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Sasol (SOL) vs Rolfes (RLF) vs Omnia (OMN)
Date: 2 Sep 2018 Category: Stock Market |
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We take a look at the share price performance of Sasol, Omnia and Rolfes and find that SASOL is has been beating their smaller, listed chemicals peers in the short and medium term. As we mentioned in a earlier article, Sasol's share price is loving the higher oil prices.
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Background on Sasol (SOL), Rolfes (RLF) and Omnia (OMN)
Sasol (SOL)
Sasol is an international integrated chemicals and energy company that leverages technologies and the expertise of our 30 300 people working in 33 countries. We develop and commercialise technologies, and build and operate world-scale facilities to produce a range of high-value product stream, including liquid fuels, chemicals and low-carbon electricity.
Sasol’s new value chain-based operating model came into effect in 2014. Towards this end, the Sasol Group is now organised into two upstream business units, three regional operating hubs, and four customer-facing strategic business units, supported by fit-for-purpose functions as reflected in our new Sasol website.
By combining the talent of our people and our technological advantage, Sasol has been a pioneer in innovation for over six decades. As market needs and stakeholder expectations have changed, so too have our methods, facilities and products, driving progress to deliver long-term shareholder value sustainably. The growth and enhancement of our foundation businesses in Southern Africa is complemented by the significant chapter of growth, Sasol has entered in its history.
At Sasol, we recognise the growing need for countries to secure supply of energy and chemicals. For many countries, specifically those with abundant hydrocarbons, in-country conversion of these resources into liquid fuels and chemicals goes a long way to boost national economies.
Sasol’s focused and strong project pipeline means we are actively capitalising on the growth opportunities that play to our strengths in Southern Africa and North America. Our focus is creating value sustainably and we are proud to be taking this company, to new frontiers.
Sasol was established in 1950 in South Africa and we remain one of the country’s largest investors in capital projects, skills development and technological research and development. The company is listed on the JSE in South Africa and on the New York Stock Exchange in the United States.
Omnia (OMN)
Omnia Holdings Limited is a diversified chemicals group with specialised services and solutions for the agriculture, mining and chemicals industries. Using technical innovation combined with intellectual capital, Omnia adds value for customers at every stage of the supply and service chain. As a group, Omnia creates customer wealth by leveraging knowledge.
Omnia differentiates itself from other commodity chemicals suppliers by applying the Group’s intellectual capital and technologies at all key points along its supply and service chains. This enables Omnia to create value throughout, by tailoring products and services to the specific and changing needs of its customers. The sustainability of the business model is strengthened by targeted backward integration through the installation of technologically advanced plants that manufacture core materials such as nitric acid and explosive emulsions. In addition to securing supply, this enables Omnia to improve operational efficiencies throughout the product development and production cycle.
Since 1953, Omnia has had its roots in the fertilizer and agriculture industry and has built up an in-depth understanding, not only of its core markets in South Africa, but also in mining, manufacturing and agriculture in Africa. Based in Johannesburg, South Africa and with operations in 18 countries in Africa, including South Africa, and six countries outside of Africa, Omnia has more than six decades’ experience in the business. Additionally, Omnia continues to grow its global footprint, with business units in Australasia, Brazil, and regions such as Europe, South America and South East Asia.
Omnia provides customised, knowledge-based solutions through its Agriculture, Mining and Chemicals divisions. These divisions include Omnia Fertilizer, Omnia Specialities, Bulk Mining Explosives (BME), Protea Mining Chemicals and Protea Chemicals, all niche businesses that operate with a common objective: to enhance customers’ businesses through research, development and knowledge sharing, that will enable them to increase profit margins. The business model has been tried and tested over many years, and continues to be fine-tuned as Omnia’s markets and customers evolve. Omnia sustains and grows the business by continuously enhancing the value it offers to local and international customers through product innovation, growing Omnia’s intellectual capital and working to further raise already exceptional service levels. A continuous feedback loop with customers at all points of engagement keeps the Omnia business model on track.
Rolfes (RLF)
Rolfes is a black empowered platform chemical group. The Group targets the need for food security, clean water and manufacturing demand through its four strategically placed divisions being agricultural, food, industrial and water expanding progressively in domestic, developed and foreign emerging markets.
As part of its core organic growth strategy, the Group concentrates on further diversification of its speciality low-volume high-margin product ranges and increasing its geographical footprint into various markets while targeting the optimal leveraging of its current cost and distribution platforms. The Group seeks to acquisitively expand its current four divisions by targeting prospects to establish a high barrier to entry fifth division.
The Group manufactures and distributes a diverse range of market-leading, high-quality chemical and organic products to various industries. The Agricultural division develops, manufactures and distributes products that promote plant, root, and foliar health, soil nutrition, disease prevention and control and various other agricultural remedies.
The Food division distributes imported and locally manufactured products to the food and beverage, bakery, dairy, pharmaceutical and cosmetics industries. The Industrial division manufactures and distributes industrial chemicals including various organic and inorganic products including additives, in-plant and point-of-sale dispersions, leather chemicals and solutions, solvents, lacquer thinners, pigments, surfactants, cleaning solvents, water treatment products, creosotes and waxes.
The Water division provides specialised water purification solutions and products to the industrial, mining, home and personal care markets. Additionally, the division manufactures and distributes pure beneficiated silica to the mining, metallurgical, fertiliser, water filtration and construction industries. The Group’s international footprint and customer base extends to Asia, the rest of Africa, eastern and western Europe, with operations currently in Botswana, Zambia and Romania.
Sasol is an international integrated chemicals and energy company that leverages technologies and the expertise of our 30 300 people working in 33 countries. We develop and commercialise technologies, and build and operate world-scale facilities to produce a range of high-value product stream, including liquid fuels, chemicals and low-carbon electricity.
Sasol’s new value chain-based operating model came into effect in 2014. Towards this end, the Sasol Group is now organised into two upstream business units, three regional operating hubs, and four customer-facing strategic business units, supported by fit-for-purpose functions as reflected in our new Sasol website.
By combining the talent of our people and our technological advantage, Sasol has been a pioneer in innovation for over six decades. As market needs and stakeholder expectations have changed, so too have our methods, facilities and products, driving progress to deliver long-term shareholder value sustainably. The growth and enhancement of our foundation businesses in Southern Africa is complemented by the significant chapter of growth, Sasol has entered in its history.
At Sasol, we recognise the growing need for countries to secure supply of energy and chemicals. For many countries, specifically those with abundant hydrocarbons, in-country conversion of these resources into liquid fuels and chemicals goes a long way to boost national economies.
Sasol’s focused and strong project pipeline means we are actively capitalising on the growth opportunities that play to our strengths in Southern Africa and North America. Our focus is creating value sustainably and we are proud to be taking this company, to new frontiers.
Sasol was established in 1950 in South Africa and we remain one of the country’s largest investors in capital projects, skills development and technological research and development. The company is listed on the JSE in South Africa and on the New York Stock Exchange in the United States.
Omnia (OMN)
Omnia Holdings Limited is a diversified chemicals group with specialised services and solutions for the agriculture, mining and chemicals industries. Using technical innovation combined with intellectual capital, Omnia adds value for customers at every stage of the supply and service chain. As a group, Omnia creates customer wealth by leveraging knowledge.
Omnia differentiates itself from other commodity chemicals suppliers by applying the Group’s intellectual capital and technologies at all key points along its supply and service chains. This enables Omnia to create value throughout, by tailoring products and services to the specific and changing needs of its customers. The sustainability of the business model is strengthened by targeted backward integration through the installation of technologically advanced plants that manufacture core materials such as nitric acid and explosive emulsions. In addition to securing supply, this enables Omnia to improve operational efficiencies throughout the product development and production cycle.
Since 1953, Omnia has had its roots in the fertilizer and agriculture industry and has built up an in-depth understanding, not only of its core markets in South Africa, but also in mining, manufacturing and agriculture in Africa. Based in Johannesburg, South Africa and with operations in 18 countries in Africa, including South Africa, and six countries outside of Africa, Omnia has more than six decades’ experience in the business. Additionally, Omnia continues to grow its global footprint, with business units in Australasia, Brazil, and regions such as Europe, South America and South East Asia.
Omnia provides customised, knowledge-based solutions through its Agriculture, Mining and Chemicals divisions. These divisions include Omnia Fertilizer, Omnia Specialities, Bulk Mining Explosives (BME), Protea Mining Chemicals and Protea Chemicals, all niche businesses that operate with a common objective: to enhance customers’ businesses through research, development and knowledge sharing, that will enable them to increase profit margins. The business model has been tried and tested over many years, and continues to be fine-tuned as Omnia’s markets and customers evolve. Omnia sustains and grows the business by continuously enhancing the value it offers to local and international customers through product innovation, growing Omnia’s intellectual capital and working to further raise already exceptional service levels. A continuous feedback loop with customers at all points of engagement keeps the Omnia business model on track.
Rolfes (RLF)
Rolfes is a black empowered platform chemical group. The Group targets the need for food security, clean water and manufacturing demand through its four strategically placed divisions being agricultural, food, industrial and water expanding progressively in domestic, developed and foreign emerging markets.
As part of its core organic growth strategy, the Group concentrates on further diversification of its speciality low-volume high-margin product ranges and increasing its geographical footprint into various markets while targeting the optimal leveraging of its current cost and distribution platforms. The Group seeks to acquisitively expand its current four divisions by targeting prospects to establish a high barrier to entry fifth division.
The Group manufactures and distributes a diverse range of market-leading, high-quality chemical and organic products to various industries. The Agricultural division develops, manufactures and distributes products that promote plant, root, and foliar health, soil nutrition, disease prevention and control and various other agricultural remedies.
The Food division distributes imported and locally manufactured products to the food and beverage, bakery, dairy, pharmaceutical and cosmetics industries. The Industrial division manufactures and distributes industrial chemicals including various organic and inorganic products including additives, in-plant and point-of-sale dispersions, leather chemicals and solutions, solvents, lacquer thinners, pigments, surfactants, cleaning solvents, water treatment products, creosotes and waxes.
The Water division provides specialised water purification solutions and products to the industrial, mining, home and personal care markets. Additionally, the division manufactures and distributes pure beneficiated silica to the mining, metallurgical, fertiliser, water filtration and construction industries. The Group’s international footprint and customer base extends to Asia, the rest of Africa, eastern and western Europe, with operations currently in Botswana, Zambia and Romania.
So when readers see the graphic above it just shows SOL's share price over the last month. As soon as readers click on either Omnia or Rolfes in the top left box, the graphic recalculates and shows the share price returns of the selected shares over the last month. Users can change the dates the graphic calculates the share price returns for by selecting the preset dates such:
The image below shows the share price returns of the three shares over the last month.
- 1 Month
- Year to Date
- 1 Year
- Max (2 years time series in this case).
The image below shows the share price returns of the three shares over the last month.
1 month
The summary below provides the returns of the three shares for the last month:
- Sasol (SOL): 12.6%
- Omnia (OMN): 1.07%
- Rolfes (RLF): -7.12%
1 Year
The summary below provides the returns of the three shares over the last year:
- Sasol (SOL): 45.56%
- Omnia (OMN): -8.13%
- Rolfes (RLF): -31.5%