Date: Friday, August 1, 2025Time: 10:00 a.m. (Eastern Time) BROOKFIELD, NEWS, June 30, 2025 (GLOBE NEWSWIRE) -- Brookfield Business Partners will host its Second Quarter 2025 Conference Call & Webcast on Friday, August 1, 2025 at 10:00 a.m. (ET) to discuss results and current business initiatives. Results will be released on Friday, August 1, 2025 prior to 8:00 a.m. (ET) and will be available following the release on our website at https://bbu.brookfield.com. Participants can join by conference call or webc ...

Company Overview - Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream, and data sectors across the Americas, Asia Pacific, and Europe [2] - The company focuses on assets that have contracted and regulated revenues, generating predictable and stable cash flows [2] - Investors can access its portfolio through Brookfield Infrastructure Partners L.P. and Brookfield Infrastructure Corporation [2] Financial Information - Brookfield Infrastructure Partners will hold its second quarter 2025 conference call and webcast on July 31, 2025, at 9:00 a.m. (ET) [1] - Results will be released that morning before 7:00 a.m. (ET) and will be available on the company's website [1] Corporate Structure - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which is headquartered in New York and manages over $1 trillion in assets [3]

Group 1 - Brookfield Infrastructure Partners will hold its second quarter 2025 conference call and webcast on July 31, 2025, at 9:00 a.m. (ET) [1] - Results will be released on the same day before 7:00 a.m. (ET) and will be available on the company's website [1] - Participants can join the conference call or webcast by pre-registering [1][4] Group 2 - Brookfield Infrastructure is a leading global infrastructure company that operates high-quality, long-life assets in various sectors including utilities, transport, midstream, and data across the Americas, Asia Pacific, and Europe [2] - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [2] - Investors can access Brookfield Infrastructure's portfolio through Brookfield Infrastructure Partners L.P. or Brookfield Infrastructure Corporation [2] Group 3 - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which manages over $1 trillion in assets [3]

The uranium miner still has plenty of upside potential.Cameco (CCJ 0.69%), one of the world's top uranium miners, saw its stock surge more than 580% over the past five years. That rally was driven by a soaring demand for uranium in new nuclear projects in a post-pandemic market, as well as its partnership with Brookfield Asset Management to acquire Westinghouse Electric in late 2023. Uranium's rising spot price, which more than doubled over the past five years, and its new 49% stake in Westinghouse Electric ...

Core Viewpoint - The nuclear energy market, while not traditionally seen as a high-growth sector, presents potential multibagger gains through investments in companies like Cameco and NuScale Power over the next decade, driven by geopolitical factors and increasing energy demands from cloud and AI markets [1][2][4]. Group 1: Cameco - Cameco is the second-largest uranium miner globally, producing approximately 17% of the world's uranium in 2024, with operations in Canada, the U.S., and Kazakhstan [5]. - In late 2023, Cameco partnered with Brookfield Asset Management to acquire a 49% stake in Westinghouse Electric, which is expected to stabilize returns and position Cameco as a preferred uranium supplier for Westinghouse's nuclear plants [6]. - Analysts project Cameco's revenue and earnings per share to grow at a CAGR of 8% and 85%, respectively, from 2024 to 2027, driven by rising uranium prices, which are expected to increase from $70 to $140 by 2027 [7][8]. Group 2: NuScale Power - NuScale specializes in small modular reactors (SMRs), which are easier and cheaper to build compared to traditional nuclear plants, and has received standard design approval from the U.S. Nuclear Regulatory Commission for its SMR designs [9][10]. - The company is currently generating revenue as a subcontractor for a 462-megawatt power plant project in Romania, but anticipates significant revenue growth as it launches its first plants in the U.S. market, with a projected CAGR of 118% from 2024 to 2027 [11]. - Although NuScale is not yet profitable and has a valuation of 11 times its estimated sales for 2027, it is positioned for rapid growth as SMRs gain traction in the nuclear power sector [12].

Core Viewpoint - Brookfield Infrastructure Partners L.P. plans to redeem all outstanding Cumulative Class A Preferred Limited Partnership Units, Series 1, for cash on June 30, 2025, at a price of C$25.00 per unit, with a final quarterly distribution of C$0.248375 for holders of record as of May 30, 2025 [1]. Group 1: Company Overview - Brookfield Infrastructure is a leading global infrastructure company that operates high-quality, long-life assets in utilities, transport, midstream, and data sectors across the Americas, Asia Pacific, and Europe [2]. - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [2]. - Investors can access Brookfield Infrastructure's portfolio through Brookfield Infrastructure Partners L.P. or Brookfield Infrastructure Corporation [2]. Group 2: Parent Company Information - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which manages over $1 trillion in assets [3].

Core Points - Brookfield Infrastructure Partners L.P. announced the issuance of $250 million in Fixed-to-Fixed Reset Rate Subordinated Notes due September 1, 2055, with an initial interest rate of 5.598% until September 1, 2030, and subsequent resets every five years [1][2] - The net proceeds from the offering will be used for general corporate purposes, including repayment of outstanding debt [1] - The Notes will be issued by Brookfield Infrastructure Finance ULC, a wholly-owned subsidiary, and are guaranteed on a subordinated basis by Brookfield Infrastructure and certain subsidiaries [2][3] Company Overview - Brookfield Infrastructure is a leading global infrastructure company that operates high-quality, long-life assets in utilities, transport, midstream, and data sectors across the Americas, Asia Pacific, and Europe [7] - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [7] - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which manages over $1 trillion in assets [8]

Company Overview - Cameco is a supplier to the nuclear power industry, mining uranium and processing it into fuel for nuclear power plants [1] - The company has invested alongside Brookfield Asset Management to acquire Westinghouse, holding a 49% stake, which expands its services into nuclear power plant design and maintenance [1] Market Dynamics - The demand for nuclear power is expected to grow due to its low carbon emissions, ability to provide base load power, and the development of new, safer, and more cost-effective nuclear plants [2][3] - As global demand for nuclear power increases, the demand for uranium and related services provided by Cameco and Westinghouse is likely to rise [3] Historical Context - Cameco's stock has experienced significant volatility, particularly following the 2011 Fukushima disaster, which led to a 70% decline in stock price by the end of 2015 due to a drop in uranium prices [6][8] - The past decade has seen Cameco's stock transition from stagnation to a general upward trend, although it remains sensitive to commodity price fluctuations [6] Investment Considerations - Despite the growth potential in the nuclear sector, Cameco's performance is heavily influenced by uranium prices, which can be volatile [5][6] - For conservative investors, utilities with nuclear power exposure may be a more stable investment option compared to Cameco, which is more of a speculative play on nuclear power [11][12] - Cameco may be a worthwhile investment below $45 per share for those who believe in long-term uranium demand growth and can withstand periods of weak commodity prices [12]

Core Insights - Brookfield Business Partners reported a net income of $80 million for Q1 2025, up from $48 million in Q1 2024, reflecting a significant increase in profitability [2][3][31] - The company generated over $1.5 billion from capital recycling initiatives and invested approximately $140 million in unit and share repurchases [2][9] - Adjusted EBITDA for Q1 2025 was $591 million, compared to $544 million in the prior year, driven by strong performance in the Industrials segment [3][4] Financial Performance - Net income attributable to unitholders for Q1 2025 was $80 million ($0.38 per unit), compared to $48 million ($0.23 per unit) in Q1 2024 [2][3] - Adjusted EBITDA increased to $591 million in Q1 2025 from $544 million in Q1 2024, with contributions from recent acquisitions [3][4] - The Industrials segment generated $304 million in Adjusted EBITDA, up from $228 million in the same period last year, aided by tax benefits and new acquisitions [4][5] Segment Performance - Business Services segment reported Adjusted EBITDA of $213 million, slightly up from $205 million in Q1 2024, despite higher technology upgrade costs [5] - Infrastructure Services segment saw a decline in Adjusted EBITDA to $104 million from $143 million, impacted by the sale of the offshore oil services operation [6] - Adjusted EFO for the Industrials segment decreased to $130 million from $180 million, reflecting the impact of withholding taxes [7] Strategic Initiatives - The company announced the acquisition of Antylia Scientific for approximately $1.3 billion, with Brookfield expected to invest about $160 million for a 25% interest [8] - A unit repurchase program was executed, with approximately $140 million spent to repurchase 5.9 million units at an average price of $24 per unit [9] Liquidity and Distribution - As of March 31, 2025, Brookfield had approximately $2.4 billion in liquidity, including $59 million in cash and liquid securities [10] - The Board declared a quarterly distribution of $0.0625 per unit, payable on June 30, 2025 [11][33]

Company Overview - Brookfield Asset Management has a market cap of $88 billion and over 100 years of investment history, attracting investors interested in its operations [1] - The company manages over $1 trillion in assets and generated $2.5 billion in fees in 2024, with approximately $500 billion in fee-bearing capital [2][4] Investment Profile - Brookfield's investment profile includes five areas: renewable power, infrastructure, real estate, private equity, and credit, with renewable power being the smallest segment at around $125 billion in assets [4] - The company operates in 30 countries, showcasing its global investment reach [4] Capital Sources - Brookfield's capital sources are categorized into four groups: institutional investors, insurance solutions, private wealth, and public markets, indicating a diverse funding base [5] Dividend and Growth Potential - The company offers an attractive dividend yield of 3.3%, significantly higher than the market average of 1.3% and the finance sector's average of 1.4% [6] - Brookfield plans to double its fee-generating assets from $500 billion in 2024 to around $1 trillion by 2029, with substantial growth expected across all business segments [9] - A 15% dividend increase was announced in early 2025, with management projecting annual dividend growth of 15% through 2029 [10][11] Market Position and Future Outlook - The stock has experienced a decline of about 12% from recent highs, but the company's focus on long-term sectors like infrastructure suggests a stable asset base [12] - The inherent volatility of asset management is acknowledged, but the high yield and growth plans present an attractive opportunity for long-term investors [13]