We came across a bullish thesis on Americold Realty Trust on Nugget Capital Partner's Substack's Substack by Nugget Capital Partners. As of 20ᵗʰ September, Americold Realty Trust's share was trading at $12.83. COLD's forward P/E was 27.89 according to Yahoo Finance. Lamb Weston (LW) Climbs 16.3% on Bullish 2026 Outlook Americold Realty Trust (COLD) is presenting a compelling investment opportunity due to its current historic discount. The company is trading at around 5.8x net debt to EBITDA and at over a ...

Lineage (NASDAQ: LINE ) is the largest cold storage operator in the world. Like its closest peer, Americold ( COLD ), it owns and operates temperature-controlled warehouses that serve as mission-critical nodes inI am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader market on a risk-adjusted return basis. In addition to managing my family's investment ...

诉讼背景 - 律师事务所宣布投资者可牵头对Lineage Inc提起证券欺诈集体诉讼 诉讼涉及公司2024年7月进行的IPO [1][2] - 诉讼指控公司在IPO注册声明中未披露客户需求持续疲软 因新增冷库供应上线且客户正在清空疫情期间积累的过量库存 [2] - 公司客户因消费趋势变化转向维持更精简的冷库库存策略 导致需求环境恶化 [2] 指控内容 - 公司在IPO前实施的涨价措施因需求恶化无法持续 未能通过最低存储保证或运营效率抵消不利趋势 [2] - 公司实际面临收入停滞或下降 入住率和租金价格下跌 与注册声明中稳定的收入增长和高入住率表述不符 [2] - 被告关于公司业务运营和前景的正面陈述存在 materially misleading 且缺乏合理依据 [2] 诉讼程序 - 投资者需在2025年9月30日前申请作为首席原告参与诉讼 可通过邮件提供邮寄地址 电话号码和持股数量 [2][4] - 集体诉讼成员目前无需采取行动 可保留自行选择的律师或保持缺席成员身份 [4]

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 ...

I am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader market on a risk-adjusted return basis. In addition to managing my family's investment portfolio, I have extensive experience in real estate investment. I served as an Analyst and Acquisitions Director at a private equity real estate investment firm, where I helped successfully source over $100 mi ...

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. 24, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a ...

NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Lineage, Inc. (NASDAQ: LINE) common stock pursuant and/or traceable to the registration statement issued in connection with Lineage’s July 2024 initial public offering (the “IPO”) of the important September 30, 2025 lead plaintiff deadline. SO WHAT: If you purchased Lineage common stock you may be entitled to compensation without payment of any out of pocket fees or costs through a con ...

诉讼背景 - 针对Lineage Inc (NASDAQ: LINE)的证券集体诉讼由Levi & Korsinsky律所发起 涉及2024年7月26日IPO期间购买公司普通股的投资者[1][2] 指控内容 - 公司隐瞒客户需求持续疲软 因新增冷链仓储供应上线且客户正在清理疫情期间积累的过剩库存[3] - 客户因消费趋势变化转向维持更精简的冷链库存水平[3] - IPO前实施的价格上涨在需求疲软环境下不可持续[3] - 公司无法通过最低存储保证、运营效率或技术优势抵消不利趋势[3] - 实际面临收入停滞或下降、入住率下滑及租金价格下跌 与注册声明中稳定的收入增长和高入住率表述不符[3] 影响范围 - 公司财务状况、业务运营和发展前景受到实质性损害[3] - 诉讼代表所有通过IPO注册声明购买公司股票的投资者[2] 律所资质 - Levi & Korsinsky过去20年为受损股东追回数亿美元资金[5] - 拥有70多名员工的专业团队 连续七年被ISS证券集体诉讼服务评为美国前50大证券诉讼律所[5]

诉讼背景 - 律师事务所Bleichmar Fonti & Auld LLP对Lineage公司及部分高管和董事提起联邦证券法诉讼 [1] - 诉讼代表在2024年7月25日左右根据公司IPO注册声明购买股票的投资者 [2] - 案件由美国密歇根东区联邦地区法院受理 案件编号为2:25-cv-12383 [2] 公司业务概况 - Lineage是一家专注于冷库的房地产投资信托基金 通过全球仓储板块拥有并运营数百个温控仓储设施 [3] - 公司客户使用这些设施储存食品及其他易腐产品 [3] 指控内容 - IPO文件宣称公司拥有"稳定的冷链需求" 能在经济压力时期提供强劲现金流 [4] - IPO文件表示新冠疫情"加速了行业增长趋势" [4] - 实际状况是公司正经历持续低迷 客户正在减少疫情期间积累的过剩库存 [4] - 客户转向采用更精简的库存管理模式 同时冷库供应量增加 [4] 股价表现 - Lineage公司IPO发行价为每股78美元 [5] - 股价大幅下跌至每股40美元左右 较IPO价格下跌约50% [5] 财务披露 - 2025年2月26日公司公布2024财年第四季度财务业绩 [5] - 披露客户正在清理"过度建设"的库存水平 回归"更正常的季节性模式" [5] - 预计这种趋势将"持续向前发展" [5] 律师事务所背景 - BFA是一家领先的国际律师事务所 专门代表证券集体诉讼中的原告方 [8] - 该所曾从特斯拉董事会追回超过9亿美元 从Teva制药追回4.2亿美元 [9]

诉讼背景 - 律师事务所Bleichmar Fonti & Auld LLP对Lineage Inc及其高管和董事提起联邦证券法诉讼 [1] - 诉讼依据《1933年证券法》第11条和第15条 代表在2024年7月25日左右IPO时或可追溯至该次发行的投资者 [2] - 案件由美国密歇根东区联邦地区法院受理 案号2:25-cv-12383 [2] 公司业务概况 - Lineage是一家专注于冷库的房地产投资信托基金(REIT) [3] - 通过全球仓储部门 公司拥有并运营数百个温控仓储设施 用于食品和其他易腐产品的存储 [3] 指控核心内容 - IPO文件宣称公司拥有"稳定的冷链需求" 即使在经济压力时期也能提供强劲现金流 [4] - 公司声称新冠疫情"加速了行业增长趋势" [4] - 实际状况是公司正经历持续低迷 客户正在减少疫情期间积累的过剩库存 [4] - 客户转向更精简的库存管理模式 同时冷库供应量增加 [4] 股价表现 - 公司以每股78美元进行IPO [5] - IPO后股价大幅下跌至每股40美元左右 约为发行价的一半 [5] 财务披露 - 2025年2月26日公布2024财年第四季度业绩 承认客户正在"解除"之前"过度建设"的库存水平 [5] - 公司预计将回归"更正常的季节性模式"并"持续向前发展" [5] 律师事务所背景 - BFA是一家领先的国际律师事务所 专门代理证券集体诉讼和股东诉讼案件 [8] - 该所曾从特斯拉董事会获得超过9亿美元赔偿 从Teva制药获得4.2亿美元赔偿 [9]