Energy

Yellow Cake plc is a listed vehicle built around holding physical uranium, giving unusually direct exposure to nuclear fuel markets. Its simple structure, low operating complexity, and strategic supply access make it a distinctive way to track a sector gaining long-term relevance.

World Kinect supplies fuel and energy services across aviation, land, and marine markets. Its broad commercial network and expanding energy-solutions platform make it worth a closer look, especially as recent revenue momentum improves and recovery potential comes into focus.

United Energy Group is a smaller oil and gas producer centered on cash-generating upstream assets, with strong revenue expansion, very low leverage, and unusually cheap valuation multiples. The key question is whether those strengths can outweigh concentration and country exposure.

Tsakos Energy Navigation operates a diversified fleet of tankers and gas carriers serving global energy trade. Recent profitability has been strong, valuation multiples remain low, and its mix of crude, product, shuttle, and LNG exposure gives it multiple ways to benefit from shipping demand.

Permian Basin Royalty Trust collects royalty income from oil and gas properties in the Permian Basin. Its appeal comes from a simple structure, low overhead, and unusually high margins, while recent momentum reflects improved earnings conditions in a premier U.S. basin.

Navigator Holdings operates a specialized fleet moving liquefied gases such as LPG, petrochemical gases, and ammonia. Rising profitability, solid cash generation, and exposure to ammonia and export infrastructure make its niche worth a closer look.