The refining margins have been trash for months but the exploration upside in the Gulf of Mexico could actu…by @julianreins_jse on $SOL

The refining margins have been trash for months but the exploration upside in the Gulf of Mexico could actually move the needle if they hit. Problem is the debt load is still heavy and they need cash flow to move it, which means oil price really matters here. At 194.96 we're not pricing in much of the turnaround story yet.