Hey Travis,

Chart makes equipment for liquifying gasses. You haven’t talked about it for quite a while and I owned it years ago. GTLS came to mind recently after the awful goings-on in Ukraine and discussion of weaning Europe off Russian gas. I understand they have been disfavored as a purely cyclical natural gas play but are starting to branch into the “sustainable” arena of hydrogen gas to give it more secular, consistent revenue.

I almost bought some then (about 30% ago) but didn’t as I don’t understand their business model, costs and revenues. I’ve been waiting for a pullback to nibble at it.

Do you have any thoughts?

JT

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