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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 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.

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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.

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Commented by Fabian Lorenz on July 30th, 2026 | 10:00 CEST

Analysts Turn Bullish: Multi-Bagger Potential? TeamViewer, Atoss Software and MustGrow Biologics

  • biologicals
  • agritech
  • mustard
  • Technology
  • Software

Created and Published on Behalf of MustGrow Biologics Corp.

GBC Research sees significant re-rating potential for MustGrow and its mustard-based biologicals platform. The analysts have set a price target of EUR 1.66, while the shares are currently trading at approximately EUR 0.19. By 2028, GBC forecasts earnings per share of CAD 0.11, excluding any potential profits from the company's collaboration with Bayer. For TeamViewer, analysts expect the second quarter of 2026 to mark the beginning of operational improvements, particularly in the enterprise customer segment, which they believe offers substantial growth potential. However, not all analysts share this optimistic view, with some remaining cautious on the German software company. Analysts are also bullish on Atoss Software. The key question now is whether the shares can climb to EUR 135.

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Commented by Fabian Lorenz on July 29th, 2026 | 07:30 CEST

Helsing IPO in 2027? Hensoldt Expands Drone Partnership as First Hydrogen Eyes Robotics Re-Rating

  • Hydrogen
  • cleantech
  • Drones
  • Defense
  • Robotics

Could Helsing go public as early as next year? The defence technology company is currently valued at a whopping USD 18 billion. To justify that valuation, Helsing is developing, among other things, the CA-1 Europa autonomous combat aircraft. Hensoldt is supporting this effort, and the partnership was recently expanded. Meanwhile, First Hydrogen is broadening its business model. CEO Balraj Mann increasingly views autonomous systems as a key technology in light of changes in the defence, security, and disaster response sectors. By building in-house AI expertise, the company aims to further develop its UGV program for autonomous navigation, situational awareness, and counter-drone capabilities, while simultaneously expanding its strategy at the intersection of clean energy, mobility, and robotics. If successful, these initiatives could provide the catalyst for a re-rating of the company's shares.

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Commented by Fabian Lorenz on July 28th, 2026 | 07:05 CEST

Turnaround Stocks with Up to 200% Upside? Renk, Eckert & Ziegler and Power Metallic Mines in Focus

  • PGMs
  • Copper
  • Electrification
  • Defense
  • Healthcare

Renk's shares have fallen by around 50% since October 2025. Has this created an attractive entry opportunity? Jefferies certainly believes so, assigning the stock a fair value of EUR 60. The company's upcoming half-year results are expected to be strong, with analysts anticipating an improvement in second-quarter margins. The company has reported operational success in the US. Power Metallic Mines could be on the verge of a strong rally. Copper, one of the world's most sought-after metals, is a key component of the company's world-class polymetallic deposit in Canada. Analysts see nearly 200% upside potential, while several important catalysts are expected in the near future. Meanwhile, Eckert & Ziegler has been in a downtrend for the past year. The market entry of a new competitor has weighed on the shares, but analysts believe investors' concerns are overdone.

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Commented by Fabian Lorenz on July 27th, 2026 | 07:40 CEST

Buy Recommendations for Almonty, Micron, and TKMS! Defense, Commodities, and Semiconductors with Upside Potential!

  • Defense
  • semiconductor
  • Commodities
  • Tungsten
  • hightech

Compelling buying opportunities are emerging across several sectors. In commodities, Almonty Industries stands out as it ramps up production at its tungsten mine in South Korea, with revenue and earnings expected to accelerate sharply in the second half of the year. Analysts forecast a net profit of CAD 854.6 million next year, implying a forward P/E ratio of just 4.34—a valuation many consider too low for the only significant Western tungsten supplier. Analysts recommend buying. TKMS appears well positioned among the struggling defense companies. Analysts highlight its substantial order backlog, which is expected to provide strong earnings visibility well into the 2040s. Micron remains a higher-risk opportunity. Following its historic share price rally, investors are concerned about potential overcapacity. Micron is also investing billions, but analysts remain reassuring.

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Commented by Fabian Lorenz on July 27th, 2026 | 07:20 CEST

Stocks to Buy Now? TeamViewer, Infineon and HPQ Silicon: AI, Semiconductors and Battery Technology in Focus

  • Silicon
  • Batteries
  • Hydrogen
  • AI
  • semiconductor

Has Infineon become a buying opportunity after it corrected over 20%? Analysts at mwb have at least withdrawn their Sell recommendation. They expect the German semiconductor company to deliver strong growth over the coming years, although they believe its valuation remains ambitious. HPQ Silicon currently appears more attractively valued. The Canadian technology company plans to begin commercializing various technologies this year, and recent news flow has been encouraging. A key question is whether it can achieve a breakthrough with its military-grade battery cell technology. As for TeamViewer, it remains to be seen whether the company will be among the winners or losers of the AI boom. Could a partnership with ServiceNow provide fresh momentum for the stock? The goal is not only to detect IT problems but also to increasingly resolve them automatically with the help of AI agents.

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Commented by Fabian Lorenz on July 24th, 2026 | 08:45 CEST

Energy Stocks Ride the AI Boom! Price Targets Rise! SMA Solar, Bloom Energy and RE Royalties in Focus

  • royalties
  • dividends
  • renewableenergy
  • Solar
  • Energy

Bloom Energy is not a stock for the faint of heart. Analysts believe the recent correction may have run its course and have raised their price targets accordingly. Analysts are also becoming increasingly optimistic about SMA Solar. The inverter specialist is winning over investors with its battery storage solutions, and management raised its full-year guidance following strong second-quarter results. RE Royalties is another beneficiary of the AI boom in the US. With its innovative business model, the company remains on a strong growth trajectory. The dividend yield exceeds 10%. However, management is dissatisfied with the stock's performance. Is the long-awaited catch-up rally about to begin?

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Commented by Fabian Lorenz on July 24th, 2026 | 08:35 CEST

North America is betting on nuclear power! Who stands to benefit? Siemens Energy, Cameco, Constellation Energy, and American Atomics

  • nuclear
  • Uranium
  • Electrification
  • Energy

North America is fully committed to nuclear power. In Canada, a flagship project featuring four small modular reactors (SMRs) is set to supply electricity to 1.2 million households. In addition, large nuclear power plants are also planned. The government is supporting this expansion—just as it is in the US. There, nuclear power capacity is set to quadruple by 2050, rising from the current level of around 100 GW to 400 GW. This presents investment opportunities for investors across the entire value chain, starting with uranium. New mining areas are urgently needed. In addition to Cameco as a core investment, American Atomics is an interesting option. The company is working to establish an integrated value chain. The latest developments in its flagship project are promising. But Siemens Energy also plans to capitalize on the boom. Although the German conglomerate does not supply reactors, it does provide steam turbines, generators, and other equipment for nuclear power plants.

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Commented by Fabian Lorenz on July 24th, 2026 | 07:00 CEST

Experts Recommend Buying Gold and Silver! Barrick Mining, Newmont, First Majestic Silver, and Desert Gold in Focus

  • Mining
  • Gold
  • Silver
  • Commodities
  • Investments

Is it time to buy gold and silver stocks again? Precious metals expert Markus Bußler, among others, believes so. According to him, the risk-reward ratio is attractive once more. Previously, JPMorgan had expressed a bullish outlook, setting a price target of USD 6,000 per troy ounce of gold. Although silver is still working its way toward a technical bottom, Bußler views the core investment First Majestic positively. He had previously been rather skeptical about Barrick. However, there may be positive news in August. Analysts at GBC Research believe Desert Gold's stock is poised for a summer rally. The company is launching gold production in a small section of its massive SMSZ project. The cash flows achievable there already exceed the company's market capitalization.

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