APD
Air Products and Chemicals Inc
Mentions (24Hr)
-100.00% Today
Reddit Posts
NextDecade: NEXT a Texas LNG producer that seeks FID in June (13$ price target)
NextDecade: NEXT a Texas LNG producer that seeks FID in June (13$ price target)
NextDecade (NEXT): a Texas LNG producer that is projected to FID in June (13$ price targe)
$APD- A Technical Breakout and Potential Options Play
Pfizer Bets On Medical Cannabis With $6.7 Billion Acquisition
Loisiana Governor Edwards & Air Products Announce Landmark US $4.5 Billion Blue Hydrogen Clean Energy Complex in Eastern Louisiana
$ADP $BLDP $FCEL Potential of Hydrogen Fuel tech discussion 2022-2030
DD : acacia pharma (ACPH) A rocket being fueled to take off.
Blue Hydrogen - Where all that clean energy money will be at in the next 5 years
APD - A company set to dominate the Hydrogen business (but not reliant)
Dutch govt grants $2.4 bln in subsidies to huge carbon storage project
Option spreads on a stock I'm bullish for, but lack the funds for deep itm options
A very bullish DD on $APD, a stock with good earnings, and a huge future of growth
An extremely bullish DD on $APD, a stock that's passed under the clean energy radar
Bullish DD on PLUG, APD, and Hydrogen in general
A rare bullish DD for PLUG, & Hydrogen in general
Mentions
I find Copart, Linde, BR, APD and SPGI as good value atm
$APD long term play
APD in talks to partner with Yara (Norwegian fertilizer producer) to collaborate on low-emission ammonia projects. APD down nearly 9% on strong tie to spot ammonia prices.
What happened to $APD lmao
$APD down to near 5-year lows and a 3% yield, at what point is this a buy
change AMD to APD Advanced Put Destroyer
APD doesn't have enough rainbows and unicorns for this rally.
Looking at the latest prices, I have to agree that the entire trade is overbought. I'd probably look at names that have AI supply chain as a minor component of their overall business. Dupont and APD look intriguing at current prices.
Right now Air Products and Chemicals (APD). They’re the only ones with a sizable and meaningful push in hydrogen production. There’s lots of other companies that are throwing a few bucks at it like BP, but they’re the only ones going all in. There’s also all the tiny companies trying to use the hydrogen, but I have no meaningful advice to give there.
APD doesn't do government payroll, they wouldn't have any of these numbers. (And federal jobs decreased by a few thousand during the month, the growth was in state and local govt jobs)
APD number is meaningless until actual employment numbers come out Friday. Also, to add yesterday JOLST numbers showed a strong labor market. You can't just look at one data-set (bears), you need to take everything into context. Friday numbers will be telling, next week CPI, and following week FOMC (I think Powell holds rates steady).
An S&P 500 index fund or individual companies? The former is typically positive over 10 year periods and longer, the latter varies widely. Losing all of your money doesn’t usually happen with large caps, but losing half is possible. Doubling is a matter of luck with individual companies. Over the past few years, LVMH (LVMUY) has fallen, Trane (TT) has been a rocketship and AirProducts (APD) has gone nowhere. I didn’t buy Nvidia (NVDA) until after most of its gains.
$APD looking good for 5/1 ER
Very interesting! Thanks for sharing. I was looking to get back into some natural gas tech stocks like APD and KGS. But if gas prices are going up due to a supply crunch, then I presume those stocks wouldn't be a good option since they'd actually benefit from increased supply? I'm new to this area so it's not clear to me... Is a midstream provider like EPD a better option? I'm not sure about land-owners/exploration companies like VTS, GRNT, LB, etc.
Agreed. I've tried to play the NG trade but it's hard for me to keep up with all the news and geopolitical cause/effect. I owned APD, LNG, CNX, KGS, etc in the past. Looking to get into a portion of those again in the future. Looks like NFE took a big hit today though. The swing trade bottom may be back in play soon
100%, but it's too little too late. The APD jobs report has already given us a glimpse of what is to come on Friday. Any tarrifs mean higher inflation which means no rate cuts later this month too.
Sucks for the bankrupt natural gas bull. I thought LNG hopefully has a pretty good run coming? I'd been holding KGS, APD, CNX, LNG..but sold out recently. Still eyeing LPG but not sure when that's bottoming out. Too much trade instability now.
The APD missed its forecast by nearly 50%, I can't imagine that bodes well??
VOO, APD, NATH, PLTR, PPL, SPYD, RDY, VLY, RKLB… currently evenly distributed with about $20k total. What should I drop? Add? I’ve never actively chosen my own stocks, so I’m starting small. Any input is greatly appreciated!
By the time these guys get it all figured out , hydrogen will be comin into play with heavy trucks. All that for nuttin. Hydrogen is key . The saudi's just bought ALOT from APD ( air products and chemicals).guaranteed contracts ....Thats are energy future boys.
Any thoughts on APD? It’s at ATH essentially but they recently had an injection of like $1b in buys like 2 weeks ago can it still run or is that it
So, what are we thinking about $APD these days?
The demand for Industrial gasses will not go away as long as we have industrialized societies. The Industry is an oligolply with leading companies being $LIN and $APD. Giant barriers to entry and very, very hard to replace physical product, which is being consumed across many industries. If I were to put a lump sum into one/two companies which I could not touch again the next 50 years those are high on the list.
Adding companies I own with profit margins >20%: QCOM, SNA, PAYX, FANG, EXR. A few others look pretty good, but I haven’t exactly done enough research, such as APD, JNJ, EOG, MRK.
APD and other rare gas providers. I got into it when I learned that some weapon systems require special gases to operate (such as Stinger missiles and other infrared navigated weapons) given we are in a very missile heavy and interceptor heavy global war situation I see the demand continuing to go up. Same for welding gases and other industrial uses.
[Air Products (APD) makes Syngas, among other things](https://www.airproducts.com/applications/syngas-solutions). I don’t know if that’s close.
All my US holding are green except SLB. APD that I own was nearly up 9%. I do not own ETFs or anything tech related.
Bought a bearish ratio straddle on APD, it is up 7% in pre market. Most of my bets are losing this week lol.
SYM Calls SBUX Puts KHC Puts DD Calls CTVA Straddle RBLX Straddle APD Puts PRGO Puts
SYM Calls SBUX Puts KHC Puts DD Calls CTVA Straddle RBLX Straddle APD Puts PRGO Puts
Here's my ideas: SYM Calls KHC Puts DD Calls CTVA Straddle RBLX Straddle APD Puts PRGO Puts
Ooo APD just ousted their COO too. The put call ratio is 1.73. Not a lot of volume maybe I’ll buy one contract.
Here's my ideas: SYM Calls KHC Puts DD Calls CTVA Straddle RBLX Straddle APD Puts PRGO Puts
Interesting! Thanks for the links I'll check them after work. I've been in a couple of natural gas stocks for a while (KGS, APD, CNX, LNG) but not much oil and no geothermal.
APD : Advanced Put Destroyer I’m holding Puts 
APD looking tastier by the day
Mastercard, Visa, American Express. You are invested heavily in tech which will result in high potential at growth, but could also have larger downturns. Not against tech by any means, but don’t put too much in one bucket. APD, CI, WM, PEP, TRV, UNH, ABBV are good examples of solid companies.
Energy that is transitioning from carbon fuel gradually. The EV slowdown caused by O&G and legacy carmakers that has brought a tariff war on consumers means gasoline and diesel will be with us longer than the US, EU, and remarkably China had planned. BP, TTE, APD (not an energy company but the long play is they are developing green hydrogen).
You see OP, I think your case and that period of 4 years are mostly exception at this point. The S&P situation especially. 5 to 10 companies, all in one sector are sucking vast amounts of investments that would otherwise have been spread in the market. At the moment there are lots and lots of companies that underperform, trading at historical discount and at some point this will change. Maybe in 10 years hydrogen will be like the gasoline now, and you would wish you bought APD today and not NVDA. There could be massive water related issues in the years ahead and AWK/AWR to outperform MSFT. The same case can be made in any other field. We are at wired point in time where tech is dragging the entire market up and everything else is pretty much guaranteed to under perform. Yes this can carry on for a long time, but not forever. I'm 100% in single stocks with 35% of them being in EU, and more - I do not own a single tech related stock. I'm under spy for last two years but I'm happy with my picks and I'm confident in the long term prospects. If you manage to remain solvent for longer than the market can remain irrational, you will be rewarded. Best of luck with your strategy - there is no right or wrong approach in this case, but personal choices.
Personally they lack the expertise in gas purification and handling, I would avoid them and stick with APD and Linde. I suspect any plant they build will be brought out of bankruptcy by these two players.
After I started, I had a few other DRIPs in KMB, APD, NJR, and BUD. I retired early 10 years ago and lived off them and these helped me pay off my mortgage early. As this was the beginning of my investment journey (outside my 401K and HSA) - it gave be an opportunity to learn as I invested and educated myself on DD and analyses - learned a lot of Professor Damodaran. It was easy to start and stay consistent - just writing a check every month when I paid my bills. Today, it would even be easier with auto-withdrawal and ETFs.
From the Forbes article: >The core of its cannabis operation consists of Olorinab (APD371), an investigational, oral, full agonist of the cannabinoid type 2 receptor (CB2), which aims to treat patients with diseases affecting the stomach and intestine. >Arena's team is developing this cannabinoid-based drug with an initial focus on visceral pain associated with gastrointestinal disorders. Arena's website reads that this compound, through its selectivity for CB2 versus CB1, is under investigation for pain relief without psychoactive adverse effects.
https://www.newyorkfed.org/research/calendars/nationalecon_cal APD is today, yesterday was initial claims which is basicly useless.
Nice! Can't go wrong with either of them. I've just started an initial position in CNX (after hours today) thanks to your recommendation. APD and KGS are my other natty gas plays so this completes my trio.
Thanks for the rec! I'm in KGS and APD (got in after the recent dip). Will look into this one as well.
APD is an excellent grab as well. The no-reason earning miss was one of the greatest discounts
JNJ, APD, MRK. APD stock has been challenged lately, though, at least on price.
I work at APD. Nat gas is our feedstock. Can't see why higher feedstock prices would be beneficial for margins. These companies hedge big time too. I'll have to ask how the cost of feedstock is accounted for in the contracts we have with customers. I know if oil goes up we make more on steam export though.
APD for anyone that cares, it looks like it’s currently gap filling
APD on a volume of 12 nonetheless but it has big movement’s and generally ignores the market except for last Friday. Randomly found it while looking up another ticker. Cheap premiums and biweekly dated options 💰
It’s pretty small at the moment, only a few percent I think, but they’re growing that part of their business. I’ll take a look at APD. Didn’t even think of investing in companies that produce hydrogen to be honest, you’ve broadened my mind
What % of their revenue is hydrogen vs natty gas? APD has both too + industrials but I would have thought APD % is more exposed just due to CMI size
I would dump it, if you like the hydrogen story for the long haul I think you would be way better served in longing APD
APD. When gas prices rise their stock goes up
I need to look into NG pipeline/shipment stocks, but I did recently open positions in KGS and APD.
Agree SPY mag 7 are overvalued, now TSLA was already the first domino. Anyway, by end of March is usually the best month to buy, then again early October, so he might be right, -5 to -10% SPY in the next few weeks would be no surprise. The earnings season in many cases wasn't too kind so far (think HUM or APD), still RSP or QQQE don't look like a crash is imminent. So the rest of that doomsday scenario seems unrealistic.
APD looks like a great buy. Nice moat company
A lot of big billion $ market cap stocks not normally talked about on here are getting clobbered on earnings ROK last week APD and CCK today
I am buying this dip on APD. The company beat but guidance was down for EPS FY 24'. but being down 15%?... I think that is a bit drastic, which is why I am going to build my position out now
APD/MCD/CVS boomer business looking good
Another waste of government funding on a company that has not turned a profit in over 30 years, executives selling high, changing direction repeatedly and has no expertise in gas generation, purification, storage or handling. The GOP guys should look at this one. Bankruptcy countdown starting and trying to determine who will get access afterwards - APD or Linde.
I am bullish on FSCHX. Exposure to ALB and Hydrogen stocks like LIN and APD. I believe the long term future for energy relies in Hydrogen production from excess renewables to produce electricity when renewables are not as productive.
https://www.reddit.com/r/wallstreetbets/s/DrrJ6pmUem And I forgot I did have the APD play in between, and its been bad this month but still up from when I bought. Not as exciting to just hold stock.
Hmm. I’d almost sell and them put it into BTI, HUM, APD, or another stock. I prefer stocks over indices, and those seem a bit beat up. Maybe BMY.
You could buy APD theyre a company that produces a lot of chemicals used in meth production. They're used for industrial.
Looks to be the same general business as APD, which I own. It’s down a bit today as well.
Sociopathy isn’t an illness, it’s a disorder (which is *not the same*) called APD, and it does not cause undue psychological suffering to the individual themselves. To others, it often does. It’s part of the dark triad of personality types. This is not a matter of empathy, it’s a matter of knowing basic psychology. It’s obvious you know comparing sociopathy and schizophrenia is just entertaining notions, but I guess you just want to be correct that badly on the internet 🤷♂️
Divert your investment to Air Products & Chemicals Inc. If you are aware of [insider trading](https://www.smartinsider.com/insider-transactions-data/) concept. Its CEO invested $5.4 million in his own company. After 2019 its his first purchase in [APD.US](https://www.smartinsider.com/stock-of-the-week/apd-us-ranked-positive-on-november-14th-2023/).
APD had a big sell off a week ago on news of lower revs. It’s been recovering strongly ever since and has a quite bit more upside potential. Info: I’ve owned it a long time.
Given a once in a life time chance two times to become a viable company and just pissed it all away. I read their report ER as “We can’t even supply our demand so we’re using third parties which cost a fuck ton. Investors need to fit the bill, also our projections are off.” And then you learn some of those third parties are related parties. Fucked… Absolutely fucked company, going to zero, so glad I bailed with only -40% already, today would have been worse. Just going to invest in the scraps in APD and admit defeat. Fuck
Actually losing for nearly 30 years and keep changing their focus from fuel cell, hydrogen forklifts and trucks to green hydrogen. They had no expertise in any and gave await equity vi a very cheap warrants to BABA and WMT to get get business. I am still waiting for bankruptcy and for APD or Linde to get some cheap hydrogen assets.
Reading the news on PLUG needing another capital raise had me laughing. I do not know how many they had over the last 25 years, but I see APD or Linda get some asset on the cheap as PLUG finally collapses.
APD for the next 3 months. Sell before next dividend payout. Easy Money.
APD suddenly down nearly $25 a share. I can’t find any news to explain that. Anybody have sources?
Lol OK whatever. UNH has returned 23% to the markets 7% cagr for 30 years straight. Same thing with most blue chips like LIN ASML LRCX APD PEP MCD .... etc etc. Msft googl aapl nvda etc are blue chips. They'll still be here in 20 years.
ECL (I followed Bill Gates into this a couple months ago) APD (I followed Ackman into this and doubled my money)
Another good example is APD: Air Products & Chemicals. Operates in an oligopolistic market for gases and is expanding into blue/green hydrogen and is able to get very attractive ROC while limiting leverage to keep their A1/A credit rating, should be able to grow low teens earnings in the next decade through organic growth and investing in its own business through more projects.
Do you have anything newer than 2020? From your article: >Austin, Texas, is the latest city to announce a police defunding effort, with the City Council on Thursday voting unanimously to cut $150 million (roughly one third) from the police budget, reinvesting much of that sum in social programs, including food access, violence prevention and abortion access. And then: https://www.kvue.com/article/news/politics/austin-police-department-budget-fiscal-year-2021-22-austin-city-council/269-9792906d-6a6b-4ec2-901f-ae4cf4f7ab87 >The over $443 million APD budget is significantly more than the funds allocated to the department during the 2020-21 fiscal year. In FY 2021, APD’s budget was $309.7 million.
This is a 2020 article and the very first city is Austin which is not true. The APD has the highest budget in its history, they've been claiming budget cuts but they never happened (not to mention the state won't allow it). so forgive me if I don't trust a 3 year old forbes article
Other that DVN, I'm also looking at APD
APD announced a big expansion at it's LNG equipment plant. https://finance.yahoo.com/news/air-products-increase-production-capacity-154500473.html Bullish on APD and on LNG exports.
Industrial has companies (APD, LIN). Their equipment is often built into factories making switching basically impossible. Long term contracts with guaranteed income.
I think the Hydrogen sector will grow, if you want something a bit longer-term. There’s concern with how much tax break will be given to big energy companies. But I’m more bullish on hydrogen-focused companies like BE and PLUG. NKLA had a good day today because they announced sales on trucks, but I hear this is a bad company to invest with. There are other hydrogen stocks like DD, APD, and LIN. Full disclosure I’m small-time, and I only have a combined like $200 in hydrogen shares. https://www.politico.com/news/2023/07/05/biden-hydrogen-europe-00104024
Stay clear away, APD and Linde will dominate.
as expected - no profits. I actually expect their hydrogen plant to be shutdown or bankrupt due to inefficient technology. I actually expect APD or Linde to acquired them in 2-3 years. They also have no real expertise in running a gas plant.
Probably closer to 30 years, their hydrogen technology is very cost inefficient. I expect plant to close-down or bankruptcy being scooped up by either APD or Linda in 2-3 years.
APD earnings Adj eps $2.74 vs $2.64 est Sales $2.99 billion misses $3.06 billion estimate Also a slight raise to guidance. Continued investment in capex.