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# Brookfield Infrastructure Partners: Delay In Intel Project Is A Key Risk (Archive)
- URL: https://www.huntingalphas.com/brookfield-infrastructure-partners-delay-in-intel-project-is-a-key-risk-archive/
- Published: 2024-08-28T09:19:00.000Z
- Updated: 2026-02-27T13:16:51.000Z
- Description: Intel fab delays risk extending BIP’s capital payback despite attractive near-trough valuations.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, BIP, Utilities

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Brookfield Infrastructure Partners is positioned well to grow capital deployments, upon which it earns solid returns of 12-14% IRR. This is driven mostly by Data Transmission & Storage activity.
- But its project with Intel corresponding to 38% of BIP's incremental capital to be commissioned has already suffered a 2-3 year delay and I believe further postponements are a risk.
- Further delays would not bode well for BIP investors, as it would elongate the payback period on the investments.
- Valuations are attractive as the stock is trading near decadal 1-yr fwd P/AFFO lows.
- Relative technicals vs the S&P 500 signal caution as the ratio prices are near a key weekly resistance level.

Read the full article [here](https://seekingalpha.com/article/4717532-brookfield-infrastructure-partners-delay-in-intel-project-is-a-key-risk?ref=huntingalphas.com).

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**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*