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 September 26th, 2023 | 07:20 CEST
Dry spell despite the Housing Summit? New safe havens ahead! Aroundtown, Vonovia, Globex Mining
Shares in real estate companies are once again on the rise. The reason: the interest rate break is here, and with it, the hope of falling capital costs. At the same time, industry representatives and the German government are struggling to find solutions at the Housing Summit. We shed light on the current situation in the real estate market, explain why politicians' promises are of little use and highlight alternatives in an industry that is currently in vogue for several reasons.
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Commented by Nico Popp on September 21st, 2023 | 07:00 CEST
Turnaround cancelled? Where 100% is possible: Varta, BYD, Manuka Resources
When soccer players move to a better team, it usually comes with higher earnings. Sometimes, the training is more intense, and the tasks off the pitch are more extensive. It is no longer comparable to the idyllic life at their former club. Athletes are then faced with the question, "Give up or bite the bullet?" The situation is similar for battery pioneer Varta, which is implementing its e-car plans with Porsche, of all companies. The sports car manufacturer offers major growth opportunities but is also considered meticulous among engineers. We highlight Varta's stock, take a look at BYD and outline opportunities at a company many have never heard of!
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Commented by Nico Popp on September 20th, 2023 | 08:10 CEST
Investing in Value Chains - The End for an Institution: AMS Osram, Volkswagen, Almonty
For years, the Transparent Factory in Dresden was a symbol of confidence at the end of the 1990s: Volkswagen wanted to catch up with the premium class in the modern car factory and had the Phaeton luxury sedan rolling off the production line there until 2016. After several years, during which the ID.3 electric car was manufactured there, the site is on the brink of closure - at least as a production facility. The property in the Elbe metropolis is too chic for VW not to find another use for it. The automotive industry is also undergoing change elsewhere. We outline three current cases and highlight possible investment opportunities.
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Commented by Nico Popp on September 19th, 2023 | 08:25 CEST
Interest rates at a high - What to consider now: Deutsche Bank, Vonovia, Viva Gold
The European Central Bank (ECB) recently raised interest rates by 25 basis points. For many market observers, this could mean that the benchmark interest rate within the Eurozone has reached its peak. In the US, the signs also point to a pause in interest rates. Here, we explain what this means for various asset classes and how investors should navigate the high-interest rate environment. Additionally, we will explore an interest-free alternative that has its merits for various reasons.
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Commented by Nico Popp on September 14th, 2023 | 07:45 CEST
Interview with Klimat X: "The market for CO2 certificates could increase tenfold by 2030"
In 2010, James Tansey played a crucial role in making the Vancouver Olympics carbon-neutral. After that, the environmental scientist worked as a professor and advised affluent clients on sustainable investments. James also helped establish the Great Bear Rainforest carbon project in the temperate rainforests of British Columbia, which protects 6.4m hectares of rainforest and benefits the First Nations communities. Today, Tansey is CEO of Klimat X. The Company protects forests and mangrove areas to generate carbon credits. In this interview, Tansey explains how the business model works, how the Klimat X team is able to convince potential investors with facts and figures on climate change solutions, and why the CEO believes his company is excellently positioned to benefit from the exorbitant growth of the CO2 certificate market.
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Commented by Nico Popp on September 13th, 2023 | 08:30 CEST
Biotech: Poison cocktail or miracle cure? Defence Therapeutics, MorphoSys, Pfizer
Biotech stocks represent both light and dark. At the end of 2020, BioNtech turned the tide of the pandemic with its Comirnaty vaccine. But many shareholders have also had to endure losses. An example of a loss-maker is the share of the SDAX stock MorphoSys. Between 2020 and 2022, the share lost more than 80%. But what were the reasons for the decline? Are there biotech companies that offer better prospects? We shed light on three stocks from the biotech and healthcare sectors.
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Commented by Nico Popp on September 12th, 2023 | 08:25 CEST
Wirecard 2.0 for AI industry? Deutsche Bank, Commerzbank, Desert Gold
It is currently little more than a sequence of events and backgrounds. Nevertheless, the video, published at the end of last week, has great explosive power. Is there a rigged game going on around one of the largest companies in the world? Are greedy hedge fund managers lining their pockets with dubious schemes? And above all, are these events sending us into a disaster compared to which the collapse of Wirecard is a non-event? We assess the situation, provide insights and point out alternatives.
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Commented by Nico Popp on September 6th, 2023 | 09:30 CEST
Interview Power Nickel: "The market has not yet come close to realizing the new potential"
Power Nickel stands for NISK, a promising nickel project in Quebec, Canada. Recently, the Company entered into an extensive partnership with the nickel specialist CVMR Corp. Power Nickel CEO Terry Lynch explains how his Company can benefit from the deal in the short term, why new options along the value chain are realistic for Power Nickel, and why, in his opinion, the stock is far from being fairly valued.
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Commented by Nico Popp on September 6th, 2023 | 09:00 CEST
Insider report shocks investors: Volkswagen, Mercedes-Benz, Altech Advanced Materials
The ongoing international decline of German automakers is a recurring theme in the media. In reality, the consequences could be fatal for companies and Germany as a whole. An insider report from the German automotive industry reveals where the biggest problems lie and in which areas Chinese competitors have already outpaced Volkswagen, Mercedes-Benz and Co. Additionally, it delves into what is crucial for a comeback of the German automotive industry.
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Commented by Nico Popp on September 5th, 2023 | 07:40 CEST
Climate revolution hanging by a thread: Siemens Energy, BASF, Manuka Resources
Most people agree that the economy must become climate-neutral. However, despite promising technologies, the path to climate neutrality is not without obstacles. Handelsblatt newspaper now quotes a joint study by three institutes, according to which seven raw materials are needed to master the transformation of the economy. These include graphite, rare earths, nickel, cobalt, iridium, lithium and manganese. The scientific community also recommends that policymakers promote the entire value chains of key technologies. We look at what this means and where investors can look for opportunities.
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