At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories. That it depends thereby less on large names, but on the future potential and whether the market also recognizes these perspectives, was one of its first learnings at the stock exchange.
On these pages, Nico examines current events at listed companies and takes a closer look at companies that are traded under the radar of the market, in addition to well-known securities.
In order to be able to take advantage of speculative opportunities on the stock exchange, Nico not only focuses on a balanced asset allocation of defensive and opportunity-oriented securities, but also on an intact risk management. "In addition to position size and entry in several tranches, investors should also develop a sense of timing and get to know a stock better before investing," says the columnist.
Commented by Nico Popp
Commented by Nico Popp on May 30th, 2025 | 10:15 CEST
Defense boom, tungsten shock, Nasdaq listing: Is Almonty the most exciting stock of 2025?
Many investors dream of getting in on a stock at the right time - just before it takes off. Shares in tungsten producer Almonty Industries have already staged a unique rally this year. The revaluation is, therefore, in full swing. But how much further can the stock go? While analysts at Sphene Capital see further upside potential of 100%, events are unfolding rapidly – at Almonty and around the world. We explain what makes Almonty Industries such an interesting investment story.
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Commented by Nico Popp on May 29th, 2025 | 07:30 CEST
"Best-in-Class" – How sustainability generates returns: Rio Tinto, Barrick Gold, and Power Metallic Mines
Large commodity companies such as Rio Tinto and Barrick Gold regularly had to listen to criticism at their annual general meetings: Activist shareholders and investors with a long-term focus called for greater sustainability. And not without reason: In 2020, mining was responsible for 4 to 7% of greenhouse gas emissions. A lot has happened since then. Regulatory requirements and investment principles, such as the "Best-in-Class" approach, reward innovators in the field of sustainability. We explain how ESG can boost returns in mining.
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Commented by Nico Popp on May 29th, 2025 | 07:00 CEST
The next AI revolution is being spearheaded by these hidden champions: Palantir, NetraMark, Roche
Are you still working the same way you did five years ago? Let's be honest: AI has changed a lot. The opportunities are enormous, especially in biotechnology. Already in 2024, one in four venture capital dollars for AI projects went to the healthcare sector, according to Silicon Valley Bank. Although around 80% of the industry already works with AI, there is a wide range of applications, with significant differences between experiments and groundbreaking innovations. We present three AI beneficiaries from the healthcare sector and explain how investors can profit.
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Commented by Nico Popp on May 28th, 2025 | 06:55 CEST
Smart innovations for strong returns: BioNTech, BioNxt Solutions, and Siemens Healthineers
For a new drug to hit the market, it has to outperform existing alternatives – so innovation is key for biotech companies. In medical technology, too, innovations must first and foremost benefit patients. However, research and development are expensive. We analyze how BioNTech, BioNxt Solutions, and Siemens Healthineers are driving innovation and what that means for investors.
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Commented by Nico Popp on May 27th, 2025 | 07:00 CEST
This commodity rule no longer applies: Barrick Gold, BHP Group, Globex Mining
The mining industry is undergoing change: ESG criteria are playing an increasingly important role. Megatrends such as the electrification of mobility and industry are changing global demand for commodities. At the same time, security of supply is becoming more critical due to increasing geopolitical tensions. Today, we take a look at three companies – Barrick Gold, BHP Group and Globex Mining – and explain why investors need to rethink their approach to commodity stocks, as old principles no longer apply in today's market.
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Commented by Nico Popp on May 23rd, 2025 | 07:00 CEST
The low-cost electric vehicle is here! Opportunities at BYD, Albemarle Corporation, and European Lithium
The Dolphin Surf is set to be a game-changer for BYD. For the first time, a compact electric vehicle costs less than EUR 20,000. It features modern technology without compromise. The Chinese electric vehicle manufacturer is striking a chord with buyers who have long wished for an affordable electric vehicle for city driving. We explain what this means for the European electric vehicle market and where investors can seize opportunities now.
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Commented by Nico Popp on May 22nd, 2025 | 07:15 CEST
Hydrogen: Solutions instead of pipe dreams – Ballard Power, Plug Power, dynaCERT
Do you remember the market five years ago? Stock prices knew no limits. Hydrogen companies in particular were considered the next big thing. And today? The era for grand visions is over. When it comes to hydrogen, what is needed now are tangible solutions that work immediately and pay off quickly. We take a closer look at the business models of Ballard Power, Plug Power, and dynaCERT - and we do not shy away from evaluating the stocks either. Which hydrogen stock is delivering returns right now?
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Commented by Nico Popp on May 22nd, 2025 | 07:05 CEST
Three megatrends, one stock: Volatus Aerospace – Making millions with drones
Drones are transforming entire industries and are being used in more and more sectors. According to the Global Drone Industry Review market study, the number of commercial flight hours logged by drones rose by 42% to 10.8 million in 2024. Asia remains the region with the most drone flights. North America and Europe have some catching up to do. Canadian drone company Volatus Aerospace operates in several growth sectors and offers investors the opportunity to participate in the development of the commercial drone market with just one investment.
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Commented by Nico Popp on May 15th, 2025 | 07:05 CEST
Stable earnings – These cloud providers make portfolios robust: Apple, Spotify, MiMedia Holdings
Customers come and go. Restaurants have to win over their clientele anew each time. But it is different with digital subscriptions: we are willing to pay for our daily dose of music or our photo archive in the cloud. Even when prices rise, many customers are reluctant to switch to the competition. For companies like Apple, Spotify, and MiMedia Holdings, this creates the ideal conditions for stable earnings and future growth. We take a closer look at the three companies and explain how investors can seize opportunities.
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Commented by Nico Popp on May 13th, 2025 | 07:10 CEST
The fight against cancer as a billion-dollar opportunity: BioNTech, Merck, and Vidac Pharma
Cancer is the scourge of our time. However, significant progress has already been made in recent years. In addition to significantly improved traditional therapies, individualized treatment approaches such as immunotherapy are repeatedly proving successful in curing patients. This trend is set to continue. Experts such as the investors at Candriam and market researchers at Spherical Insights foresee enormous growth – the market for cancer drugs could see double-digit annual growth by the 2030s. Market leaders such as BioNTech and Merck, as well as insider tips like Vidac Pharma, stand to benefit.
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