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 July 12th, 2022 | 06:00 CEST
Interview with Tocvan Ventures: "High gold content and low costs have convinced professional investors despite the crisis”.
Tocvan Ventures has come up with several impressive developments in recent weeks: In addition to obtaining financing despite a challenging market environment, the gold prospector identified new zones of mineralization on both its projects in Mexico. The grades have caused a stir within the mining scene. In an interview, CEO and geologist Brodie Sutherland explains why Tocvan Ventures has two hot irons in the fire, what role Mexico plays as a location, and how the team intends to continue creating value in the future.
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Commented by Nico Popp on July 11th, 2022 | 15:29 CEST
What if everything turns out well? Nordex, Aspermont, Deutsche Bank
The R-word is currently doing the rounds - and is playing a major role in ensuring that the downward economic spiral accelerates even faster. Yet the US economy is still doing well. Although economic data always refers to the past, the purchasing managers' index and labor market data speak a clear language. A recession looks different. But why is the stock market sky still not full of violins after last week's correction? We take three stocks as examples and do the comeback check for the stock market.
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Commented by Nico Popp on July 7th, 2022 | 14:13 CEST
Protect your capital! Crisis ahead! Thyssenkrupp, ArcelorMittal, Nordex, Tocvan Ventures
The Germans are crisis weary. But this can be expensive! Instead of looking at COVID-19, inflation and climate change in isolation, it is vital to recognize where the mix can still lead. A recession and a further dynamization of inflation could be just the beginning. What if economies end up on the brink of bankruptcy and wealth disappears on a grand scale?
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Commented by Nico Popp on July 6th, 2022 | 11:54 CEST
Synergy effects as a risk buffer: Amazon, wallstreet:online, Volkswagen
Experienced value investors look for an "economic moat" in attractively valued companies. These business model characteristics make it particularly immune to external influences and disruptive factors. These include, for example, low-priced items that are a hit with consumers thanks to strong brands and are therefore readily purchased even in times of crisis. Another form of "economic moat" can be different divisions and business units that complement each other. We highlight three synergy stocks and explain how they can be stable investments.
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Commented by Nico Popp on July 5th, 2022 | 11:28 CEST
Chips - Now it's really getting started! Intel, BrainChip, ARM, NVIDIA
Chip stocks like Intel have recently lost double digits on the stock market. But what about demand? Market researchers at McKinsey predict that the chip industry will grow by 8% annually until 2030 - and even more in selected niches such as the automotive industry. For chip stocks, this means the chance of brilliant comebacks. We present three shares.
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Commented by Nico Popp on July 4th, 2022 | 12:20 CEST
Cars have a future - Here is how investors can invest: Mercedes-Benz, Altech Advanced Materials, Varta
Mobility is a valuable commodity - despite high fuel prices. Studies show that Germans have continued to drive their cars since the end of February. For some, there is no other choice; for others, independence is too important. If demand for a product or service is so little dependent on price, this is known as low price elasticity of demand. For investors, this insight can be an important orientation that is worth hard cash.
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Commented by Nico Popp on June 29th, 2022 | 06:00 CEST
Interview Erin Ventures: "Many megatrends involve boron, but the market is still in its infancy"
Batteries for electric cars, fuel cells, wind turbines, solar panels, LCD screens and fertilizers: Boron is versatile and hardly replaceable. So far, two players share 75% of the market and are making a killing. Erin Ventures has a boron project in Serbia and recently published convincing key economic data. The only other major players in Boron are the government owned Eti Maden in Turkey, and Rio Tinto in California. Thanks to the figures, Erin even managed to attract a joint venture partner, at the project level, in these challenging times to take on financing risks and minimize future dilution for shareholders. CEO Tim Daniels talks about the market for boron and the opportunities for Erin Ventures, which is only in the single digits.
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Commented by Nico Popp on June 28th, 2022 | 11:47 CEST
What comes after inflation: BYD, Desert Gold, Barrick Gold
The course of time cannot be stopped. A resourceful investor should try to find something good in every development. That is particularly easy with green trends such as renewable energy and e-mobility. But even the current crisis holds long-term potential. Below, we outline what that potential is and how investors can position themselves right now.
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Commented by Nico Popp on June 27th, 2022 | 06:00 CEST
Interview with campsite operator Pathfinder Ventures: "We create unforgettable family experiences and set new standards."
Going out into nature in your own motorhome and switching off for a while has long since become a ritual for many families. Pathfinder Ventures currently operates three RV Resorts & campgrounds in British Columbia and has set itself the task of consolidating the predominantly family owned campground market, and also building new locations at the same time. In an interview, CEO, camping enthusiast Joe Bleackley explains how the Company plans to attract customers and investors alike and where Pathfinder Ventures plays to its strengths.
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Commented by Nico Popp on June 23rd, 2022 | 12:59 CEST
SPD's Klingbeil: Germany as a "leading power" - Rheinmetall, Kleos Space, Airbus
Armaments were long considered the "grubby child" of the capital market. The trend toward ESG-compliant investments ensured that the defense industry was excluded from many investment instruments from the outset. But then came February 24 with all its consequences. In the meantime, even SPD party leader Lars Klingbeil has come out in favour of Germany assuming the role of a "leading power" in military and diplomatic matters. Although the connection between "leadership ordered" and "leadership received" in Germany under Federal Chancellor Olaf Scholz is not so clear so far, the political mills grind slowly, as is well known - especially in Germany. It is a good thing that rearmament is an international trend - at least for investors. We take a look at three stocks.
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