I'm sweating this out. I already had a position, so I'm down on that. Not a happy thing.
But, I bot more at the open, and I'm up 3 bucks on that buy already.
Like you say, I'm waiting for the "miss earnings? so what?" rally that GTLS has seen over the last couple Qs. I'll sell the new shrs if that happens.
Their main NG business is fine, their storage business is just OK, and I think they shd MLP that business, or just sell it, but the Med business, which shd be rock solid, is still getting hurt by softness in Europe.
So I'm not happy with the results, and mgmt could be doing a better job on the guidance and mgmt of profits, but the business remains solid overall.