Energy: The bottleneck of the markets – how investors can benefit from American Atomics, Nordex, and Siemens Energy!

American Atomics – Beneficiary of a new energy era

Numerous studies predict a massive expansion of global nuclear capacity in the coming years and decades. Enormous demand for electricity and the achievement of CO2 targets are the driving forces. Analysts at Bank of America see considerable upside potential for the price of uranium and forecast an increase to up to USD 135 per pound in the current year. Compared to the current price in the region of USD 80, this would represent a significant increase.

The high geographical concentration of uranium production in Russia and Kazakhstan, as well as increasing political pressure to secure strategic supply chains, is accelerating the development of independent structures in the Western world. American Atomics stands to benefit significantly from this development.

The Canadians are pursuing an integrated "ore to reactor" approach and have set themselves the goal of mapping the entire fuel supply value chain in North America. This ranges from the exploration and extraction of uranium to refining and conversion to the production of special nuclear fuels. Of particular significance is the planned production of high-assay low-enriched uranium (HALEU). HALEU is a fuel that is urgently needed for new, advanced nuclear reactors.

Geographically, the company's focus is on historically productive uranium basins such as the Lisbon Valley District in the US state of Utah. This is where the flagship Big Indian project is located. The large property has significant potential due to the previously little-explored area on the east side of the valley. Another advantage is its geographical proximity to a region that has historically supplied 78 million pounds of triuranium dioxide (U₃O₈). The company also has two other projects - the Nuvemco project in the US state of Colorado and the Kenora project in the Canadian province of Ontario.

The North American region is an advantageous field of activity for a number of reasons, as it combines mining history, legal certainty, access to funding and investors, and large sales markets. To effectively exploit market opportunities, the company actively participates in cross-industry initiatives, consortia, and joint ventures aimed at establishing a robust North American nuclear fuel supply that is independent of foreign sources.

Of particular note is the collaboration with the US Department of Energy (DOE) and other companies in the Nuclear Fuel Cycle Consortium, an industry association initiated by the DOE under the Defense Production Act. Another pioneering development is a 50/50 joint venture with metal processing expert CVMR. The goal is to establish a modular, scalable uranium mill and processing unit in the US. This will create one of the first industrial uranium mills in North America to use modular and environmentally friendly technologies, setting new standards in environmentally friendly processing.

With a current share price of just under CAD 0.30, the company has a moderate market valuation of CAD 13 million. Those interested in learning more about American Atomics and the company's current developments should register for the upcoming virtual International Investment Forum (https://ii-forum.com/) taking place on February 25, 2026. Founder Conor Lynch will be presenting live.

https://youtu.be/NZEQ7_2MUgA

Nordex – Major shareholder exits completely

At the end of last week's trading, shares in the northern German wind turbine manufacturer came under short-term pressure. According to Bloomberg, BMW heiress and major shareholder Susanne Klatten sold 7 million shares, or around 3% of the share capital, at a price of EUR 32.15. The company is currently valued at around EUR 8 billion. The share price has tripled in the last 12 months.

Last year, Nordex's order intake rose by around 23% to a record 10.2 gigawatts (GW). In the strong fourth quarter alone, the group recorded new orders with a volume of 3.6 GW. Historically, 57 GW have been installed in over 40 markets. In the current year, analysts expect sales to grow by just under 10% to EUR 8.3 billion and earnings to increase almost threefold to EUR 311 million. Overall, however, experts consider the share to be fairly valued after its strong performance.

According to the WindEurope association, Europe is lagging behind its targets for the expansion of wind power. Germany, on the other hand, stands out clearly from this trend. No other country has installed as many wind turbines. According to various industry associations, installed capacity rose by more than half to 5.2 GW last year. This made 2025 the second-best year ever for the expansion of wind energy. Nordex further strengthened its strong position in this market environment. Measured in megawatts, 31.5% of all newly grid-connected wind turbines were supplied by the northern German company.

Siemens Energy – Entry into copper specialist Asta Energy

Industry representatives such as ABB and GE Vernova have delivered good news in recent days. This also helped the shares of the DAX-listed company, whose shares are trading at over EUR 140, close to their all-time high. Deutsche Bank experts recently confirmed their "Buy" recommendation for the stock, and raised the price target to EUR 170. Analysts are seeing historically high demand for gas turbines.

Siemens Energy's business is doing very well across the board. A few months ago, this prompted the group to raise its medium-term targets for revenue and, in particular, margins. In addition, a share buyback program worth billions was launched.

Most recently, the group participated in the IPO of Austrian copper specialist Asta Energy Solutions. Siemens Energy subscribed to shares with a volume of around EUR 25 million at an issue price of EUR 29.50. The shares ended their first day of trading at EUR 40 – a great success.

The Austrians intend to use the total issue proceeds of EUR 125 million to finance further growth and benefit from the rising demand resulting from the energy transition. Asta Energy manufactures copper applications at six locations worldwide, which are used in high-voltage transformers, generators, and increasingly in data centers.

American Atomics plans to establish an autonomous North American value chain for nuclear fuels, thereby contributing to energy and supply security. Strategy, geography, timing, and the size of the addressable market clearly favor the company, which is undervalued at CAD 13 million given its enormous potential. Nordex and Siemens Energy are performing at record levels. While analysts consider the wind turbine manufacturer's shares to be fairly valued, experts believe that Siemens Energy shares will see further gains over the next 12 months.