juzbeachy
Sep 30, 3:07 PM
$BEP Investor’s day presentation was quite positive. Arguably more constructive than the modest stock response suggests. Brookfield reiterated 10%+ FFO-per-unit growth and 5–9% distribution growth,
$5.1 billion of liquidity, and highlighted corporate simplification, nuclear growth and its funding model as explicit potential rerating catalysts. Most strikingly, management literally wrote: “Our shares do not fully reflect the benefit of Westinghouse to our franchise.” They showed a 90+ reactor AP1000 global pipeline, roughly
$98 billion of U.S. government nuclear partnerships, and called nuclear and batteries their fastest-growing businesses. The slight disappointment: there was no mention of “IPO” or “S-1” anywhere in the deck.
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