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.
He first came into contact with the stock market and shares during his banking apprenticeship. After completing this in 2000, he gained his first journalistic experience in the editorial department of a financial portal. During his subsequent studies in business administration, he also worked in the area of investor relations.
Since then, he has remained true to the capital markets and is excited to report on every newly discovered interesting story - as well as on long-standing success stories.
Commented by Fabian Lorenz
Commented by Fabian Lorenz on April 12th, 2023 | 10:20 CEST
TeamViewer with 100% rally: Now bet on HelloFresh, Infineon and Aspermont?
The TeamViewer share has put on an impressive rally in the past six months. Since October, the stock has gained almost 100% and is trading at over EUR 15. From JP Morgan's point of view, this is too much. The analysts expect little growth momentum and recommend the share with "Underweight". The target price is EUR 12. In contrast, the shares of Infineon, HelloFresh and Aspermont are recommended as buys. HelloFresh and Aspermont, in particular, did not participate in the tech rally of the past months and have catch-up potential. Experts even see more than 100% price potential.
Read
Commented by Fabian Lorenz on April 6th, 2023 | 09:42 CEST
Winners in electromobility: BYD, First Phosphate, Leoni, Tesla
Electromobility is unbearable. The US electric pioneer delivered 422,875 vehicles in the first three months of the year. This figure slightly exceeded analyst forecasts of 421,000 units. In the Gigafactory in Grünheide, 5,000 electric cars are coming off the production line every week, making about 250,000 per year. If Tesla has its way, there could be 1 million e-cars annually in a few years. But Tesla is not the only winner in electric mobility. BYD is also convincing in terms of sales, and analysts are raising the price target. More e-cars also mean more batteries. First Phosphate wants to profit from this. Once the current capital increase is completed, there is an opportunity to get in. A cable manufacturer should also be in a good position, but unfortunately, shareholders at Leoni face a total loss.
Read
Commented by Fabian Lorenz on April 5th, 2023 | 20:18 CEST
New hydrogen stars First Hydrogen and SMA Solar - how is the share of Plug Power?
Are we currently seeing a change of favourites in cleantech stocks, particularly in the hydrogen sector? With Plug Power and Nel ASA, investors seem to be losing hope in profitable business models. Yet Plug Power has just reported a record. In contrast, First Hydrogen is going from strength to strength. While the commercial hydrogen vehicles are currently being tested in practice, the next generation of vehicles has been presented. Analysts continue to regard the share as undervalued. SMA Solar is increasingly becoming a cleantech powerhouse. The solar specialist is expanding its product portfolio in the smart home market and wants to get involved in the hydrogen sector.
Read
Commented by Fabian Lorenz on March 30th, 2023 | 13:19 CEST
Panic at Vonovia and Plug Power - Barrick Gold and Tocvan Ventures shine
Concrete gold? Real estate stocks are currently in an absolute panic. The share of Germany's industry leader Vonovia recovered somewhat yesterday, but an end to the downward slide is not in sight. Analysts are also skeptical. The range of price targets is broad, and there is already speculation about an (emergency) capital increase. So buy or sell? The Plug Power share could also use some buying. From a chart perspective, the situation is critical. Fuel cells for smaller forklifts are now being offered. The situation is different at Barrick Gold. The group's share is about to break out to the upside. Price targets for gold of USD 3,000 provide for a good mood. Tocvan Ventures should also benefit from this. The gold and silver explorer published news about its project in Mexico yesterday, and the stock is waking from its slumber - there appears to be further air to the upside.
Read
Commented by Fabian Lorenz on March 29th, 2023 | 07:50 CEST
Nel ASA and Varta continue to decline: dynaCERT convinces analysts during an on-site visit
Being active in a market of the future is no guarantee for success. Shareholders of Varta had to painfully realize this in recent months. The German battery group has indeed reached an agreement with banks on restructuring. However, there can be no talk of a liberating blow. According to analysts, the share could continue to slide. Experts are also somewhat cautious about Nel ASA. The hydrogen specialist's chart does not look rosy either. In contrast, dynaCERT could be due for a revaluation in the current year. Experts believe the Greentech company has set the course for a commercial breakthrough in 2023.
Read
Commented by Fabian Lorenz on March 23rd, 2023 | 08:00 CET
Gold to USD 3,000? Barrick Gold and Desert Gold profit. What is going on at Vonovia?
Will the price of gold rise to USD 3,000 per ounce before the end of the year? That is what investment professional Leigh Goehring thinks is possible. He is a managing director at Goehring & Rozencwajg, manages a commodity fund, among other things, and expects a "decade of inflation." If the forecast comes true, gold stocks will at least be an attractive portfolio addition. In addition to industry heavyweights like Barrick Gold, explorers can be worthwhile as leverage to the gold price. One such explorer is Desert Gold. The share of the Canadian company reacted yesterday with a price jump of over 10% to a project update. In contrast, the outlook for "concrete gold" remains challenging. Vonovia, for example, was once again downgraded by analysts despite the significant share price losses of recent months. At the same time, there are also positive comments.
Read
Commented by Fabian Lorenz on March 22nd, 2023 | 09:45 CET
Buffett adds to oil stocks: Shell, Saturn Oil + Gas, BYD
Star investor Warren Buffett has long been a fan of oil stocks. So it is no surprise that he is taking advantage of the current weak oil price to add to his favourite stock (after Apple): Occidental Petroleum. Berkshire Hathaway now holds around 23% of the US oil producer. Those looking to take advantage of the low oil price opportunity should also look at Shell and Saturn Oil & Gas. Numerous analysts recommend Shell and Saturn Oil & Gas is on its way to becoming a well-known producer after several spectacular takeovers. There is also news on BYD. Also a favourite of Buffett, but it is currently in a difficult market environment. Here is what recent media reports suggest.
Read
Commented by Fabian Lorenz on March 16th, 2023 | 11:51 CET
Takeover speculation at Defence Therapeutics! What are BioNTech, Morphosys, and Evotec doing?
Defence Therapeutics is one of the biotech high flyers of the past months. The share has more than doubled since October. And this could be just the beginning. Operationally, things are going well, a strong partner has been acquired, and experts are speculating about a takeover. And what are the German biotechs doing? At BioNTech, it will be exciting at the end of March, because the Mainz-based company needs new blockbusters. At Morphosys, analysts recently saw further downside potential. Will a new management board bring about a turnaround? Evotec also had little positive to report. However, an AI investment in the hype surrounding ChatGPT is making headlines.
Read
Commented by Fabian Lorenz on March 15th, 2023 | 10:04 CET
Varta, Plug Power, Altech Advanced Materials: Only one share is currently convincing
In difficult stock market phases, real strength shows. Investors should therefore pay close attention at the moment. There is no doubt that exciting business models are emerging around the energy transition, for example. But who are the winners, and who are the losers? Today we take a look at Varta, Plug Power and Altech Advanced Materials. How are things looking in the supply chain? What is going on operationally, how does it look chart-wise, and what are the prospects? We can reveal that only one share is currently convincing on all three points.
Read
Commented by Fabian Lorenz on March 9th, 2023 | 10:52 CET
BioNTech, Pfizer, Bayer and BioNxt Solutions on the biotech takeover merry-go-round
2023 could become the year of takeovers in the pharmaceutical and biotech sectors. This is what the experts at PwC expect. Thus, at the JP Morgan industry conference in San Francisco, not only were takeover candidates discussed but billion-dollar transactions were reported. One reason is the Inflation Reduction Act in the USA. This allows negotiations on drug prices. To prevent sales declines, Big Pharma must invest in new top sellers. And it is already doing so. The latest takeover rumor comes from BioNTech partner Pfizer. At BioNTech, the negative news currently outweighs the positive. Whether Bayer will take action with the boss or be taken over itself is not yet entirely clear. But there are also opportunities for investors in the smallcap sector. Take BioNxt Solutions, for example - the Canadian company with its operational focus in Germany recently secured new patents, and the share price has jumped.
Read