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 21st, 2021 | 11:00 CEST
Standard Lithium, Almonty Industries, Newmont: Invest in the super commodity
Achieving climate change requires political will and suitable raw materials. Solar cells, wind turbines and batteries for electric cars and associated motors rely on critical metals. This new industrial demand is turning the raw materials market upside down. Added to this is general progress: new processes often require new raw materials, whether in medical technology or research. Reason enough to keep an eye on the raw materials sector.
ReadCommented by Nico Popp on July 20th, 2021 | 13:42 CEST
Siemens Healthineers, Cardiol Therapeutics, CureVac: Where there is music to be heard by the end of the year
Health is the highest good. Anyone who has ever experienced people having the "plug pulled" on them overnight can undoubtedly relate to this truism. Fortunately, medicine in this country is able to provide a quick remedy. A wide range of options are available for both diagnosis and therapy. In addition to laboratory analyses, imaging procedures also ensure that disease patterns can be narrowed down and, thus, treatments can be carried out in a targeted manner. Although our drugs are already powerful, new, more innovative approaches are emerging all the time. This development is also benefiting investors.
ReadCommented by Nico Popp on July 19th, 2021 | 09:49 CEST
NIO, EuroSports Global, Porsche: You have never thought of e-mobility like this before
Tomorrow's mobility is electric. The promises of electromobility are great. Clean vehicles, gliding along the roads with almost no noise and possibly even driving autonomously. But there is also another side to electromobility. Companies such as Porsche and EuroSports Global want to electrify driving pleasure. Tesla's chic Roadster shows that there is a market for this.
ReadCommented by Nico Popp on July 19th, 2021 | 05:00 CEST
Interview Defence Therapeutics: Platform strategy the key to success
Defence Therapeutics is committed to delivering active ingredients precisely where they work best: directly into the affected cells. To this end, the Company has developed its Accum™ technology, which can "piggyback" active ingredients or vaccines and deliver them to affected cells. As a second mainstay, Defence Therapeutics also produces vaccines. The Company has already achieved significant results against cancer in mice. In this interview, President and CEO Sébastien Plouffe outlines the underlying platform and what the Company is working on in the future.
ReadCommented by Nico Popp on July 16th, 2021 | 11:31 CEST
Barrick Gold, Triumph Gold, Standard Lithium: Get in relaxed with stragglers
Inflation is here - and it is not going away: Inflation rose by 5.4% in June within the USA compared to the same period last year. That is more than even pessimistic experts had expected in the run-up to the figures. Inflation is also picking up speed; compared with the previous month, inflation rose by 0.9%. The answer to this development may be gold. Shortly after the figures were published, the precious metal surged. We highlight two gold stocks and use the example of another currently very popular commodity stock to show why the time is favorable for gold now.
ReadCommented by Nico Popp on July 15th, 2021 | 10:55 CEST
Newmont, Troilus Gold, Steinhoff: How much substance is needed?
Rising prices, ever higher national debts - many people are shifting parts of their savings into gold because of this. At first glance, that sounds plausible. Gold has retained its value over thousands of years and has outlasted states and monetary systems. But investors should not just assume the worst. While physical gold paired with silver is a good alternative in the biggest crisis, bars and coins show weakness when things don't end up quite so bad. If only a little inflation threatens and states and governments continue to muddle through in cooperation with central banks, physical holdings are not the best idea. It is here where shares in gold companies can score points. We explain how this works with two examples. Finally, we reject blunt gambling.
ReadCommented by Nico Popp on July 14th, 2021 | 09:03 CEST
Standard Lithium, Blackrock Silver, NIU: Investing below the radar
Electric cars, wind turbines and solar cells: They all cannot do without critical raw materials. While lithium is closely associated with the boom in consumer electronics and electromobility, silver is familiar as an industrial metal at a second glance. Gold's little brother is still running in step with the best-known of all precious metals. However, analysts, such as those from Commerzbank, emphasize the growing importance of silver as an industrial metal and expect industrial demand for silver to reach record levels. We present three values around new technology and raw materials.
ReadCommented by Nico Popp on July 13th, 2021 | 10:42 CEST
JinkoSolar, Barsele Minerals, Newmont: The takeover merry-go-round is spinning
Raw materials are the key to new technology. Whether silver, copper or other metals - many technologies, such as electric cars and solar panels, drive demand for metals. As these technologies triumph, so does the demand for raw materials. Using three stocks as examples, we explain how investors can profit.
ReadCommented by Nico Popp on July 12th, 2021 | 12:22 CEST
Barrick Gold, Carnavale Resources, Yamana Gold: Where gold still shines
Public debt in Germany has exceeded the EUR 2.2 trillion mark for the first time, the Federal Statistical Office announced a few weeks ago. Per capita, the debt thus stands at EUR 26,532. Of course, such figures also unsettle investors. If the public sector is so indebted, this could also impact future monetary policy - after all, rising interest rates would significantly increase the cost of refinancing. That is an argument for the ultra-loose monetary policy to continue. That includes all the negative consequences, such as rising prices for tangible assets and products for daily use.
ReadCommented by Nico Popp on July 8th, 2021 | 12:33 CEST
Gazprom, Aztec Minerals, Steinhoff: Fast takeovers instead of lengthy procedures
Commodity investments are in demand, especially in times of sharply rising prices. Many investors focus exclusively on the big names. But there are also speculative second-line stocks that are suitable for investment. In the next few minutes, we will explain what investors need to watch out for and why penny stocks should not be exclusion criteria.
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