Professional
Added to YB: 2025-12-12
Pitch date: 2025-12-10
LINE [bullish]
Lineage, Inc.
+22.8%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
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Company Info
N/A
Market Cap
N/A
Pitch Price
$35.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-71.66
EV/Sales
N/A
Sector
Industrial REITs
Category
turnaround
Show full summary:
Dog-be-gone: 4 stocks NCP expects to recover in 2025 - Lineage, Inc.
LINE: World's largest cold storage operator hit by Trump tariffs but sees tailwinds from recent lift. Occupancy pressured by new supply but high MOAT vs peers. LinOS automation system to cut costs/boost margins. Trading <0.5x analyst NAV, half AFFO multiple vs Prologis despite decade of tracking. 41% YTD decline creates 2026 rebound opportunity.
Read full article (2 min)