Chart Industries (GTLS)
is almost equal parts exciting and frustrating today – exciting because
the opportunity in small-scale LNG has never looked better, and
frustrating because it’s difficult to time orders and revenue and the
recent resegmentation of the business creates some modeling challenges.
All told, though, while I do have some concerns about the valuation and
the near-term outlook for the company’s legacy industrial gasses
business, the opportunities in natural gas, LNG, and growth segments
within industrial gasses are pretty compelling.
Read more here:
With LNG Opportunities Coming Into View, Chart Industries Looking More Exciting
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