Patrick Fischer

Basic Materials

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

3

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Pricing2Supply Chain2Margin1Capital Allocation1

Question History3 questions

APDAir Products1 quarter

2026 Q1

in the quarter, how much was the benefit from the reduced D&A for moving it out of the segment?

MarginCapital AllocationView in transcript →

When do you think under 2 scenarios that your helium pricing stops being negative? One, if there's a fairly quick resolution with Qatar

PricingSupply ChainView in transcript →

LINLinde plc1 quarter

2026 Q1

how do you see this supply shock playing out differently than what the Russian supply shock did and how long would the straight have to be closed

PricingSupply ChainView in transcript →