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 8th, 2025 | 07:00 CEST
Data as a return booster: NetraMark, BioNTech, and Palantir Technologies
It is common knowledge by now that data is the raw material of the 21st century. However, only a few truly understand the many ways in which this digital raw material can now be processed. Today, we present three companies - NetraMark, BioNTech, and Palantir Technologies - whose business models stand to benefit significantly from modern data processing and AI. We also examine whether there is any potential for collaboration between these companies.
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Commented by Nico Popp on May 7th, 2025 | 07:00 CEST
Will dynaCERT save German industry?
The future is traded on the stock market. However, while prototypes and small-scale production fuel investor imagination, only concrete orders generate profits. Canadian hydrogen company dynaCERT is currently in an exciting phase. The Company went on a customer acquisition drive at the Munich construction and mining trade fair (Bauma). Find out what events are planned for the coming weeks and months and which industries, particularly in Germany, are being considered potential partners for dynaCERT.
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Commented by Nico Popp on May 6th, 2025 | 07:10 CEST
Almonty: Why tungsten is the most critical of all metals
Tungsten producer Almonty Industries shares are among this year's high flyers - rising from EUR 0.61 to EUR 1.56. There are many reasons for this: the imminent opening of Almonty's Sangdong mine in South Korea comes at a time of extreme geopolitical volatility, including a tariff and raw materials war and the gradual erosion of NATO. However, there are further reasons why tungsten is currently in such high demand. What role does China play in this, and do stocks like Almonty still hold more upside potential?
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Commented by Nico Popp on May 5th, 2025 | 07:10 CEST
Lithium Made in Europe: European Lithium, SQM, Stellantis, and the supply chains of the future
Electromobility is booming - but without lithium, there are no batteries, and without batteries, there is no mobility transition. While major corporations like SQM from Chile dominate the market, European Lithium is working to make Europe more independent. At the same time, manufacturers such as Stellantis are establishing local supply chains to decouple themselves from global supply risks. We outline the situation in the lithium market and take a European perspective.
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Commented by Nico Popp on May 1st, 2025 | 07:00 CEST
Raw materials for the future: What Power Metallic Mines, Barrick Gold, and Albemarle offer investors
Whether for the energy transition, digitalization, or the infrastructure of tomorrow, the world's hunger for raw materials is growing. Power Metallic Mines, Barrick Gold, and Albemarle are prime examples of tomorrow's raw material suppliers – from classic exploration to specialty metals for the green transformation. The three business models are different, but where do the most significant opportunities lie for investors? We provide new answers!
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Commented by Nico Popp on April 30th, 2025 | 07:00 CEST
The future of digital content: MiMedia, Dropbox, and Amazon in the race for data sovereignty
Cloud services are simple and incredibly useful. Whether it is photos from past vacations, data from a long-term project from 2020, or the baking recipe Grandma sent us years ago via WhatsApp - all this information is now just a few swipes away. However, the more personal data we store online, the greater the risk. More and more customers are focusing on security. We look at the business models of cloud service providers MiMedia, Dropbox, and Amazon.
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Commented by Nico Popp on April 29th, 2025 | 07:00 CEST
The future of mobility: From driver's licenses to platform economies – 123fahrschule, BYD, Uber
The vehicle is still sacred to many people – anyone who has seen how intensely family fathers with 40-hour workweeks care for their vehicles during Saturday car washes knows this. But mobility is also changing: today, we like to use bicycles or e-scooters for short distances. In many cities around the world, mobility providers such as Uber have also made taxi rides affordable. We shed light on the future of mobility and show what BYD, Uber, and the young German company 123fahrschule have to do with it.
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Commented by Nico Popp on April 28th, 2025 | 07:05 CEST
Hope for German industry: Amazon, Cameco, and First Hydrogen
Political stock markets are short-lived, and the world keeps turning. Even if the current US administration is shaking this principle to its core, there are many indications that the trend toward green transformation will continue. A prime example: In Germany, the "Heating Act" is being loudly repealed, but its effects remain. Oil and gas are becoming increasingly expensive, and renewable solutions continue to be the preferred choice. The transformation is also progressing in industry – in the case of hydrogen specialist First Hydrogen, even more ambitiously than before.
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Commented by Nico Popp on April 25th, 2025 | 07:20 CEST
US biotechs under pressure – Where opportunities now lie: BioNTech, Pfizer, and Vidac Pharma
The biotech world is in turmoil. The dispute between US President Donald Trump and the elite Harvard University is just the tip of the iceberg – thousands of researchers in the US are upset about the interference in their academic freedom. Research funding is being cut because of supposedly incorrect wording in applications. Entire degree programs are being put on hold because they do not fit into the worldview of the new US administration. The National Security Commission on Emerging Biotechnology (NSCEB) is warning of dire consequences for the US economy. Is the United States losing its status as a biotech mecca?
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Commented by Nico Popp on April 24th, 2025 | 07:30 CEST
Germany Inc. as the last hope? Volkswagen, Bayer, Globex Mining
Germany's economy is facing its third consecutive year of contraction. The automotive industry is struggling with competition from China, and Bayer is grappling with past acquisitions, looming tariffs, and other challenges. Now, Bayer shareholders are even being asked to inject new capital. Is the German industry working with politicians to find long-term solutions? Not a chance! The days of Germany Inc. seem to be over. We look at how investors can seize opportunities in this complex situation.
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