RCS - Pantheon Infrastrct. - Update from QuotedData

Pantheon InfrastructureAnnouncement

Tue 17:15

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RNS Number : 0644T  Pantheon Infrastructure PLC  29 July 2025

Pantheon Infrastructure - Update from QuotedData

29(th) July 2025

Fuel for (AI powered) thought

Pantheon Infrastructure's (PINT) portfolio is focused on areas of secular
growth. It helps both enable and take advantage of technological progress and
global connectivity. It is also supporting the shift towards more sustainable
energy generation. The success of its approach is particularly evident in the
area of data centres - the focus of much of this note - where PINT is directly
exposed to the voracious demand for energy to power the unfolding Artificial
Intelligence (AI) revolution. AI models and infrastructure will require
immense computational power, driving energy demand, particularly in the US.

Investors are beginning to take more notice of this opportunity. PINT's net
asset value (NAV) returns have been strong since its launch in late 2021, at
27.9% (to 30 June 2025, based on Morningstar NAV estimate). The share price,
however, suffered along with all infrastructure investments during much of
2022 and 2023, as rising interest rates reduced the attractiveness of assets
with long-term return profiles (as higher rates make the discounted value of
future income less compelling). However, more recently, with rates lower and
more stable, PINT's share price has rallied, helped by a rapidly narrowing
discount (the difference between share price and NAV per share).

Full Research:

https://quoteddata.com/research/pantheon-infrastructure-fuel-for-ai-powered-thought-qd/
(https://quoteddata.com/research/pantheon-infrastructure-fuel-for-ai-powered-thought-qd/)

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NB: Marten & Co was paid to produce this note Pantheon Infrastructure
Limited, and it is for information purposes only. It is not intended to
encourage the reader to deal in the security or securities mentioned in this
report. Please read the important information at the back of this note.
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