DD on GTLS- Chart Industries
Niche industrial company. They do Cryogenics, carbon capture, natural gas infastructure, cryogenic shipping infastructure, etc.
Forward p/e of 19 and forecasted massive earnings growth with a track record of earnings beats, even recently with inflation and supply chain still beat on top and bottom line. They addressed handling and rising above these challenges in their earnings calls.
Diversifying away from Russian gas is also a massive bull case, plus they have lots of exposure to the growth of hydrogen infastructure.
They also aquired a cryogenic carbon capture company that received Department of Energy grants for using the difference in liquification temperatures to create an effective high-purity carbon capture system.
Short term – valuation is fantastic, growth is good and will be better as countries scramble away from Russian gas
Longer term – LNG exposure, lots of Hydrogen products, and experimental tech
Overall, this seems like a well-run niche industrial firm that is undervalued. Would be great to here you guys' thoughts on this.
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