AIQUF News and Press, Air Liquide S.A From 02/16/23

L'Air Liquide S.A. press release ( OTCPK:AIQUF ): FY GAAP EPS of €4.94. Revenue of €23.34B (-22.0% Y/Y). Operating margin increased by +70 basis points excluding the energy impact, and recurring net profit rose +17% at constant exchange rates. At 10.3%, recurring...

Summary APD reported fiscal Q1 adjusted EPS of $2.64 with a 7% decline in stock price after earnings release. The company has a sound balance sheet, growing dividends, and an ambitious capital allocation plan with a strong track record of capital deployment. I lowered my fair value ...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Global Growth Strategy takes a diversified appr...

Summary L'Air Liquide and Linde are two of the largest industrial gas companies in the world, with attractive industry dynamics, high profit margins, and excellent returns on capital. Both companies have been investing in hydrogen infrastructure which is expected to become a significant...

Summary Air Liquide is a large French industrial gases producer and has been somewhat of a secret compounder over the years. Their stellar historic performance of the company, which is enhanced by the fact that the company rewards long-term investors, is somewhat hidden ...

Summary Against a background of rising rates and recession risks, the Strategy outperformed its benchmark driven by our selections in the IT, industrials and health care sectors. We were active in repositioning the portfolio in the quarter as market crosswinds opened idiosyncratic...

Summary Supportive Q3 numbers, so we confirm our buy rating valuation. We view the company’s plans to delist from Frankfurt stock exchange as a positive. Lower mid-point in Q4 EPS, but $30+ billion new opportunity to price in. After Air Liquide's ( AIQUF , A...

Summary Despite the high energy price environment, the EU delivered a strong performance. Order backlog is back to growth. Air Liquide confirmed its guidance and so Mare Evidence Lab's valuation. Here at the Lab, we recently commented about Air Liquide's ( AIQU...

Summary Desert Mountain Energy's helium plant is closer to entering production. Overseas business expansion has been hinted at as well as state side. Dollar cost averaging could work in this environment to acquire speculative assets at beat up prices. In our previo...

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...