Chart Industries, Inc. (NASDAQ:GTLS)

Chart is a major player in nat gas without the hype.

will benefit from the Implementation of NG infrastructure buildout

If I had bought GTLS in 2009, I'd love it too. But at this point I have to go against the grain and say that the stock is currently priced for growth and profitability that is likely years away. They missed their last two quarters earnings; while this is not the end of the world, if I were a shareholder sitting on two or three bagger gains I would think this is a good time to take my chips off the table, at least for a little while.

GTLS was entered on my caps at $64.19. The PE ratio presently is 37.98. The U.S has to transition itself away from dependence on foreign oil. Natural gas could be the replacement fuel.

If we switched the long haul trucks to nat gas, it would be similar to taking forty cars off the road for each truck rolling along the highways. These trucks use about 20,000 gallons of diesel every year. It would be easier to create the refueling stations for them.

There are about 240 million cars in the U.S. Trying to create enough refueling stations for them and storage would be difficult. But it could take place someday.

Presently about 15% of the countries garbage trucks run on nat gas. In many of these instances, the nat gas is taken from the dumps where it is generated by rotting garbage. You probably seen the flames that burn this off. Waste Management is working to take that gas, build their own stations and fuel their trucks and anyone else that can use it.

Just getting the trucks fueled would save billions for the U.S. so it would help.

Presently there are only about 900 natural gas stations and only half are open to the public. By comparison there are about 160,000 gasoline stations in the U.S.

There are about 110,000 Nat Gas vehicles on the road opposed to 240 million cars. I remember when the idea of the Internet was being bantered about, it said it wouldn't be a useful thing in my lifetime. That was very depressing to me, since they explained and I knew exactly what it would mean for communication and research. But in a decade, they accomplished what they believed would take many decades and well within my lifetime.

There are many people that do not want us to run on nat gas. Chemical companies use nat gas and they don't want trucks to use it because it would mean higher prices for them, so they are lobbying against it. I am sure oil companies don't want it either. I have no doubt they could lay the infrastructure in a few short years if the country got behind it. But will they?

Getting the trucks on nat gas would lay the groudwork. It wouldn't be too long after that before more public stations would be built. Just getting the trucks on nat gas would help.

They are not trading at a cheap valuation. I placed it on CAPs as multi-decade idea. But analysts do expect them to do very well in the next five years. As more refueling stations are built, there will be need for more storage tanks that GTLS supplies. It is my hope that someday all vehicles will run on natural gas someday, The U.S has enough nat gas to last 200 years.

Chart Industries (GTLS)
February 28, 2012 4Q:2012 earnings’ highlights:
** 4Q revenues were $219.635 million up from $158.838 million
** Fiscal 2011 Revenues were $794.585 million up from $555.455 million
** TTM revenues were $794.585 million or $26.44 per share
** Earnings were $0.28 down from $0.33 last year
** Fiscal 2011 earnings were $1.47 up from $0.69
** Diluted share count 30.044 million
** Cash flow for the year was $59.278 million up from $21.6 million
** TTM cash flow was $59.278 million or $1.97
** Trading range between February 28, 2012 and April 26, 2012 was $65.57 to $76.36: PE ratio range was 44.61 to 51.95: Cash flow yield range was 2.6% to 3%: PS ratio range was 2.48 to 2.89
** Special note: The stock price rose $4.62 to close at $70 the day of the report: The report was announced before the opening.

April 26, 2012 1Q:2012 earnings’ highlights:
** Revenues were $216.106 million up from $162.941 million
** TTM revenues were $847.75 million or $28.20 per share
** Earnings were $0.47 up from $0.25
** TTM earnings were $1.69 per share
** Diluted share count 30.061 million
** Cash flow was negative ($15.5 million) up from negative ($25.104 million)
** TTM cash flow was $68.88 million or $2.29 per share
** Trading range between April 26, 2012 and the present was $59.29 to $79.29: PE ratio range was 35.08 to 46.92: Cash flow yield range was 2.9% to 3.9%
** Special Note: The stock price rose $7.31 the day of the report to close at $76.36 on April 26, 2012. The report was announced before the markets opened.

buy and hold......

MONEY!

yowassup?:)

The ceo 734K worth of stock on 4-18-11.

Makes equipment used in LNG processing (and various other petrochemical processes as well). As LNG demand continues to increase, more of Chart's processing equipment will be needed.

diverse, positioned, innovator and global exposure..

Protietery equipment manufacturer for the natural gas industry. Chart industries products are needed in the natural gas shale areas.

I just do see how this one can go any higher. Although I will admit I only heard of the company 2 seconds ago....

Small and cheap

Chart is a market cap of just under $600 millioin in niche industry. Chart is a global company providing of standard and custom-built process equipment primarily for low-temperature and cryogenic
applications.

Chart is in a niche business with eight operating divisions, they are established leaders in all eight of them. They have a Moat with Growth.

As the energy markets begin to improve in the future, natural gas has seen its popularity increase. Remember, natural gas is the cleanest burning fossil fuel, and with demands for electricity picking up we can expect many utilities to increase their natural gas consumption. Regardless of the commodity price, political pressure towards greener world will likely be very favorable for natural gas production levels. As more natural gas is pulled from the ground, the need to transmit, liquefy, store, and distribute this gas will become even more intense and drive business fto Chart industries.

At a price of 16.90 gives gtls a margin of safety of 60% and fair value price of 42.31 using discount is a buy.

Even though Chart Industries has had a good run up following the announcement of its first quarter results, this stock remains a bargain at its current price of about $20. It has a P/E of only 6.4, modest debt, a highly productive workforce, and a backlog on orders. While the range of industries served by Chart is diverse, it's product lines focus on "highly engineered equipment used in the production, storage and end-use of hydrocarbon and industrial gases." This allows the company to maintain expertise in this area and not become scattered and unfocused. Chart produces products from beer and soft drink dispensers to cryogenic components (if you want a container in which to store the frozen head until science can cure the disease, you can get one here) to essential components of refineries. This truly is an interesting business; check them out at http://www.chart-ind.com/index.cfm, then buy some.

A highly undervalued stock with great potential.

Just missed bottom.

Extremely cheap vs current cash flows, and still very cheap vs this years low end cash flow guidance.

Good company at a good price. With the return of high oil prices by the 3rd quarter of 2009. Chart will show a higher performance than expected.