CMI - Chart Industries: From Cleaner Energy Upside To A Cleaner Energy Story In 6 Months
- Chart has attracted substantial interest for its leverage to emerging cleaner energy technologies like hydrogen and carbon capture, driving strong share price performance.
- There are plenty of skeptics on green hydrogen, but Chart isn't the only company investing here, and this could become a double-digit percentage of revenue over the next two years.
- Carbon capture, LNG (both for large-scale export and small-scale vehicle use), and industrial niche markets all offer some additional growth leverage.
- Chart Industries isn't conventionally cheap, but the valuation is not that bad for a company that could see significant multi-market growth over the next decade.
For further details see:
Chart Industries: From Cleaner Energy Upside To A Cleaner Energy Story In 6 Months