Close menu




 

Fabian Lorenz

  • Small-Caps
  • Micro-Caps

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 August 11th, 2026 | 07:15 CEST

Sell Rheinmetall Shares? Over 20% Gains in One Week! Buy Rating for OHB! Bayer Partner MustGrow Begins Re-Rating

  • biologicals
  • agritech
  • Defense
  • Technology
  • Space

Created and Published on Behalf of MustGrow Biologics Corp.

MustGrow Biologics shares climbed more than 20% last week, potentially marking the beginning of a long-awaited re-rating. Analysts believe significantly higher prices are achievable. Revenue is expected to multiply over the coming years, with the company also targeting substantial profitability. MustGrow could also benefit from milestone payments from its partner, Bayer. These potential payments are not included in current analyst estimates, potentially providing additional upside. At Rheinmetall, analysts are lowering their 2028 revenue estimates. Experts also see risks regarding cash flow and margins. As a result, they have downgraded the shares of Germany's largest defence contractor from "Hold" to "Sell." Analysts are considerably more optimistic about OHB. A key element of the investment case is the expectation that the German space-industry hopeful will secure major contracts over the coming months.

Read

Commented by Fabian Lorenz on August 10th, 2026 | 07:20 CEST

GOLD RALLY BEGINS! Gold Surpasses USD 4,300! Barrick Mining +16%! Time to Buy First Majestic Silver, Agnico Eagle, and Lahontan Gold?

  • Gold
  • Silver
  • Nevada
  • Commodities
  • Investments

What a week for gold. Following modest jobs data, fears over interest rates in the US eased noticeably on Friday. This, in turn, fueled the gold price. It rose by USD 100 and ended the week above the USD 4,300 mark. Experts are also bullish. Markus Bußler believes the time has come to take positions in gold and silver producers. For him, it doesn't always have to be Barrick Mining. The investor favourite's shares surged by around 16% last week, while Agnico Eagle gained as much as 22%. Capital markets expert Markus Koch also established a gold position last week and intends to hold it for the longer term. Lahontan Gold delivered positive drilling results. The company's timing could hardly be better, as the new gold rally arrives at exactly the right moment. The company plans to begin gold production next year in the US state of Nevada.

Read

Commented by Fabian Lorenz on August 10th, 2026 | 07:05 CEST

Tungsten Shortage Makes Headlines and Offers 100% Upside Potential: Almonty Industries, Indus Holding, and Lockheed Martin in Focus

  • Tungsten
  • CriticalMetals
  • Commodities
  • geopolitics
  • Defense

China dominates the global tungsten market, and the West is increasingly feeling the consequences. The NZZ warns of a dangerous dependence on critical raw materials, while export controls and a lack of alternative sources are further exacerbating supply issues. This is precisely where Almonty Industries comes in. The company operates tungsten mines in Portugal and South Korea, with another operation in the US expected to come online soon. At the same time, tungsten prices are surging. According to Indus CEO Johannes Schmidt, tungsten carbide prices have roughly tripled since the beginning of the year. Almonty is not the only company benefiting from this development. Indus Holding, an investment company with exposure to the sector, has already raised its full-year guidance twice. The US military buildup is driving additional demand. With ammunition stockpiles running low, the Trump administration is putting pressure on Lockheed Martin and other defence contractors. For investors, the tungsten boom may have only just begun.

Read

Commented by Fabian Lorenz on August 7th, 2026 | 07:20 CEST

Comeback Opportunity or Cause for Caution? Gerresheimer, Novo Nordisk, and American Atomics

  • nuclear
  • Uranium
  • AI
  • Energy
  • Biotechnology
  • manufacturing

Novo Nordisk shares have plummeted by about 10% in just a few trading days. This brings the pharmaceutical giant's rally, which began in April, to an end for the time being. Disappointing clinical trial results, combined with a smaller-than-expected increase to the company's full-year guidance, left investors underwhelmed. American Atomics, on the other hand, may represent a potential turnaround story. The company is working to establish an integrated value chain in the uranium sector. Given the global expansion targets for nuclear power plants, there can be little doubt that the company can expect strong demand for uranium. There are also hopes for a recovery at Gerresheimer. The sale of several business units has generated more than EUR 1 billion in proceeds for the struggling packaging specialist. Investors are now debating whether the transaction marks a genuine strategic turning point—or whether the company is simply selling valuable assets to address near-term financial challenges.

Read

Commented by Fabian Lorenz on August 7th, 2026 | 07:15 CEST

Rheinmetall Challenges TKMS! Renk Shares Jump 20%, While Volatus Aerospace Unveils New Drone Application

  • Drones
  • Defense
  • geopolitics

Renk shares have gained about 20% in value in just a few days. Yesterday, the company released its half-year results, which delivered a mixed picture. The key question now is whether the recent rally still has room to run. Meanwhile, DroneShield shares have surged by nearly 30% in recent trading. Even so, Volatus Aerospace has outperformed so far in 2026, and the drone specialist's shares may still offer additional upside potential. The latest announcement shows that the Canadian company's growth opportunities are strong not only in the military sector but also in the civilian sector. In the future, Volatus plans to deploy autonomous heavy-lift aircraft for wildfire suppression, disaster response, and a range of other government applications across Canada, further strengthening its position in the rapidly expanding market for commercial and public-sector drone services.

Read

Commented by Fabian Lorenz on August 4th, 2026 | 07:30 CEST

Alarm at Plug Power! Is Now the Time to Buy thyssenkrupp nucera? dynaCERT Management Remains Optimistic!

  • Hydrogen
  • cleantech
  • Diesel
  • Retrofitting
  • renewableenergy

While an operational turnaround is taking shape at dynaCERT, its share price has yet to respond. However, analysts maintain a "Buy" recommendation on the cleantech stock and assign a fair value of EUR 0.48. With the shares currently trading at around EUR 0.065, they see significant upside potential. The company's German management team also recently expressed confidence in the business outlook. Meanwhile, thyssenkrupp nucera delivered results that were less disappointing than many had expected. The question now is whether that will be enough to reignite momentum for Germany's hydrogen hopeful. Plug Power, on the other hand, sought to reassure investors with a recent press release. Instead, the announcement appears to have intensified concerns. The stock continues its downward trend, as liquidity may not be sufficient and a capital increase is expected.

Read

Commented by Fabian Lorenz on August 4th, 2026 | 07:05 CEST

Takeover Candidates in Focus: Steyr Motors Jumps 20%, RE Royalties Draws Interest, and What About Evotec?

  • royalties
  • dividends
  • Automotive
  • renewableenergy
  • Biotechnology

Shares of Steyr Motors briefly surged 20% last week following takeover speculation involving a US-based drone and robotics specialist. Although the discussions have since been terminated, analysts remain bullish on the Austrian manufacturer of specialized engines. RE Royalties could also emerge as a takeover candidate before the end of the year. Dissatisfied with the company's share price performance, management has initiated a strategic review and is evaluating all available options. Its royalty-based business model could prove particularly attractive to well-capitalized strategic or financial buyers. And what about Evotec? The German biotechnology company has repeatedly been the subject of takeover speculation in recent years, with such rumours often triggering sharp share price gains. We take a look at the current situation and assess whether renewed acquisition interest could be on the horizon.

Read

Commented by Fabian Lorenz on August 3rd, 2026 | 07:15 CEST

Top News: Sell Nordex? First Majestic Silver Under Pressure, Desert Gold Poised for Re-Rating!

  • Mining
  • Gold
  • Africa
  • geopolitics
  • Silver
  • Commodities

Gold appears to be establishing a long-term floor at USD 4,000 per ounce. If this level proves sustainable, it could mark a major turning point for the industry, as gold producers would generate exceptionally strong margins at these prices. Desert Gold is preparing to begin production in the near future. Desert Gold is preparing to begin production in the near future. According to analysts, the company would already be highly profitable at a gold price of USD 2,850, leaving considerable upside at current levels. As a result, they believe the stock offers significant re-rating potential. Nordex has already enjoyed a remarkable share price run over the past several years, making the market's muted reaction to its strong quarterly results less surprising. One analyst has even downgraded the stock to "Sell." The post-earnings sell-off in First Majestic Silver was more unexpected. Despite reporting strong quarterly results, the shares came under pressure—even as silver prices also appear to be establishing a solid base.

Read

Commented by Fabian Lorenz on August 3rd, 2026 | 07:00 CEST

Over 200% Upside Potential? Buy Rheinmetall and Zefiro Methane, Sell Hensoldt?

  • methane
  • OrphanWells
  • Defense
  • geopolitics

Is Rheinmetall heading back toward EUR 1,900? Analysts have reaffirmed this price target following the quarterly results. The stock was one of the stars of the past trading week, with its price surging by around 10%, supported by a strong order backlog that provides solid earnings visibility. Analysts have also initiated coverage on Zefiro Methane, highlighting the company as an under-the-radar opportunity. Experts anticipate strong growth over the coming years and argue that the stock's forward P/E ratio of 8.5 for the next fiscal year is too low to reflect its prospects. Based on their valuation, Zefiro Methane offers more than 200% upside potential. The outlook for Hensoldt is more cautious. While analysts described the latest quarterly results as solid, they questioned whether the company's exceptionally strong order intake can be sustained over the next several years. Therefore, they believe the valuation is too high and rate the stock a "Sell." Hensoldt shares fell around 5% on Friday.

Read

Commented by Fabian Lorenz on July 31st, 2026 | 07:20 CEST

China Is Buying Gold—Even More Than Expected? Barrick Mining, Newmont, and Lahontan Gold Stand to Benefit

  • Mining
  • Gold
  • Silver
  • Commodities
  • Investments
  • geopolitics

While the price of gold holds steady above the USD 4,000 mark, China is buying heavily. According to the Chinese central bank, China purchased 15 metric tons of gold in June alone. This is the highest volume since October 2023. Furthermore, the market has long suspected that China's actual gold purchases are significantly higher than the officially reported amounts. This could mean gold is on the verge of a new rally. For investors looking to profit from a long-term rise in the price of gold, Barrick Mining and Newmont are considered core investments in the gold sector. They offer relatively direct exposure to the price of gold. Rising selling prices can have a disproportionately large impact on cash flow and profits when production costs remain stable. At the same time, operational risks, cost increases, and political uncertainties persist in individual mining countries. Exploration companies are a good option for adding to a portfolio to gain additional exposure to the price of gold.

Read