WATCH OUT for Nel ASA! INSIDER PURCHASES at thyssenkrupp nucera! Secure a 10% DIVIDEND now with RE Royalties shares!

RE Royalties: Secure a 10% dividend yield now

Investors can still secure a dividend yield of around 10% with RE Royalties. Given the share price performance in recent weeks, this is likely to end soon. The security has finally been rising since mid-December 2025. The current price of CAD 0.39 still appears to be attractive for entry. Not only because shareholders can expect a dividend of CAD 0.04, but also because it is finally being realized that RE Royalties is very active in the US and thus benefits from the energy requirements of AI data centers.

RE Royalties has established a business model that is perhaps unique in the industry. The focus is on financing projects in the field of renewable energy and storage systems. To this end, the company has transferred the royalty model known from mining to its industry. Project developers receive capital from RE Royalties without giving up shares. The loans are often repaid within a few years, and the capital is available to RE Royalties for new investments. The royalty payments, on the other hand, run for 20 years or longer. It is important to note that RE Royalties exclusively finances commercially proven technologies such as solar, wind, and hydropower.

The RE Royalties share price has clearly been boosted by current investments in projects in the US. There, the company is working with project developer Solaris Energy. RE Royalties is investing a total of USD 4.8 million in an initial portfolio of 15 projects in various US states.
The first projects are already nearing commissioning. A second portfolio is also to be financed. This should lead to further positive news flow.

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thyssenkrupp nucera: Analysts raise medium-term forecast

For a long time, thyssenkrupp nucera was considered the most solid hydrogen company compared to Nel ASA and Plug Power. However, with the slide into the red, this is likely to be over for the time being.

However, the share price has recently recovered from its lows at the end of 2025 at around EUR 7 and is now trading above EUR 9 again. According to mwb research, there is even more potential. Analysts have confirmed their "Buy" recommendation and raised their price target from EUR 10 to EUR 15.

From the analysts' point of view, a weak first quarter 2025/2026 for thyssenkrupp nucera was to be expected. It should be noted that the same quarter of the previous year was extremely positive. mwb research views the continued robust operating cash flow of EUR +1 million as positive. The environment for order intake remains challenging, particularly in the gH2 business. Group order intake was EUR 75 million, down 21% on the previous year. The book-to-bill ratio is weak at 0.51. The backlog of EUR 186 million provides little visibility. At least management has confirmed its forecast for the current year. Revenue is expected to be between EUR 500 and 600 million, and EBIT between EUR -30 and 0 million. In addition, order momentum is expected to pick up in the further course of the year.

mwb continues to see promising opportunities for thyssenkrupp nucera, particularly in Europe and India. The company is in a solid financial position and ready for an upturn. Analysts have raised their estimates for 2028 and now expect revenue of EUR 791.1 million. EBITDA and EBIT are expected to be EUR 73.7 million and EUR 39.4 million, respectively.

Management also seems to see positive prospects. Several members of the Executive Board have purchased thyssenkrupp nucera shares worth over EUR 40,000 in recent days. Dr. Werner Ponikwar has added about half of these to his portfolio. Although this is still too small a volume to make a big impact, it is a step in the right direction.

Nel ASA: The calm before the storm?

While RE Royalties is earning so well that it can pay out an attractive dividend, Nel ASA has not yet been able to establish a profitable business model. Neither Samsung's entry last year nor a highly praised cooperation in India has had any lasting positive effects so far. Investors no longer seem to believe in a breakthrough. The share price of the former hydrogen high-flyer is miles away from its all-time high of over EUR 3 in January 2021. Over the past 12 months, Nel shares have been trading at around EUR 0.20 with high volatility.

According to marketscreener.com, 14 analysts currently cover the company. None of them recommend buying the stock. Instead, there are 8 "Sell" recommendations, and 6 come to the conclusion of "Hold."

In 2026, things are still surprisingly quiet. There has been no company announcement so far. This is remarkable for a company that was otherwise so communicative. Next week is likely to be all the more exciting. On February 26, Nel is set to report on its performance in the fourth quarter and for the full year 2025. Significant price swings are to be expected.

RE Royalties' share price has finally taken off. This means that a dividend yield of 10% is unlikely to last much longer. Due to the AI boom in the US, the share price still seems anything but expensive. Nel has currently lost all price momentum. However, this could be an opportunity in view of the upcoming quarterly figures, but only for speculators. thyssenkrupp nucera still appears as one of the more solid hydrogen players. Nevertheless, there is no urgent reason to buy the stock at this time.