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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 August 21st, 2023 | 07:00 CEST

The correction wave is rolling: Adyen, Almonty Industries, Nel ASA - is a 100% turnaround quickly possible?

  • Mining
  • Tungsten
  • GreenTech
  • renewableenergies

Looking back, 2023 has been an exceptionally good stock market year. However, there has been no noticeable momentum for a few weeks now; instead, major players are trying to maintain the high level. However, the profit warnings are piling up, which we should have received for months, given the economic weakness. But the executives are taking time to lower their forecasts, hoping things improve. The fact that stocks still trended upward for months despite huge interest rate increases is due to the reawakened NASDAQ bull market with the trending topics of Artificial Intelligence and Greentech. But just hoping for falling interest rates is not enough. Now sentiment has also turned, and prices are falling. Time for us to take a look at some of the "Fallen Angels". Who will manage the turnaround?

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Commented by André Will-Laudien on August 15th, 2023 | 05:40 CEST

E-mobility 2.0 - Better batteries, longer ranges: BYD, Nikola, Manuka Resources, and Varta in the spotlight!

  • Mining
  • Vanadium
  • Electromobility

The fact that the e-mobility wave will continue in the medium term depends greatly on the performance components and public subsidies. Government subsidies for buying a Stromer or hydrogen-powered vehicle are falling. In order to encourage rapid uptake, there are subsidies from the government and manufacturers, known as the environmental bonus. But the total budget for the federal support for the bonus is limited. In 2023, only EUR 2.1 billion was initially planned, but Economics Minister Habeck has since announced an increase to EUR 2.5 billion. In 2024, only EUR 1.3 billion is currently planned, which is a cut of 50%. So the race against time has begun. Which shares are particularly interesting now?

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Commented by André Will-Laudien on August 14th, 2023 | 07:05 CEST

Greentech rally restarts again! Siemens Energy, Defense Metals, SMA and JinkoSolar - critical metals are in demand

  • Mining
  • RareEarths
  • Solar
  • renewableenergies
  • Energy

Greentech stocks have been a hot topic since the Inflation Reduction Act (IRA) by the Joe Biden Administration. That is because, besides the EU, the US now also wants to step on the gas pedal significantly. It is all about investing in the future of climate protection. This primarily involves technologies for alternative energy generation, such as solar or wind power plants. Under the IRA, US investments in the future will be subject to a tax bonus. For industry, the key point remains the availability of strategically important metals, as they are as rare as they are highly sought after. Where are the opportunities for investors?

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Commented by André Will-Laudien on August 9th, 2023 | 09:10 CEST

Clean energy clearly in buy mode! Plug Power, Siemens Energy, Regenx Tech, Nordex - Clean returns instead of summer blues!

  • recycling
  • rawmaterials
  • renewableenergies
  • Energy

The energy turnaround will be challenging, as is now well-known in Berlin. Those who wish to completely abandon fossil energy supply must make significant investments in the future. Alternative technologies for energy generation are already on the horizon, but the implementation up to the grid connection is complicated and requires resources. Unfortunately, the anticipated reduction in CO2 savings will only materialize after more than 15 years of operation, so the expected positive environmental scenario is also a long way off. It is also evident that high-quality and rare raw materials must be transferred to a circular economy, as their availability is limited. Where are the opportunities for investors in the long process of energy rebalancing?

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Commented by André Will-Laudien on August 8th, 2023 | 09:50 CEST

Is Artificial Intelligence facing a crash? Facing the bear market with profit enthusiasm: BYD, VW, Nikola, and Power Nickel

  • Mining
  • Nickel
  • AI
  • Batteries
  • renewableenergies

The major stock markets reached new highs for the year last week. With interest rates continuing to rise, inflation still on the rise and recessionary tendencies, many market participants are wondering if the bull market will pause for a while. Because what has failed to materialize so far is a significant consolidation, which would be necessary to finally let off some steam and prevent losses of 20 to 50% within 6 weeks, as seen in 2000, 2008, 2011, 2015 and 2022. The respective starting points in those years were the volatile late summer months of August and September. Stocks such as Nividia, C3.ai and Palantir recently gained as much as 250% and have been buoyed by the AI wave. But how far can this trend go? Looking at the battery market, BYD, Nikola, and Power Nickel could be the next profit generators.

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Commented by André Will-Laudien on August 7th, 2023 | 07:55 CEST

Wild times - quarterly figures on the move! Tupperware, Defence Therapeutics, PayPal and Amazon under the magnifying glass!

  • Biotechnology
  • Software
  • Investments

After a pronounced summer rally on the stock markets, there have been individual setbacks in early August. It should come as no surprise that the reaction to quarterly figures can sometimes be more intense. Often, stocks have simply run too far and experienced a healthy consolidation; in the case of Tupperware, the opposite is probably the case. Here, too many speculators have positioned themselves on the short side, and there were hopeful reports. We analyze a few highlights of the last week.

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Commented by André Will-Laudien on August 3rd, 2023 | 16:00 CEST

Uranium soon to be sanctioned? GoviEx Uranium, Plug Power, Nel ASA, AMS Osram - Can hydrogen solve the energy issue?

  • Mining
  • Uranium
  • renewableenergies
  • Hydrogen
  • fuelcell

Somehow, energy policy has become very complicated. The EU sanctions coal, oil, gas and gold from Russia, but uranium remains untouched. Why? There is one who vehemently opposes this behind the scenes in Brussels: France! The German Minister of Economics, Robert Habeck, does not want to accept this. Of course, Germany no longer needs uranium for its decommissioned nuclear power plants, and the defense industry has its own sources of supply, which are not known to the public for security reasons. There is also the military coup in Niger, one of the world's major uranium-producing countries. What do investors have to pay attention to now?

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Commented by André Will-Laudien on August 2nd, 2023 | 09:05 CEST

Artificial Intelligence - Now it is really taking off! Palantir, Lufthansa, TUI, Viva Gold - These shares are on the rise!

  • Mining
  • Gold
  • Software
  • travel
  • AI

After extensive climate blockades at the airports in Hamburg, Düsseldorf and Munich, the environment minister of the Green Party, Robert Habeck, also spoke out: "The activists, who are now obstructing people from traveling on vacation, are doing massive damage to the cause of climate protection." Quite right! They also significantly disrupt traffic and cause considerable economic costs due to delays and cancellations. This could soon come to an end as the affected airport operators are filing criminal complaints. If real sanctions with imprisonment are finally imposed, the issue could be effectively addressed, and the government can demonstrate its ability to act anew. After all, many citizens now have doubts about the implementation of important public objectives, for which an expensive state apparatus is now responsible. What should investors pay attention to?

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Commented by André Will-Laudien on August 1st, 2023 | 08:20 CEST

Which now? Battery power or hydrogen? BYD, Altech Advanced Materials, BASF, Nikola Motors

  • Hydrogen
  • GreenTech
  • Electromobility
  • Batteries
  • fuelcell

The question of what future mobility will look like has yet to be entirely resolved. Currently, the governments in office are propagating the electric drive. However, after the fire on the "Fremantle Highway" in the North Sea, the question of the safety of the Li-ion batteries currently in use has arisen again. And who will pay for the EUR 500 million damage to the wrecked freighter? This does not even take into account the possible ecological inferno for the North Sea. EV batteries are expensive and require enormous resources to produce, yet there is no legal obligation to dispose of used batteries properly. Very short-term thinking, but Berlin is currently shining on issues of a curious nature. Where are the opportunities for us investors?

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Commented by André Will-Laudien on July 31st, 2023 | 09:00 CEST

New hydrogen hype! More than 100% possible with Plug Power, dynaCERT, ThyssenKrupp Nucera and Nel ASA

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Energy

While the use of wind and solar has long been established, this step is still to come for hydrogen. The EU's recent decision to produce around 20 million metric tons of the highly flammable fuel by the year 2030 is a major step forward. The aim is to replace natural gas supplies from Russia. This move is expected to help the new energy source establish itself more rapidly within the EU. Currently, 50 billion cubic meters of natural gas are used in Europe to produce so-called grey hydrogen. According to recent studies, a rapid switch to green hydrogen would make it possible to replace around 12% of gas consumption by 2030. Quite impressive! Which stocks will benefit from the approaching boom?

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