May. 7 at 2:34 PM
$APD
$APD is not flashy, but that may be the point.
Essential industrial gas business, new management, cleaner capital allocation story, raised FY26 EPS guidance, and a chart starting to repair.
If the hydrogen hangover keeps clearing, this could be a quality reset trade hiding in plain sight.
Buying here at ~
$300 and we like this call spread + Dec.
$310/
$360 call spread for defined-risk upside.
https://www.theresilienttrader.com/p/industrial-gas-reset-on-air-products-chemicals-apd