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 February 18th, 2026 | 06:55 CET
The hunt for forgotten ounces: Why Silver Viper Minerals has the potential to repeat the success story of Blackrock Silver and Dolly Varden
The global silver market is in an exceptional situation. Industry analyses confirm that the market is heading for its sixth consecutive year of structural supply deficit in 2026. Driven by the insatiable demand from the photovoltaic industry and the booming AI infrastructure, which requires silver for high-performance chips, investors are looking for quality in the ground. In this environment, two models for success have emerged: premium development in secure top jurisdictions, as exemplified by Dolly Varden Silver, and the revitalization of historic silver territories through modern technology, as demonstrated by Blackrock Silver. But while these stocks have already performed well, one company that combines these two approaches in the world's most productive silver country is still largely flying under the radar: Silver Viper Minerals. In Mexico, the heartland of global silver production, the company combines the geological knowledge of old mines with state-of-the-art drilling technology – offering investors the chance to be part of a classic discovery story with enormous leverage.
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Commented by Nico Popp on February 17th, 2026 | 07:20 CET
Dual return profile: How Antimony Resources combines the security of MP Materials with the potential of Albemarle
In the world of strategic raw materials, true giants often emerge out of necessity. When global supply chains break down, geopolitical alliances crumble, and national security is suddenly at stake, the capital market often responds with a radical revaluation of those companies that hold the strategic solutions. We have observed this phenomenon exemplified by MP Materials, which rose from obscurity to become the indispensable pillar of the American defense industry and delivered dream returns to investors as the only relevant US producer of rare earths. We have also seen this with Albemarle, which transformed itself from a specialized chemical company into the undisputed lithium king of electromobility when the world realized that without lithium, a transport revolution would be impossible.
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Commented by Nico Popp on February 17th, 2026 | 07:10 CET
The Dividend Trap: Why RE Royalties Offers Greater Structural Stability Than Petrobras and Maersk
In times of geopolitical uncertainty and volatile markets, investors seek dependable cash flow. Dividend stocks are often perceived as a safe haven in stormy weather, but appearances can often be deceiving. Investors who focus solely on headline dividend yields frequently ignore the structural risks embedded in the underlying business model. An oil major exposed to political interference or a shipping conglomerate whose earnings fluctuate with freight rate cycles may struggle to sustain dividend commitments over the long term. In this environment, it is worth taking a closer look at the substance. While giants such as Petrobras and AP Moller-Maersk are struggling with cyclical challenges, Canadian niche player RE Royalties has developed a model positioned to benefit from one of the biggest investment waves of our time - while elegantly sidestepping many of the typical industry risks.
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Commented by Nico Popp on February 17th, 2026 | 07:00 CET
Tungsten price explodes to USD 1,737: Why Almonty is now becoming the West's money printing machine – bottleneck for Sandvik and Rheinmetall
A scenario is currently unfolding on the commodity markets that even experienced traders and analysts describe as "extraordinary," if not a "tectonic shift." While investors often look to gold or copper, an exponential price development is taking place in a strategic niche that is turning the calculations of the entire Western industry upside down and creating new hierarchies. The tungsten market, the metal that forms the backbone of the modern defense and high-tech industry due to its extreme hardness and heat resistance, has spiraled out of control. Almonty is the only Western producer to create significant new capacity in 2026.
The price of ammonium paratungstate (APT), the global benchmark product for tungsten trading, is skyrocketing. Within a single week, the price in Rotterdam shot up by more than 26% to reach an average price of USD 1,737 per mtu (metric ton unit). To really understand the drama of this development, one needs to look at the timeline. **At the beginning of 2025, the price was still hovering around USD 340. By the end of 2025, it had more than doubled to USD 862, which was already considered sensational. But what we are now experiencing in the first quarter of 2026 is no longer a normal market fluctuation. It is a wave of panic buying that has caused the price to increase fivefold in just over a year. In this extremely dynamic environment, there are many losers on the buyer side – but on the producer side, there is one clear winner that is positioned like no other: Almonty Industries.
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Commented by Nico Popp on February 4th, 2026 | 07:30 CET
History repeats itself: Why Antimony Resources now offers the Lynas Rare Earths opportunity of 2010 and could benefit like Cameco
There are moments when geopolitical ruptures disrupt entire industries. Anyone who remembers 2010 knows what we are talking about: at that time, China effectively shut down exports of rare earths amid a dispute over the Senkaku Islands. Western industry was in shock, prices exploded, and a small, hitherto little-noticed Australian explorer named Lynas Rare Earths became the Western world's only hope overnight. Today, 15 years later, we are experiencing déjà vu: this time, however, the focus is not on neodymium, but on antimony – the forgotten metal without which the defense industry would grind to a halt. Once again, China dominates the market, once again export restrictions are being used as a political weapon, and once again the West is desperately searching for a safe alternative. This is where Antimony Resources comes into play. The company is now at exactly the same point where Lynas was before its legendary rise: it controls an antimony project in a secure jurisdiction that can break dependence on the East.
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Commented by Nico Popp on February 4th, 2026 | 07:05 CET
Solution to a billion-dollar problem: MustGrow Biologics validates business model – Revolutionary news also for Bayer and Corteva Agriscience
Canola is to Canada what oil is to Saudi Arabia: an economic driver of enormous proportions. With an estimated production value of around CAD 14 billion in 2025, the yellow-flowering crop is the "green gold" of the prairie. Yet this billion-dollar market is in danger: clubroot, an aggressive soil-borne disease, threatens crops and is already causing annual losses exceeding CAD 500 million. Previous solutions have reached their biological limits, but now the Canadian AgriTech company MustGrow Biologics is reporting a decisive success. As the company announced on Tuesday, its proprietary TerraMG™ technology has not only suppressed the disease in large-scale field trials, but also significantly increased yields. For agricultural giants like Bayer and Corteva, this could be the decisive lever to protect their high-performance seed varieties over the long term.
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Commented by Nico Popp on February 3rd, 2026 | 07:20 CET
The gold correction is irrelevant here: Why Desert Gold is the missing piece of the puzzle for B2Gold and Allied Gold
The gold market is in a phase that analysts now refer to as a supercycle. With prices breaking historical records, smart capital is turning its attention to the world's most productive regions – even after the recent correction in precious metals. West Africa, and specifically the Senegal-Mali Shear Zone (SMSZ), is considered the geological heartland. This is where some of the largest and richest mines on the planet are located. But the business follows an inexorable logic: even the largest mines are emptying, and the processing plants need to be kept busy. This is true in the south of the zone for Canadian giant B2Gold with its world-class Fekola mine and in the north for Allied Gold, which is revitalizing the historic Sadiola asset. Desert Gold is considered a potential supporter of both companies. The company controls the largest non-producing land parcel in the entire region, located precisely between the two giants. This makes Desert Gold extremely interesting for investors.
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Commented by Nico Popp on February 3rd, 2026 | 07:00 CET
Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices
Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.
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Commented by Nico Popp on February 2nd, 2026 | 07:25 CET
Energy from waste, as at Verbio: CHAR Technologies as the savior of the steel industry – competition for market leader SunCoke Energy
The steel industry is facing a severe test that is often glossed over in ESG reports. While politicians, the media, and futurologists dream of green hydrogen, this vision collides with harsh reality: steel, the basic material of our modern civilization, cannot be produced in existing plants without solid carbon. It serves not only as an energy source, but also as a chemical reducing agent to extract oxygen from iron ore and as a support structure in the furnace. Against this backdrop, it becomes clear that decarbonization cannot be achieved by completely eliminating carbon, but only by replacing its fossil origin. In this billion-dollar market, the Canadian company CHAR Technologies is positioning itself as a key problem solver. While the established market leader SunCoke Energy still relies on fossil coal and is increasingly under margin pressure, CHAR's biochar is an immediately available, climate-neutral solution. At the same time, Verbio's success in Europe shows that scaling up waste materials to energy works – a logic that CHAR is now applying to the steel sector.
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Commented by Nico Popp on February 2nd, 2026 | 07:15 CET
Not all nickel is created equal: How Power Metallic Mines stands out from the crowd – Talon Metals and Magna Mining as role models
The nickel market has been experiencing a split for some time now, forcing investors to rethink their strategies. At first glance, there is enough of this important industrial metal available, as Indonesia has flooded the markets in the past with material from its huge laterite deposits. But appearances can be deceiving. There have long been two markets for nickel: a market for bulk nickel, which is produced primarily in Indonesia with high energy consumption and questionable environmental standards, and a premium market for high-purity, ESG-compliant sulfide nickel, which is indispensable for the high-performance batteries of the Western automotive industry. While prices on the London Metal Exchange (LME) are capped by the Indonesian oversupply, strategists such as Tesla and GM are paying significant premiums behind closed doors for material that is not only chemically pure but also geopolitically and ecologically sound. In this exclusive club of North American nickel projects, Power Metallic Mines is positioning itself as one of the most exciting stocks. With its high-grade NISK discovery in Québec, the Company occupies precisely the niche that Donald Trump has declared a matter of national security through the US "One Big Beautiful Bill" legislation.
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