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Jesse Armstrong

Research Analyst at Fairtree Asset Management (pty) LTD

Jesse Armstrong is an Equity Analyst at Fairtree Capital, specializing in equity research with a focus on South African-listed companies, notably SASOL. He has contributed to earnings calls and provided analytical coverage in the energy and resources sector, though detailed performance track records and rankings remain undisclosed. Armstrong joined Fairtree Capital during the firm's expansion into diversified investment research, but verified details about his prior experience and professional credentials such as securities licenses or FINRA registration are not publicly available. His primary expertise lies in delivering insights on companies like SASOL, supporting Fairtree’s broader investment strategy.

Jesse Armstrong's questions to SASOL (SSL) leadership

Question · H2 2025

Jesse Armstrong asked about the price and volume assumptions for the U.S. chemicals business, demand trends in Europe, the impact of U.S. tariffs on chemical exports, and the progress on the South African cost savings program.

Answer

President & CEO Simon Baloyi and EVP of International Chemicals Antje Gerber stated they are not factoring in a market recovery and have seen no demand uptick in Europe. EVP of Marketing & Sales Christian Herrmann explained the tariff risk is being mitigated, with a remaining net risk of around $60 million. Simon Baloyi estimated that the company is about 10-30% through its journey to achieve its R10-15 billion group cost savings target by FY28.

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