Sustainability as an opportunity for returns: How Nordex, Globex Mining, and SFC Energy are shaping the energy transition

Nordex conquers Canada: New major wind energy order

The Nordex Group in Hamburg has secured a (link: https://www.nordex-online.com/en/2025/03/nordex-group-receives-order-for-94-mw-in-canada/ text: 94 MW order from a wind energy project developer. The Company will supply and install 16 turbines, each with an output of 5.9 MW, for a project in Nova Scotia, Canada. Delivery will start in mid-2026, including a 25-year service contract. Nordex is thus cementing its role in the energy transition – a plus for sustainable returns.

The turbines are optimized for cold climates and will be installed on 125-meter-high steel towers. Equipped with the Nordex Advanced Anti-Icing-System for rotor blades, they ensure high availability even in harsh winters. "For 15 years, we have been relying on our proven anti-icing solution," says Manav Sharma, CEO for the Division North America. "It minimizes ice formation and downtime – the key to success in regions like Canada." Analysts predict target prices between EUR 14 and 17, driven by the growing demand for wind energy. The stock is currently trading at EUR 16.54.

With over 57 GW of installed capacity worldwide and revenues of EUR 7.3 billion in 2024, Nordex is an industry heavyweight. The Company, with more than 10,400 employees, focuses on onshore turbines in the 4 to 6 MW class, ideal for countries with limited space or grid capacity. "This project strengthens our market position in Canada," emphasizes Sharma. In this way, Nordex combines ecological goals with economic potential – an approach that appeals to private investors.

Globex Mining: Gold royalties repurchased, value increased

Globex Mining Enterprises differs from typical junior explorers and is more like a mineral bank. The Company holds over 200 mineral properties in Canada, the United States, and Germany. Many of these properties have proven resources or mineralized drill holes. CEO Jack Stoch grants options for payments and royalties on these properties. This allows partners to transfer the exploration risk while Globex invests at least CAD 2.5 million annually in its projects, minimizing shareholder dilution. Globex Mining is positioning itself as a solid midfield player: While companies like Nordex directly promote renewable energies, Globex supports the energy transition right at the beginning by exploring and mining commodities and precious metals.

In this context, Globex Mining has now repurchased three gold royalties from IAMGOLD Corporation. The royalties – 1% net smelter royalties (NSR) each – relate to the Porcupine West, Eldrich Gold Mine, and Rouyn-Merger Gold Mine projects in Québec, Canada, all of which are owned by Globex Mining. With a purchase price of CAD 349,999.65, the Company is increasing the value of its prospective gold deposits.

The projects provide raw materials that could play a key role in technologies such as batteries or electronics for the energy transition. Porcupine West offers 14 km along the Porcupine-Destor fault with drill holes such as 6 g/t Au over 5.3 m and a historical resource of 195,298 t at 5.2 g/t Au (non-NI 43-101 compliant). "The buyback makes these assets more valuable," says CEO Jack Stoch. For private investors, Globex offers an exciting mix of stability and growth opportunities, even if it is less in the spotlight.

SFC Energy scores with fuel cells for the energy transition

SFC Energy AG is making a name for itself with reliable, low-maintenance power supply solutions for remote locations. The Company's core business is the production of hydrogen and methanol fuel cells under the EFOY brand. EFOY stands for "Energy for You": Self-sufficient power supply for industry, public safety, military, and private individuals. The Bavarian company has now secured a contract worth around CAD 5 million. The client is a Canadian research organization for clean energy. SFC, based in Brunnthal near Munich, supplies the appropriate fuel cells. Another advantage of the fuel cells is their almost silent performance. While the noise frequency of self-sufficient diesel generators resembles that of a lawn mower, the fuel cells from SFC Energy AG produce only a quiet blowing sound, similar to the volume of a laptop fan.

The contract with the Canadian partner also includes an option for a two-year extension, which would further increase the volume. One highlight is the EFOY Pro Hybrid Power Shelter. It combines methanol fuel cells in a 20-foot container with solar panels and wind turbines. The solution delivers around 500 watts of continuous power over 12 to 18 months – with no maintenance or refueling. Refueling consists of changing the methanol tanks. Once empty, SFC Energy AG provides a replacement. This power generation solution has proven itself particularly in extreme climates such as northern Canada (–40 °C) thanks to its resistance to cold, making it ideal for industry, research, defense, and even leisure. Analysts see great potential in SFC: Target prices of EUR 25 to 30 reflect the growing demand for environmentally friendly solutions. The share is currently trading at EUR 23.50.

"Our technology is proving its reliability – this is reflected in the ever larger deals," says CEO Dr. Peter Podesser. SFC is benefiting from its global presence and customer proximity, which is at the core of its growth strategy. With over 75,000 fuel cells sold, the Company is already helping to shape the energy transition. Sustainability and returns go hand in hand with the business model here – an approach that is inspiring investors.

With the 94 MW order and over 57 GW of installed capacity, Nordex is demonstrating its strength as a global player. The wind turbines, which are specially manufactured for Canada, can withstand the extreme cold there. Analysts predict price targets of EUR 14 to 17 for the shares of the Hamburg-based company. Globex Mining Enterprises has a compelling and unique business model: More than 200 properties and the repurchase of royalties strengthen the value of the Company, which supports the energy transition with its raw materials and is developing into an essential supplier. The clever business model offers investors potential returns with little dilution. SFC Energy is making a strong impression with its EFOY Hybrid Power Shelter fuel cell technology and a CAD 5 million order from Canada. Analysts see upside potential with price targets of EUR 25 to 30, supported by demand for cold-resistant solutions for remote locations. All three companies are worth a closer look as candidates for the energy transition.