 exceeded expectations with a normalized OBN crew count of XXX and streamer vessel utilization at XX% compared to our previous indications of XXX and 65%. @hkuppy Was lucky to buy at the low. Up XX% on it"
X Link @mattkiu 2025-10-08T08:35Z XXX followers, XXX engagements

"Morgan Stanleys statement that Sasols cash flow currently is low is a given. Of course it is. And of course it will rise a lot with rising oil prices. Thats just the nature of cyclicality. Buy low - sell high. $SSL $SOLJ $JSESOL"
X Link @mattkiu 2025-09-22T17:19Z XXX followers, 3137 engagements

"Lots of #Sasol $JSESOL $SSL shares for sale since Morgan Stly changed its view on Sasol from overweight to average. Dumb reason: low FCF. Dumb bc: FCF low due to low oil price but one makes money buying at cycle bottom not the top. Thank you for the sellers Im a happy buyer"
X Link @mattkiu 2025-10-07T19:49Z XXX followers, 2308 engagements

"@calvinfroedge thx for posting @calvinfroedge but considering debt/EBITDA dont you think that Sasol is a much better deal PBR Huntsman: XX% Sasol: 40%. debt/EBITDA ratio: Sasol XXX Huntsman XXX . as youre invested in both your opinion is welcome 👍"
X Link @mattkiu 2025-10-12T18:17Z XXX followers, 3875 engagements

"Both companies have problems. $SSL: high FCF break even + location. $CVX: only X years of "life" left with only XX% of RRR. CVX needs to invest a LOT in capex reducing profits. Sasol needs brent above XX. But: you pay X % () of Chevrons market cap for Sasol. Let that sink in"
X Link @mattkiu 2025-10-18T08:34Z XXX followers, XXX engagements

"Initiated a large position in Petroleo Brasileiro Pref. ADR $PBR #Petrobras yesterday. Not for trading but lt. Viva Brasil 🙃 In the last oil bull cycle Petrobras went from X to XX USD in X years so lets see. Plus paying XX% dividend makes me wait with patience"
X Link @mattkiu 2025-08-21T06:33Z XXX followers, 1462 engagements