AIQUF News and Press, Air Liquide S.A From 10/19/22

Air Liquide ( OTCPK:AIQUY ) on Wednesday notifies the construction of three plants in Taiwan to supply two of the world’s largest semiconductor manufacturers with large volumes of ultra high purity industrial gases for their leading edge fabs. Air Liquide Far Eastern, a...

Summary We're revisiting DuPont de Nemours, Inc., now yielding over 2.5% with one of the more significant chemical companies in the world. We're now down 20% from my last article - and the undervaluation is starting to reach almost ridiculous levels for DuPont. DuPont is mostl...

Summary Air Liquide just released its Q3 sales update confirming our long-term investment thesis. The company was able to increase prices over additional energy costs. This communication is supported by the whole sector. In addition, the French company is still trading at a lo...

Summary After our APD and L'Air Liquide analysis, Linde is the most defensive company within the industry. Supportive macro to micro reasons to buy and hold the company. Compelling valuation with an ongoing buyback and an interesting backlog with double-digit IRR expectations....

Summary Carbon capture will become an exponentially expanding market in the next decade. The advantages of Point Source Capture compared to Direct Air Capture. Critical criteria for evaluation of who stands to benefit from the growing CO2 market. Detailed synopsis of carbo...

Summary Mining/metals and construction materials are undervalued relative to 11-year averages. MXI, a global alternative to XLB. 7 materials stocks cheaper than their peers in September. This monthly article series shows a dashboard with aggregate industry metrics in...

Bridgewater Associates, the world's biggest hedge fund, has walked back from its big bet against Europe, slashing its short positions to $845M from as much as $10.5B, Bloomberg reported Wednesday, citing data it compiled from regulatory filings. Ray Dalio's company still has s...

Expanding hydrogen production on the US Gulf Coast will yield twice as much hydrogen. The CHIPS for America Act and FABS Act drive massive expansion in semiconductor manufacturing. Linde will benefit greatly as it supplies industrial gases to reputable customers in this industry. ...

Quarterly performances were not great but well expected by the market. Air Products and Chemicals is increasing its CAPEX investments. The outlook was maintained and so is our valuation. After Air Liquide S.A. ( OTCPK:AIQUF , OTCPK:AIQUY ), the American competito...

France is one of the most consistently enticing markets in Europe. Our most successful investments have been in France, and we continue to be invested there, and EWQ has some similarly attractive features. The consumer discretionary focus is a little illusory due to the large expo...