Air Liquide: Elliott Tightens the Puzzle Pieces for a Capital-Return-Led Upside
Elliott’s public push for bigger buybacks and a more aggressive capital-return plan materially increases the upside to Air Liquide’s margin-strength story. This trade idea outlines a long trade with clear entry, stop and target levels, rationale centered on margin recovery, hydrogen and specialty gas tailwinds, and catalysts that could drive re-rat…