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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 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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Commented by André Will-Laudien on July 26th, 2023 | 07:35 CEST

Climate protection, yes, but why is the plan not working out? Nikola, Nordex, Saturn Oil + Gas and JinkoSolar in focus

  • Mining
  • Oil
  • Gas
  • renewableenergies
  • Energy
  • Solar

The world often presents itself differently than it really is. In Germany, for example, there is a shortage of oil and gas, which is a major burden for industry and private consumers. Renewable energies now account for 56% of the installed nominal value of all power plants, but unfortunately, they cannot meet baseload demand. If there is little sunshine and no wind, gas and coal-fired power plants must be shifted up a gear to meet energy consumption. Oil, in particular, remains the base material for 100,000 products that contain plastic. So the green dream of complete independence from fossil fuels will not happen for a while. Where are the opportunities for investors?

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Commented by André Will-Laudien on July 25th, 2023 | 10:25 CEST

Attention - Turnaround ahead! TUI, Globex Mining, Vodafone, Deutsche Bank. Look closely now!

  • Mining
  • Vanadium
  • Commodities
  • Travel
  • Banking

In strong upward movements on the stock market, there are always trend stocks that lead the cycle. So far in 2023, GreenTech, IT and AI stocks have consistently produced new highs. Measured by the DAX price index, the market is still 25% below its historic highs, and the NASDAQ 100, the index of technology stocks, is still 700 points or 5% short of its all-time high. However, there are noticeable stocks with promising prospects that have not yet been in the spotlight. Here are some examples.

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Commented by André Will-Laudien on July 24th, 2023 | 08:20 CEST

BYD, Varta and FREYR - who will build the perfect battery? First Phosphate with a big deal!

  • Mining
  • phosphate
  • Batteries
  • BatteryMetals
  • Electromobility

E-mobility is still in its infancy globally, with just 25.9 million pure electric vehicles on the road out of around 1.3 billion vehicles worldwide. The share is, therefore, just under 2%. Nevertheless, sales are growing strongly, especially in China, Europe and the US. China is the most important production country for electric cars. It is forecast that around 13 million e-cars will be produced in the Middle Kingdom in 2023, more than in Germany and the US combined. The production costs of e-cars are still significantly higher than those of combustion engines. The main price drivers are the batteries, which use rare metals in their production. China's dominance in the field of battery innovations is currently still very pronounced. Where are the opportunities for investors?

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Commented by André Will-Laudien on July 19th, 2023 | 08:00 CEST

Cannabis 3.0 - will profits be made now? Canopy and Tilray under pressure, Cantourage Group positioned superbly

  • Cannabis

For a few days now, a long-neglected stock market segment has been attracting attention again: the cannabis industry. The North American industry protagonists Canopy and Tilray have recently attracted some stock market turnover again, but skepticism remains high. For those investors who did not exit in time, they had to write off around 95% of their investment in the last 2 years, and experts suspect that the revaluation of the former high-flyers is not yet complete. We take a look at the nebulous scenery of hemp speculation.

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Commented by André Will-Laudien on July 18th, 2023 | 07:55 CEST

Hydrogen makes headlines: Plug Power, ThyssenKrupp Nucera, Desert Gold, Nikola - Huge price swings!

  • Mining
  • Gold
  • Hydrogen
  • Energy
  • renewableenergies

Gains of over 100% in a single day, such occurrences are rare on the NASDAQ. The stock in question is no stranger: Nikola Motors. Currently, it is mainly the investment commitments for hydrogen projects that are causing investor excitement. In the case of Nikola, it was certainly also a short squeeze, as over 100 million shares had been sold short in recent months. Last Friday, the stock initially surged another 50% on historical volume, but this gain dropped to just 0.3% by closing. High risks, but where are the opportunities?

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Commented by André Will-Laudien on July 17th, 2023 | 08:35 CEST

Breakout: 300% possible with hydrogen and silver! Nel and Plug Power set the pace, TUI and Defiance Silver in turnaround

  • Mining
  • Silver
  • Hydrogen
  • travel

The stock exchanges ignite one firework after another. While the German leading index DAX has been busy recovering all its losses from July last week, the NASDAQ has already set new records. High-tech companies are leading the way, especially those with AI fantasy. Here, rosy times are expected while the European industry continues to struggle, as demonstrated impressively by BASF's profit warning. In addition to a nice recovery rally in the hydrogen stocks, silver also made a proper move upwards. Here is an overview of the possible "breakouts".

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Commented by André Will-Laudien on July 13th, 2023 | 08:20 CEST

Batteries are the solution to the climate dispute! Varta and BASF explode, while BYD and Power Nickel step on the gas!

  • Mining
  • Nickel
  • Electromobility
  • renewableenergies

After months of losses, battery-related stocks are in high demand again. Varta and BASF are leading the way with up to 50% gains! Varta is delivering initial results from its restructuring efforts, reigniting investor enthusiasm. The China market leader in e-mobility, "Build Your Dreams" (BYD), has also made decent gains since its spring weakness. The Canadian company Power Nickel is preparing to supply the battery market with high-grade nickel. Which share should be preferred now?

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