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Americold Realty Trust (0N42.L)

LSE - LSE Delayed price. Currency in USD
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25.07-0.88 (-3.39%)
At close: 04:32PM BST
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  • R
    Dividend eating up roughly 80% of cash flow now. Staying on my watch list for now.
  • I
    I foresee the following being problems that will plague this company in the future.

    1) High meat prices due
    2) Carbon tax on meat
    3) Antibiotic tax on meat industry
    4) High energy prices will make these facilities expensive to run
    5) High inflation - people will find meat expensive to buy and will substitute with other forms of protein that do not need to be stored cold.
  • M
    When you bought COLD at $39
  • U
    better dividend reits to choose from with higher Div yields.... cold storage energy costs will go up
  • D
    Americold Realty Trust FFO beats by $0.03, beats on revenue
    Q1 FFO of $0.29 beats by $0.03.
    Revenue of $484.1M (+23.2% Y/Y) beats by $6.7M.

    One of the best consumer staples plays you can find. Gets a slice of the action from producers and retailers. An absolutely crucial middleman that is physically impossible to “cut out”.
    Building a global footprint. Market leader in a fragmented industry.
  • I
    Investors Source
    People want fresh food much more than packaged goods and even if it is delivered by Amazon or stocked by walk in grocery stores, Americold is the best in class facilities network in the US to provide the backbone for this societal change. Plus it pays a dividend! This kind of company is not a trade since it’s not flashy like a Tesla, but it’s solid, necessary and they are very very good at what they do. Look at their website. I will be getting more at this price point and holding long term for financial freedom.
  • D
    cold is way over valued for a reit, yes it is has essential properties, but it's growth is awful...the good news is they expanded quickly using overpriced shares so they did get some value for that. But, until they can show actual growth and return on investments, this is not a reit to trade at 25x affo....most reits are at 13-20x depending on the payout (which cold is a laggard at 3%)
  • D
    Going to need cold storage for all those COVID vaccines
  • W
    What I do know about Americold, is that they are awesome to pick freight up from. (A lot of shippers can be a disaster)
    The employees seem to like their job, they work hard, the facilities are nice, they are always busy and they give out free coffee in Ontario.

    Oh, they are always on schedule too. Thanks ‘Mericold.
    I was not surprised to see linear growth.
  • Y
    Yahoo Finance Insights
    COLD is down 4.91% to 26.52
  • T
    Is it the cost of natural gas that is dragging this down. My understanding is that natural gas is needed for cooling so if that continues to move higher the input costs are driven higher for COLD
  • B
    Bank of American downgraded and lowered outlook. It's Bank of America, so that means that they will be buying next week. Mark my word. Happens almost every time.
  • D
    COLD was plugged on CNBC Rapid Fire this morning...tag line COLD is HOT! Lots of positive talk about the company and the cold storage space! Fast Money had a segment on it as well...I was buying this one in the 20s months ago and future growth is going to be HUGE ! Cold should be trading in the 60s soon! Look at my post a month ago on their earnings report. 🚀📈🤑
  • J
    great earnings. smashed expectations. this is a great investment and one of my best performers in my portfolio
  • D
    COLD - Best of Breed and is a gift under $30! Recent market volatility has created another great buying opportunity here! ACCUMULATE COLD FOR LONGTERM APPRECIATION
  • M
    Why has this stock underperformed the market?
  • T
    STONE COLD..... We need Steve Austin
  • E
    For long term investors it might worth buying under 30$
    COLD is a necessity, it won't just disappear
  • Y
    Yahoo Finance Insights
    COLD reached a new All Time High at 20.48
  • T
    COLD.....the next Elliott Wave target price of 30.35.... I might buy @ 30, or lower... then again I might not.