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Nico Popp

  • Small-Caps

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 6th, 2023 | 09:44 CEST

Energy turnaround for your portfolio: RWE, GoviEx Uranium, Nordex

  • Mining
  • Uranium
  • renewableenergies
  • nuclear

Clean energy is a dream for humanity. Property owners can fulfil the dream of clean energy by installing photovoltaic systems. But what about when large industrial companies, such as BASF, need electricity? While renewable energy has to be stored temporarily, nuclear power plants deliver reliably. The technology, which is frowned upon in Germany, is currently experiencing a revival worldwide. We explain which forms of energy also have a future for investors.

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Commented by Nico Popp on April 5th, 2023 | 12:30 CEST

Crisis comeback? There is a solution! Deutsche Bank, Vonovia, Globex Mining

  • Mining
  • Gold
  • Silver
  • Commodities
  • Banking
  • RealEstate

March was a dark month for the shares of Deutsche Bank and Vonovia - the prices of both companies fell by more than 20%. In recent weeks, the uncertainty surrounding banks and real estate companies was too great. At the same time, the gold price rose significantly and even surpassed the USD 2,000 mark. We look at what the contrasting price movements mean and where laggards can be found.

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Commented by Nico Popp on April 5th, 2023 | 08:05 CEST

Opportunities for latecomers: Rheinmetall, BYD, Almonty Industries

  • Mining
  • Tungsten
  • Electromobility
  • armaments

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

  • Biotechnology
  • Cancer

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

  • Hydrogen
  • fuelcell
  • Technology

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

  • Mining
  • Uranium
  • chemicals
  • RealEstate

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

  • Mining
  • Phosphate
  • Electromobility
  • Sustainability

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

  • Biotechnology
  • Pharma

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

  • Hydrogen
  • GreenTech
  • subsidies

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"

  • Phosphate
  • Battery Metals
  • 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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