1Wk·

Fall cleaning

Fell victim to the fall cleaning of the portfolio. Should actually benefit from the energy/climate transition and the hydrogen/industrial gases growth market and outperform Linde in particular ... but what can I say, no positive share price performance for 5 years. APD has lowered its profit forecast, discontinued major projects and margins are falling ... the share price has developed accordingly.

25.09
Air Products & Chemicals logo
Sold at €231.20
5
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