Is Cramer’s Critique and New Credit Line Altering The Investment Case For Linde (LIN)?

• Recently, Jim Cramer criticized Linde plc’s lack of public response to its recent share price weakness, even as he reiterated that it remains a high‑quality industrial gas business serving healthcare, energy, manufacturing and other sectors.
• At the same time, Linde secured a US$1.50 billion unsecured 364‑day revolving credit facility, underscoring its focus on maintaining liquidity and financial flexibility amid heightened market scrutiny.
• Next, we’ll examine how Cramer’s public criticism of Linde’s silence during recent share weakness might influence the company’s investment narrative.

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Linde Investment Narrative Recap

To own Linde, you generally need to believe that industrial gases will remain essential across healthcare, energy and manufacturing, and that the company can sustain solid profitability despite cyclical volume pressure. Recent share price weakness and Jim Cramer’s criticism appear more sentiment driven than business driven, so they do not materially change the main near term catalyst, which is industrial demand recovery, or the key risk, which is prolonged economic softness in Europe and parts of Asia.

The new US$1.50 billion unsecured 364 day revolving credit facility is the most relevant update here, because it directly addresses liquidity and financial flexibility at a time when the market is questioning the stock’s recent slide. While this facility does not change the underlying earnings drivers, it gives Linde additional room to manage through any extended period of weaker base volumes or delayed project ramp ups without being forced into less favorable funding options.

However, even for a business of Linde’s scale, investors should be aware that prolonged economic weakness in key industrial regions could...

Read the full narrative on Linde (it's free!)

Linde's narrative projects $38.9 billion revenue and $9.1 billion earnings by 2028.

Uncover how Linde's forecasts yield a $505.61 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community span about US$311 to just over US$506 per share, showing how far opinions can stretch. When you place that against the risk of structurally weaker industrial demand in Europe, it underlines why many investors prefer to compare several independent views before deciding how Linde fits into their portfolio.

Explore 6 other fair value estimates on Linde - why the stock might be worth as much as 27% more than the current price!

Build Your Own Linde Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Linde research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Linde research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Linde's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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