André Will-Laudien

Commented by André Will-Laudien on May 18th, 2026 | 07:50 CEST

Act Now or Miss Out – Sharp Correction in Siemens Energy, RE Royalties, and Nel ASA Amid Ongoing Upswing

• royalties
• dividends
• renewableenergy
• Energy

The global energy transition is increasingly facing a structural financing challenge. While governments worldwide are announcing ambitious decarbonization targets, the cost of capital is rising dramatically. However, higher interest rates, skyrocketing government debt, and a weaker economy are fundamentally altering the risk assessment of long-term infrastructure projects. According to analyses by the International Energy Agency (IEA), global investment in clean energy would have to accelerate significantly by 2030 to keep the agreed-upon climate targets within reach. Yet this is precisely where the dilemma begins: many countries have long since reached their fiscal limits. In Europe, North America, and parts of Asia, capital markets are therefore growing increasingly skeptical of heavily subsidized transition models. Against this backdrop, we take a broader view beyond the "green revolution"—where can solid returns still realistically be expected?

Commented by André Will-Laudien on May 13th, 2026 | 07:45 CEST

333% Gains: What Comes Next for AMD, LPKF Laser, and Group Eleven?

• Mining
• CriticalMetals
• Silver
• Copper
• Technology
• AI

Erratic movements – sky-high valuations! Right now, investors get the impression that AI and data centers are set to become the salvation of the global economy for the next 100 years. Of course, building AI infrastructure costs the tech giants enormous amounts of money. At the same time, the architects behind these systems are making a fortune. In principle, however, it is a cycle: what one company invests becomes another company's profit. Project this dynamic three years into the future, and nearly every major industry will have implemented its own generative AI systems. From entry-level employees to skilled workers and even at the executive level, there is now dramatic potential for cost savings, which in turn improves the bottom line. But at the end of the day, many people may lose their all-important jobs. The result is obvious: consumption is declining, and ultimately, growth is being replaced by contraction. Dynamic investors are riding the current rallies and then exiting at the right moment. What matters most is timing. Here are a few ideas.

Commented by André Will-Laudien on May 13th, 2026 | 07:10 CEST

The winners of the defence sector: Volatus Aerospace and DroneShield — While Rheinmetall, RENK, and TKMS are left behind

• Defense
• Drones
• aerospace
• hightech

Following the explosive rise in share prices of many traditional defence stocks, technical warning signs are mounting in the defence sector. Stocks such as Rheinmetall, RENK, and TKMS are now trading, in some cases, well below their long-term trend lines, while momentum indicators like MACD, RSI, and Stochastics continue to signal a need for correction. At the same time, institutional investors are increasingly shifting their focus from heavy armaments to technology-based defence solutions centred on drone defence, reconnaissance, and autonomous systems. This is precisely where Volatus Aerospace and DroneShield come in, entering a structurally growing market with scalable platforms, AI-driven sensor technology, and rising demand from military and security circles. Over a three-month period, both stocks remain firmly in positive territory, while traditional defence stocks are now failing to meet investors' high expectations and must face up to fundamental realities. The capital market is thus increasingly distinguishing between cyclical defence speculation and long-term, disruptive autonomous systems and intelligent defence technologies, with clear advantages for the specialists of the next generation of security.

Commented by André Will-Laudien on May 11th, 2026 | 07:10 CEST

Critical metals will shape the future: BYD, NIO, Strategic Resources, and VW in the e-mobility race

• Mining
• VTM
• iron
• Electromobility
• Batteries
• CriticalMetals
• geopolitics

While Europe is pumping billions into new charging infrastructure and power grids, a brutal, cutthroat competition is beginning to unfold in the global auto market. Volkswagen is fighting to maintain its industrial dominance, while BYD is pushing ever harder into Europe with aggressive pricing and massive vertical integration, and NIO is targeting the premium segment. At the same time, with every additional electric vehicle, the demand for strategic metals is exploding, and their supply chains are coming under increasing geopolitical pressure. This is precisely where Strategic Resources could suddenly come into focus, as Western industries are desperately seeking secure sources of raw materials outside China. The Middle East conflict and oil prices nearing the USD 100 mark are acting as a catalyst for alternative powertrains while simultaneously heightening nervousness in the commodities markets. For investors, this marks the beginning of a phase in which automakers are no longer likely to be the sole winners of the mobility transition, but rather, above all, those companies that have access to the critical metals of the next industrial revolution.

Commented by André Will-Laudien on May 11th, 2026 | 06:45 CEST

Silver Back at USD 80: Silver Viper Goes on the Offensive; Caution Advised for Siemens Energy, TKMS, and Rheinmetall

• Mining
• Silver
• Commodities
• renewableenergy
• Defense

The silver market seems electrified, having reclaimed the USD 80 mark. While investors are already betting on the next commodity wave, risks related to supply bottlenecks, geopolitical blockades, and strategic dependencies are intensifying for key industrial metals. This shifts the focus to stocks whose valuations have long since outpaced their fundamentals. Siemens Energy, TKMS, and Rheinmetall are among the names where expectations had become extremely high. Investors looking solely at momentum now easily overlook the fact that even strong stories on the stock market eventually hit their valuation limits. Smaller stocks are faring differently. They were completely overlooked during the upswing, even though they had done their homework. Silver Viper Minerals appears particularly exciting in this environment, as the company holds projects in Mexico that could suddenly unleash a whole new level of economic leverage if precious metal prices continue to rise. So, in the shadow of the general euphoria, a few surprise winners could well emerge in the near future.

Commented by André Will-Laudien on May 8th, 2026 | 07:30 CEST

One-Two-Three: High-Momentum Stocks in Focus! TeamViewer, RE Royalties, and PayPal Are Taking Off

• royalties
• dividends
• renewableenergy
• Software
• fintech

The situation in the Middle East is now calming down—or is it? Despite lingering doubts, the indices have already started moving higher. Some stocks have even capitalized on the volatile environment, sending their charts soaring on the back of improved outlooks, while others continue to suffer from the uncertainty. Defence, security, and military stocks, in particular, are losing steam in this environment, having profited from the turmoil for months. The markets breathed a noticeable sigh of relief yesterday, but any new report from the region could turn sentiment on its head within minutes. From an economic perspective, this is likely not the end of the crisis for investors, but rather a temporary interlude full of opportunities and risks. Those who look closely now can profit in areas where no one has really wanted to be for months.

Commented by André Will-Laudien on May 8th, 2026 | 07:20 CEST

The Big Tungsten Question: Shortages – Price Spikes – Nervousness! Almonty Provides Answers

• Mining
• Tungsten
• CriticalMetals
• Defense
• hightech
• semiconductor

Shortages, price hysteria, jitters—who is keeping their cool in the critical metals market? Almonty has the answer and, for several weeks now, has been a new source for the critical element tungsten. In an environment where geopolitical fires and supply uncertainties keep commodity markets on their toes, and new realities emerge daily, the question of alternative sources for critical metals is gaining traction. The major stock indices are feeling this nervousness, with prices on a rollercoaster ride, but after a pronounced rally over the past 24 months, many assets are no longer cheap. With metal prices having increased tenfold, it is far more difficult for analysts to set fair price targets for producers. An interesting debate is unfolding; experts are sharpening their pencils, and investors are looking at charts that so far point in only one direction: northward. We provide a few facts.

Commented by André Will-Laudien on May 7th, 2026 | 08:25 CEST

Moving Ahead with Strong Concepts and Easing Tensions in the Middle East! MustGrow, K+S, Evotec, and Novo Nordisk in Focus

• agritech
• fertilizer
• chemicals
• Biotechnology
• biologics
• geopolitics

Created and published on behalf of MustGrow Biologics Corp.

What a headline: An agreement between the US and Iran – markets up 2% in just one minute! It can happen that fast. For investors, this is welcome news, as a de-escalation in the Iran conflict would significantly ease global supply chains and reduce pressure on critical transport routes. In particular, the Strait of Hormuz would lose some of its significance as a geopolitical risk factor, potentially stabilizing global flows of goods and energy. Easing tensions are also likely to lower transport costs again, shorten delivery times, and dampen price volatility. For companies in the food, healthcare, and agricultural technology sectors, this creates greater planning certainty and new growth opportunities. MustGrow Biologics and K+S could benefit from more stable agricultural markets, while Evotec and Novo Nordisk may gain additional tailwinds in a calmer healthcare environment. Investors are increasingly turning to stocks that promise sustainable growth and reliable returns in a more stable market setting. The key question now: will volatility finally decline as well?

Commented by André Will-Laudien on May 7th, 2026 | 08:15 CEST

Oil Rally Done, Now Hydrogen Comes with 250%! All Eyes on ITM Power, Zefiro Methane, Plug Power, and Nel ASA

• methane
• Gas
• Oil
• OrphanWells
• Hydrogen
• renewableenergy
• greenhydrogen

Up and down – Trump rides a political rodeo, creating volatile conditions for investors. Yesterday again, it sounded as if the US involvement might be winding down. But is a real resolution already in sight? Regardless, oil plunged 12% to USD 95, only to climb back to USD 100. After a prolonged back-and-forth between Washington and Tehran, uncertainty about the conflict's future course continues to rise, leaving investors with little clarity. Perhaps it is worth taking a long-term look at the oil sector's peer group or making a fresh push into the alternative energy space. There, Plug Power recently triggered a strong rally. The question now is how competitors ITM Power and Nel ASA are faring in this environment. Then there is also the newcomer Zefiro Methane, which, with its environmentally focused approach to the oil industry, could potentially push its stock into a new league. One thing remains certain: uncertainty dominates the picture.

Commented by André Will-Laudien on May 6th, 2026 | 08:00 CEST

Strategic Power Trio: How Rheinmetall, Infineon, and Power Metallic Are Shaping the Backbone of the Future of Industry

• Mining
• PGMs
• Copper
• semiconductor
• Defense
• Technology
• Electrification

The global race for critical metals such as lithium, cobalt, and rare earths has long since moved beyond the realm of harmless market mechanisms; today, it is a matter of strategic buildup. Copper has emerged as the true "common thread" of the energy transition and the AI revolution. As an indispensable component of every high-tech enterprise, from AI chips and complex sensor systems to massive energy grids, copper has become a structural bottleneck. A compulsive, at times painful, marriage prevails: for the Western industrial world is existentially dependent on a smooth supply to maintain technological supremacy. In other words, the industrial fate of the world hangs on the red metal. The vulnerability of these high-tech supply chains is currently being laid bare in all its harshness by the Strait of Hormuz blockade. When restrictive export rules from major producers collide with maritime paralysis, the geopolitical escalation has an immediate impact on the calculations of global goods production. 3 companies, 3 positions—clear hallmarks of a winning team!