{"id":8533,"date":"2026-06-22T08:41:10","date_gmt":"2026-06-22T08:41:10","guid":{"rendered":"https:\/\/www.fintechpulse8.com\/?p=8533"},"modified":"2026-06-22T08:41:10","modified_gmt":"2026-06-22T08:41:10","slug":"centuria-capital-group-stapled-securities-cnecf-shareholder-analyst-call-prepared-remarks-transcript","status":"publish","type":"post","link":"https:\/\/www.fintechpulse8.com\/?p=8533","title":{"rendered":"Centuria Capital Group Stapled Securities (CNECF) Shareholder\/Analyst Call Prepared Remarks Transcript"},"content":{"rendered":"<p><\/p>\n<div seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>John McBain<\/strong><\/span><br \/><span><i>Joint CEO &amp; Executive Director<\/i><\/span><\/p>\n<p>Thank you, and welcome, everybody. Thanks for your time this morning. I&#8217;m John McBain, Joint Chief Executive of Centuria Capital Group. With me today is our Chief Financial Officer, Simon Holt; and Bass Salah, Joint CEO and Co-Founder of ResetData. We&#8217;re also joined by Tim Mitchell and Peter Ho from our Investor Relations and Corporate Strategy team. As looking at Slide 4, today, we&#8217;re presenting a $300 million fully underwritten equity raising to fund the next phase of growth across Centuria. The offer comprises a $200 million institutional placement and a $100 million accelerated [indiscernible]. <\/p>\n<p>At its core, this transaction reflects the continued repositioning of Centuria into a diversified multi-engine earnings platform underpinned by a scaled and compounding real estate platform across both equity and debt and a differentiated AI infrastructure business through ResetData. <\/p>\n<p>We&#8217;re particularly focused on the ResetData opportunity. Everything is now in place to create significant value for Centuria security holders. Following the AI-F1 offtake agreement, our first AI factory, we&#8217;re seeing increased customer engagement, supporting confidence in the outlook and earnings trajectory. So this raising provides capacity to accelerate the activation of the ResetData pipeline and convert customer inquiries across a 10,000-plus GPU opportunity set. Post this raise, we have created maximum flexibility to deploy capital on the opportunities in front of us. <\/p>\n<p>Slide 6. Our core thesis is simple. Centuria and ResetData combined real estate, power and capital with AI compute infrastructure. Centuria provides 25-plus year real estate platform and access to land, capital and power pipelines. ResetData brings specialist AI infrastructure capability and NVIDIA Cloud partner status. Together, this creates a vertically integrated AI infrastructure<\/p>\n<\/p><\/div>\n<p>#Centuria #Capital #Group #Stapled #Securities #CNECF #ShareholderAnalyst #Call #Prepared #Remarks #Transcript<\/p>\n","protected":false},"excerpt":{"rendered":"<p>John McBainJoint CEO &amp; Executive Director Thank you, and welcome, everybody. Thanks for your time this morning. I&#8217;m John McBain, Joint Chief Executive of Centuria Capital Group. With me today&hellip; <\/p>\n","protected":false},"author":1,"featured_media":5445,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[242],"tags":[124,577,10639,10641,984,2255,2256,265,1073,10640,535],"class_list":["post-8533","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-editors-pick","tag-call","tag-capital","tag-centuria","tag-cnecf","tag-group","tag-prepared","tag-remarks","tag-securities","tag-shareholderanalyst","tag-stapled","tag-transcript"],"_links":{"self":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts\/8533","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8533"}],"version-history":[{"count":0,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts\/8533\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/media\/5445"}],"wp:attachment":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8533"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8533"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8533"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}