Core Viewpoint - Cool Company Ltd. (CLCO) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements, particularly influenced by institutional investors [4][6]. - Rising earnings estimates for Cool Company Ltd. indicate an improvement in the company's underlying business, likely leading to increased stock prices [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7][9]. - The upgrade of Cool Company Ltd. to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - Cool Company Ltd. is expected to earn $0.83 per share for the fiscal year ending December 2025, with no year-over-year change, but the Zacks Consensus Estimate has increased by 25.8% over the past three months [8].

Core Points - Halper Sadeh LLC is investigating the fairness of the sale of Cool Company Ltd. (NYSE: CLCO) to EPS Ventures Ltd for $9.65 in cash per common share [1] - The investigation focuses on whether the transaction is fair to Cool shareholders and involves the company's board [1]

Group 1 - Cool Company Ltd. has announced a merger agreement with EPS Ventures Ltd, which has been approved by its Board of Directors [1] - The merger involves the acquisition of CoolCo by a newly formed, wholly owned subsidiary of EPS Ventures Ltd [1] - The transaction was recommended by an independent special committee of CoolCo [1]

Core Insights - Cool Company Ltd. (CLCO) has shown strong year-to-date performance, returning approximately 16.5% compared to an average loss of 5.3% in the Transportation sector [4] - The Zacks Rank for Cool Company Ltd. is 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - Analyst sentiment has improved significantly, with the Zacks Consensus Estimate for CLCO's full-year earnings increasing by 25.8% over the past three months [4] Company Performance - Cool Company Ltd. is ranked 9 in the Zacks Sector Rank among 121 companies in the Transportation group [2] - The company belongs to the Transportation - Shipping industry, which has gained an average of 6.8% this year, indicating that CLCO is outperforming its industry peers [6] - Another notable performer in the Transportation sector is Cathay Pacific Airways Ltd. (CPCAY), which has returned 7.7% year-to-date and also holds a Zacks Rank of 2 (Buy) [5] Industry Context - The Transportation sector is currently ranked based on the average Zacks Rank of individual stocks, with Cool Company Ltd. performing well relative to its peers [2][3] - The Transportation - Airline industry, to which Cathay Pacific Airways Ltd. belongs, is ranked 86 and has seen a modest increase of 3.6% this year [6] - Investors are encouraged to monitor both Cool Company Ltd. and Cathay Pacific Airways Ltd. for continued strong performance in the Transportation sector [7]

Core Viewpoint - The Company and EPS Ventures Ltd are in advanced discussions for a potential acquisition of CoolCo, where EPS would acquire all outstanding shares not already held by them for $9.65 per common share [1] Group 1 - The acquisition will be executed through a cash merger involving a wholly owned subsidiary of EPS merging with CoolCo under Bermuda law [1]

Core Insights - The article discusses the investment landscape in the real estate sector, particularly focusing on the performance and potential of various real estate investment trusts (REITs) and housing-related companies [2][3]. Group 1: Company Insights - Hoya Capital Research & Index Innovations is affiliated with Hoya Capital Real Estate, which provides investment advisory services and focuses on publicly traded securities in the real estate industry [2]. - The commentary emphasizes that the information provided is for educational purposes and does not constitute investment advice or recommendations for specific securities [2][3]. Group 2: Industry Insights - The real estate industry is highlighted as having unique risks associated with investments in real estate companies and housing industry companies, which may not be suitable for all investors [2]. - The article notes that past performance of market data does not guarantee future results, indicating the inherent volatility and unpredictability of the real estate market [3].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13A-16 OR 15D-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of August 2025 Commission File Number: 001-41625 Cool Company Ltd. (Translation of registrant's name into English) 7 Clarges Street, 5th Floor London W1J 8AE United Kingdom (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of For ...

Financial Data and Key Metrics Changes - Total operating revenue for Q2 2025 remained steady at $85.5 million, consistent with Q1 2025 [4][22] - Adjusted EBITDA increased to $56.5 million from $53.4 million in Q1 2025, reflecting a modest year-on-year increase [4][22] - Average Time Charter Equivalent (TCE) was slightly down at $69,900 per day compared to $70,600 in Q1 2025 [4][22] Business Line Data and Key Metrics Changes - The delivery of the Cool Tiger and Gale Saga contributed positively to EBITDA despite a challenging market [5] - The company has successfully chartered vessels as they come open, supported by a backlog in a competitive environment [5][20] Market Data and Key Metrics Changes - LNG supply is projected to increase by 2339% compared to 2024 volumes by 2026 and 2028, indicating a positive outlook for the LNG shipping market [7][10] - Year-over-year storage levels were at 76%, down from 90% in the previous year, affecting U.S. supply flow to Europe [8] Company Strategy and Development Direction - The company remains disciplined in seeking asset acquisitions that enhance long-term value through active management [31] - The strategic focus includes managing the business with a prudent long-term perspective, especially given the current low spot market rates [31] Management's Comments on Operating Environment and Future Outlook - Management noted that the current market is challenging, but the backlog provides a healthy foundation against market volatility [31] - There is optimism regarding the gradual recovery of rates, with expectations for a more balanced market by 2027 [21][31] Other Important Information - The company has completed nine drydocks, with four including performance upgrades, leading to a decrease in average vessel operating expenses to $15,900 per day [25][26] - Approximately 75% of total notional debt is hedged or fixed, providing greater predictability in cash flows [27] Q&A Session Summary Question: Impact of recent liquefaction activity on charter market sentiment - Management indicated that recent positive news has started to focus market participants on their long-term shipping needs [36] Question: Potential asset acquisitions - Management stated they are always looking for acquisition opportunities but have nothing concrete at this time [38][39] Question: Return on investment for vessel upgrades - Management confirmed satisfaction with returns from upgrades, currently yielding $5,000 per day, with potential for more [44][45] Question: Scheduling of drydocking based on chartering environment - Management noted no significant changes in scheduling, pleased to complete drydocks during a low-rate environment [46][47] Question: Status of LNG E upgrades - Four out of five upgrades are completed, with limited incremental costs remaining [50] Question: Shift in demand from Europe to Asia - Management highlighted that the balance could shift based on various factors, including outages and storage refilling in Europe [53][55] Question: Metrics within the three-year variable charter - Management confirmed the charter is tied to an index, with a floor of $20 million and a ceiling of $100 million [61] Question: Upside from upgrades - Management indicated the potential upside from upgrades is $10,000 per day, with current sharing at $5,000 [63][64] Question: Plans for vessels coming off contracts in 2026 - Management stated that while spot trading is an option, there are various deal structures being considered based on market conditions [66][67]

Financial Data and Key Metrics Changes - Total operating revenue for Q2 2025 remained steady at $85,500,000, consistent with the previous quarter [20] - Adjusted EBITDA increased to $56,500,000 from $53,400,000 in Q1 2025, reflecting a modest year-on-year growth [3][21] - Average Time Charter Equivalent (TCE) slightly decreased to $69,900 per day from $70,600 in Q1 2025 [20][21] - Net income for Q2 was CHF 11,900,000, an increase of CHF 2,800,000 compared to Q1 [23] Business Line Data and Key Metrics Changes - The delivery of new vessels, Cool Tiger and Gale Saga, contributed positively to EBITDA despite a challenging market [4] - The company has completed nine drydocks, with four including performance upgrades, leading to a decrease in average vessel operating expenses to $15,900 per day [23][24] Market Data and Key Metrics Changes - LNG supply is projected to increase by 2339% compared to 2024 volumes by 2026 and 2028, indicating a positive outlook for the LNG market [6] - Year-over-year storage levels stood at 76%, down from 90% in the previous year, affecting U.S. supply flow to Europe [7] Company Strategy and Development Direction - The company aims to maintain a disciplined approach to asset acquisitions, focusing on transactions that enhance long-term value [29] - The backlog of charters is expected to provide a healthy foundation against market volatility, with 50% of days covered until 2027 [19][29] Management's Comments on Operating Environment and Future Outlook - Management noted that while the immediate market backdrop is challenging, the macro picture remains positive, with expectations of a more balanced market by 2027 [12][29] - The company is optimistic about the gradual recovery of rates and the potential for increased demand as older steam turbine vessels exit the market [55][56] Other Important Information - The company has repurchased approximately 859,000 shares at an average price of $5.77 per share, reducing the total share count by 1.6% [28] - The average interest cost stands at around 5.6%, with approximately 75% of total notional debt hedged or fixed [25] Q&A Session Summary Question: Impact of recent liquefaction activity on charter market sentiment - Management indicated that recent positive news has started to focus attention on long-term shipping needs, although it is still early days [34] Question: Potential asset acquisitions - Management stated that they are always looking for acquisition opportunities but have nothing concrete at this time [35][36] Question: Return on investment for vessel upgrades - Management confirmed satisfaction with the returns from vessel upgrades, noting an investment of around $10,000,000 with current returns of $5,000 per day [42] Question: Scheduling of drydocking based on chartering environment - Management clarified that scheduling has not changed significantly, and they are pleased to have completed dry docks during a low-rate environment [44] Question: Status of LNG E upgrades - Four out of five upgrades have been completed, with the last one scheduled for Q4, and the total CapEx spend is approximately $10,000,000 per upgrade [50] Question: Shift in demand from Europe to Asia - Management discussed the complexities of demand shifts, noting that while macro factors may take time, the exit of older vessels could help balance the market [54][55] Question: Metrics within the three-year variable charter - Management confirmed that the charter is tied to an index with a floor of $20,000,000 and a ceiling of $100,000,000 [61][62]

Financial Data and Key Metrics Changes - Total operating revenue for Q2 2025 remained steady at $85,500,000, with adjusted EBITDA increasing to $56,500,000 from $53,400,000 in Q1 2025 [3][20] - Average Time Charter Equivalent (TCE) was slightly down at $69,900 per day compared to $70,600 in Q1 2025 [3][21] - Net income for Q2 2025 was CHF 11,900,000, an increase of CHF 2,800,000 compared to Q1 2025 [23] Business Line Data and Key Metrics Changes - The delivery of the Cool Tiger and Gale Saga contributed positively to EBITDA, despite challenges in the market [4] - The company has completed nine drydocks, with four including performance upgrades, leading to a decrease in average vessel operating expenses to $15,900 per day [23][24] Market Data and Key Metrics Changes - LNG supply is projected to increase by 2339% compared to 2024 volumes by 2026 and 2028, indicating a positive outlook for the LNG market [6][9] - Year-over-year storage levels were at 76%, down from 90% in the previous year, affecting supply dynamics [6][7] Company Strategy and Development Direction - The company remains disciplined in seeking asset acquisitions that enhance long-term value through active management [29] - The backlog provides a healthy foundation against market volatility, with 50% of days covered until 2027 [19][29] Management's Comments on Operating Environment and Future Outlook - Management noted that the current market is challenging, but there are signs of gradual recovery in rates [12][13] - The exit of older steam turbine vessels is expected to help balance the market, with a gradual increase in rates anticipated [53][54] Other Important Information - The company has repurchased approximately 859,000 shares at an average price of $5.77 per share, reducing the total share count by 1.6% [28] - The company has entered into additional interest rate swap agreements, hedging approximately 75% of total notional debt [25] Q&A Session Summary Question: Impact of recent liquefaction activity on charter market sentiment - Management indicated that recent positive news is starting to focus attention on long-term shipping needs, although it is still early days [34] Question: Potential asset acquisitions - Management stated they are always looking for acquisition opportunities but have nothing concrete at this time [35][36] Question: Return on investment for vessel upgrades - Management confirmed a good return on the $10,000,000 investment, currently generating $5,000 per day, with potential for more in the future [42] Question: Scheduling of drydocking based on chartering environment - Management noted that they did not change scheduling significantly, as they aimed to complete drydocks when opportunity costs were low [44] Question: Status of LNG E upgrades - Four out of five upgrades are completed, with limited incremental costs remaining [48] Question: Shift in demand from Europe to Asia - Management highlighted that the balance could shift based on various factors, including outages and storage refilling in Europe [52] Question: Metrics within the three-year variable charter - Management confirmed the charter is tied to an index with a floor of $20,000,000 and a ceiling of $100,000,000 [60][61] Question: Upside from upgrades - Management indicated that the upside is typically shared, with current guidance at $5,000 per day, potentially increasing as charterers recognize savings [64] Question: Plans for vessels coming off contracts in 2026 - Management mentioned a range of options for fixing vessels, with a more robust market expected for longer-term charters [68]