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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 October 26th, 2023 | 08:15 CEST

Omicron or Pirola? Biotech shows doubling opportunities again! BioNTech, Pfizer, Defence Therapeutics, MorphoSys in focus

  • Biotechnology

We had ticked off the Corona pandemic long ago. But if you ask your acquaintances, you may find one or two who have recently been infected with the "Pirola" variant. The official code of the virus variant is BA.2.86, and it was first discovered in Israel. The current infections are spreading rapidly across Europe and have also reached Germany. So far, the new Omicron offshoot appears less contagious than its predecessors. The new symptoms associated with "Pirola" include skin rashes, diarrhea, changes in the mouth and tongue, itchy eyes and surprisingly, sore fingers or toes. What is going on here? It is a reason to look again at BioNTech and some other biotechs. Where are the opportunities lurking?

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Commented by André Will-Laudien on October 24th, 2023 | 07:00 CEST

Uranium with exploding demand! Uniper, GoviEx Uranium, Plug Power, RWE - The next 100% value in the portfolio

  • Mining
  • Uranium
  • renewableenergies
  • nuclear

With a global alliance, the participants of the last climate conference in Cairo want to implement their NetZero targets by 2035 or 2045. The speed of adaptation to more sustainable energy production and use is, of course, dependent on the public investment budgets of governments. In Germany and the EU, eco-taxes are levied to fund other areas, such as transport, which are then to be invested in environmental projects. However, most participants in the climate agreement are overburdened because of the high costs of migration management and rising government spending. However, because many countries still have a good infrastructure for nuclear energy, this form of energy is now being used to achieve the desired climate neutrality somewhat earlier and more easily. The protagonists of this view in Europe are France, Spain, Poland and the Czech Republic - Germany is staying out of this issue. However, around 100 new reactors are to be built worldwide, so uranium as a raw material is once again at the top of the shopping list. Which stocks are at the forefront of this trend?

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Commented by André Will-Laudien on October 23rd, 2023 | 07:00 CEST

Attention, take advantage of the sell-off now! Bombed-out prices at JinkoSolar, SolarEdge, Manuka Resources and BYD!

  • Mining
  • Vanadium
  • renewableenergies
  • Solar
  • Electromobility
  • Batteries

This has not happened for a long time: Lower prices among the "Who's Who" of international technology stocks. Investors who had bet on the endless upswing of well-known growth stocks have taken a beating in the last 6 weeks. But not every fallen angel is excessively overvalued! In times of high volatility and rising interest rates, it pays to take a clear look at robust business models. And as we all know, these are to be found among the market leaders. We welcome the necessary price corrections because they present better opportunities for prudent investors. However, the stock market must now compete with a safe EU bond yield of just under 4%. The risk capital for equities is, therefore, no longer as abundant due to attractive fixed-income alternatives. We assess the opportunities for a few selected stocks.

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Commented by André Will-Laudien on October 17th, 2023 | 08:10 CEST

Strategic metals, rare and in demand! Rheinmetall, Almonty Industries, JinkoSolar

  • Mining
  • Tungsten
  • armaments
  • Solar
  • renewableenergies

We all know that the electrification of mobility and the energy transition is unstoppable. At the same time, there are numerous trouble spots in this world that make reliable access to such important metals difficult and threaten supply chains. The supply of essential raw materials has, therefore, long since become a matter for governments, while private alliances that can be terminated at any time appear too uncertain. We examine companies that are doing well in this environment and offer one or two solutions to the problem. For investors, this means promising returns!

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Commented by André Will-Laudien on October 16th, 2023 | 07:05 CEST

Attention: Turnaround with 100% chance! Hydrogen stocks Nel and Plug Power are looking for the bottom and dynaCERT with large orders

  • Hydrogen
  • greenhydrogen
  • renewableenergies

Consolidation has now gripped the entire market, as the sharp rise in interest rates and the remaining high inflation are taking their toll on growth stocks. For the first time, the major indices have come under great pressure, with the DAX-40 also making acquaintance with the all-important 15,000 mark. However, there are also positive signs. The hydrogen market has been undergoing a substantial correction since the end of 2021, which resulted from prolonged overvaluation. Market participants were expecting a new megatrend due to numerous political initiatives, but it has yet to materialize as quickly as anticipated. Now, however, the cards of the protagonists look better. Valuations are now at a low point, and new orders are coming in. We take a look at some interesting stocks.

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Commented by André Will-Laudien on October 12th, 2023 | 07:00 CEST

Strong Buy with 70% discount! TUI, Blackrock Silver, Plug Power - Secure the 2024 winners for your portfolio now!

  • Mining
  • Gold
  • Silver
  • Hydrogen

The stock markets have been in a stagnant state since March. Interest rates are rising, inflation remains high, and we have also seen better times on the economic front. When everything seems gloomy, and the cannons are thundering far away, it is buying time for lagging or unjustly beaten-up stocks. Plug Power, TUI, and Blackrock Silver shares have seen over 70% correction in just two years. It is partly fundamentally justified, partly because of one of the worst industry trends in decades. Those looking for the other side of the coin should take a closer look because this is likely where the next 100 percenters lie dormant.

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Commented by André Will-Laudien on October 11th, 2023 | 08:30 CEST

Investing against the tide! Rheinmetall, BYD and Power Nickel with 100% potential?

  • Mining
  • Nickel
  • Electromobility
  • armaments

In challenging times, it takes a lot of nerve to weatherproof one's investment strategy. Despite all the crises, however, there is no denying that the key underlying trends in the economy will continue. Occasional setbacks, therefore, always provide new entry levels for the agile investor, naturally in the conviction that we in Germany can do little to change the global situation and its upheavals. Life goes on, and stock market prices have to find a new equilibrium. In the area of defense and mobility solutions, Rheinmetall, BYD and Power Nickel stand out with good positioning. Where do the opportunities lie?

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Commented by André Will-Laudien on October 10th, 2023 | 07:10 CEST

Hydrogen before the rebound! Nel, First Hydrogen and ThyssenKrupp Nucera in focus

  • Hydrogen
  • renewableenergies
  • Energy

The stock market environment is currently not characterized by a festive mood. Many conflicts and political uncertainties dominate the minds. Even hydrogen stocks have not been spared major price corrections for investors. However, investors with a healthy long-term focus should look a few years ahead. After all, climate change and alternative energies will have difficulty bypassing the hydrogen issue. Public initiatives will increase, if not today, then tomorrow. Even today, however, the entire sector is available for purchase at a high discount. First Hydrogen is very innovative, and there are good rebound opportunities for Nel and ThyssenKrupp. We do the math.

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Commented by André Will-Laudien on October 5th, 2023 | 08:50 CEST

Hydrogen - further caution. Gold - strong buy! Nel, Plug and Nucera in the sell-off, consider increasing Globex Mining!

  • Mining
  • Gold
  • Hydrogen
  • greenhydrogen
  • renewableenergies

The year 2023 will go down in the history books as the anti-bull market for hydrogen stocks. Because of political declarations of intent, they were the most sought-after stocks on the stock market in 2019 and 2021. However, instead of public and private initiatives, hydrogen is becoming a specialized solution. Electrolysis, which is costly, makes sense where there is enough green energy and surplus available from the grid. In Europe, however, there is more of an energy problem, and expensive hydrogen cannot offer economic solutions. Investors are therefore rethinking and selling the still costly stocks. Mining and mining stocks have also fallen in 2023, but gold and strategic metals have an undeniable demand. Taking a look at Globex Mining could be worthwhile at this point. Here are some ideas for the active investor.

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Commented by André Will-Laudien on October 4th, 2023 | 07:50 CEST

Mega battery deal at First Phosphate, BASF, VW and BYD with buy signals

  • Mining
  • phosphate
  • Batteries
  • Electromobility

The last IAA in Munich was a memorable showdown for the local automotive industry. More than 750 exhibitors from 109 countries showcased their e-mobility innovations. In addition to autonomous driving with AI support and various new technical features, however, one topic in particular preoccupied trade visitors: how can manufacturers get more power, longevity and safety into powertrain batteries? Li-ion technology has now been in use for over 20 years. But where is the future state of the art? BASF and First Phosphate have new developments to offer in this regard. Manufacturers like BYD and Volkswagen have the global market shares to make these innovations fly. Where should investing be done now?

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