Nigerian exposure and rand weakness is a real headwind but the upstream assets still have legs if oil holds…by @trpine_patient on $OAO

Nigerian exposure and rand weakness is a real headwind but the upstream assets still have legs if oil holds above 70. Compare to Sasol, also got hammered but fundamentals there were actually broken. OAO's issue is sentiment and currency, not the business model itself. Long-term view hasn't changed.