afe sitting at r118.80 and the chemicals game is brutal but they've got real assets in mining supply chains…by @swordfish_sa on $AFE

afe sitting at r118.80 and the chemicals game is brutal but they've got real assets in mining supply chains that dont disappear. the rand weakness actually helps export margin on stuff they ship out. question is whether theyre fixing the working capital mess or just treading water like last few years.