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# ![@mattkiu Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1710696985592786944.png) @mattkiu miles44

miles44 posts on X about $ssl, $jsesol, oil, $sm the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1710696985592786944/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710696985592786944/c:line/m:interactions.svg)

- [--] Week [-------] +298%
- [--] Month [-------] +5,048%
- [--] Months [-------] +1,148%
- [--] Year [-------] +981%

### Mentions: [--] [#](/creator/twitter::1710696985592786944/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710696985592786944/c:line/m:posts_active.svg)

- [--] Week [--] +55%
- [--] Month [--] +63%
- [--] Months [---] +172%
- [--] Year [---] +171%

### Followers: [---] [#](/creator/twitter::1710696985592786944/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710696985592786944/c:line/m:followers.svg)

- [--] Week [---] +2.90%
- [--] Month [---] +12%
- [--] Months [---] +44%
- [--] Year [---] +109%

### CreatorRank: [---------] [#](/creator/twitter::1710696985592786944/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710696985592786944/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33% [currencies](/list/currencies)  30% [stocks](/list/stocks)  11% [cryptocurrencies](/list/cryptocurrencies)  4% [countries](/list/countries)  4% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$ssl](/topic/$ssl) #1, [$jsesol](/topic/$jsesol) #1, [oil](/topic/oil) 11%, [$sm](/topic/$sm) #18, [$brent](/topic/$brent) #4, [target](/topic/target) 8%, [in the](/topic/in-the) 7%, [$tgsasa](/topic/$tgsasa) 7%, [silver](/topic/silver) 7%, [ceo](/topic/ceo) 6%

**Top accounts mentioned or mentioned by**
[@calvinfroedge](/creator/undefined) [@hkuppy](/creator/undefined) [@joshyoung](/creator/undefined) [@graddhytrading](/creator/undefined) [@jseinvest](/creator/undefined) [@1023sjp](/creator/undefined) [@grok](/creator/undefined) [@mineralstocks](/creator/undefined) [@valuehurts](/creator/undefined) [@vanckzhu](/creator/undefined) [@clkleinmonaco](/creator/undefined) [@michaelaarouet](/creator/undefined) [@rossouwbeyers](/creator/undefined) [@cleanmoney86](/creator/undefined) [@tavicosta](/creator/undefined) [@badcharts1](/creator/undefined) [@yo2090155886326](/creator/undefined) [@johannbiermann1](/creator/undefined) [@marcjacksonla](/creator/undefined) [@subutrade](/creator/undefined)

**Top assets mentioned**
[Sasol Limited (SSL)](/topic/$ssl) [SM Energy Company (SM)](/topic/$sm) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [PolkaBridge (PBR)](/topic/$pbr) [Oxygen (OXY)](/topic/$oxy) [Schlumberger NV (SLB)](/topic/$slb) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Devon Energy Corp (DVN)](/topic/$dvn) [Newmont Corporation (NEM)](/topic/$nem) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Morgan Stanley (MS)](/topic/morgan-stanley) [Hecla Mining Company (HL)](/topic/$hl) [Convex Finance (CVX)](/topic/$cvx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Back to 100% investment position on $SSL $JSESOL #Sasol after the price drop"  
[X Link](https://x.com/mattkiu/status/1970144674624295190)  2025-09-22T15:14Z [---] followers, [----] engagements


"Further upping my position on $SSL $JSESOL #Sasol today to 130% with selling pressure in the US (ADR) after Morgan Stanleys downgrade to "equal weight" today. Good to build a bigger position without chasing prices. Sasols a great play on oil price + management is excellent"  
[X Link](https://x.com/mattkiu/status/1970170167700177266)  2025-09-22T16:55Z [---] followers, [----] engagements


"Was out of #Sasol and today got in again but with 200% of my normal position. Production numbers are out this Thursday. $SSL $JSESOL"  
[X Link](https://x.com/mattkiu/status/2013628256734392758)  2026-01-20T15:02Z [---] followers, [---] engagements


"added to #Sasol once again now at 210% of my lt position. $JSESOL $SSL Reason JPM considers 94R a fair price at $Brent [--] USD. Sasol is already at 98R. Im positive on oil and Sasol is one of the best leverage plays on it. Plus great management. My lt target (2029) is [--] USD"  
[X Link](https://x.com/mattkiu/status/2013990795490066869)  2026-01-21T15:03Z [---] followers, [----] engagements


"Bought (even) more #Sasol - now at 270% of my normal position size. Production numbers are out tomorrow as you will know. $SSL $JSESOL"  
[X Link](https://x.com/mattkiu/status/2014062865817141684)  2026-01-21T19:49Z [---] followers, 10.8K engagements


"Everyone with doubts about me saying the new management of #sasol is extraordinary: just look at the perfect fulfillment of everything they announced at CMD in May [----]. This stock goes back to book value = 3fold this year. And [--] USD in [----] with rising oil prices $SSL $JSESOL"  
[X Link](https://x.com/mattkiu/status/2014323264923861180)  2026-01-22T13:04Z [---] followers, 12.5K engagements


"@JohannBiermann1 good for $SSL $JSESOL #Sasol oil down in USD but up 1% in $ZAR"  
[X Link](https://x.com/mattkiu/status/2017303288274727083)  2026-01-30T18:25Z [---] followers, [----] engagements


"such a beauty of a chart πŸ˜πŸš€ $SSL $JSESOL #Sasol plus it breaks out with high volume. Reminds me of $SBSW in spring last year"  
[X Link](https://x.com/anyuser/status/2017606665005072737)  2026-01-31T14:31Z [---] followers, [----] engagements


"@MarcJacksonLA love JPM/Goldman analysts who create good buying opportunities. Remember the guy from JPM downgrading Sasol [--] weeks ago Made me 12% when it went up 15% again in a day. Up 23% ytd with #Sasol by trading it. Now + lt bullish. Target [--] USD this year and [--] by [----] $SSL $JSESOL"  
[X Link](https://x.com/mattkiu/status/2021159803985269099)  2026-02-10T09:50Z [---] followers, [---] engagements


"@graddhytrading @graddhytrading having just seen your renewed bullish view on oil - what's your view about $SSL Sasol You might not follow them as they only have an ADR in the US and are South African $JSESOL but maybe you could take a look anyway. Thanks :)"  
[X Link](https://x.com/mattkiu/status/2021507753035055295)  2026-02-11T08:53Z [---] followers, [---] engagements


"@1023Sjp oil st could turn neg + stockmkt might go down. Let's see. Sasol took out [--] year falling trend + 122R resistance + only stopped at [---] R resistance: great but a lot for [--] d. ADR: distribution doji today but over resistance so neutral. Chart positive medt. But Im cautious"  
[X Link](https://x.com/mattkiu/status/2022076521863864450)  2026-02-12T22:33Z [---] followers, [---] engagements


"@1023Sjp reentry: either oil/stocks/sasol goes lower than at lower price - or once the [---] R resistance breaks. But will decide short-term and keep posting as I normally do"  
[X Link](https://x.com/mattkiu/status/2022077235474419926)  2026-02-12T22:35Z [---] followers, [--] engagements


"#Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL"  
[X Link](https://x.com/mattkiu/status/2021604444257845750)  2026-02-11T15:17Z [---] followers, [----] engagements


"Got back into #Sasol today with 200% of my normal position size. This will break out to the upside soon. Getting through [--] USD might be tough but rising oil prices will help. $SSL $JSESOL Also buying $PBR"  
[X Link](https://x.com/anyuser/status/2016611262566699081)  2026-01-28T20:36Z [---] followers, [----] engagements


"$Brent in Rand $ZAR up 2.6% today. Highest price since November [----]. GREAT for $SSL $JSESOL #Sasol as it produces its oil in South Africa. $40 USD in [----] - back to book value at [--] USD by year end [----]. Mark my words πŸ‘πŸ»πŸ˜Š"  
[X Link](https://x.com/anyuser/status/2017341068744765627)  2026-01-30T20:56Z [---] followers, [----] engagements


"$SSL $JSESOL #Sasol building strength under its [--] year downtrend. Results out 23rd of Feb. Brent now at [--] USD means [--] FCF per barrel. Upped my position to 257% of its normal size today. Once this breaks out many could see these low prices in the rear mirror πŸ€”πŸ˜‡"  
[X Link](https://x.com/mattkiu/status/2021157125293035972)  2026-02-10T09:39Z [---] followers, [----] engagements


"@SubuTrade put/call ratios historically havent been reliable. If it would be so easy to call bottoms or tops . and if you would have shown a longer period in your chart it would show its unreliability as well but hey . happy weekend :)"  
[X Link](https://x.com/mattkiu/status/2022705426366636259)  2026-02-14T16:12Z [---] followers, [----] engagements


"@graddhytrading just checked the charts from 5th of January. Any view on $SM (SM Energy) I bought them last week. Or $TGS.ASA Bought them at the September low and more at the December low. Thanks :) Kosmos is a nice pick btw"  
[X Link](https://x.com/mattkiu/status/2010487308999397785)  2026-01-11T23:01Z [---] followers, [---] engagements


"and just for the record: bought more $SM SM Energy today. Stock s a great bargain due to funds srlling double positions due to merger with $CIVI"  
[X Link](https://x.com/mattkiu/status/2014375296204505572)  2026-01-22T16:31Z [---] followers, [---] engagements


"Loaded the boat with shares of $SM SM Energy - the company merges with $CIVI and on Tuesday 27th of Jan both companies will decide over the merger. Uncertainty will be gone then. Share price has bottomed out. Check out the fundamentals it's great value. @calvinfroedge @hkuppy"  
[X Link](https://x.com/mattkiu/status/2014690831458808095)  2026-01-23T13:25Z [---] followers, [---] engagements


"Bought even more $SM #SMEnergy today - SM and Civitas $CIVI vote on the merger is tomorrow at 10:00 a.m.MT"  
[X Link](https://x.com/anyuser/status/2015818330632847588)  2026-01-26T16:05Z [---] followers, [---] engagements


"#Sasol s numbers today are a good study case of a company in a turnaround phase. You look at the past: Low oil price strong rand low EPS🀨. You look at the future: stronger FCF margins up 100% depreciations done stronger oil price😊. What counts is the future. $SSL $JSESOL"  
[X Link](https://x.com/anyuser/status/2019333100019265779)  2026-02-05T08:51Z [---] followers, [----] engagements


"@contrarian8888 perfectly agreed on your GS view on [--] USD target and of course (as I wrote here today) I loaded the boat with $SSL once again :)"  
[X Link](https://x.com/mattkiu/status/2021345009505796495)  2026-02-10T22:06Z [---] followers, [---] engagements


"SA market is lagging in time on oil. $Brent is close to [--] USD and [--] soon. But while oilers are going up steadily by [--] or [--] % per day #Sasol doing "nothing" well: some are accumulating. Some fools are selling to them. Well be at [---] R end of May = 50% higher $SSL $JSESOL"  
[X Link](https://x.com/mattkiu/status/2021523545038455293)  2026-02-11T09:55Z [---] followers, [----] engagements


"RT @HFI_Research: Oil next πŸ€·β™‚"  
[X Link](https://x.com/mattkiu/status/2021868427602801109)  2026-02-12T08:46Z [---] followers, [--] engagements


"Sold the whole position in #Sasol $SSL $JSESOL in the last hours - once again. Was a quick and good ride. As always: great lt stock great company great management I stick to my bullish targets and will be back in soon. But trading can make sense as well. Pf up 30% ytd now"  
[X Link](https://x.com/mattkiu/status/2022032381914517518)  2026-02-12T19:37Z [---] followers, [---] engagements


"@LeePrevost @dee_bosa @OphirGottlieb @grok is the $IGV a leading indicator to $NDX"  
[X Link](https://x.com/mattkiu/status/2023057184896999815)  2026-02-15T15:29Z [---] followers, [--] engagements


"sold a lot silver yesterday and Tuesday to buy more $TGS.ASA - also bought some $SBO (Schoeller Bleckmann Oil Service). TGS up 5% today. yielding 7% p.a. quasi monopoly on graphic seismic data for #oil"  
[X Link](https://x.com/mattkiu/status/2001707523988955564)  2025-12-18T17:33Z [---] followers, [---] engagements


"@EnergyCynic there used to be the same jokes about the "stupid" silver bugs. that was when I bought silver. Used to be 50% silver 50% oil stocks this year pf up around 70% ytd. Now I am selling the silver and going all in on oil. $SM $SSL $OXY $PBR $DVN"  
[X Link](https://x.com/mattkiu/status/2004853039354839345)  2025-12-27T09:53Z [---] followers, [---] engagements


"@mineralstocks fundamentally you are right of course but when silver goes down they will go down as well and silver will backtest [--] USD in the new year imho"  
[X Link](https://x.com/mattkiu/status/2004869775596679583)  2025-12-27T10:59Z [---] followers, [--] engagements


"@valuehurts @vanckzhu you should buy $OXY now as Buffett did and most of the other oil companies"  
[X Link](https://x.com/mattkiu/status/2004870466926956758)  2025-12-27T11:02Z [---] followers, [---] engagements


"@valuehurts @vanckzhu $SM for example too cheap after the merger due to overhang of stocks"  
[X Link](https://x.com/mattkiu/status/2004870702554583362)  2025-12-27T11:03Z [---] followers, [--] engagements


"@clkleinmonaco when $WTI "wakes up" it will be the end of the commodity bull market. Oil will be last on the party - and crash it. More so for miners: their costs will go up margins shrink share prices will go down. Imo oil will rise to [---] USD in the next [--] years. No economy can take that"  
[X Link](https://x.com/mattkiu/status/2004977795617931595)  2025-12-27T18:08Z [---] followers, [---] engagements


"@clkleinmonaco oil price up: transportation costs up production costs up = costs of nearly everything up = companies and people have less buying power = less demand = recession = demand for industrial products and metals etc goes down. We agree on that Chris :)"  
[X Link](https://x.com/mattkiu/status/2005003276648063410)  2025-12-27T19:50Z [---] followers, [---] engagements


"@lovedurban_uip @FahadMaow of course invested in $SSL Great company. $SM as well. Also bought $TGS.ASA when it was at [----] Euros and doubled that position at [----] Euros. $SM is my newest holding. beta to oil is over [--] + solid dividend payer with a stock overhang due to merger. Just like $NEM in Feb 24"  
[X Link](https://x.com/mattkiu/status/2007497739828162585)  2026-01-03T17:02Z [---] followers, [---] engagements


"@mineralstocks and $SLB"  
[X Link](https://x.com/mattkiu/status/2007505040198742164)  2026-01-03T17:31Z [---] followers, [---] engagements


"RT @JSE_Invest: $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m s"  
[X Link](https://x.com/anyuser/status/2007753269813117148)  2026-01-04T09:57Z [---] followers, [--] engagements


"The Venezuelan move was wise for the US. US oil demand rises [---] bbd py so [--] bbd of rising oil prod satisfies the US [--] years. Not the world - as world oil demand rises [---] bbd py. The reason to intervene was geostrategical. It doesnt change the very positive oil price outlook"  
[X Link](https://x.com/mattkiu/status/2007778514515452098)  2026-01-04T11:37Z [---] followers, [---] engagements


"RT @MichaelAArouet: Germany invested half a trillion and now produce 20% less electricity at 3x the price [--]. Industrial production implo"  
[X Link](https://x.com/mattkiu/status/2010067323026329625)  2026-01-10T19:12Z [---] followers, [----] engagements


"@GreyHairOpsGuy @itsme_urstruly @JoshYoung absolutely @JoshYoung πŸΎπŸ‘πŸ» - as all other bulls didnt hold out. But credit also to Rick Rule who joined the party at the right time"  
[X Link](https://x.com/mattkiu/status/2011371929899512300)  2026-01-14T09:36Z [---] followers, [--] engagements


"@calvinfroedge congrats to you @calvinfroedge - hopefully people will learn and buy the dip as I did (you as well I guess) next time the analysts downgrade the share"  
[X Link](https://x.com/mattkiu/status/2014374440373522824)  2026-01-22T16:27Z [---] followers, [---] engagements


"@minenergybiz @minenergybiz you have the same sort of chart for $FRES.L Fresnillo Should be even more discounted"  
[X Link](https://x.com/mattkiu/status/1798716220180705555)  2024-06-06T13:59Z [---] followers, [---] engagements


"if you look at the balance sheet of $JSESOL $SSL #Sasol you can see that whilst in [----] the company had 31bn USD for property plant and equipment with depreciation of 16bn = 15bn net it had 29.6bn with depr of 20bn = 9.6bn net in 2024"  
[X Link](https://x.com/mattkiu/status/1904301672073134479)  2025-03-24T22:37Z [---] followers, [---] engagements


"To get to a PBV of [--] $SSL $JSESOL #Sasol could further depreciate its ppe another 50%. It would then be valued as if it wouldnt make any more profit. So even if you count on some further depreciation Sasols market cap should be at least 3bn USD higher = more than double"  
[X Link](https://x.com/mattkiu/status/1904303887097500143)  2025-03-24T22:46Z [---] followers, [----] engagements


"Therefore oil producers with a long reserve life are absolutely great assets to own. Average reserve life of oil companies is [--] to [--] years. Sasol has reserve life until [----]. See the difference and the incredible potential of this company @RossouwBeyers $JSESOL $SSL @hkuppy"  
[X Link](https://x.com/mattkiu/status/1904448269075292567)  2025-03-25T08:20Z [---] followers, [---] engagements


"$SSL $JSESOL #Sasol Anyone with a ruler: you can make a perfect downtrend line betw the highs of 08/22 and now. With the chart touching that line from the downside [--] times betw 08/24 and now. More it touches more it wants to break it Or further down Lets see: buying more"  
[X Link](https://x.com/mattkiu/status/1904908025053221246)  2025-03-26T14:47Z [---] followers, [----] engagements


"@dawievdwest225 @RossouwBeyers @RJR007007 @X so whats next for $jsesol Sasol @dawievdwest225"  
[X Link](https://x.com/mattkiu/status/1907927846708027565)  2025-04-03T22:47Z [---] followers, [---] engagements


"@cleanmoney86 @hkuppy @AAGresearch Did you see that $SSL $JSESOL had the highest volume since covid yesterday Ask yourself: WHO sold (and who bought) yesterday. but hey maybe Im wrong and oil prices go to zero as some say. Markets long-term make us modest"  
[X Link](https://x.com/mattkiu/status/1908586883031966039)  2025-04-05T18:25Z [---] followers, [---] engagements


"Upped my holding in $SSL $JSESOL #Sasol by 25% to its definite end number. Averaged down of course. Now lets see"  
[X Link](https://x.com/mattkiu/status/1909277512938496183)  2025-04-07T16:10Z [---] followers, [----] engagements


"$SSL $JSESOL only had a lower share price than now for [--] days in [----]. $Brent was at [--] to [--] USD then. Now its [--] above Sasols FCF break even of [--]. [--] to [--] % of prod is hedged at [--] USD. I bought $OVV during covid at [---] USD sold at [----]. It went to over [--] SEE THE CHANCE"  
[X Link](https://x.com/mattkiu/status/1909661280476233989)  2025-04-08T17:35Z [---] followers, [----] engagements


"VERY impressed after listening to the CEO of Sasol @simonbaloyi1 at I highly () recommend everyone to take an hour to listen - proud to be part of that great turnaround story Simon and all the best to you. $jsesol $ssl #sasol https://m.youtube.com/watchv=5koJjU_IDoY&pp=ygUFc2Fzb2w%3D https://m.youtube.com/watchv=5koJjU_IDoY&pp=ygUFc2Fzb2w%3D"  
[X Link](https://x.com/mattkiu/status/1912204271354875980)  2025-04-15T17:59Z [---] followers, [----] engagements


"@cleanmoney86 Im all in Sasol $SSL $JSESOL . their CEO is young one of the brightest leaders I know and has entered his position at the perfect time: World getting unpolitical/rational about coal fossil fuel and climate change again + Sasol insanely undervalued at 30% of book value"  
[X Link](https://x.com/mattkiu/status/1912903228062151152)  2025-04-17T16:17Z [---] followers, [---] engagements


"@2020Upstream @NGLFundamentals @menlobear which ones you got @2020Upstream I m into $SSL $JSESOL Sasol as they got reserve life until [----] think reserve life will be cruzial for lt holders"  
[X Link](https://x.com/mattkiu/status/1913951574767903126)  2025-04-20T13:43Z [---] followers, [---] engagements


"Bull flag in Sasols chart Probability 65-70% - Target [----] USD . $SSL $JSESOL #Sasol"  
[X Link](https://x.com/mattkiu/status/1920113382469890066)  2025-05-07T13:47Z [---] followers, [----] engagements


"$SSL $JSESOL #Sasol positive crossing of MACD in Monthly Chart - first time since November [----]. Last time shares went from [----] USD to [--] USD . or [----] Rand to [--] Rand. my target: [--] USD in [--] years"  
[X Link](https://x.com/mattkiu/status/1929541392650416183)  2025-06-02T14:11Z [---] followers, [----] engagements


"@DilBradly good short term trade $SSL $JSESOL Price to book ratio is at 39%. With now higher oil/chemical prices it should return to 100% gook value=25 Rand the next months. As PBV is based on low oil prices it should then head higher with oil going higher. My target: [--] Rand in [--] years"  
[X Link](https://x.com/mattkiu/status/1934357068204425659)  2025-06-15T21:07Z [---] followers, [---] engagements


"$SSL $JSESOL Sold the additional 5% trading ADR position I entered last week with 10% profits. Now back to my 100% long term hold"  
[X Link](https://x.com/mattkiu/status/1934568961368096923)  2025-06-16T11:09Z [---] followers, [---] engagements


"@SAFinmin well I guess we agree that if oil prices stay above US$70 there is no case in selling $JSESOL $SSL below book price. Plus supposing that book value its probably based on [--] and not US$75 Brent a good argument can be made that Cecils value is around double current book value"  
[X Link](https://x.com/mattkiu/status/1935327760680976661)  2025-06-18T13:24Z [---] followers, [---] engagements


"just bought another supplementary bunch of shares in $JSESOL $SSL #Sasol . oil prices seem to be set to rise shorter term and I feel like we wont see $brent under [--] USD for some time. Meaning that Sasol might return to book value sooner than expected. [--] USD until year endπŸš€"  
[X Link](https://x.com/mattkiu/status/1943741179834548396)  2025-07-11T18:36Z [---] followers, [----] engagements


"@joshyoung @GaryHaubold my shorter term crystal ball makes me feel we wont see $brent under [--] USD for some time now. Just bought another extra-bunch of $SSL $JSESOL. Sasol converts coal to oil (+chemicals branch) has reserves until [----] and beyond makes FCF over [--] USD brent and trades at 42% PBV"  
[X Link](https://x.com/mattkiu/status/1943742178464797061)  2025-07-11T18:40Z [---] followers, [---] engagements


"$SSL $JSESOL Sasol shares will be back to [--] USD by year end = [--] % upside. Golden cross imminent. Production numbers out tomorrow. As mentioned already my target is [--] USD in around 3-4 years"  
[X Link](https://x.com/mattkiu/status/1947398326091190380)  2025-07-21T20:48Z [---] followers, [----] engagements


"$JSESOL $SSL golden cross tomorrow. Last golden cross was autumn [----]. Sasol 4folded afterwards in [--] months. To be clear: I dont expect this to happen so fast this time. But brent-gold-ratio will go down to [--] again sooner or later - and no gold is not going down 50% πŸ˜‡"  
[X Link](https://x.com/mattkiu/status/1948116715000189022)  2025-07-23T20:23Z [---] followers, [----] engagements


"Just added a [---] % trading position back to my longterm holding of $SSL $JSESOL #Sasol buying ADR. With Brent up 3.5% today at [-----] USD no reason to price Sasol at [--] % of book value. Markets are fearful . until they get greedy"  
[X Link](https://x.com/mattkiu/status/1950282180069855703)  2025-07-29T19:48Z [---] followers, [----] 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](https://x.com/mattkiu/status/1970176186241425481)  2025-09-22T17:19Z [---] followers, [----] engagements


"For all invested or interested in #Sasol I recommend the following interview with the CEO: @calvinfroedge @Valarian11 @hkuppy @joshyoung great interview once again @bronwynnielsen $SSL $JSESOL https://www.youtube.com/watchv=uxhLUxbTi5s https://www.youtube.com/watchv=uxhLUxbTi5s"  
[X Link](https://x.com/mattkiu/status/1972696727397224953)  2025-09-29T16:15Z [---] followers, 12K 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](https://x.com/mattkiu/status/1975649595394011487)  2025-10-07T19:49Z [---] followers, [----] engagements


"@jackprandelli Im a shareholder in an oil company that had high debt and stopped dividends. After reducing debt around 13% they told shareholders they continue to not pay dividends and further reduce debt to 2/3 of [----] levels until [----]. No buybacks. I call that GOOD GOVERNANCE $SSL $JSESOL"  
[X Link](https://x.com/mattkiu/status/1975657472476987534)  2025-10-07T20:20Z [---] followers, [---] engagements


"@calvinfroedge buying more Sasol $SSL $JSESOL . [--] USD until [----] [--] times current price. Could it be even more Why not. Sasol has coal to turn into oil until [----]. I call that a decent reserve life"  
[X Link](https://x.com/mattkiu/status/1975658987816427823)  2025-10-07T20:26Z [---] followers, [---] engagements


"I have now upped my holding in $SSL $JSESOL to 145% of my longterm position as Morgan Stanley sold a good amount of its clients #Sasol shares in the last [--] days due to Sasols "low cash flow". As @RealRickRule says: I am buying what people sell and selling what people buy"  
[X Link](https://x.com/mattkiu/status/1975811875376975996)  2025-10-08T06:33Z [---] followers, [----] engagements


"YES I am buying more $SSL $JSESOL #Sasol . current mood in oil reminds me of Nov [----] when Phil Baker (Ex-CEO $HL) told me: "WHO can produce with a profit at [--] USD There was desperation . and it was the last chance to buy silver at the very cheap. Thats #oil NOW"  
[X Link](https://x.com/mattkiu/status/1976646882530394491)  2025-10-10T13:51Z [---] followers, [----] engagements


"Sasol $SSL $JSESOL has [--] years of coal to convert to oil. Production [--] Mb p year = [--] 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 @joshyoung @TaviCosta @ericnuttall"  
[X Link](https://x.com/mattkiu/status/1979461462620803401)  2025-10-18T08:16Z [---] followers, 18.9K engagements


"$SSL $JSESOL and $TGS.ASA both publishing numbers tomorrow. TGS will do a live webcast with CEO and CFO. TGS CEO Kristian Johansen is a person I highly respect for being educated intelligent and forward-looking. So the webcast (starting 9am CEST) might be worth watching"  
[X Link](https://x.com/mattkiu/status/1981050867848491470)  2025-10-22T17:31Z [---] followers, [----] engagements


"$TGS.ASA and $SSL $JSESOL both with good quarterly results. Better than I expected and congratulations for #Sasol staff to overachieve the plans with higher production through all segments πŸ‘πŸ˜Š Dont miss TGS webcast at 9am CEST https://www.sasol.com/investor-centre/financial-results https://www.tgs.com/financial-reports https://www.sasol.com/investor-centre/financial-results https://www.tgs.com/financial-reports"  
[X Link](https://x.com/mattkiu/status/1981247521277047050)  2025-10-23T06:33Z [---] followers, [----] engagements


"@calvinfroedge thats why we both hold lots of Sasol shares @calvinfroedge πŸ‘πŸ» $SSL $JSESOL with greetings from Buenos Aires btw"  
[X Link](https://x.com/mattkiu/status/1989728475708887103)  2025-11-15T16:13Z [---] followers, [---] engagements


"Will $SSL $JSESOL be at [--] USD till year end"  
[X Link](https://x.com/mattkiu/status/1990940792513528246)  2025-11-19T00:30Z [---] followers, [---] engagements


"@pennyondollar Id like to add as a positive for $SSL $JSESOL that leadership changed 1-2 years ago. Once you watch management present at CMD in May you see highly skilled + motivated leaders. People you would personally invest in. Value trap Not with these guys. https://www.sasol.com/investor-centre/capital-markets-day https://www.sasol.com/investor-centre/capital-markets-day"  
[X Link](https://x.com/mattkiu/status/1994803204027289669)  2025-11-29T16:18Z [---] followers, [---] engagements


"Even holding a stock lt it can help trade part of it. With regime change in Venezuela + SA kicked out G20 I sold half of $SSL $JSESOL Wed + bought $SLB calls + shares + $TGS.ASA. Sold the calls y eve with +20% + bought back Sasol for 7% less. If $SSL goes down more I'll buy more"  
[X Link](https://x.com/mattkiu/status/1997262663240519856)  2025-12-06T11:11Z [---] followers, [---] engagements


"@marketsgonewild The average rise in world oil demand per year was [---] bn barrels per day in the last [--] years. Venezuelan production could rise [--] bbd if reconstructed. That would give [--] years of more demand for the world. Not more. The world needs a lot more exploration in the next years. $OIH"  
[X Link](https://x.com/mattkiu/status/2007769246944903444)  2026-01-04T11:01Z [---] followers, [---] engagements


"RT @ekwufinance: Germanys businesses are in panic mode. - They report the worst export competitiveness since [----] - Twice as bad as durin"  
[X Link](https://x.com/mattkiu/status/2007959677926342918)  2026-01-04T23:37Z [---] followers, [----] engagements


"RT @johnarnold: Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-re"  
[X Link](https://x.com/mattkiu/status/2008283800287998354)  2026-01-05T21:05Z [---] followers, [----] engagements


"RT @badcharts1: Crude Oil & Silver track the SAME macro capital flows. I would prefer to TRUST the 160+ years of price history. Rather"  
[X Link](https://x.com/mattkiu/status/2009537023124832712)  2026-01-09T08:05Z [---] followers, [---] engagements


"RT @chigrl: Davos Day [--] So far the divergence from past meetings is fascinating [--]. Larry Fink admitted that the amount of power needed f"  
[X Link](https://x.com/mattkiu/status/2013390570681520383)  2026-01-19T23:18Z [---] followers, [----] engagements


"@JSE_Invest one of the ways to beat algos at the stock market is to value if a company has great management or a bunch of incompetent or selfish guys on top. Algos cant know when management changes from mediocre to great. But thats what happened with Sasol last year. Best CEO in SA imho"  
[X Link](https://x.com/mattkiu/status/2014325299878440967)  2026-01-22T13:12Z [---] followers, [---] engagements


"RT @NorthstarCharts: If you expect oil to stay below $200/barrel for the next 5-8 years you're ignoring [---] years of evidence πŸ‘‡ https://t"  
[X Link](https://x.com/mattkiu/status/2014336881152966666)  2026-01-22T13:58Z [---] followers, [---] engagements


"@JSE_Invest ok fair enough. Lets not talk in superlatives ("best"). Perfect enough for me to have a young great CEO who will hopefully lead Sasol in at least the next [--] years. Many still dont see his potential and he will surprise many. Also true for the rest of management"  
[X Link](https://x.com/mattkiu/status/2014339828716884134)  2026-01-22T14:10Z [---] followers, [---] engagements


"Sold the whole position on $SSL $JSESOL and will be back in. Next time someone from JPM BoA downgrades the share and it dumps: buy hand over fist and then sell your stuff to the algos. Made 12% in [--] days. Lt target [--] USD is serious. But why not trade it on the way up. https://twitter.com/i/web/status/2014357231882440788 https://twitter.com/i/web/status/2014357231882440788"  
[X Link](https://x.com/mattkiu/status/2014357231882440788)  2026-01-22T15:19Z [---] followers, [----] engagements


"@JSE_Invest As I just posted I sold my whole position with 12% profit in [--] days . why not take it :)"  
[X Link](https://x.com/mattkiu/status/2014358686534193190)  2026-01-22T15:25Z [---] followers, [---] engagements


"perfect @toiletkingcap - love that :) highest daily profit in my pf ever as I was in it hand over fist"  
[X Link](https://x.com/mattkiu/status/2014359440330277079)  2026-01-22T15:28Z [---] followers, [---] engagements


"@yo2090155886326 just thought 12% upside on a day when $brent is down 1.8% is good. Of course it keeps rising now 🀭 nobodys perfect and so Im only up 23% in [----] 🀭"  
[X Link](https://x.com/mattkiu/status/2014386149184160238)  2026-01-22T17:14Z [---] followers, [---] engagements


"my pf track record: 2021: +8% 2022: +72% 2023: +8% 2024: +81% 2025: +61% [----] so far: +23% - so nothing revolutionary but steady profits anyway. Im happy with it ☺"  
[X Link](https://x.com/mattkiu/status/2014387788175601939)  2026-01-22T17:20Z [---] followers, [---] engagements


"RT @badcharts1: Wondering where the next great opportunity could be Then don't forget about this chart. Hint. It is also called "black g"  
[X Link](https://x.com/mattkiu/status/2014425445341573591)  2026-01-22T19:50Z [---] followers, [--] engagements


"@frackenlovely1 @WAR527 @frackenlovely1 you mean $CIVI board or $SM"  
[X Link](https://x.com/mattkiu/status/2014914019530838215)  2026-01-24T04:11Z [---] followers, [---] engagements


"@graddhytrading Well all make money in oil stocks at $WTI but the world itself will be a lot more dangerous with ruined states economies and desperate people on the streets"  
[X Link](https://x.com/mattkiu/status/2015493694003048920)  2026-01-25T18:35Z [---] followers, [---] engagements


"So what if that "breakdown" in the USD Index chart was a bear trap and the USD is on its way back up What if $gold $silver $PGM stopped its uptrend And what if oil just started its uptrend $SSL $JSESOL will profit double time from it. Many people are trapped in linear thinking and think things are to continue their past. But we might instead see stocks going down USD up oil up ZAR down $SSL going to [--] maybe [--] USD till [----] . @JoshYoung @TaviCosta https://twitter.com/i/web/status/2017600854497321239 https://twitter.com/i/web/status/2017600854497321239"  
[X Link](https://x.com/anyuser/status/2017600854497321239)  2026-01-31T14:08Z [---] followers, [---] engagements


"@MichaelAArouet @grok where is this factory being built"  
[X Link](https://x.com/mattkiu/status/2018414810208067724)  2026-02-02T20:02Z [---] followers, [---] engagements


"Initiated a large position in Petroleo Brasileiro Pref. ADR $PBR #Petrobras yesterday. Not for trading but lt. Viva Brasil πŸ™ƒ In the last oil bull cycle Petrobras went from [--] to [--] USD in [--] years so lets see. Plus paying 13% dividend makes me wait with patience"  
[X Link](https://x.com/mattkiu/status/1958417237582180624)  2025-08-21T06:33Z [---] followers, [----] engagements


"Average rise in world oil demand p y was [---] bn barrels per day the last [--] years. Venezuelan production could rise [--] bbd if reconstructed = [--] years of more demand for the world. Not more. The world needs higher oil prices and more exploration the next years. $SM $SSL $TGS.ASA"  
[X Link](https://x.com/mattkiu/status/2007770423874978236)  2026-01-04T11:05Z [---] followers, [----] engagements


"@graddhytrading so may I ask if you have already analyzed any oil companies with a good beta to the oil price And if yes are there any you recommend Thanks :) (ah Im a new subscriber)"  
[X Link](https://x.com/mattkiu/status/2010486145063272744)  2026-01-11T22:57Z [---] followers, [---] engagements


"silver/oil and gold/oil ratio starting to heal $gold $silver $brent $wti"  
[X Link](https://x.com/anyuser/status/2017302736987926781)  2026-01-30T18:23Z [---] followers, [---] engagements


"@calvinfroedge next 4- to 8bagger ;)"  
[X Link](https://x.com/mattkiu/status/2017655961976987653)  2026-01-31T17:47Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@mattkiu Avatar @mattkiu miles44

miles44 posts on X about $ssl, $jsesol, oil, $sm the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [-------] +298%
  • [--] Month [-------] +5,048%
  • [--] Months [-------] +1,148%
  • [--] Year [-------] +981%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +55%
  • [--] Month [--] +63%
  • [--] Months [---] +172%
  • [--] Year [---] +171%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +2.90%
  • [--] Month [---] +12%
  • [--] Months [---] +44%
  • [--] Year [---] +109%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 33% currencies 30% stocks 11% cryptocurrencies 4% countries 4% travel destinations 1%

Social topic influence $ssl #1, $jsesol #1, oil 11%, $sm #18, $brent #4, target 8%, in the 7%, $tgsasa 7%, silver 7%, ceo 6%

Top accounts mentioned or mentioned by @calvinfroedge @hkuppy @joshyoung @graddhytrading @jseinvest @1023sjp @grok @mineralstocks @valuehurts @vanckzhu @clkleinmonaco @michaelaarouet @rossouwbeyers @cleanmoney86 @tavicosta @badcharts1 @yo2090155886326 @johannbiermann1 @marcjacksonla @subutrade

Top assets mentioned Sasol Limited (SSL) SM Energy Company (SM) Civitas Resources, Inc. (CIVI) PolkaBridge (PBR) Oxygen (OXY) Schlumberger NV (SLB) Barrick Gold Corp. (GOLD) Devon Energy Corp (DVN) Newmont Corporation (NEM) Ovintiv, Inc. (OVV) Morgan Stanley (MS) Hecla Mining Company (HL) Convex Finance (CVX)

Top Social Posts

Top posts by engagements in the last [--] hours

"Back to 100% investment position on $SSL $JSESOL #Sasol after the price drop"
X Link 2025-09-22T15:14Z [---] followers, [----] engagements

"Further upping my position on $SSL $JSESOL #Sasol today to 130% with selling pressure in the US (ADR) after Morgan Stanleys downgrade to "equal weight" today. Good to build a bigger position without chasing prices. Sasols a great play on oil price + management is excellent"
X Link 2025-09-22T16:55Z [---] followers, [----] engagements

"Was out of #Sasol and today got in again but with 200% of my normal position. Production numbers are out this Thursday. $SSL $JSESOL"
X Link 2026-01-20T15:02Z [---] followers, [---] engagements

"added to #Sasol once again now at 210% of my lt position. $JSESOL $SSL Reason JPM considers 94R a fair price at $Brent [--] USD. Sasol is already at 98R. Im positive on oil and Sasol is one of the best leverage plays on it. Plus great management. My lt target (2029) is [--] USD"
X Link 2026-01-21T15:03Z [---] followers, [----] engagements

"Bought (even) more #Sasol - now at 270% of my normal position size. Production numbers are out tomorrow as you will know. $SSL $JSESOL"
X Link 2026-01-21T19:49Z [---] followers, 10.8K engagements

"Everyone with doubts about me saying the new management of #sasol is extraordinary: just look at the perfect fulfillment of everything they announced at CMD in May [----]. This stock goes back to book value = 3fold this year. And [--] USD in [----] with rising oil prices $SSL $JSESOL"
X Link 2026-01-22T13:04Z [---] followers, 12.5K engagements

"@JohannBiermann1 good for $SSL $JSESOL #Sasol oil down in USD but up 1% in $ZAR"
X Link 2026-01-30T18:25Z [---] followers, [----] engagements

"such a beauty of a chart πŸ˜πŸš€ $SSL $JSESOL #Sasol plus it breaks out with high volume. Reminds me of $SBSW in spring last year"
X Link 2026-01-31T14:31Z [---] followers, [----] engagements

"@MarcJacksonLA love JPM/Goldman analysts who create good buying opportunities. Remember the guy from JPM downgrading Sasol [--] weeks ago Made me 12% when it went up 15% again in a day. Up 23% ytd with #Sasol by trading it. Now + lt bullish. Target [--] USD this year and [--] by [----] $SSL $JSESOL"
X Link 2026-02-10T09:50Z [---] followers, [---] engagements

"@graddhytrading @graddhytrading having just seen your renewed bullish view on oil - what's your view about $SSL Sasol You might not follow them as they only have an ADR in the US and are South African $JSESOL but maybe you could take a look anyway. Thanks :)"
X Link 2026-02-11T08:53Z [---] followers, [---] engagements

"@1023Sjp oil st could turn neg + stockmkt might go down. Let's see. Sasol took out [--] year falling trend + 122R resistance + only stopped at [---] R resistance: great but a lot for [--] d. ADR: distribution doji today but over resistance so neutral. Chart positive medt. But Im cautious"
X Link 2026-02-12T22:33Z [---] followers, [---] engagements

"@1023Sjp reentry: either oil/stocks/sasol goes lower than at lower price - or once the [---] R resistance breaks. But will decide short-term and keep posting as I normally do"
X Link 2026-02-12T22:35Z [---] followers, [--] engagements

"#Sasol hitting the downtrend line for the 5th time in [--] 1/2 years today precisely where it is at [------] R. SA investors didnt buy until NY opened but up 5% now. IF () tomorrow the share continues to rise it would mark the breaking of that lt downtrend $SSL $JSESOL"
X Link 2026-02-11T15:17Z [---] followers, [----] engagements

"Got back into #Sasol today with 200% of my normal position size. This will break out to the upside soon. Getting through [--] USD might be tough but rising oil prices will help. $SSL $JSESOL Also buying $PBR"
X Link 2026-01-28T20:36Z [---] followers, [----] engagements

"$Brent in Rand $ZAR up 2.6% today. Highest price since November [----]. GREAT for $SSL $JSESOL #Sasol as it produces its oil in South Africa. $40 USD in [----] - back to book value at [--] USD by year end [----]. Mark my words πŸ‘πŸ»πŸ˜Š"
X Link 2026-01-30T20:56Z [---] followers, [----] engagements

"$SSL $JSESOL #Sasol building strength under its [--] year downtrend. Results out 23rd of Feb. Brent now at [--] USD means [--] FCF per barrel. Upped my position to 257% of its normal size today. Once this breaks out many could see these low prices in the rear mirror πŸ€”πŸ˜‡"
X Link 2026-02-10T09:39Z [---] followers, [----] engagements

"@SubuTrade put/call ratios historically havent been reliable. If it would be so easy to call bottoms or tops . and if you would have shown a longer period in your chart it would show its unreliability as well but hey . happy weekend :)"
X Link 2026-02-14T16:12Z [---] followers, [----] engagements

"@graddhytrading just checked the charts from 5th of January. Any view on $SM (SM Energy) I bought them last week. Or $TGS.ASA Bought them at the September low and more at the December low. Thanks :) Kosmos is a nice pick btw"
X Link 2026-01-11T23:01Z [---] followers, [---] engagements

"and just for the record: bought more $SM SM Energy today. Stock s a great bargain due to funds srlling double positions due to merger with $CIVI"
X Link 2026-01-22T16:31Z [---] followers, [---] engagements

"Loaded the boat with shares of $SM SM Energy - the company merges with $CIVI and on Tuesday 27th of Jan both companies will decide over the merger. Uncertainty will be gone then. Share price has bottomed out. Check out the fundamentals it's great value. @calvinfroedge @hkuppy"
X Link 2026-01-23T13:25Z [---] followers, [---] engagements

"Bought even more $SM #SMEnergy today - SM and Civitas $CIVI vote on the merger is tomorrow at 10:00 a.m.MT"
X Link 2026-01-26T16:05Z [---] followers, [---] engagements

"#Sasol s numbers today are a good study case of a company in a turnaround phase. You look at the past: Low oil price strong rand low EPS🀨. You look at the future: stronger FCF margins up 100% depreciations done stronger oil price😊. What counts is the future. $SSL $JSESOL"
X Link 2026-02-05T08:51Z [---] followers, [----] engagements

"@contrarian8888 perfectly agreed on your GS view on [--] USD target and of course (as I wrote here today) I loaded the boat with $SSL once again :)"
X Link 2026-02-10T22:06Z [---] followers, [---] engagements

"SA market is lagging in time on oil. $Brent is close to [--] USD and [--] soon. But while oilers are going up steadily by [--] or [--] % per day #Sasol doing "nothing" well: some are accumulating. Some fools are selling to them. Well be at [---] R end of May = 50% higher $SSL $JSESOL"
X Link 2026-02-11T09:55Z [---] followers, [----] engagements

"RT @HFI_Research: Oil next πŸ€·β™‚"
X Link 2026-02-12T08:46Z [---] followers, [--] engagements

"Sold the whole position in #Sasol $SSL $JSESOL in the last hours - once again. Was a quick and good ride. As always: great lt stock great company great management I stick to my bullish targets and will be back in soon. But trading can make sense as well. Pf up 30% ytd now"
X Link 2026-02-12T19:37Z [---] followers, [---] engagements

"@LeePrevost @dee_bosa @OphirGottlieb @grok is the $IGV a leading indicator to $NDX"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"sold a lot silver yesterday and Tuesday to buy more $TGS.ASA - also bought some $SBO (Schoeller Bleckmann Oil Service). TGS up 5% today. yielding 7% p.a. quasi monopoly on graphic seismic data for #oil"
X Link 2025-12-18T17:33Z [---] followers, [---] engagements

"@EnergyCynic there used to be the same jokes about the "stupid" silver bugs. that was when I bought silver. Used to be 50% silver 50% oil stocks this year pf up around 70% ytd. Now I am selling the silver and going all in on oil. $SM $SSL $OXY $PBR $DVN"
X Link 2025-12-27T09:53Z [---] followers, [---] engagements

"@mineralstocks fundamentally you are right of course but when silver goes down they will go down as well and silver will backtest [--] USD in the new year imho"
X Link 2025-12-27T10:59Z [---] followers, [--] engagements

"@valuehurts @vanckzhu you should buy $OXY now as Buffett did and most of the other oil companies"
X Link 2025-12-27T11:02Z [---] followers, [---] engagements

"@valuehurts @vanckzhu $SM for example too cheap after the merger due to overhang of stocks"
X Link 2025-12-27T11:03Z [---] followers, [--] engagements

"@clkleinmonaco when $WTI "wakes up" it will be the end of the commodity bull market. Oil will be last on the party - and crash it. More so for miners: their costs will go up margins shrink share prices will go down. Imo oil will rise to [---] USD in the next [--] years. No economy can take that"
X Link 2025-12-27T18:08Z [---] followers, [---] engagements

"@clkleinmonaco oil price up: transportation costs up production costs up = costs of nearly everything up = companies and people have less buying power = less demand = recession = demand for industrial products and metals etc goes down. We agree on that Chris :)"
X Link 2025-12-27T19:50Z [---] followers, [---] engagements

"@lovedurban_uip @FahadMaow of course invested in $SSL Great company. $SM as well. Also bought $TGS.ASA when it was at [----] Euros and doubled that position at [----] Euros. $SM is my newest holding. beta to oil is over [--] + solid dividend payer with a stock overhang due to merger. Just like $NEM in Feb 24"
X Link 2026-01-03T17:02Z [---] followers, [---] engagements

"@mineralstocks and $SLB"
X Link 2026-01-03T17:31Z [---] followers, [---] engagements

"RT @JSE_Invest: $SM SM Energy looks like a great value proposition going into this merger w/ $CIVI Civitas Resources regardless of $300m s"
X Link 2026-01-04T09:57Z [---] followers, [--] engagements

"The Venezuelan move was wise for the US. US oil demand rises [---] bbd py so [--] bbd of rising oil prod satisfies the US [--] years. Not the world - as world oil demand rises [---] bbd py. The reason to intervene was geostrategical. It doesnt change the very positive oil price outlook"
X Link 2026-01-04T11:37Z [---] followers, [---] engagements

"RT @MichaelAArouet: Germany invested half a trillion and now produce 20% less electricity at 3x the price [--]. Industrial production implo"
X Link 2026-01-10T19:12Z [---] followers, [----] engagements

"@GreyHairOpsGuy @itsme_urstruly @JoshYoung absolutely @JoshYoung πŸΎπŸ‘πŸ» - as all other bulls didnt hold out. But credit also to Rick Rule who joined the party at the right time"
X Link 2026-01-14T09:36Z [---] followers, [--] engagements

"@calvinfroedge congrats to you @calvinfroedge - hopefully people will learn and buy the dip as I did (you as well I guess) next time the analysts downgrade the share"
X Link 2026-01-22T16:27Z [---] followers, [---] engagements

"@minenergybiz @minenergybiz you have the same sort of chart for $FRES.L Fresnillo Should be even more discounted"
X Link 2024-06-06T13:59Z [---] followers, [---] engagements

"if you look at the balance sheet of $JSESOL $SSL #Sasol you can see that whilst in [----] the company had 31bn USD for property plant and equipment with depreciation of 16bn = 15bn net it had 29.6bn with depr of 20bn = 9.6bn net in 2024"
X Link 2025-03-24T22:37Z [---] followers, [---] engagements

"To get to a PBV of [--] $SSL $JSESOL #Sasol could further depreciate its ppe another 50%. It would then be valued as if it wouldnt make any more profit. So even if you count on some further depreciation Sasols market cap should be at least 3bn USD higher = more than double"
X Link 2025-03-24T22:46Z [---] followers, [----] engagements

"Therefore oil producers with a long reserve life are absolutely great assets to own. Average reserve life of oil companies is [--] to [--] years. Sasol has reserve life until [----]. See the difference and the incredible potential of this company @RossouwBeyers $JSESOL $SSL @hkuppy"
X Link 2025-03-25T08:20Z [---] followers, [---] engagements

"$SSL $JSESOL #Sasol Anyone with a ruler: you can make a perfect downtrend line betw the highs of 08/22 and now. With the chart touching that line from the downside [--] times betw 08/24 and now. More it touches more it wants to break it Or further down Lets see: buying more"
X Link 2025-03-26T14:47Z [---] followers, [----] engagements

"@dawievdwest225 @RossouwBeyers @RJR007007 @X so whats next for $jsesol Sasol @dawievdwest225"
X Link 2025-04-03T22:47Z [---] followers, [---] engagements

"@cleanmoney86 @hkuppy @AAGresearch Did you see that $SSL $JSESOL had the highest volume since covid yesterday Ask yourself: WHO sold (and who bought) yesterday. but hey maybe Im wrong and oil prices go to zero as some say. Markets long-term make us modest"
X Link 2025-04-05T18:25Z [---] followers, [---] engagements

"Upped my holding in $SSL $JSESOL #Sasol by 25% to its definite end number. Averaged down of course. Now lets see"
X Link 2025-04-07T16:10Z [---] followers, [----] engagements

"$SSL $JSESOL only had a lower share price than now for [--] days in [----]. $Brent was at [--] to [--] USD then. Now its [--] above Sasols FCF break even of [--]. [--] to [--] % of prod is hedged at [--] USD. I bought $OVV during covid at [---] USD sold at [----]. It went to over [--] SEE THE CHANCE"
X Link 2025-04-08T17:35Z [---] followers, [----] engagements

"VERY impressed after listening to the CEO of Sasol @simonbaloyi1 at I highly () recommend everyone to take an hour to listen - proud to be part of that great turnaround story Simon and all the best to you. $jsesol $ssl #sasol https://m.youtube.com/watchv=5koJjU_IDoY&pp=ygUFc2Fzb2w%3D https://m.youtube.com/watchv=5koJjU_IDoY&pp=ygUFc2Fzb2w%3D"
X Link 2025-04-15T17:59Z [---] followers, [----] engagements

"@cleanmoney86 Im all in Sasol $SSL $JSESOL . their CEO is young one of the brightest leaders I know and has entered his position at the perfect time: World getting unpolitical/rational about coal fossil fuel and climate change again + Sasol insanely undervalued at 30% of book value"
X Link 2025-04-17T16:17Z [---] followers, [---] engagements

"@2020Upstream @NGLFundamentals @menlobear which ones you got @2020Upstream I m into $SSL $JSESOL Sasol as they got reserve life until [----] think reserve life will be cruzial for lt holders"
X Link 2025-04-20T13:43Z [---] followers, [---] engagements

"Bull flag in Sasols chart Probability 65-70% - Target [----] USD . $SSL $JSESOL #Sasol"
X Link 2025-05-07T13:47Z [---] followers, [----] engagements

"$SSL $JSESOL #Sasol positive crossing of MACD in Monthly Chart - first time since November [----]. Last time shares went from [----] USD to [--] USD . or [----] Rand to [--] Rand. my target: [--] USD in [--] years"
X Link 2025-06-02T14:11Z [---] followers, [----] engagements

"@DilBradly good short term trade $SSL $JSESOL Price to book ratio is at 39%. With now higher oil/chemical prices it should return to 100% gook value=25 Rand the next months. As PBV is based on low oil prices it should then head higher with oil going higher. My target: [--] Rand in [--] years"
X Link 2025-06-15T21:07Z [---] followers, [---] engagements

"$SSL $JSESOL Sold the additional 5% trading ADR position I entered last week with 10% profits. Now back to my 100% long term hold"
X Link 2025-06-16T11:09Z [---] followers, [---] engagements

"@SAFinmin well I guess we agree that if oil prices stay above US$70 there is no case in selling $JSESOL $SSL below book price. Plus supposing that book value its probably based on [--] and not US$75 Brent a good argument can be made that Cecils value is around double current book value"
X Link 2025-06-18T13:24Z [---] followers, [---] engagements

"just bought another supplementary bunch of shares in $JSESOL $SSL #Sasol . oil prices seem to be set to rise shorter term and I feel like we wont see $brent under [--] USD for some time. Meaning that Sasol might return to book value sooner than expected. [--] USD until year endπŸš€"
X Link 2025-07-11T18:36Z [---] followers, [----] engagements

"@joshyoung @GaryHaubold my shorter term crystal ball makes me feel we wont see $brent under [--] USD for some time now. Just bought another extra-bunch of $SSL $JSESOL. Sasol converts coal to oil (+chemicals branch) has reserves until [----] and beyond makes FCF over [--] USD brent and trades at 42% PBV"
X Link 2025-07-11T18:40Z [---] followers, [---] engagements

"$SSL $JSESOL Sasol shares will be back to [--] USD by year end = [--] % upside. Golden cross imminent. Production numbers out tomorrow. As mentioned already my target is [--] USD in around 3-4 years"
X Link 2025-07-21T20:48Z [---] followers, [----] engagements

"$JSESOL $SSL golden cross tomorrow. Last golden cross was autumn [----]. Sasol 4folded afterwards in [--] months. To be clear: I dont expect this to happen so fast this time. But brent-gold-ratio will go down to [--] again sooner or later - and no gold is not going down 50% πŸ˜‡"
X Link 2025-07-23T20:23Z [---] followers, [----] engagements

"Just added a [---] % trading position back to my longterm holding of $SSL $JSESOL #Sasol buying ADR. With Brent up 3.5% today at [-----] USD no reason to price Sasol at [--] % of book value. Markets are fearful . until they get greedy"
X Link 2025-07-29T19:48Z [---] followers, [----] 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 2025-09-22T17:19Z [---] followers, [----] engagements

"For all invested or interested in #Sasol I recommend the following interview with the CEO: @calvinfroedge @Valarian11 @hkuppy @joshyoung great interview once again @bronwynnielsen $SSL $JSESOL https://www.youtube.com/watchv=uxhLUxbTi5s https://www.youtube.com/watchv=uxhLUxbTi5s"
X Link 2025-09-29T16:15Z [---] followers, 12K 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 2025-10-07T19:49Z [---] followers, [----] engagements

"@jackprandelli Im a shareholder in an oil company that had high debt and stopped dividends. After reducing debt around 13% they told shareholders they continue to not pay dividends and further reduce debt to 2/3 of [----] levels until [----]. No buybacks. I call that GOOD GOVERNANCE $SSL $JSESOL"
X Link 2025-10-07T20:20Z [---] followers, [---] engagements

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

"I have now upped my holding in $SSL $JSESOL to 145% of my longterm position as Morgan Stanley sold a good amount of its clients #Sasol shares in the last [--] days due to Sasols "low cash flow". As @RealRickRule says: I am buying what people sell and selling what people buy"
X Link 2025-10-08T06:33Z [---] followers, [----] engagements

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

"Sasol $SSL $JSESOL has [--] years of coal to convert to oil. Production [--] Mb p year = [--] 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 @joshyoung @TaviCosta @ericnuttall"
X Link 2025-10-18T08:16Z [---] followers, 18.9K engagements

"$SSL $JSESOL and $TGS.ASA both publishing numbers tomorrow. TGS will do a live webcast with CEO and CFO. TGS CEO Kristian Johansen is a person I highly respect for being educated intelligent and forward-looking. So the webcast (starting 9am CEST) might be worth watching"
X Link 2025-10-22T17:31Z [---] followers, [----] engagements

"$TGS.ASA and $SSL $JSESOL both with good quarterly results. Better than I expected and congratulations for #Sasol staff to overachieve the plans with higher production through all segments πŸ‘πŸ˜Š Dont miss TGS webcast at 9am CEST https://www.sasol.com/investor-centre/financial-results https://www.tgs.com/financial-reports https://www.sasol.com/investor-centre/financial-results https://www.tgs.com/financial-reports"
X Link 2025-10-23T06:33Z [---] followers, [----] engagements

"@calvinfroedge thats why we both hold lots of Sasol shares @calvinfroedge πŸ‘πŸ» $SSL $JSESOL with greetings from Buenos Aires btw"
X Link 2025-11-15T16:13Z [---] followers, [---] engagements

"Will $SSL $JSESOL be at [--] USD till year end"
X Link 2025-11-19T00:30Z [---] followers, [---] engagements

"@pennyondollar Id like to add as a positive for $SSL $JSESOL that leadership changed 1-2 years ago. Once you watch management present at CMD in May you see highly skilled + motivated leaders. People you would personally invest in. Value trap Not with these guys. https://www.sasol.com/investor-centre/capital-markets-day https://www.sasol.com/investor-centre/capital-markets-day"
X Link 2025-11-29T16:18Z [---] followers, [---] engagements

"Even holding a stock lt it can help trade part of it. With regime change in Venezuela + SA kicked out G20 I sold half of $SSL $JSESOL Wed + bought $SLB calls + shares + $TGS.ASA. Sold the calls y eve with +20% + bought back Sasol for 7% less. If $SSL goes down more I'll buy more"
X Link 2025-12-06T11:11Z [---] followers, [---] engagements

"@marketsgonewild The average rise in world oil demand per year was [---] bn barrels per day in the last [--] years. Venezuelan production could rise [--] bbd if reconstructed. That would give [--] years of more demand for the world. Not more. The world needs a lot more exploration in the next years. $OIH"
X Link 2026-01-04T11:01Z [---] followers, [---] engagements

"RT @ekwufinance: Germanys businesses are in panic mode. - They report the worst export competitiveness since [----] - Twice as bad as durin"
X Link 2026-01-04T23:37Z [---] followers, [----] engagements

"RT @johnarnold: Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-re"
X Link 2026-01-05T21:05Z [---] followers, [----] engagements

"RT @badcharts1: Crude Oil & Silver track the SAME macro capital flows. I would prefer to TRUST the 160+ years of price history. Rather"
X Link 2026-01-09T08:05Z [---] followers, [---] engagements

"RT @chigrl: Davos Day [--] So far the divergence from past meetings is fascinating [--]. Larry Fink admitted that the amount of power needed f"
X Link 2026-01-19T23:18Z [---] followers, [----] engagements

"@JSE_Invest one of the ways to beat algos at the stock market is to value if a company has great management or a bunch of incompetent or selfish guys on top. Algos cant know when management changes from mediocre to great. But thats what happened with Sasol last year. Best CEO in SA imho"
X Link 2026-01-22T13:12Z [---] followers, [---] engagements

"RT @NorthstarCharts: If you expect oil to stay below $200/barrel for the next 5-8 years you're ignoring [---] years of evidence πŸ‘‡ https://t"
X Link 2026-01-22T13:58Z [---] followers, [---] engagements

"@JSE_Invest ok fair enough. Lets not talk in superlatives ("best"). Perfect enough for me to have a young great CEO who will hopefully lead Sasol in at least the next [--] years. Many still dont see his potential and he will surprise many. Also true for the rest of management"
X Link 2026-01-22T14:10Z [---] followers, [---] engagements

"Sold the whole position on $SSL $JSESOL and will be back in. Next time someone from JPM BoA downgrades the share and it dumps: buy hand over fist and then sell your stuff to the algos. Made 12% in [--] days. Lt target [--] USD is serious. But why not trade it on the way up. https://twitter.com/i/web/status/2014357231882440788 https://twitter.com/i/web/status/2014357231882440788"
X Link 2026-01-22T15:19Z [---] followers, [----] engagements

"@JSE_Invest As I just posted I sold my whole position with 12% profit in [--] days . why not take it :)"
X Link 2026-01-22T15:25Z [---] followers, [---] engagements

"perfect @toiletkingcap - love that :) highest daily profit in my pf ever as I was in it hand over fist"
X Link 2026-01-22T15:28Z [---] followers, [---] engagements

"@yo2090155886326 just thought 12% upside on a day when $brent is down 1.8% is good. Of course it keeps rising now 🀭 nobodys perfect and so Im only up 23% in [----] 🀭"
X Link 2026-01-22T17:14Z [---] followers, [---] engagements

"my pf track record: 2021: +8% 2022: +72% 2023: +8% 2024: +81% 2025: +61% [----] so far: +23% - so nothing revolutionary but steady profits anyway. Im happy with it ☺"
X Link 2026-01-22T17:20Z [---] followers, [---] engagements

"RT @badcharts1: Wondering where the next great opportunity could be Then don't forget about this chart. Hint. It is also called "black g"
X Link 2026-01-22T19:50Z [---] followers, [--] engagements

"@frackenlovely1 @WAR527 @frackenlovely1 you mean $CIVI board or $SM"
X Link 2026-01-24T04:11Z [---] followers, [---] engagements

"@graddhytrading Well all make money in oil stocks at $WTI but the world itself will be a lot more dangerous with ruined states economies and desperate people on the streets"
X Link 2026-01-25T18:35Z [---] followers, [---] engagements

"So what if that "breakdown" in the USD Index chart was a bear trap and the USD is on its way back up What if $gold $silver $PGM stopped its uptrend And what if oil just started its uptrend $SSL $JSESOL will profit double time from it. Many people are trapped in linear thinking and think things are to continue their past. But we might instead see stocks going down USD up oil up ZAR down $SSL going to [--] maybe [--] USD till [----] . @JoshYoung @TaviCosta https://twitter.com/i/web/status/2017600854497321239 https://twitter.com/i/web/status/2017600854497321239"
X Link 2026-01-31T14:08Z [---] followers, [---] engagements

"@MichaelAArouet @grok where is this factory being built"
X Link 2026-02-02T20:02Z [---] followers, [---] engagements

"Initiated a large position in Petroleo Brasileiro Pref. ADR $PBR #Petrobras yesterday. Not for trading but lt. Viva Brasil πŸ™ƒ In the last oil bull cycle Petrobras went from [--] to [--] USD in [--] years so lets see. Plus paying 13% dividend makes me wait with patience"
X Link 2025-08-21T06:33Z [---] followers, [----] engagements

"Average rise in world oil demand p y was [---] bn barrels per day the last [--] years. Venezuelan production could rise [--] bbd if reconstructed = [--] years of more demand for the world. Not more. The world needs higher oil prices and more exploration the next years. $SM $SSL $TGS.ASA"
X Link 2026-01-04T11:05Z [---] followers, [----] engagements

"@graddhytrading so may I ask if you have already analyzed any oil companies with a good beta to the oil price And if yes are there any you recommend Thanks :) (ah Im a new subscriber)"
X Link 2026-01-11T22:57Z [---] followers, [---] engagements

"silver/oil and gold/oil ratio starting to heal $gold $silver $brent $wti"
X Link 2026-01-30T18:23Z [---] followers, [---] engagements

"@calvinfroedge next 4- to 8bagger ;)"
X Link 2026-01-31T17:47Z [---] followers, [---] engagements

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@mattkiu
/creator/twitter::mattkiu