Air Liquide Announces Divestiture of U.S. Assets to Matheson Tri-Gas in Connection with Airgas Acquisition
Matheson Tri-Gas Agrees to Acquire Divested Assets in the US from Air Liquide
We're placing Airgas ARG under review while we reassess some of our valuation assumptions with expectations of raising our fair value estimate.
Two players look undervalued at today's prices.
Airgas is a rare success story in rolling up a fragmented industry through acquisition.
Airgas is digging a moat in the fragmented packaged-gas industry.