Close menu




 

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 May 6th, 2021 | 07:05 CEST

NSJ Gold, NIO, K+S: Size matters

  • Gold

Project developers in the commodities sector are speculative investments per se. At the same time, however, these projects offer many advantages for growth-oriented investors: they can develop enormous leverage on commodity prices and usually offer a clear investment horizon, as drilling programs and development targets are fixed in advance. Investors can position themselves on a one-to-two-year horizon and quickly assess whether or not an investment is on a sound track once the time limit expires. If a project then combines two megatrends, it becomes all the more exciting.

Read

Commented by Nico Popp on May 6th, 2021 | 05:17 CEST

Volkswagen, Deutsche Bank, QMines: These trends are developing now!

  • Investments

The financial scene is currently dominated by two issues: The impact of technological change and changes in the wake of the pandemic and rising inflation. The first set of issues has pushed the markets for many years. Rising inflation has only recently become an issue. The economy held steady during the second and third waves and continued to grow slowly. At the same time, the anticipation of openings is growing. This explosive mix has already caused some commodity prices to rise. The market themes of technological change and inflation are cumulating in the price of copper, which has been rising dynamically for months, benefiting from both the e-car boom and the strengthening economy. We present three companies that could become trending stocks - and one of them went pubic today.

Read

Commented by Nico Popp on May 5th, 2021 | 09:10 CEST

Varta, BYD, SunMirror: Short-term prospects in check

  • Commodities

Shares related to electromobility and hydrogen have been the yield drivers in recent months. But why are stocks like Varta and BYD weakening now? After the enormous price increases, speculators are pulling back. But this is not necessarily a bad signal. Stocks showing relative strength in the current phase could be at the forefront of the subsequent rise. We outline three exciting investment stories.

Read

Commented by Nico Popp on May 4th, 2021 | 07:05 CEST

TUI, Deutsche Bank, Troilus Gold: Three shares for a golden decade

  • Gold

At the start of the year 2020, the euphoria was high: there was talk of a golden decade and the future hung full of violins for many investors. Hopes were based on technological advances and new growth potential. But then Corona came along and shook things up. But as the pandemic draws to a close, it is becoming clear that the world continues to turn, even in the midst of a pandemic. Numerous companies benefited from the unique situation, others had to rethink, and some, especially smaller companies, were shattered by the Crisis. The bottom line, however, is that the mood is one of optimism. We outline three investment stories and discuss their potential.

Read

Commented by Nico Popp on May 3rd, 2021 | 07:25 CEST

BioNTech, CureVac, Cardiol Therapeutics: In on the next blockbuster from the start

  • Biotech

The two German companies BioNTech and CureVac, have been causing quite a stir since the outbreak of the pandemic. At first, the biotech newcomers were known only to hard-nosed investors who are used to seizing long-term opportunities and accepting initial uncertainty to do so. Even during the first months of the pandemic, it was far from clear whether BioNTech and CureVac would be successful. Only a few insiders had the right instinct early on thanks to the necessary background knowledge and are pleased with BioNTech's annual performance of 260%. But what characterizes the success of innovative biotech companies? And where are the next opportunities lurking? We outline some exciting investment stories.

Read

Commented by Nico Popp on May 3rd, 2021 | 06:00 CEST

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."

  • Gold
  • Namibia
  • Mine development

Osino Resources is exploring for gold in Namibia. The Twin Hills project has 1.9 million ounces of the precious metal and moves toward production in leaps and bounds. By the end of the year, the Company should have a feasibility study that will convince investors. The chances of this happening are good. Once before, Osino's team around serial founder and mining specialist Heye Daun successfully developed a gold project in Namibia and sold it to B2Gold. CEO Heye Daun explains in an interview where Osino's promising Twin Hills project stands today compared to the Otjikoto mine and why major investors like Ross Beaty are relaxed about their Osino shares.

Read

Commented by Nico Popp on April 30th, 2021 | 08:40 CEST

BASF, Saturn Oil & Gas, K+S: Three stocks for a yield kick

  • Oil

Investors who want to add a few yield drivers to their portfolio have several options. In addition to solid blue chips, which offer little share price excitement but steady dividends, investors can also focus on growth stocks and small caps. Although there are always those who categorically rule out growth stocks for cautious investors, this is not entirely true. Those who control risk via position size can also invest speculatively without having to abandon their fundamental strategy.

Read

Commented by Nico Popp on April 29th, 2021 | 08:30 CEST

Barrick Gold, Yamana Gold, Sierra Growth: Step by step to gold investment

  • Gold

Gold is on the rise again. The precious metal has already recovered from its lows, and in the long term, it is still on an upward trend. Added to this are rising inflation rates. The peculiar thing about it is that half the world is still in lockdown. As soon as the floodgates are opened again for consumption, growth and inflation will increase even more. Given this outlook, companies in the gold sector are currently of interest - after all, their share prices have not yet risen and therefore have potential. We present three stocks.

Read

Commented by Nico Popp on April 28th, 2021 | 07:00 CEST

Nestlé, Kraft Heinz, The Very Good Food Company: Conservative investments - rethought

  • Vegan

As the Allensbach Market and Advertising Media Analysis (AWA) showed last year, 24.75 million people in Germany alone are interested in healthy eating and healthy lifestyles - and the trend is rising. Young people, in particular, are increasingly drawn to veganism. Even if it is scientifically disputed to what extent meat consumption is associated with poorer health, the ethical advantages are obvious. Where no animal was processed, no animal had to be fattened, kept and slaughtered. Established food companies and innovative newcomers are vying for customers in the food market. We present three shares.

Read

Commented by Nico Popp on April 27th, 2021 | 09:05 CEST

Interview Scottie Resources: Exciting Story in the Golden Triangle

  • Gold
  • Takeover
  • Golden Triangle

Scottie Resources is developing a historic deposit in the Golden Triangle in the Canadian province of British Columbia. Conditions around the Scottie mine, which was already in production at low triple-digit gold prices, are steadily improving: ice is receding and exposing new rock layers. There has been heavy investment around the site in recent years. In the interview, Scottie CEO Brad Rourke talks about the drilling plans for 2021, the growing interest of large players in companies in the Golden Triangle, and explains why the planned acquisition of AUX Resources is a gamechanger for all shareholders.

Read