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 July 5th, 2023 | 07:10 CEST

New hydrogen hopes: Nel, ThyssenKrupp and First Hydrogen

  • Hydrogen
  • greenhydrogen
  • fuelcell
  • renewableenergies

Attention Nel and Plug Power shareholders! After numerous hydrogen pure-plays had massively disappointed in the past few years, it was hard to get past the two industry giants. But now new players are coming into focus, like ThyssenKrupp Nucera and First Hydrogen. The subscription period for the Nucera IPO ends today. The eagerly awaited initial listing will take place on Friday. Is the entry worthwhile? Excitement is also mounting at First Hydrogen. Tests of its hydrogen fuel cell commercial vehicles in the UK are going better than expected and could soon lead to larger orders. The Company is also working to build a hydrogen production facility. And what is Nel doing? While the stock is battered on the chart, analysts see more than 50% upside potential.

Read

Commented by Fabian Lorenz on June 29th, 2023 | 08:10 CEST

Change of favorites in hydrogen shares! ThyssenKrupp instead of Nel ASA? Can Grid Metals take off?

  • Mining
  • Metals
  • Hydrogen
  • renewableenergies

Is there a shift in favorites among hydrogen stocks? It certainly seems that way. While former favorites Nel ASA and Plug Power are struggling, ThyssenKrupp is making a strong entry with the IPO of Nucera. The subscription period for the hydrogen subsidiary has been running since Friday, and demand already exceeds supply. In contrast, Nel ASA and Plug Power are being left behind. The Danes, in particular, are facing technical chart challenges and are struggling to maintain the EUR 1 mark. But perhaps the hype around Nucera is an entry opportunity for the established hydrogen specialists. And what about lithium? Stocks such as Standard Lithium and Alkem have been trending nicely in recent weeks. Grid Metals has yet to gain momentum, despite plans to process lithium as early as 2024.

Read

Commented by Fabian Lorenz on June 28th, 2023 | 08:05 CEST

Hydrogen vs battery shares: From Plug Power to Standard Lithium and Power Nickel?

  • Mining
  • Nickel
  • Lithium
  • Electromobility
  • fuelcell

Who does the future belong to? Hydrogen or battery technology? The truth likely lies somewhere in the middle, and both technologies will find their place. However, it is clear that batteries currently have the upper hand in the context of electromobility. This can also be seen in the stock market. While companies like Nel ASA and Plug Power are struggling, Tesla, BYD & Co. are celebrating record sales. But success is heavily dependent on the supply of raw materials. Lithium and nickel are scarce and in high demand. Standard Lithium and Power Nickel are among the profiteers. Standard Lithium is recommended as a buy by analysts with around 100% price potential. Power Nickel has again published promising drill results, which could multiply the upcoming resource estimate. Plug Power is currently overshadowed by the Nucera IPO, but there is some interesting news.

Read

Commented by Fabian Lorenz on June 22nd, 2023 | 07:30 CEST

After Lanxess shock, now time to invest in gold? Barrick, Manuka Resources, Evonik

  • Mining
  • Gold

Now into gold shares? The recent profit warnings from the chemical sector should not be underestimated. After all, chemicals are an important early indicator of a possible recession. Lanxess recently shocked the stock market with a profit warning. Before that, the British specialty chemicals producer Croda, among others, had already issued a warning. Are BASF and Evonik the next spoilsports? Analysts are becoming increasingly sceptical, and share price targets are plummeting. A recession would catch many investors off guard. Therefore, gold shares are worth a look again. Heavyweight Barrick is ailing on the chart but remains a solid investment. Manuka Resources has an interesting story. Investors are in for an exciting few months.

Read

Commented by Fabian Lorenz on June 21st, 2023 | 08:40 CEST

Biotech comeback! Profit with BioNTech, Morphosys and BioNxt Solutions

  • Biotechnology
  • Pharma

Biotech shares have not been among the favourites on the stock market in recent months. After the Corona hype, they were overshadowed by BigTech and especially AI. Sartorius, BioNTech and Co. have corrected strongly. But in the meantime, there are strong signs of a comeback - led by Morphosys. The share of the German biotech veteran has doubled since the beginning of April. MediGene and Evotec have also recorded price jumps. Are BioNTech and BioNxt Solutions next? Morphosys also continues to be praised by analysts. But Goldman Sachs wants to end the party.

Read

Commented by Fabian Lorenz on June 15th, 2023 | 08:00 CEST

Plug Power share unstoppable! BYD and Globex Mining are on the rise!

  • Electromobility
  • Hydrogen
  • Commodities

Three shares along the energy transition value chain: Plug Power is currently unstoppable. Yesterday, the stock of the hydrogen pureplay again gained around 5%. On a one-month horizon, the gain is now around 50%. And it could go on because Plug Power had fresh orders in its luggage at yesterday's analyst day. The BYD share has also regained momentum in recent weeks. If it manages to jump above USD 33.50, the way is clear for the time being. Globex Mining is also worth a closer look. With this share, investors can add a broad commodity portfolio to their portfolio and thus benefit from the super cycle in a risk-reduced manner.

Read

Commented by Fabian Lorenz on June 14th, 2023 | 07:00 CEST

Evotec, Morphosys, Defence Therapeutics: Strong biotech stocks

  • Biotechnology
  • Pharma

When thinking of strong biotech stocks in recent years, BioNTech likely came to mind initially. With the successful development of the COVID-19 vaccine, the Mainz-based company advanced to become the new industry high-flyer. But in the meantime, the Company has come back to reality. The coffers are bulging, but vaccine revenues are falling, and the development of the cancer pipeline will still take several years. Therefore, Evotec and Morphosys are currently celebrating a comeback. Analysts are hailing Evotec as the "Tesla of biotech," and price targets are rising. The Morphosys share has increased by more than 100% this year, and analysts believe the value is capable of even more. Due to positive news, investors can speculate on a rebound with Defence Therapeutics.

Read

Commented by Fabian Lorenz on June 8th, 2023 | 07:45 CEST

ChatGPT and AI revolution reaches defence stocks: Palantir, Hensoldt, Star Navigation Systems

  • AI
  • Defense
  • Software

The euphoria around ChatGPT and artificial intelligence (AI) is currently electrifying companies and stockbrokers. Chip manufacturer Nvidia is the high flyer of the current year. But high-tech and AI also play an increasing role in the defence and armament sectors. Palantir is also benefiting from this. The share has jumped recently but is still far from its all-time high. The US military has struck again at the software company. But analysts are putting the brakes on the euphoria. Hot stock Star Navigation could soon take off. And MDAX group Hensoldt has taken a stake in an AI specialist and is working on new defence systems.

Read

Commented by Fabian Lorenz on June 7th, 2023 | 08:00 CEST

Commodity shares with price potential: Bayer, K+S, and Almonty Industries in the analyst check

  • Mining
  • Tungsten
  • chemicals
  • fertilizer

There are no signs of a deep recession in the US at the moment, which is positive for commodity prices and the corresponding companies. What do analysts say? They see a price potential of over 170% for tungsten producer Almonty Industries. With the commissioning of the flagship mine in South Korea, revenues and profits should increase strongly from 2024. After K+S earned brilliantly last year, there is a lack of positive impulses this year. Several analysts have spoken out. Can the DAX-listed company make gains again? At Bayer, the euphoria surrounding the change in the board of directors has faded, and the share price is almost back to where it was at the beginning of the year. But analysts see significant upside potential.

Read

Commented by Fabian Lorenz on June 1st, 2023 | 08:45 CEST

JinkoSolar, BioNTech and First Phosphate with important updates: This is what moves the shares

  • Mining
  • phosphate
  • photovoltaics
  • Biotechnology

The energy transition is moving forward. In Germany, the traffic light government seems to have agreed on a new heating law. In the US, the agreement between Democrats and Republicans on the debt ceiling is a good sign for the industry because the promotion of environmentally friendly technologies depends on it. JinkoSolar and First Phosphate, among others, should benefit from this. Both companies have published important updates. There is also important news at BioNTech. However, these are not so positive. When will there be new impulses for the share?

Read