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[@mattkiu](/creator/twitter/mattkiu)
"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](https://x.com/mattkiu/status/1958417237582180624) [@mattkiu](/creator/x/mattkiu) 2025-08-21T06:33Z XXX followers, 1462 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) [@mattkiu](/creator/x/mattkiu) 2025-09-22T17:19Z XXX followers, 3137 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](https://x.com/mattkiu/status/1975842433343877468) [@mattkiu](/creator/x/mattkiu) 2025-10-08T08:35Z XXX followers, XXX engagements


"@JSE_Invest @Mercedarians should be good for SA miners and Sasol @JSE_Invest"  
[X Link](https://x.com/mattkiu/status/1977357390820327921) [@mattkiu](/creator/x/mattkiu) 2025-10-12T12:55Z XXX followers, XXX 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](https://x.com/mattkiu/status/1970179727408406799) [@mattkiu](/creator/x/mattkiu) 2025-09-22T17:33Z XXX followers, 30.2K engagements


"@2020Upstream same here. bought some more #Sasol yesterday"  
[X Link](https://x.com/mattkiu/status/1974014959508967543) [@mattkiu](/creator/x/mattkiu) 2025-10-03T07:33Z XXX followers, XXX 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](https://x.com/mattkiu/status/1975658330728120417) [@mattkiu](/creator/x/mattkiu) 2025-10-07T20:23Z 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](https://x.com/mattkiu/status/1972696727397224953) [@mattkiu](/creator/x/mattkiu) 2025-09-29T16:15Z XXX followers, 11.8K 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](https://x.com/mattkiu/status/1977438499256287309) [@mattkiu](/creator/x/mattkiu) 2025-10-12T18:17Z XXX followers, 3881 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) [@mattkiu](/creator/x/mattkiu) 2025-10-07T19:49Z XXX followers, 2349 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](https://x.com/mattkiu/status/1975658987816427823) [@mattkiu](/creator/x/mattkiu) 2025-10-07T20:26Z 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](https://x.com/mattkiu/status/1975811875376975996) [@mattkiu](/creator/x/mattkiu) 2025-10-08T06:33Z XXX followers, 1464 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](https://x.com/mattkiu/status/1975814188707815731) [@mattkiu](/creator/x/mattkiu) 2025-10-08T06:43Z XXX followers, XXX engagements


"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](https://x.com/mattkiu/status/1976646882530394491) [@mattkiu](/creator/x/mattkiu) 2025-10-10T13:51Z XXX followers, 1739 engagements


"@JSE_Invest bought more $SSL today"  
[X Link](https://x.com/mattkiu/status/1979202986350911701) [@mattkiu](/creator/x/mattkiu) 2025-10-17T15:08Z XXX followers, XXX 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](https://x.com/mattkiu/status/1979461462620803401) [@mattkiu](/creator/x/mattkiu) 2025-10-18T08:16Z XXX followers, 11.1K 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](https://x.com/mattkiu/status/1979466039596310572) [@mattkiu](/creator/x/mattkiu) 2025-10-18T08:34Z XXX followers, 2765 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](https://x.com/mattkiu/status/1979466920681197721) [@mattkiu](/creator/x/mattkiu) 2025-10-18T08:37Z XXX followers, XXX 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](https://x.com/mattkiu/status/1979467901431087333) [@mattkiu](/creator/x/mattkiu) 2025-10-18T08:41Z XXX followers, XXX engagements


"@Kyle87604439 @Carrera0001 all good companies 👍 Just would diversify country risk. Theres country risk as well in countries like Canada. Just look at UK pushing "windfall tax" to XX% in 2023. Country risk is sometimes overestimated and more than priced in (SA) or underestimated as we know"  
[X Link](https://x.com/mattkiu/status/1979515183111311690) [@mattkiu](/creator/x/mattkiu) 2025-10-18T11:49Z XXX followers, XX engagements


"@cleanmoney86 @Kyle87604439 @Carrera0001 Im invested in norwegian oil service comp #TGS.ASA. Last oil boom 2001 to 2007 they 14folded. Worlds dominant comp for seismic data with a rock solid balance sheet + X% yield. The other two companies for seismic data might not make it due to high debt"  
[X Link](https://x.com/mattkiu/status/1979520304335491084) [@mattkiu](/creator/x/mattkiu) 2025-10-18T12:09Z XXX followers, XX engagements


"@cleanmoney86 @Kyle87604439 @Carrera0001 well I personally think that investing in an oil company AND an oil service company makes the most sense. Plus Sasol is just way () too cheap to ignore. And yes even though being a world market leader on seismic many people dont know them (yet)"  
[X Link](https://x.com/mattkiu/status/1979541007248044245) [@mattkiu](/creator/x/mattkiu) 2025-10-18T13:32Z XXX followers, XX engagements


"@MediocreCapital @hkuppy @TaviCosta @ericnuttall Good point. Sasol is the biggest private employer + tax payer in SA. CO2 regime therefore has been postponed and imo will be postponed to whenever. SA isnt as blinded by woke ideology as UK or Germany. They know you first have to feed people + cannot afford to ruin the economy"  
[X Link](https://x.com/mattkiu/status/1979629817889980652) [@mattkiu](/creator/x/mattkiu) 2025-10-18T19:25Z XXX followers, XXX engagements