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 April 5th, 2023 | 08:05 CEST
Opportunities for latecomers: Rheinmetall, BYD, Almonty Industries
The Rheinmetall share has been on a rollercoaster ride since the outbreak of the war in Ukraine. Recently, however, the share price has risen significantly. We explain the further perspective, provide alternatives, and shed light on a possible insider tip. In advance, it should be noted the opportunities beyond well-known stocks are great. However, investors need to consider a few details.
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Commented by Nico Popp on April 4th, 2023 | 17:04 CEST
Race against cancer: BioNTech, Bayer, Defence Therapeutics
BioNTech first became known to the general public about three years ago. At that time, the pandemic was rampant and the first vaccine plans were making the rounds in the media. Among all the big names, BioNTech was initially one of many options for the public. In the meantime, the Company has become so dominant in Germany that the competition has been left behind. We look at what this means for investors and the pharmaceutical industry.
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Commented by Nico Popp on April 3rd, 2023 | 15:59 CEST
Range of up to 2,000 km - Hydrogen comeback? Volkswagen, dynaCERT, NEL
Car manufacturers like Volkswagen apply for a whole series of patents every year. Many of them never become relevant. A few months ago, however, Volkswagen and a partner company filed a hydrogen patent that is quite something. There is talk of a fuel cell that, thanks to a ceramic membrane, is more efficient and enables ranges of up to 2,000 km for one tankful. Will the patent bring about the hydrogen revolution in private transport? We analyse the situation and look at three listed companies.
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Commented by Nico Popp on March 29th, 2023 | 08:15 CEST
Market failure! Highs and lows at BASF, Myriad Uranium, Vonovia
We all know efficient markets from the textbook. There, buyers and sellers always come together - and in the end, there is no apple left over. In reality, markets are highly complex and are sometimes dependent on external factors that can change everything overnight. Today we look at BASF's business in China, the real estate market and the emerging market for uranium.
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Commented by Nico Popp on March 28th, 2023 | 07:36 CEST
E-cars - Out of a dream! BYD, BMW, First Phosphate
While German politicians are still discussing the end of the internal combustion engine, major car companies have long since made up their minds. The future is electric. But the mobility revolution is far from being a done deal! We explain where there are still pitfalls and why a small company from Canada could soon be sitting at the big levers to make the dream of clean e-mobility come true for everyone.
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Commented by Nico Popp on March 27th, 2023 | 09:26 CEST
Cost pressure in the healthcare system - how you benefit: Bayer, BioNxt, BioNTech
What do you think of the German healthcare system? While doctors regularly grumble about bureaucracy and patients about long waiting times or other inconsistencies, a new divide is opening up between pharmaceutical companies. Research-based pharmaceutical companies favour long patent protection, while generics manufacturers want more lax rules. We explain the system and highlight opportunities for investors.
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Commented by Nico Popp on March 22nd, 2023 | 10:42 CET
Subsidies beckon, shareholders profit: Volkswagen, NEL, First Hydrogen
Money from the state comes in handy for many companies. This is especially true when the challenges are great, and the capital requirements are immense. For large industrial companies, subsidies have always been part of the package. Just recently, Volkswagen, for example, picked up money in South Carolina. We explain in which industries there is also something "to be had" for shareholders.
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Commented by Nico Popp on March 22nd, 2023 | 07:00 CET
Interview First Phosphate: "We are breaking new ground in processes and ESG"
Lithium iron phosphate batteries have become widely used in e-cars. Currently, China dominates the phosphate market and mines and processes the material in a way that is anything but environmentally friendly. First Phosphate relies on high grades and state-of-the-art strategy to cover large parts of the phosphate value chain. John Passalacqua, CEO and Director of First Phosphate, explains the framework and key data and shows why First Phosphate's plans are almost unique.
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Commented by Nico Popp on March 21st, 2023 | 09:40 CET
Bank quake? Time to think outside the box! Commerzbank, Manuka Resources, Deutsche Bank
What a week! Eight days ago, we mentioned Credit Suisse as the supposed crisis bank and speculated: "It is quite possible that there will be a consolidation of the industry in the next few weeks and that problem banks will be taken over by market competitors." You know the result. But what does this mean for investors? We think one step further!
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Commented by Nico Popp on March 20th, 2023 | 08:00 CET
BYD, Defense Metals, JinkoSolar - Energy transition reloaded! This is what matters now
If you order a new photovoltaic system today, you cannot avoid products from China. Even German brands often work with Chinese partners and benefit from local technology at favorable prices. But the energy transition is facing a turning point: The gap between East and West is getting deeper and deeper. We look at what this means for companies in the sector and where opportunities could arise.
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