July 22nd, 2025 | 07:10 CEST
SURPRISE at Nordex! SFC Energy weakens! Will Power Metallic Mines shares start the summer rally?
Up 70% since the start of the year, Nordex shares have surprised even the most optimistic investors. Can the wind turbine manufacturer continue its winning streak? Strong order intake was recently reported. However, analysts remain cautious. In contrast, the summer rally we predicted for Power Metallic Mines is taking shape. The world-class multi-metal project is entering a new exploration phase, having significantly expanded its territory through a strategic acquisition. With positive news flow, it should head toward its high for the year. In contrast, some disillusionment has set in at SFC. The defense play is not growing as quickly as initially expected. What could halt the decline in the share price that began in May?
time to read: 4 minutes
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Author:
Fabian Lorenz
ISIN:
NORDEX SE O.N. | DE000A0D6554 , SFC ENERGY AG | DE0007568578 , POWER METALLIC MINES INC. | CA73929R1055
Table of contents:
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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Power Metallic Mines: Share heading toward annual high
Is Power Metallic Mines (formerly Power Nickel) back in rally mode? It certainly looks that way. In recent days, the stock has posted double-digit gains and appears to be ending its consolidation phase following a 300% rally. At that time, spectacular drill results from the nickel project turned it into a world-class multi-metal project. The Company has now provided an outlook for its activities in the coming months, making the stock an attractive option for new investors.
In its ongoing exploration campaign, the Company is focusing on the Nisk Lion Tiger area, which includes high-grade gold, silver, and copper mineralizations. Power Metallic is counting on a significant expansion of drilling activities and the use of state-of-the-art surveying techniques. A total of four drill rigs are in operation, which will drill thousands of meters in several target zones. The focus is on polymetallic deposits containing nickel, copper, and platinum group elements - raw materials that are of strategic importance for the energy transition. At the same time, a series of geophysical surveys, including electromagnetic measurements and LiDAR scans, are underway to model the geology of the areas more precisely and identify new drill targets.
The focus is on the Lion Zone, where the extension of the mineralized structures to the southwest and a densification within the known core are being pursued. The adjacent Tiger and Nisk zones are also being further explored, as initial indications point to hybrid mineralization between the deposits. A previously unexplored area between Lion and Tiger will also be drilled. If the results are positive, this could represent a connecting corridor and thus contribute to the revaluation of the overall project in the medium term.
In parallel with the exploration work, Power Metallic has significantly expanded its territory. The acquisition of exploration properties from Li-FT Power has been completed. From the Company's perspective, this opens up new potential along already known geological trends. As soon as the drilling permits are available, the next exciting program could begin.
Accordingly, investors can look forward to a busy news flow in the second half of 2025. The first interim target for the share is the old high of around EUR 1.20.
https://youtu.be/t9XqrIzU6Fo?si=QH12HZLljHpfLH4d
Nordex: Surprises analysts
With a gain of around 70%, Nordex is likely one of the surprise stocks of the current year. The share is now trading at around EUR 20, its highest level since 2021.
Nordex recently reported strong order intake. In the second quarter of 2025, orders with a volume of 2,310 MW were secured in the Projects segment (excluding service business). This is around 82% more than in the same quarter last year. Between April and June 2025, customers ordered a total of 350 wind turbines from Nordex for projects in nine countries. The strongest individual markets were Germany, Turkey, and Latvia. Order intake for the first half of the year rose from 3,357 MW to 4,492 MW. The development of the average sales price was also encouraging. It rose from EUR 0.92 million per MW in the first half of 2025 to EUR 0.97 million per MW.
Following the announcement, analysts at Jefferies confirmed their "Buy" recommendation, although the target price remains at EUR 21, which is in line with the current level. Order intake was around 15% above the consensus estimate. The increase in average selling prices was also viewed positively. Overall, Nordex's performance in the current year has surprised even the most bullish analysts. The fact that Nordex was not expected to perform so well is also reflected in the analysts' price targets. According to marketscreener.com, the average price target is EUR 20.30.
SFC: Not enough defense fantasy?
SFC Energy cannot match Nordex's performance, but it has nevertheless gained around 25% in value in 2025 and is currently trading at over EUR 22. The fuel cell specialist is now also considered a defense play, but for some investors, the growth does not appear strong enough. After all, the share price was already trading above EUR 28 in May.
SFC "only" confirmed its forecast in May. For the current year, revenue of EUR 160.6 million to EUR 180.9 million is expected. Adjusted EBITDA is expected to be between EUR 24.7 million and EUR 28.2 million. The expansion in North America and Asia is driving this growth.
The latest news came from the US at the beginning of May. SFC Energy announced a strategic partnership with system integrator Connexa. Together, they want to improve the south and southwest of the US. SFC Energy's fuel cells will be integrated by Connexa into hybrid power supply solutions. The primary objective is to provide an off-grid solution for the oil and gas industry and the telecommunications sector. The systems enable fully automated power supply without manual intervention and guarantee an operating time of up to twelve months. Connexa has already placed an initial order for the corresponding SFC fuel cells.
With a P/E ratio of over 60, SFC is no longer a bargain. If the defense fantasy is to continue driving the stock, orders and faster growth are needed. In contrast, the stock market lights appear to be turning green again for Power Metallic Mines. Consolidation was necessary, but with the upcoming news flow from the ongoing drilling program, the stock should march back toward its high for the year – and perhaps beyond. The wind business remains volatile. Things are going well for Nordex at the moment, but this can change quickly.
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