APD FY2025 contract duration and container fleet disclosure = 90
Supply chain2026-09-09 04:04
Retrieved Sep9 ~04:09UTC. FY2026Q2 issuer slide18 describesFY2025:~90%heliumvolumecontracts>1year,~500ISOcontainers, highsingle-digit%sales; electronics35/medical18/aerospace16/other31%volume. Q2FY26heliumEPSYoYdrag$.06 and lowerprice partlyoffsetvolumegrowth. Different period from LindeQ2June; not blanketspotpricebeta.
https://investors.airproducts.com/static-files/1c55c69d-3196-4a46-b646-fd85adeec0f2
LIN Q2 2026 helium positive dollars but margin dilution
Supply chain2026-09-09 04:04
Retrieved Sep9 ~04:09UTC. Issuer hosted transcript Q2: management says newlongtermcustomers, higherpricing, diversefeed/cavern/tanks; positive incremental dollar contribution but higherdislocationcost makes margin% dilutive; guidancehelium assumption unchanged. Same source already in345, reverified not new independentcorroboration; no exact helium profit dollars.
https://assets.linde.com/-/media/global/corporate/corporate/documents/investors/quarterly-earnings/investor-call-transcript-2q26.pdf
ASPI Historical H1 FY2026 helium delivery followed by halt = 52.6
Supply chain2026-09-09 04:04
Retrieved Sep9 ~04:09UTC. Issuer Oct29 2025 interim covers six months endingAug31 2025, despite FY2026 label:52.6kg helium/2287t LNG production; first helium deliveryMarch2025 then helium halted until economic feed-gas threshold. Revenue29.1mZAR/costsales57.8m/grossloss28.7m. Historical not current operating rate. Supports distinction initial smalldelivery vs sustained2026commercial ramp.
https://www.renergen.co.za/wp-content/uploads/2025/10/4D-31-August-2025-29-Oct-2025-Final-signed.pdf
ASPI Aug20 LNG/helium contracted shares and revenue assumption = 75
Supply chain2026-09-09 04:04
Retrieved Sep9 ~04:09UTC. Issuer Aug20 commissioning: LNG75%, helium15% under take-or-pay. 2500GJ/day LNG/$15-18GJ and70Mcf/day/$600Mcf yield >27m annual revenue wording; not exactly27m. Nameplate fullcalendar arithmetic to follow. September planned customer shipments remain forecasts.
https://ir.aspisotopes.com/sec-filings/all-sec-filings/content/0001193125-26-358072/aspi-ex99_1.htm
ASPI June23 plant-gate helium contract = 15
Supply chain2026-09-09 04:04
Retrieved Sep9 ~04:09UTC. Issuer June23 2026: five-year take-or-pay Asian industrial-gas customer, initial base >$600/Mcf all-in plant gate, ~15% planned70Mcf/day. Signed contract claim not independently accepted cash. Production ramp matched to customers ability to offtake. Earlier memory720 treated price as illustrative; actual June23 supports >600 for this tranche, not all output.
https://www.sec.gov/Archives/edgar/data/1921865/000147793226003952/aspi_ex991.htm
Fetched02:10UTC Sep9. Carrier announcement, commercially interested source. Brazil/Paraguay/Uruguay/Argentina to west-coast South America USD1000/container; Caribbean/US Gulf USD500/container. Effective Oct8 PCD; booking and FMC/non-FMC/spot definitions require exact scope. Not collected revenue or margin; base-rate discounts, eligible paid boxes and incremental costs unknown.
https://www.maersk.com/news/articles/2026/09/08/pss-east-coast-south-america-west-coast-caribbean-us-gulf
MAERSK-B.CO Sep8 carrier announced Nordic fuel surcharge effective Sep9 PCD
Supply chain2026-09-09 02:15
Fetched 02:10UTC Sep9. Carrier primary participant, not independent payer evidence. All StoreDoor Denmark13%, Sweden9%, Norway0%, Finland5%, Lithuania4%, Latvia12%, Estonia20%; EV trucks and rail currently unaffected; updates weekly. Rate percentages need base inland charge, actual paid moves and fuel costs to estimate net earnings; none measured. Not pure incremental margin.
https://www.maersk.com/news/articles/2026/09/08/emergency-inland-fuel-energy-surcharge-nordic-region
LIN Derived arithmetic LIN_forward_adjusted_PE = 26.313483146067416