Sasol Announces Improvement in Headline Earnings Forecast for Financial Year Ended 30 June 2006 and Write-Down to Fair Value of
05 September 2006 - 5:40PM
PR Newswire (US)
JOHANNESBURG, South Africa, Sept. 5 /PRNewswire-FirstCall/ -- On 1
March 2001, Sasol (JSE:SOLJSE:NYSE:JSE:SSL) acquired Condea from
RWE Dea for a purchase consideration of Euro 1,295 million. The
business, also including thereafter certain existing Sasol assets
in South Africa, was subsequently named Sasol Olefins and
Surfactants (O&S). At the time, the long-term view of oil
prices held by leading reputable agencies and banks was about US$
20/b. At this price, the margins of the business were considered to
be robust and sustainable going forward. On 1 August 2005, Sasol
announced its intention to consider the divestiture of the O&S
business subject to fair value being received. Thereafter,
substantial work was undertaken to prepare the business for sale
and the bidding and divestiture processes are far advanced. When
the proposed divestiture process was initiated last year,
prevailing international oil prices had risen by 125% to about US$
45/b. Since then, these have increased further by 55% to about US$
70/b. In other words, international oil prices are currently 250%
higher than when the business was acquired. Long-term oil price
forecasts by reputable agencies and leading banks have also
increased significantly. These increases represent fundamental
changes in energy costs and their related impact on oil-derivative
feedstock costs. In turn, these have depressed the operating
performance of O&S and, as a result, have reduced the potential
value of the business. The strategic rationale for considering the
disposal of the business remains valid and relevant. It is not
vertically integrated to Sasol's required standards and is not
adequately linked to our proprietary Fischer-Tropsch technology
processes. The financial impact of changes in the input costs of
the business -- together with current market-place dynamics --
exceeds the benefits of significant reductions that have
successfully been achieved in the fixed costs of the business and
various other productivity improvements. After a review of
valuations and bids received from interested parties, which confirm
Sasol's valuation, it is necessary in accordance with International
Financial Reporting Standards (IFRS) 5 (non - current assets held
for sale and discontinued operations) to write-down the net asset
value of the business to its fair value. This results in a
reduction of net asset value and a charge to the income statement
in the financial statements ended 30 June 2006 of about R 2,8
billion, after tax. This write-down results in a reduction in
attributable earnings per share which are nevertheless still
expected to increase by between 5% and 10% over the comparable
result of the previous financial year. Headline earnings per share
are expected to increase by between 30% and 35%, which compares
with the 25% to 30% range announced in the trading statement issued
on 2 June 2006. The cash position of the group is not affected by
the write-down and based on current assumptions it is not
anticipated, therefore, that there will be any effect on current or
future dividends. Negotiations will be entered into with
prospective new owners in the coming months and, if a divestiture
materializes, our gearing will obviously benefit from the cash
proceeds. The cash proceeds will contribute to the funding of the
exciting international gas-to-liquid (GTL) and coal-to-liquid (CTL)
plans that Sasol is considering in various countries, and which are
considered to be core to Sasol's future growth ambitions. Sasol's
financial results for the year ended 30 June 2006 will be announced
on Tuesday, 12 September 2006. The above information has not been
reviewed and reported on by the company's auditors. The Sasol
Investor Relations team Tel.: +27 11 441 3113/3563/3321 Forward
looking statements We may in this document make statements that are
not historical facts and relate to analyses and other information
based on forecasts of future results and estimates of amounts not
yet determinable. There are forward-looking statements as defined
in the U.S. Private Securities Litigation Reform Act of 1995. Words
such as "believe", "anticipate", "expect", "intend", "seek",
"will", "plan", "could", "may", "endeavour" and "project" and
similar expressions are intended to identify such forward-looking
statements, but are not exclusive means of identifying such
statements. By their very nature, forward-looking statements
involve inherent risks and uncertainties, both general and
specific, and there are risks that predictions, forecasts,
projections and other forward-looking statements will not be
achieved. If one or more of these risks materialize, or should
underlying assumptions prove incorrect, actual results may be very
different from those anticipated. The factors that could cause our
actual results to differ materially from the plans, objectives,
expectations, estimates and intentions expressed in such
forward-looking statements are discussed more fully in our annual
report under the Securities Exchange Act of 1934 on Form 20-F filed
on October 26, 2005 and in other filings with the United States
Securities and Exchange Commission. Forward-looking statements
apply only as of the date on which they are made. DATASOURCE: Sasol
CONTACT: The Sasol Investor Relations team,
+27-11-441-3113/3563/3321,
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