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 15th, 2021 | 07:00 CEST
Barrick Gold, Desert Gold, Steinhoff: Where inflation is an opportunity
Inflation is back! In the USA, annual inflation has already climbed to 2.6%. Experts believe that the 3% mark will also be targeted during the course of the year. What does this mean for investors? It is becoming increasingly more important to protect one's assets! Shares can play a central role here as these traditionally perform well during inflationary phases. But beware: Inflation strikes particularly hard at growth stocks that will only make profits in the distant future.
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Commented by Nico Popp on April 14th, 2021 | 08:18 CEST
BYD, Rock Tech Lithium, Varta: The mobility revolution starts now
Nowadays, when major automakers run commercials, they are almost always exclusively ads for electric cars. Even if e-cars were a fig leaf for automakers until recently, they are now getting serious. Volkswagen announced an electrification offensive weeks ago and emphasized its intention to invest massively in its supply chains, referring to battery metals and batteries. This commitment is also urgently needed - competitors from the Far East have already come a long way.
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Commented by Nico Popp on April 14th, 2021 | 07:25 CEST
SAP, wallstreet:online, Bitcoin Group: Where digitization creates growth
German government offices, doctors' offices and even schools show that digitization is far from complete. The current pandemic is ruthlessly exposing the problems. Processes are still too complex, characterized by media disruptions, and data cannot be exchanged efficiently. Companies that offer digital solutions and have already gained experience with digitization can be the beneficiaries of tomorrow. We present three stocks.
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Commented by Nico Popp on April 13th, 2021 | 08:43 CEST
Johnson + Johnson, Pollux Properties, Home24: Tide is turning - where the returns are now waiting
The pandemic continues to smolder. Billion-dollar investments in the healthcare sector will continue to be necessary for the coming years and companies in the healthcare sector can look forward to increasing demand for years to come. The consequences of the pandemic also affect other areas: In addition to the geopolitical balance of power, the pandemic has also changed consumer behavior. Three stocks in check - who will profit after the pandemic?
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Commented by Nico Popp on April 12th, 2021 | 08:00 CEST
Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."
Deutsche Rohstoff AG has been investing in promising raw material projects worldwide since 2006. Over the years, the Mannheim-based Company has built up a wealth of expertise and an extensive network. Currently, the Company generates 100% of its sales from oil production in the USA. In addition, there are investments in copper, tungsten and gold. In particular, the share package in Almonty Industries, a company bringing one of the largest tungsten mines outside of China into production, should bring shareholders stable returns in the long term. In an interview, CEO Dr. Thomas Gutschlag talks about supply shortages of raw materials, the German industry's response to them, and where the Company can envisage making acquisitions.
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Commented by Nico Popp on April 12th, 2021 | 07:50 CEST
NIO, Varta, Nevada Copper: Where the best opportunities lurk in the value chain
The theory around value creation is simple: the more a raw material is refined or processed, the greater the margin a company can ultimately achieve. While a kilo of Kobe beef fillet costs around EUR 400, a savvy chef will conjure up ten dishes from it and take in four-figure sums. There are many reasons to invest at the end of the value chain, but the risk also increases. If the chef cannot cook, he will not make sustainable sales even with the best ingredients. The situation is similar in the value chain around electromobility.
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Commented by Nico Popp on April 8th, 2021 | 09:30 CEST
PayPal, Aspermont, ProSiebenSat.1: Digital media drives growth
Digital business models have numerous advantages. Processes can be optimized better and the business can be scaled more easily. While analog business models quickly require more employees and ultimately become complicated, such problems hardly ever arise with digital business models. Whether PayPal makes 100,000 payments an hour or 150,000 is almost irrelevant. If capacities reach their limits, they simply buy more - here, too, digital is simply better. We present companies that have either turned existing industries upside down or are really taking off thanks to digital business models.
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Commented by Nico Popp on April 8th, 2021 | 07:54 CEST
ThyssenKrupp, Barrick Gold, Goldseek Resources: These developments are only just beginning
While scarcity used to be expressed only in rising prices on the futures markets, it is now even reaching the shelves of consumer and DIY stores. In the final phase of the pandemic, the long standstill seems to be taking its revenge. While many regions are already becoming more active again economically and are demanding products, empty warehouses and low production capacities are becoming noticeable.
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Commented by Nico Popp on April 6th, 2021 | 07:24 CEST
BYD, Silkroad Nickel, Nornickel: Who will profit from the electric boom?
Visionaries often stand alone at the beginning of their journey. When Tesla invited German journalists to test drives sometime around 2011, the "electric car" project was still a vision of the future. But already after this press event, something had changed in the public's consciousness. The incredible acceleration of the first Tesla Roadster put a smile on the faces of all test drivers. Even the biggest doubters were at least appeased and interested in what was still to come from Tesla. The rest is history. Today, companies like Volkswagen and Daimler are also emulating Elon Musk's visionaries. But for electromobility to become mainstream, it depends not only on innovative manufacturers of electric cars but also on the supply of raw materials. We present three companies.
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Commented by Nico Popp on April 6th, 2021 | 07:10 CEST
Interview with Silver Viper: Future price drivers and takeover fantasy
The Canadian commodity developer Silver Viper searches for precious metals in Mexico and has a special focus on silver. Recently, the share attracted the growing interest of the market: The reason: Positive drill results and a latent takeover fantasy. In this interview, Steve Cope, President, CEO and Director of Silver Viper, talks about Mexico as a mining region, potential share price drivers and well-intentioned advice from the mining community to management.
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