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 November 11th, 2021 | 11:34 CET
Rock Tech Lithium, Noram Lithium, JinkoSolar: Investing in Tesla's neighbors
Electromobility and renewable energies are the hot topics of the moment. Only yesterday, the Tesla rival Rivian made a brilliant stock market debut. VW, too, announced that it wants to make even greater inroads in the field of electromobility. All these plans create a market worth billions for the automotive suppliers of tomorrow. At the same time, governments are doing everything they can to support the new lithium and battery supplier industry, creating significant opportunities for investors. We highlight two lithium stocks and look at a company that is winning the fuel of the future.
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Commented by Nico Popp on November 10th, 2021 | 14:09 CET
BYD, Silver Viper, Varta: Is the discount battle for e-cars coming?
Experts, influencers and visionaries often hand out advance praise for years, but new technology often does not make it beyond the hip neighborhoods of Hamburg, Berlin or Munich. It is a different story with electromobility. Of course, anyone who commutes three-digit kilometers a day will still rely on diesel and may even have in mind the possibility of acquiring a modern annual car at a reasonable price in the foreseeable future. However, those who commute up to fifty kilometers and live in more densely populated areas often already opt for an e-car today. Fancy brands, such as Tesla and their affordable Model 3 journey, are doing the rest. We highlight three stocks that stand to benefit from the e-car breakthrough and ask whether the market is facing a discount battle.
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Commented by Nico Popp on November 10th, 2021 | 12:11 CET
ThyssenKrupp, Almonty Industries, Salzgitter: "Green" steel as a growth market
It is not without reason that the quarterly figures of steel producers are regarded as a barometer of economic development - after all, steel is used in many industrial products. Whenever companies invest in new capacities, such as buildings or infrastructure, steel is used. A new trend is so-called "green" steel, which does not use coal-fired power in its production and thus saves CO2. It also pays off for customers. After all, the CO2 from purchased raw materials also counts in the carbon footprint. Schaeffler recently secured "green" steel from Swedish startup H2 Green Steel. A sign that sustainability has also reached this sector. We highlight three exciting stocks and do the sustainability check from an investor's perspective.
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Commented by Nico Popp on November 9th, 2021 | 10:57 CET
Peter Thiel-like returns: Commerzbank, Weng Fine Art, Aspermont, TeamViewer
Fintech is revolutionizing the financial sector and earning good money. Those who digitize payment or capital flows benefit from the most important characteristic of digital business processes: scaling. While traditional factories can only increase their capacity with more machines, factory floors and personnel, digital business models need only more server capacity. Modern architectures even make it possible to ramp up this capacity from one moment to the next or to book it with an external service provider. The actual product can thus be deployed many times over with minimal effort. Startup investors like Peter Thiel and founders are happy about this.
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Commented by Nico Popp on November 1st, 2021 | 14:12 CET
BYD, BrainChip, Volkswagen: Insider tip on the megatrend of autonomous driving
German city centers are regularly congested and overcrowded. One of the reasons for city crowding is thousands of cars parked in the morning only to sit around all day. Given the price per square meter in big cities, that seems pretty inefficient. The fact that electric cars are often only economically and environmentally viable after many thousands of kilometers also suggests that they should be used differently today. Autonomous driving could be the key to mobility that gives people more space in the city, avoids traffic jams and even lowers the cost of mobility. We outline three exciting titles around the topic.
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Commented by Nico Popp on November 1st, 2021 | 10:29 CET
Shell, Sierra Grande Minerals, K+S: 4.1% inflation - here is how investors counteract it
Inflation in the eurozone climbed to a new record in October - at 4.1%, one can confidently speak of inflation. At the same time, the European Central Bank (ECB) continues to adopt a wait-and-see approach. Although the markets are pricing in an interest rate hike in the eurozone, analysts and the ECB believe these expectations are premature. Given the stuttering economic recovery, it might make sense from the central bank's point of view to delay the exit from the ultra-loose monetary policy a little longer - with all the risks.
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Commented by Nico Popp on October 29th, 2021 | 13:10 CEST
Gazprom, Osino Resources, Deutsche Telekom: Will 2022 be another crisis year?
The world is sliding from the Corona Crisis into the energy crisis. While climate change also threatens prosperity and stability, a conflict of goals is now emerging between sustainable action and safeguarding industry livelihood. What is at stake: Energy is becoming scarce in China. German industry is also urging the prospective coalition leaders in Berlin to reduce energy costs urgently. Saudi Aramco boss Amin Nasser stresses the importance of investing in new oil wells. And what happens? Oil companies are adorning themselves with wind farms that are, at best, fig leaves in the face of concrete energy needs. We present three stocks for turbulent times.
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Commented by Nico Popp on October 28th, 2021 | 13:20 CEST
BASF, Memiontec, JinkoSolar: Rich returns with green shares
Chemistry is everything. It is not just since the bestseller "Chemistry for Breakfast" by scientist and YouTuber Mai Thi Nguyen-Kim that people have known how comprehensively chemistry can explain our world. There is also a lot of chemistry involved in future technology, such as filter systems for water or solar panels. We present three stocks and assess their values. We start with one of the best-known chemical stocks, followed by smaller shares with no less interesting business models.
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Commented by Nico Popp on October 27th, 2021 | 12:34 CEST
B2Gold, Tembo Gold, Newmont: Gold from small amounts? Here is how!
Gold has become mainstream. Even the German newspaper Handelsblatt quotes experts saying that the precious metal currently offers more opportunities than risks. The reasons for this are the rising inflation and the growing uncertainty in the financial system. But how can investors get a foot in the door with gold without having to put up too much capital or, as is usual with physical holdings, having to rent the already scarce lockers?
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Commented by Nico Popp on October 26th, 2021 | 13:26 CEST
Desert Gold, B2Gold, Barrick Gold: This news changes everything
When a simple plot of land turns into a mine, a veritable windfall beckons for early investors - after all, a lucrative commodity project justifies high valuations. But betting on the right stock in commodity developers requires experience and, ultimately, a little luck. However, there are market phases where the facts are apparent, and investors can still get in at favorable prices. Such a phase may currently be evident in Desert Gold. The Company made a new discovery yesterday that significantly expands the previous Gourbassi West zone. Gold grades are high, and the Company continues to see excellent exploration potential at its SMSZ project in Mali. Only the stock has not responded so far. Is this an opportunity for countercyclical investors?
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