SOL's sitting just under 200 with that China demand worry hanging over it, but the refining margin story is…by @franco_cape on $SOL

SOL's sitting just under 200 with that China demand worry hanging over it, but the refining margin story is still decent if you believe in energy prices holding. Petrochemicals segment's been more stable than the E&P volatility, which is something. Long term, if they can get the debt down and oil stays above 70, there's real upside here. Just can't stomach the currency risk right now, honestly.