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    David Fraser

    Research Analyst at Peregrine Capital

    David Fraser is the Executive Chairman and Portfolio Manager at Peregrine Capital, which he co-founded in 1998, specializing in hedge fund management across all the firm's funds. With over two decades of experience, Fraser has helped lead Peregrine Capital to become one of South Africa's most established alternative asset managers, though specific companies covered and detailed performance metrics are not publicly disclosed. Since the firm's inception, he has maintained a long-term, consistent approach to investing, overseeing substantial asset growth and a proven track record of returns for clients. Fraser began his career prior to Peregrine Capital's founding and is recognized for his industry leadership, though details about securities licenses and professional credentials are not published.

    David Fraser's questions to SASOL (SSL) leadership

    David Fraser's questions to SASOL (SSL) leadership • H2 2025

    Question

    David Fraser noted that while it is a good time to buy short-term coal, this market condition may not last, and asked if Sasol would seek longer-term supply agreements.

    Answer

    President & CEO Simon Baloyi confirmed that Sasol will always have a need for purchased coal to replace supply from a former long-term contract. He stated that the company's intention is to secure this supply through new long-term contracts, and that negotiations are currently ongoing.

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