Cold Storage

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Americold Has Become Sufficiently Cheap, Maybe Worth Limping Into An Investment
Seeking Alpha· 2025-10-08 22:23
Americold’s (NYSE:COLD) stock price is down 65% in the last five years. This sort of move is unusual for a business that's so necessary and stable in the long-term sense of the word. In any short window of time, cold storage volumes have vicissitudes, but over any long stretch of time, the trend is consistently up. The world has used significantly more cold storage each decade than the previous decade, and there's a strong consensus that we will use it even more going forward. This leads us to a juxtapositi ...
LINEAGE URGENT DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Lineage Investors of the September 30th Deadline and Urges Investors to Contact the Firm
Globenewswire· 2025-09-29 14:13
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Lineage (LINE) To Contact Him Directly To Discuss Their Options If you purchased or acquired initial public offerings in Lineage and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a ...
Americold Realty Trust (COLD): A Bull Case Theory
Yahoo Finance· 2025-09-28 23:43
Company Overview - Americold Realty Trust (COLD) is currently trading at approximately $12.83, with a forward P/E ratio of 27.89 [1] - The company is viewed as a compelling investment opportunity due to its historic discount, trading at around 5.8x net debt to EBITDA and over a 50% discount to the analyst consensus NAV of approximately $28 [2] Market Dynamics - The cold storage market is experiencing growth driven by increasing demand for frozen food, pharmaceuticals, and e-commerce [3] - Americold and Lineage control about 54% of the North American market share, indicating limited new supply in the face of rising demand [3] Financial Performance - Americold has shown growth in Funds From Operations (FFO), with analyst projections indicating a 7-10% growth in Net Operating Income (NOI) for the next year [3] - The implied cap rate for Americold is in the double digits, significantly above historical private market sales trends in the cold storage sector [2] Investment Thesis - The current risk-reward profile for investing in Americold appears favorable due to its historically low share price, adequate dividend coverage, and substantial NAV gap compared to private market trends [4] - The company is considered a top position in Nugget Capital Partners' portfolio, highlighting its strong market position and resilience in the cold storage industry [4][5]
Lineage: A Deeply Discounted Cold Storage Giant Positioned To Consolidate The Industry
Seeking Alpha· 2025-09-27 13:30
Group 1 - Lineage is the largest cold storage operator globally, owning and operating temperature-controlled warehouses that are essential for supply chains [1] - Lineage's closest competitor is Americold, indicating a competitive landscape in the cold storage industry [1] Group 2 - The article highlights the importance of cold storage facilities in maintaining the integrity of temperature-sensitive products [1] - The author has a background in both equity and real estate markets, emphasizing a focus on identifying long-term investment opportunities [1]
Lineage, Inc. (LINE) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
Prnewswire· 2025-09-26 19:35
Core Viewpoint - Investors in Lineage, Inc. have the opportunity to lead a securities fraud class action lawsuit due to undisclosed adverse conditions affecting the company's performance prior to its IPO [1][2]. Summary by Relevant Sections Lawsuit Details - The lawsuit alleges that Lineage failed to disclose significant weakening in customer demand, which was influenced by increased cold-storage supply and a shift in customer inventory management post-COVID-19 [2]. - It is claimed that Lineage implemented unsustainable price increases before the IPO, which could not be maintained due to the declining demand environment [2]. - The company reportedly could not counteract negative trends through operational efficiencies or competitive advantages, leading to stagnant or falling revenue, occupancy rates, and rent prices, contrary to the positive representations made in the registration statement [2]. Investor Participation - Investors who suffered losses related to Lineage are encouraged to participate in the ongoing lawsuit, with a lead plaintiff deadline set for September 30, 2025 [2][3]. - Interested parties can contact The Law Offices of Frank R. Cruz for more information on how to participate [3][4].
LINEAGE DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Lineage Investors of the September 30th Deadline and Urges Investors to Contact the Firm
Globenewswire· 2025-09-26 14:55
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Lineage (LINE) To Contact Him Directly To Discuss Their Options If you purchased or acquired initial public offerings in Lineage and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Sept. 26, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a ...
Americold: The Cold Storage Supply Glut Won't Last Forever
Seeking Alpha· 2025-09-26 03:59
Core Insights - The article discusses the author's extensive experience in investment banking, particularly in equity and real estate markets, highlighting a focus on identifying long-only investment opportunities that provide safe and growing dividends [1] - The author has successfully sourced over $100 million in commercial real estate investments while serving as an Analyst and Acquisitions Director at a private equity real estate investment firm [1] - The author's educational background includes a degree in Economics and a minor in Applied Mathematics from Boise State University, which supports their analytical capabilities in market research [1] Company Insights - The author holds a beneficial long position in the shares of COLD, indicating a positive outlook on the company's stock performance [1] - The article emphasizes the importance of correlation across asset classes and sectors, suggesting a strategic approach to investment that could benefit companies in various industries [1] Industry Insights - The focus on safe and growing dividends reflects a broader trend in the investment industry where investors seek stable returns amidst market volatility [1] - The author's experience in structured credit products and real estate investment positions them to provide valuable insights into market dynamics and investment strategies [1]
LINEAGE DEADLINE ALERT: Bragar Eagel & Squire, P.C. Encourages Lineage Investors to Contact the Firm Before September 30th
Globenewswire· 2025-09-24 21:19
Core Viewpoint - A class action lawsuit has been filed against Lineage, Inc. for alleged material misrepresentations in its IPO registration statement, which misled investors about the company's business and financial health [8]. Allegation Details - The lawsuit claims that the Registration Statement contained false information regarding Lineage's business performance and industry trends at the time of the IPO, particularly regarding the impact of the COVID-19 pandemic on cold storage demand [8]. - It is alleged that instead of experiencing growth, Lineage was facing a downturn as customers reduced inventory levels and the company struggled with occupancy rates and pricing power due to unsustainable price increases [8]. Stock Performance - Since the IPO, Lineage's stock price has dropped to approximately $40 per share, which is about half of the IPO price [8].
LINEAGE FINAL DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Lineage, Inc. Investors to Secure Counsel Before Important September 30 Deadline in Securities Class Action – LINE
Globenewswire· 2025-09-22 20:21
Core Viewpoint - Rosen Law Firm is reminding purchasers of Lineage, Inc. common stock about the September 30, 2025 lead plaintiff deadline for a class action lawsuit related to the company's July 2024 IPO [1]. Group 1: Class Action Details - Investors who purchased Lineage common stock may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by September 30, 2025 [3]. - The lawsuit claims that the registration statement issued during the IPO was false and/or misleading, failing to disclose significant issues affecting Lineage's business [5]. Group 2: Allegations Against Lineage - The lawsuit alleges that Lineage was experiencing a decline in customer demand due to increased cold-storage supply and customers destocking excess inventory from the COVID-19 pandemic [5]. - It is claimed that Lineage implemented unsustainable price increases prior to the IPO, which could not be maintained in the face of weakening demand [5]. - The company reportedly could not counteract adverse trends through operational efficiencies or competitive advantages, leading to stagnant or falling revenue, occupancy rates, and rent prices [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4].
Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of September 30, 2025 in Lineage, Inc. Lawsuit – LINE
Globenewswire· 2025-09-19 20:44
Core Viewpoint - A class action securities lawsuit has been filed against Lineage, Inc. due to alleged securities fraud affecting investors who purchased shares during the company's initial public offering on July 26, 2024 [1][2]. Group 1: Lawsuit Details - The lawsuit aims to recover losses for investors adversely affected by alleged false statements made by Lineage, Inc. regarding its financial health and business operations [2][3]. - Allegations include that Lineage was experiencing a decline in customer demand, leading to destocking of excessive inventory and a shift to leaner cold-storage inventories [3]. - The complaint states that Lineage had implemented unsustainable price increases prior to the IPO, which could not be maintained due to weakening demand [3]. - It is claimed that Lineage's financial results were materially impaired, contrary to representations made in the registration statement, which suggested stable revenue growth and high occupancy rates [3]. Group 2: Next Steps for Investors - Investors who suffered losses during the relevant time frame have until September 30, 2025, to request appointment as lead plaintiff in the lawsuit [4]. - Participation in the lawsuit does not require any out-of-pocket costs or fees for class members [4]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [5]. - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [5].