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6 pts

Opinion on  Sasol Ltd ADSs (SSL)     Sector: Basic Materials  >  Industry: Chemical Manufacturing
INVEST IN SOUTH AFRICA

Sep 21, 2007 07:58 PM GMT
Return Risk
-31.47% HIGH
Sr. Analyst

Second only to China, South Africa offers the best opportunity to come out ahead of the game.  The reasons, of course are various, but I propose that SA is closer linked to Chinese growth than any other part of the world; at least in the short-term.  Too bad we here in the US have only limited access to South African public companies.  I wish we had SABMiller; but, hey. SSL and AAUK (DeBeers), AU, GG, HMY are excellent players.


SSL:  This call was made on 09/21/07 @ $45.2625
Rating:   Positive   $45.2625 (09/21/07)
Gain/Loss:   -11.30% in 780 days


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