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 June 2nd, 2021 | 08:18 CEST
Adler Modemärkte, Steinhoff, Carnavale Resources: Where gambling pays off and why
Anyone who has money can speculate. If you have no money, you have to speculate. That is how stock market veteran André Kostolany once put it. But only very few people know what a good speculation is. As a rule, private investors are too late when it comes to promising speculations. Only those who recognize good stocks in time and understand the investment stories behind them can score with speculative stocks in the long term. We outline how this works and what investors should look out for, using three stocks as examples.
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Commented by Nico Popp on June 1st, 2021 | 10:05 CEST
Defence Therapeutics, CureVac, BioNTech: Vaccine against cancer makes progress
Biotechnology is the map to the holy grail that needs to be found as quickly as possible for many sick people. When the pandemic broke out last year, it accelerated some developments. For example, mRNA technology, which BioNTech and CureVac had already been researching, was successfully launched as a vaccine technology. It is well known that this can be used to develop effective vaccines against coronaviruses and target diseases such as cancer. BioNTech has this option in mind and holds good cards to succeed with it. The young biotech startup Defence Therapeutics has also recently reported its first successes in the fight against cancer.
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Commented by Nico Popp on June 1st, 2021 | 08:30 CEST
HeidelbergCement, Silkroad Nickel, BYD: Shares with an explosive mix
You do not have to be an economist or a well-connected investment guru to evaluate opportunities on the stock market. It is often the apparent developments and trends that point the market in the right direction. For investors, it is then a matter of interpreting these facts. For example, building materials are scarcer than ever - prices for wood and other essential materials have risen rapidly. Industrial metals are also in high demand. New technology, investment in construction and infrastructure, and the end of the pandemic make for an explosive mix.
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Commented by Nico Popp on May 31st, 2021 | 08:47 CEST
Deutsche Bank, Barsele Minerals, Volkswagen: Shareholders get happy here
When companies have something in their portfolio that others would like to buy, that can only be good for shareholders. Only recently, it became known that there are interested parties for the VW subsidiary Lamborghini. While acquisitions and sales are part and parcel of gigantic corporations, such as Volkswagen, such offers can change everything for shareholders of smaller companies. One potential candidate for this is the Canadian Company Barsele Minerals, developing a prospective gold project in Sweden. Deutsche Bank, on the other hand, recently showed how not to do it.
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Commented by Nico Popp on May 28th, 2021 | 08:14 CEST
Royal Helium, NEL, Steinhoff: Quick profits? That is what counts!
Earning a lot of money in a short time is ideal for many private investors. But sometimes, things do not turn out the way one expects: share prices go on a roller coaster ride, or a major legal decision drags on. Using three stocks as an example, we explain what brave speculators should watch out for in order to achieve their goal as quickly as possible.
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Commented by Nico Popp on May 28th, 2021 | 05:00 CEST
Interview Theta Gold Mines: This team has already brought 20 mines into production
Theta Gold Mines controls several historic mines in the well-known South African mining region of Transvaal, also known as the "Golden Triangle," and wants to gradually bring them into production. Theta Chairman, Bill Guy, explains in an interview why the approach promises enormous cost advantages, why the Company has rejected several takeover offers in the past, and why the figures of an existing feasibility study, which foresees the payback of investments after only 8 months, could be even better.
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Commented by Nico Popp on May 27th, 2021 | 07:50 CEST
Kodiak Copper, ThyssenKrupp, BYD: Three trends in one share
Copper is the metal of the moment. There are several reasons in favor of copper. Firstly, copper is benefiting from the global economic recovery following the end of the pandemic. The industrial metal has always been the primary beneficiary when infrastructure is invested in or otherwise built. It is precisely in this way that countries want to boost their economies after the pandemic. At the same time, there is a dynamic demand from the e-car industry. E-cars and charging infrastructure, none of that works without copper. And last but not least, inflation is getting to us - the Bundesbank is already expecting inflation rates beyond the 4% mark. Again, commodity prices tend to benefit.
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Commented by Nico Popp on May 27th, 2021 | 07:25 CEST
Nevada Copper, Salzgitter, NIO: The Greens and the Copper Price
Since the end of March 2020, the copper price has doubled. The trend is intact and investors are using every minor interim correction to get in. After the pandemic, countries worldwide want to get their economies back on track and fit for the future. Investments in infrastructure have been overdue for years anyway and are the very first measure for many countries. Sustainable solutions, such as charging infrastructure for electromobility, are also on the agenda. The copper price should continue to benefit. Demand from Germany, in particular, is likely to increase - a look at the polls in the election year suggests that it should soon rain billions for electric cars and their charging infrastructure. Some stocks are already benefiting.
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Commented by Nico Popp on May 26th, 2021 | 09:36 CEST
White Metal Resources, BASF, K+S: How to react to 4% inflation
As reported by Handelsblatt, the German Bundesbank expects an inflation rate of up to 4% by year-end. Within the eurozone, for which the central bank ECB is responsible, it could be well over 2%. This mixed situation is particularly tricky for Germans. While inflation in Germany is already very high, the lower price momentum within the eurozone could ensure that the ECB leaves its money floodgates open for even longer. In the long term, this could encourage inflation to overshoot. How can investors react to this? We present three stocks.
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Commented by Nico Popp on May 26th, 2021 | 08:15 CEST
BioNTech, PsyBio, Bayer: The opportunities of tomorrow
Even after the pandemic, there will be no "business as usual" in the healthcare system, as shown by a survey conducted a few months ago by the Barmer Institute for Health Research. The scientists surveyed called for far-reaching reforms. In addition to billing and uniform rules, digitization could also be a key to meaningful reforms. Innovative drugs also play a role when it comes to treating Covid-19 and concomitant diseases.
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