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 May 15th, 2024 | 07:00 CEST

Horror at Plug Power! The cash registers are ringing at TUI and Carbon Done Right Developments!

  • Sustainability
  • Hydrogen
  • fuelcell
  • Travel

The stock market is sometimes crazy. Plug Power reported a slump in sales and further increasing losses, yet the share price can rise significantly. Is this the turnaround for the hydrogen share? What caused the share price to rise? In contrast, the cash registers are ringing at TUI and Carbon Done Right Developments. The latter is benefiting from milestone payments from oil giant BP for a reforestation project to improve its environmental footprint. And business is also booming at TUI. The tourism group will present its financial results today, and the outlook for the summer season should be positive. Analysts see 50% upside potential.

Read

Commented by Fabian Lorenz on May 9th, 2024 | 08:00 CEST

Stocks facing revaluation! Nel ASA, Bayer, Power Nickel with potential

  • Mining
  • Gold
  • Silver
  • Nickel
  • Pharma
  • renewableenergies

Relief for Bayer. In the US, the Company has won a victory in the dispute over compensation for illnesses caused by the chemical PCB. Is it groundbreaking and the start of a revaluation of the share? A revaluation already seems to be underway at Power Nickel. Following sensational drilling results, the share price soared. Surprisingly, gold, silver and copper were also found. Against this backdrop, the share appears to be favorably valued. Does this also apply to Nel? After all, the share price has risen by around 20% in just a few weeks. Is there new hope for the hydrogen pioneer? Or are today's figures from industry peer Plug Power threatening a new sell-off?

Read

Commented by Fabian Lorenz on May 8th, 2024 | 06:45 CEST

BUY RECOMMENDATIONS! Are Evotec, Super Micro Computer, and Royal Helium about to take off?

  • Mining
  • Helium
  • AI
  • Biotechnology

Evotec's share price has plummeted by around 50% this year. Consequently, the stock is among the year's losers. However, several buy recommendations are raising eyebrows. Is the turnaround imminent? The Royal Helium share is also ripe for a turnaround. The little-known noble gas is used in the defense industry, medical technology and for quantum computers, among other things. Royal Helium aims to transition from an explorer into a producer and has enlisted strong partners to achieve this. Will the share see a breakthrough after the ongoing capital increase? And what about Super Micro Computer? The AI high-flyer seems to have overcome its phase of weakness. Is it now heading for new all-time highs?

Read

Commented by Fabian Lorenz on May 2nd, 2024 | 07:00 CEST

Profit more than doubled! Barrick Gold, Nel shares, Globex Mining ripe for take-off

  • Mining
  • Gold
  • Commodities
  • renewableenergies

While defense and AI stocks have already performed brilliantly this year, there are also stocks with catch-up potential. One of these is Barrick Gold. Despite a record gold price, the shares of one of the world's leading gold producers are trading at 2019 levels. Will the latest quarterly results bring a breakthrough? In any case, profits have more than doubled, exceeding analyst estimates, and the Company continues to expand. Also gaining momentum in recent weeks is the share of Globex Mining. The mining incubator offers a unique diversification opportunity in the commodities sector. The news flow is convincing and could continue to drive the share further. The Nel share also needs a boost. The hydrogen pioneer can look forward to a major order. Could this trigger a turnaround in the share price?

Read

Commented by Fabian Lorenz on April 24th, 2024 | 07:30 CEST

Is China getting serious? Rheinmetall and Almonty Industries profit! Varta share on the brink?

  • Mining
  • Tungsten
  • Defense
  • armaments
  • renewableenergies

Is China really preparing for an attack on Taiwan? It is well known that China is massively increasing its gold reserves. But why tungsten, too? After all, China itself is the largest producer of this raw material, which is not only in demand in the arms industry. However, as noted recently by the CEO of Almonty at an investor conference, the Chinese are currently buying large quantities of tungsten. We can only speculate about the reasons behind this. What is clear is that the Western world needs to secure its tungsten supply. Almonty Industries is already producing in Europe and plans to commission a huge tungsten mine in South Korea later this year. Revenue and profits should then rise sharply and lead to a revaluation of the share. Rheinmetall has undergone a revaluation in the past two years. Can it reach EUR 600? Varta, on the other hand, is on the brink. Analysts do not see any upside, even at the current price level.

Read

Commented by Fabian Lorenz on April 23rd, 2024 | 07:00 CEST

TAKEOVER FEVER for biotech shares! Evotec, Bayer, Vidac Pharma - Who will follow Morphosys?

  • Biotechnology
  • Pharma
  • Innovations
  • Cancer

There is takeover fever in the biotech sector. Genmab recently announced the acquisition of ProfoundBio, the US biotech company developing ovarian and endometrial cancer drugs, for USD 1.8 billion. With Morphosys, the takeover carousel is also turning in Germany. Who is the next candidate? Evotec is often mentioned. Due to unauthorized insider trading, the biotech company's shares have come under fire this year and offer an interesting entry opportunity. Vidac Pharma also impresses operationally. The Company's new approach has the potential to revolutionize cancer treatment. The study results of the past few months are very promising. Bayer shares surprised investors yesterday as one of the day's winners in the DAX. Is the Leverkusen-based company's stock about to take off?

Read

Commented by Fabian Lorenz on April 16th, 2024 | 07:55 CEST

Drumbeat at TUI! Caution with Renk and Nel! dynaCERT Stock with Potential!

  • Hydrogen
  • Travel
  • Defense
  • armaments

A drumbeat is sounding at TUI! In an interview, the tourism group's CFO hints that shareholders can soon look forward to a dividend again. On the other hand, tensions in the Middle East are causing short-term uncertainty in tourism shares. Conversely, defense stocks are once again benefiting from the possibility of an escalation. However, analysts currently see little further potential for Renk. The retrofit kits from dynaCERT offer great potential for reducing emissions from diesel vehicles. If VERRA clears the way for CO2 certificates, the share could go through the roof. Is the Company preparing for this with a personnel change? In contrast, the Nel share seeks support, and tomorrow promises to be exciting.

Read

Commented by Fabian Lorenz on April 16th, 2024 | 07:20 CEST

Plug Power deeply in the red! Thyssenkrupp Nucera and First Hydrogen shares with positive newsflow and upside potential!

  • Hydrogen
  • greenhydrogen
  • GreenTech
  • renewableenergies

Not only is Plug Power's share price in the red, but also its earnings for the year 2023. Losses at the US company are still growing faster than revenue. Together with its struggling industry peer, Nel ASA, Plug is dragging down the entire hydrogen sector. However, there are positive developments. For example, the hydrogen-powered fuel cell commercial vehicle from First Hydrogen in England has impressed in test drives under real conditions. The Company is currently valued at only CAD 50 million and offers an entry opportunity. Analysts also see more than 100% upside potential for Thyssekrupp Nucera. Is the wheat separating from the chaff in the hydrogen sector?

Read

Commented by Fabian Lorenz on April 11th, 2024 | 07:30 CEST

Panic at AIXTRON and NEL! Is Kraken Energy an AI beneficiary?

  • Mining
  • Uranium
  • nuclear
  • renewableenergies
  • AI

AIXTRON shares lost more than 5% yesterday. In addition to the price slide on the NASDAQ, a negative analyst comment added to the negative sentiment. Both the rating and target price of the AIXTRON share were significantly reduced. The same applies to Nel. The hydrogen specialist's recovery attempt was mercilessly stifled, and the share lost over 15%. The lack of incoming orders, in particular, is making analysts nervous. In contrast, Kraken Energy could soon be seen as an AI beneficiary. After all, Elon Musk is not the only one warning of an energy crisis and calling for the expansion of nuclear energy. Voices are getting louder that the computing power required for artificial intelligence will cause energy consumption to explode. In order to prevent a blackout, many countries are turning to nuclear power.

Read

Commented by Fabian Lorenz on April 11th, 2024 | 07:00 CEST

Out of defense, into gold!? Renk, Barrick Gold, Desert Gold

  • Mining
  • Gold
  • defense
  • armaments

On Tuesday, German defense stocks were shaken briefly and sharply. In a flash crash, Renk, Rheinmetall and Hensoldt fell by more than 10%. This indicates that defense stocks have run hot. The future prospects for the companies are undeniably positive, but a consolidation is in order. Gold is an entirely different story. The price of the precious metal is at record levels, but the shares of gold producers are still a long way from their 2020 highs. This applies to the heavyweights like Barrick Gold and Endeavour Mining, but even more so to the explorers. One of the promising explorers is Desert Gold. The Company operates in an attractive region, is on the verge of becoming a Tier 1 mine producer, and is a takeover candidate. Barrick Gold is one of many companies that could make a move on Desert Gold.

Read