CC | Long (Sector Rotation Test) | Deep Value| (June 25, 2025)

SSL & CC | Direction: Long (Sector Rotation Test) | Key Reason: Deep Value vs. Debt-Stressed Growth | (June 25, 2025)


1️⃣ Insight Summary
Both SSL and CC operate in the chemicals sector and have compelling trade angles. SSL offers a deep-value bounce opportunity, while CC presents a more speculative, debt-heavy setup with potential delayed upside. This setup is perfect for testing how debt and cash flow influence mid-term performance in cyclical sectors.

2️⃣ Trade Parameters

SSL (Sasol Limited)
Entry: Already active (around $4.50)
Stop Loss: Below $1.00
TP1: $8.00
TP2: $13.50
TP3: $16.96
Max Target: $25.00

CC (Chemours Company)
Entry: Delay by 2–3 months (monitor technical base)
Stop Loss: Will depend on entry price (estimate below $16)
TP (Potential if momentum builds): ~$27, $33, and $40

3️⃣ Key Notes

✅ SSL Strengths:

Higher revenue ($14B+)

Lower market cap (~$2.9B), creating a value dislocation

Operates in essential energy/chemical exports—especially relevant to Africa

❌ SSL Risks:

Large debt, limited dividend, volatile performance

Must clear resistance near $8.00 for higher confidence

✅ CC Strengths:

$5B revenue and $800M net income looks strong on paper

Operates in advanced materials—semiconductors, plastics, energy efficiency

Technically might base in 2–3 months, giving entry on momentum

❌ CC Risks:

4️⃣ Follow-up Plan
We'll run both trades as a sector test: SSL now, CC later (when price action confirms). If debt burden really suppresses upside, SSL should outperform. If risk-on sentiment returns, CC could surprise late Q3/Q4.

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Disclaimer: This is not financial advice. Always conduct your own research. This content may include enhancements made using AI