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André Will-Laudien

  • Energy
  • Ressources
  • Technology

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets. In the historic dot.com year 2000, he trained as a CEFA analyst in Frankfurt and has since then accompanied over 20 IPOs in Germany.

Until 2018, he held various positions at banks as an asset manager, capital market and macro expert as well as fundamental equity analyst. He is passionate about the energy, commodity and technology markets as well as the tactical and strategic asset allocation of liquid investment products. As an expert speaker at investment committee meetings of funds as well as at customer events, he can still describe the course of the 1987 crash, one of the major buying opportunities of the last 33 years on the stock market.

Today, he knows that the profit in shares is not necessarily the result of buying cheaply, but above all of avoiding mistakes and recognizing in good time when markets are ready to let air out. After all, in addition to basic fundamental analysis, investing in stocks is above all a phenomenon of global liquidity and this must be monitored regularly.


Commented by André Will-Laudien

Commented by André Will-Laudien on November 11th, 2025 | 07:15 CET

Finding true value in the stock market! DroneShield, Palantir, and Globex Mining in Focus

  • Mining
  • Gold
  • Commodities
  • Defense
  • Drones
  • Software
  • Technology

Irrationality has become the new norm on the capital markets. While global economic growth has been stuttering for years, tech stocks on the NASDAQ are celebrating daily. Cautious voices are often ridiculed because, according to statistics, they are only proven right every 5 to 7 years. The penultimate sharp correction occurred 7 years ago in the fall of 2018, followed by two more, in 2020 and 2022, triggered by the pandemic and war. Since then, markets have been climbing almost relentlessly. The highly regarded DAX and NASDAQ indices have more than doubled since those corrections. Meanwhile, the Shiller P/E ratio has risen from 18 to 37 – incidentally, it peaked at 40 two weeks ago. Since then, volatility indicators have been reluctant to fall. The nervousness is palpable! We are using this most challenging of investment periods to reflect on what true value really means.

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Commented by André Will-Laudien on November 10th, 2025 | 07:30 CET

Mental mobilization! The EU places orders with Rheinmetall, Hensoldt, Antimony Resources, thyssenkrupp, and TKMS

  • Mining
  • antimony
  • Commodities
  • Defense
  • hightech

With Russia stepping up attacks on Ukraine's energy infrastructure, parliamentarians in Brussels are realizing that only swift and decisive action can help close Europe's major security gaps. This means trillions in investments in defense technology and intensified Europe-wide cooperation. There is no room for hesitation or tactical maneuvering; funds must be saved elsewhere in order to protect the continent from potential aggression from the East. Time is short because by 2027, Europe aims to have a credible level of defense readiness. Investors can participate in this trend through carefully selected defense stocks. We cannot make the choice for you — but we do have a few ideas.

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Commented by André Will-Laudien on November 10th, 2025 | 07:00 CET

Takeover fever! BYD is amazed, Graphano celebrates, and Lyft buys FreeNow from Mercedes and BMW!

  • Mining
  • graphite
  • Batteries
  • BatteryMetals
  • Electromobility

If the electric vehicle market wants to overtake combustion engines, further advances in battery technology are still needed. Consumers need to be convinced, which means that economic realities should be at the forefront of their purchasing decisions. Major innovations require high-performance materials, including graphite, which is a key component of modern lithium-ion batteries. Graphite contributes to a greater range, higher energy density, and improved safety. At the same time, innovative approaches to silicon anodes and novel cathode materials are ensuring more efficient and cost-effective production processes. With the steady expansion of charging infrastructure, range anxiety among consumers is diminishing, further boosting the adoption of e-mobility. This highly dynamic innovation environment thus opens up attractive prospects for both technology developers and investors, as the industry is changing rapidly.

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Commented by André Will-Laudien on November 7th, 2025 | 07:50 CET

Fact check: After the correction comes the next rally! Ups and downs for Almonty, Aixtron, and Deutsche Pfandbriefbank

  • Mining
  • Tungsten
  • Banking
  • semiconductor
  • Technology

Zigzag! Buy, sell, buy again! What wild volatility we are seeing on the trading board! Palantir delivers dream numbers, exceeding analysts' estimates by 10%, only to drop 20% after a brief rally. Traders have a saying for this: "Buy the rumor, sell the fact." Indeed, this kind of market behavior is often seen around earnings releases. In the case of Almonty, the stock surged an explosive 700% in just eight months, only to lose 40% in the subsequent correction. For flexible investors, it is worth taking a closer look and not losing sight of the fundamentals. Here are a few ideas for rocking the boat or tucking stocks away à la Kostolany!

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Commented by André Will-Laudien on November 6th, 2025 | 07:10 CET

Novo Nordisk calculating carefully, Evotec facing potential takeover? Clinical trial and up-listing at Vidac!

  • Biotechnology
  • Biotech
  • Pharma
  • Innovations

The stock market is showing some turbulence in the biotech sector. Unlike the big growth stocks on the NASDAQ, there is still urgent catching-up to do here. Some figures, such as those from Novo Nordisk and Evotec, still give reason for concern. The situation is quite different at Vidac Pharma, where an up-listing to the primary market is on the horizon and a clinical trial is about to begin! Plenty of material for investors' dreams to grow. We calculate where an investment is worthwhile!

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Commented by André Will-Laudien on November 5th, 2025 | 07:15 CET

Money or gold – Where can investors expect another 150% return? ESG-compliant with RE Royalties, Deutsche Bank, PayPal, or Fiserv?

  • Sustainability
  • Money
  • Digitization
  • Technology
  • Payments
  • Gold
  • ESG

Gold continues to fascinate as a scarce and value-preserving asset. However, its extraction often comes with significant environmental and social challenges, making the label "sustainable" difficult to apply. Money, on the other hand, especially in the form of cash or digital currency, is intangible and based on trust; in modern times, its sustainability is defined by its use in ESG-compliant investments. And these are diverse! With its "Green Deal," the EU is driving a comprehensive transformation and directing capital toward sustainable technologies and projects through support programs and ESG regulations. This is particularly relevant for institutional investors, who are increasingly required to consider climate risks and social responsibility. Much of this capital flows into green infrastructure and technological innovation. Private investors, meanwhile, have green investments on their radar, though the primary focus here remains on returns. Let's dive into the world of financiers.

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Commented by André Will-Laudien on November 4th, 2025 | 07:30 CET

Amazing! Rollercoaster ride with Beyond Meat, recovery at Novo Nordisk and Eli Lilly, big returns with PanGenomic Health

  • Health
  • Vegan
  • healthtech
  • Sustainability
  • Food
  • Biotechnology
  • Pharma

Volatility in the growth stock sector has caused quite a few swings in recent weeks. While Novo Nordisk and Eli Lilly are still struggling with margin declines from semaglutide injections, shares of the plant-based meat provider Beyond Meat have been bouncing around like a ball in orbit. After a rapid tenfold increase in October, November appears to be all about the reverse gear, with the stock currently down 80% from its peak. Those with strong nerves and a quick hand on the mouse are in luck. Things are calmer and steadier with PanGenomic Health. Here, the high levels since summer must first be digested before the next upward cycle can begin. We highlight a few opportunities.

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Commented by André Will-Laudien on November 4th, 2025 | 06:55 CET

Critical metals plus gold equals returns! Another 100% with Power Metallic, BYD, Mercedes, thyssenkrupp, and TKMS

  • Mining
  • Nickel
  • Copper
  • Commodities
  • Electromobility

Is it good or bad news that the US government is not supplying Tomahawk missiles to Ukraine? It is hard to say, especially if you live in Central Europe. The perceived threat from Russia has seemingly tripled within just a few months, as have the share prices of defense technology providers and suppliers of critical materials. Investors recognize that everything is interconnected these days. Artificial intelligence is boosting certain industries while simultaneously creating millions of unemployed people over the next few years, on top of an already shrinking economy. Those who are still able to consume happily will likely be the fortunate shareholders who bet on the right horses in this complex mix. We have a few examples in store for risk-conscious investors.

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Commented by André Will-Laudien on October 29th, 2025 | 07:45 CET

Caution! Moment of truth for TeamViewer, TKMS, thyssenkrupp, Beyond Meat, and Kobo Resources

  • Mining
  • Gold
  • Commodities
  • Volatility
  • Technology
  • Defense
  • Vegan
  • Sustainability

The stock market has been very volatile in October. Many market participants had expected a "crash" after the initial downward swings. The definition of such an abrupt downward movement is a minimum decline of at least 25% within just a few trading days. This already happened back in April, when Donald Trump projected his feverish dreams of tariff policy onto the board. Little remains of these announcements, which is why stocks quickly rebounded. Yesterday, Tuesday, the NASDAQ 100 reached a new all-time high of over 26,000 points on massive trading volumes. Fund managers and desperate private investors are pushing more and more money into stocks that have long since ceased to be cheap. What to do now? Good advice remains hard to come by!

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Commented by André Will-Laudien on October 29th, 2025 | 07:35 CET

Record prices and takeover rumors confirmed! Almonty, D-Wave, and Oklo in the spotlight

  • Mining
  • Tungsten
  • Defense
  • computing
  • Commodities

What could be better than takeover rumors? For weeks, there have been persistent discussions about state participation in companies that support the Western supply chain for critical metals or can secure it in the medium term. Hopes are pinned on the latest developments at rare earth specialist MP Materials. But there is another way! Almonty Industries took the plunge and secured a tungsten project in the US to drive forward its geographical diversification towards the West. Investors are enthusiastic. D-Wave and Oklo are also speculating in the same vein. We provide a little more clarity.

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