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Gold/Mining/Energy : Gasification Technologies
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To: Dennis Roth who wrote (1616)4/13/2011 8:51:54 PM
From: A.J. Mullen  Read Replies (1) of 1740
 
I used to own Sasol. GTL is attractive given the disparity between oil and gas. I sold Sasol around Christmas because they are so subject to the movements of the Rand. Their earning are mostly dollar denominated while their costs are largely in Rand.

THanks for the presentation. It's definitely worth keeping an eye on it.

Ashley
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