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 September 27th, 2022 | 12:46 CEST
The energy crisis is pushing utilities to the brink, the election victory of the radical right-wing party Fratelli d'Italia is putting a strain on the EU - and what are banks doing in this context? Weeks ago, Germany's top banking supervisor Raimund Rösler warned that the rapid turnaround in interest rates could also overburden some institutions. We look at banks, gas traders and a possible laughing third party.Read
Commented by Nico Popp on September 27th, 2022 | 10:50 CEST
GreenTech shares have been booming in recent weeks, and rightly so: regenerative energy sources and innovative drives are now often even cheaper than proven technology. Coupled with zero emissions, this is a decisive advantage. We explain why some shares are nevertheless weakening and show where there are interesting opportunities.Read
Commented by Nico Popp on September 26th, 2022 | 14:10 CEST
The past week did not exactly provide high spirits among investors. Almost all asset classes fell. But anyone who now gives up and turns their back on the market is making a crucial mistake! We look at why winners are being made right now, where there are opportunities and which trends simply cannot be beaten down in the long term, using three stocks from different sectors as examples.Read
Commented by Nico Popp on September 22nd, 2022 | 13:28 CEST
Recession worries and interest rate fears: experience shows that the market always goes up when sentiment is at its lowest. The first market participants, who have so far always been on the side of the bears, see hope. With the upcoming financial season, new bad news could herald the final sell-off. And then? Which stocks have long-term potential, and who could miss out on a special boom?Read
Commented by Nico Popp on September 20th, 2022 | 12:53 CEST
Just a few weeks ago, US carmaker Tesla succeeded in signing long-term contracts in China for the supply of crucial battery metals. At the same time, market experts emphasize that the situation for Western customers in China is becoming increasingly uncertain. The US is also not helping to ease the situation with subsidies for e-cars and batteries, most of which come from the United States. We highlight three stocks and explain how things could go in the current situation.Read
Commented by Nico Popp on September 19th, 2022 | 06:00 CEST
ASX listed Manuka Resources combines the stability of a producer and the opportunity of a growth company. Its two projects producing gold and silver generate cash flows on the one hand yet have enormous potential for further development on the other - no wonder the gold resource in particular continues to grow despite increasing production volumes. Recently, the well-connected management team achieved another coup acquiring a very large iron sands and vanadium project in New Zealand. The South Taranaki Bight project (STB project) hosts a VTM iron sands deposit (vanadium, titanomagnetite iron sands) with outstanding PFS economics, unique environmental credentials and is scheduled to be in production within a few years. Even today, vanadium is to infrastructure projects and utility energy storage, what lithium is to electromobility, ie: absolutely critical. We talked to Dennis Karp, Executive Chairman of Manuka Resources, about the prospects and facts surrounding Manuka’s project portfolio.Read
Commented by Nico Popp on September 14th, 2022 | 12:23 CEST
These days, the book The End of Capitalism by TAZ journalist Ulrike Herrmann is causing quite a stir. Its basic tenor is that the growth story is coming to an end. In order to achieve climate targets, it is now a matter of shrinking in the right way. Even if many readers might have spontaneously rolled their eyes at both the title and Ms Herrmann's employer, it is worth taking a closer look. Here is why the growth of the future offers opportunities.Read
Commented by Nico Popp on September 13th, 2022 | 10:15 CEST
Without energy, everything is nothing. Every craft business, for example, in metal processing, depends on energy. The need in industry is much greater. But how can investors profit from the energy turnaround? Are the obvious stocks really the best choice? Or is it more promising to think very fundamentally? Here is an analysis between groundbreaking opportunities and solid basic investments.Read
Commented by Nico Popp on September 12th, 2022 | 14:46 CEST
Since February 24 at the latest, a new era has also begun in Germany. While before that, it was still possible to avoid the energy turnaround somewhat, the war has changed everything. Fossil fuels are no longer just considered dirty, but also expensive. The energy turnaround that has been triggered is also shaking up the stock market. We present companies that could surprise positively and clarify how investors should best invest.Read
Commented by Nico Popp on September 8th, 2022 | 13:22 CEST
Jochen Stanzl of trading house CMC Markets warned at the beginning of the week of a "Lehman Moment" in the energy sector. In Wednesday's Handelsblatt, this scenario was explained in detail. According to the Norwegian energy company Equinor, the total volume of all margins on the European electricity and gas market amounts to USD 1.5 trillion. Margins are security deposits in futures transactions. In this article, we outline the explosive power this offers, which supposedly safe sectors could suffer and where the blissful islands are.Read