What does @Hannes_SK say about the selection in the conclusion? You're the gas expert here and as far as I know you're invested in $APD
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@topicswithhead No, I am no longer. The massive sale of high-margin divisions worldwide is making the business increasingly unattractive. In addition, they are increasingly turning away from the core idea of cryogenics.
I'll just say that I know the business of the three giants subjectively very well.
Operationally, by the way, $AI is the largest gas producer. $LIN is only the highest-margin participant with robust, sensational growth.
Nippon, on the other hand, is only alive because of the sale of former Praxair and Linde sites, otherwise they are completely insignificant.
I am therefore only invested in the two market leaders.
I'll just say that I know the business of the three giants subjectively very well.
Operationally, by the way, $AI is the largest gas producer. $LIN is only the highest-margin participant with robust, sensational growth.
Nippon, on the other hand, is only alive because of the sale of former Praxair and Linde sites, otherwise they are completely insignificant.
I am therefore only invested in the two market leaders.
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