ALFVY - With LNG Opportunities Coming Into View Chart Industries Looking More Exciting
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.
Fourth Quarter Results Looked Basically Good
Because of that aforementioned resegmentation