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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 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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Commented by Fabian Lorenz on July 23rd, 2026 | 08:05 CEST

Another Setback for Rheinmetall? DroneShield Sounds the Alarm as Volatus Aerospace Pushes Ahead

  • Drones
  • Defense
  • hightech
  • aerospace
  • geopolitics

Is the next German-French defence project headed for failure? In an interview with Welt am Sonntag, Rheinmetall CEO Armin Papperger warns of a possible French withdrawal from the MGCS ground combat system planned with Germany. This would mark the second major strategic setback for Rheinmetall. Drone specialist Volatus Aerospace is currently beating the drum hard to keep its order pipeline full. In the UK, the company is currently showcasing its expertise in aviation, autonomous systems, aerial reconnaissance, training, and mission support. Previously, Volatus had demonstrated its solutions in Canada, where the Arctic and maritime regions place special demands on robust, networked security solutions. The threat posed by drones is growing, yet many airports and operators of critical infrastructure appear to be inadequately prepared. A new study by DroneShield reveals significant gaps in detection, defence, and legal authority.

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Commented by Fabian Lorenz on July 20th, 2026 | 07:15 CEST

Bloodbath in Chip Stocks Triggered by Margin Calls? Infineon, Aixtron, LPKF Laser—Is Zefiro Methane Headed for a Golden Future?

  • methane
  • OrphanWells
  • chips
  • semiconductor
  • AI
  • Energy

Following the historic rally, semiconductor stocks have recently suffered a brutal sell-off. It was not just SK Hynix, Samsung, and SanDisk that came under heavy pressure. German chip-related companies such as Infineon, Aixtron, and LPKF Laser have also lost up to 50% of their value. The decline appears to have been amplified, at least in part, by margin calls in South Korea. What does this mean for going forward? Will the AI boom drive semiconductor stocks higher again? One lesser-known beneficiary of the construction of data centers and energy infrastructure is Zefiro Methane. The company specializes in the remediation of abandoned oil and gas wells, a multi-billion-dollar market in the US. Surging energy demand from the AI sector is creating additional demand for the company's services and could ultimately support higher profit margins. The new partnership with the Well Done Foundation could provide another catalyst, accelerating the company's growth trajectory.

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Commented by Fabian Lorenz on July 20th, 2026 | 07:00 CEST

Nel ASA Reports Dismal Results! ITM Power Enjoys a Cash Windfall! Is dynaCERT Poised for Multi-Bagger Returns?

  • Hydrogen
  • cleantech
  • renewableenergy

When an established company posts a quarterly loss that exceeds its revenue, it is fair to describe the results as dismal. That is exactly what happened at Nel ASA. Against this backdrop, the slight decline in the share price can almost be viewed as positive. That said, not everything in the quarterly report was negative. Analysts view developments at dynaCERT positively. If the company succeeds in commercializing its fuel- and emissions-saving technology, the stock could deliver multi-bagger returns. Management currently sees particularly strong growth opportunities in Asia, where the company has already secured its first major orders. Meanwhile, ITM Power's shares have roughly halved in value in recent months. The market's enthusiasm surrounding the partnerships with Rheinmetall and Deutsche Bahn persisted for quite some time. At least the British company can now celebrate a significant cash windfall.

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Commented by Fabian Lorenz on July 17th, 2026 | 09:00 CEST

The End of Siemens Energy? SMA Solar Looks Ahead with Confidence! American Atomics: A Stock for the Uranium Rally!

  • nuclear
  • Uranium
  • Energy
  • Solar
  • renewableenergy

The stage appears to be set for another uranium rally. Prices are rising again, while experts expect a significant expansion of global nuclear power capacity—and, with it, growing uranium demand. Against this backdrop, American Atomics stands out as an attractive speculative addition to a diversified portfolio. Two exciting projects in the US are expected to generate news flow in the second half of the year and drive the stock higher. Until nuclear power plants can fully meet the soaring energy demands of artificial intelligence, data centers will rely heavily on gas-fired power generation. This is the foundation of Siemens Energy's success. Now, one of Germany's most impressive growth stories of recent years is set to continue under a new corporate name. Meanwhile, SMA Solar is staging a comeback. In a recent interview, the company's CEO explains how the solar company is positioned and looks confidently toward the future. Analysts see further upside potential.

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