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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 March 27th, 2026 | 09:05 CET

Crisis as Catalyst: Deutsche Bank, Commerzbank, UniCredit, RE Royalties, and PayPal in Focus

  • royalties
  • dividends
  • Investments
  • geopolitics
  • Banking

War, destruction, and infrastructure reconstruction—the financial sector is in the spotlight. Amid escalating geopolitical tensions, the rising demand for credit is causing lenders' margins to surge! This is because banks, infrastructure financiers, and specialized investment firms benefit directly from the growing demand for capital coming from many directions. The energy transition is one of the largest investment areas. In Europe alone, investments in the hundreds of billions will be needed in the coming years to modernize power grids, build storage facilities, and connect completed energy plants to the grid. Financial institutions are not only earning from loans and project financing, but increasingly also from fees, equity stakes, and long-term cash flows from energy assets. At the same time, interest margins are rising in an environment of higher financing costs, which improves the profitability of many financial institutions. Despite all the crises and difficult investment conditions, it is worth taking a look at the credit sector.

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Commented by André Will-Laudien on March 26th, 2026 | 09:45 CET

Iran Conflict Boosting Margins: BASF, Lahontan Gold, E.ON, and Lanxess in focus

  • Mining
  • Gold
  • Commodities
  • Gas
  • Oil
  • chemicals
  • geopolitics

Brent crude at USD 100 – this is a game-changer! The recent attack on Qatar's key LNG facility has taken 17% of annual production off the market, and the global LNG market faces a multi-year structural deficit. A doubling of gas prices around the globe in just 12 hours also sent oil prices soaring. Worse still: The Strait of Hormuz is currently blocked, and neither oil nor gas tankers can even begin their voyages at sea. For the winding-down winter season in Europe, the problem is not overwhelming, but filling gas storage facilities over the summer is likely to prove difficult. In this environment, gold has been benefiting again since mid-week, up 5% to USD 4,550; at the crisis low, the price had even dipped to USD 4,150. How are select gold companies and major gas consumers like BASF and Lanxess faring right now? What about E.ON? Here are a few thoughts.

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Commented by André Will-Laudien on March 26th, 2026 | 07:55 CET

DAX & Gold Correction: 100% Gains Possible with SAP, Kobo Resources, and Oracle

  • Mining
  • Gold
  • Silver
  • Commodities
  • Software
  • Technology

High volatility is shaping daily trading. With the threat of an airstrike on Iranian nuclear power plants, the major stock markets came under extreme pressure. As a result, the closely watched DAX 40 index briefly fell below 22,000 points, in tandem with the NASDAQ. As a reminder, the annual high was set in January at 25,508 points. The price of gold also suffered from the general trend toward liquidity; everything that was not firmly in place was sold off. However, since Wednesday, there have been initial signs of easing, and buybacks are beginning. We are focusing on the promising projects of Kobo Resources in Côte d'Ivoire and also believe that cloud and AI experts SAP and Oracle are poised for a turnaround in 2026. We are convinced that one of these stocks will achieve a 100% return over the next two years. Of course, you are free to choose how to structure your portfolio.

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Commented by André Will-Laudien on March 25th, 2026 | 09:35 CET

Oil Volatility Shakes Markets – Life Sciences Stocks Back in Focus: Bayer, Vidac Pharma, Valneva, Novo Nordisk, and Pfizer

  • Biotechnology
  • Biotech
  • Pharma
  • LifeSciences

The conflicts in the Middle East continue. With the first talks between the US and Iran, the stock markets made a lightning-fast upward adjustment. As a result, the German benchmark index DAX 40 gained a full 1,600 points within just 10 minutes at the start of the week. However, it was unable to hold that level, falling back to 22,600 points yesterday. The question now is whether the parties to the conflict can actually reach a viable solution. Completely unfazed by the broader market conditions, some news is making waves in the life sciences sector, driving price movements here and there. It is good to shift the focus away from daily market fluctuations and toward other profitable sectors. Here are a few ideas.

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Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET

Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD

  • Copper
  • zinc
  • CriticalMetals
  • Oil
  • geopolitics
  • Electromobility
  • Electrification

As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.

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Commented by André Will-Laudien on March 23rd, 2026 | 07:10 CET

Sharp Corrections for the DAX, NASDAQ, BTC, Gold, and Silver – But Almonty Industries Is Showing Its Strength!

  • Mining
  • Tungsten
  • Defense
  • hightech
  • Investments

17% of Qatar's LPG capacity was destroyed last week, with damage expected to last 2 to 3 years. What madness! Iran is targeting critical infrastructure of Western allies in response to Israeli-American aggression. This brings back the horror scenarios from the COVID-19 pandemic, as we are likely to witness the collapse of global supply chains - at least for a few months. For the capital markets, this means constant stress mode, with high volatility and a downward trend. Even safe havens like gold and silver are under massive selling pressure - presumably due to liquidity shortages. One commodity, however, is trending from one high to the next: tungsten. This critically important metal for the defense industry has reached prices of up to USD 2,800 per metric ton unit (MTU). One company particularly exposed to this trend is Almonty Industries, already up over 2,000% in the last 18 months. What is next here?

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Commented by André Will-Laudien on March 20th, 2026 | 08:30 CET

DAX and NASDAQ Plunge, but Drones Are on the Order List: How Is Volatus Aerospace Faring?

  • Drones
  • Defense
  • hightech
  • geopolitics

The escalation surrounding Iran is currently starkly illustrating just how much modern conflicts are shaped by unmanned systems. Drone attacks on storage and energy infrastructure in the Gulf region are driving not only geopolitical uncertainty but also oil prices skyward, putting global markets under pressure. At the same time, we are witnessing a broad sell-off in the stock markets, triggered by fears of inflation, supply bottlenecks, and a further escalation of the conflict. What is striking here is that while traditional markets come under pressure, the strategic importance of technologies for reconnaissance, surveillance, and the protection of critical infrastructure is rapidly increasing. This is precisely where new demand cycles are emerging, not only in the military sector but also in energy, security, and industry. It is at this striking intersection that the true investment story of Volatus Aerospace begins.

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Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET

Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus

  • Mining
  • Silver
  • Commodities
  • hightech
  • chips
  • semiconductor

Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.

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Commented by André Will-Laudien on March 18th, 2026 | 07:20 CET

200% Stock Surge: The Battle for Dominance in Critical Metals with Antimony Resources

  • Mining
  • antimony
  • Defense
  • flameretardant
  • hightech
  • Investments

It is remarkable how quickly critical metal shortages can translate into stock gains! Antimony Resources (ATMY | CA0369271014) stock soared from EUR 0.33 to EUR 1.00 within three months - a clean triple! The backdrop for this development likely lies in the multitude of geopolitical conflicts, as they require the use of extensive technology and military equipment. Here, the raw material antimony is at the top of procurement lists. In addition to all kinds of defense technology, the metal is also needed in data centers. Server racks contain kilograms of antimony-containing, flame-retardant cable sheathing. The solar industry also uses sodium antimonate, and complex specialty alloys benefit from the material properties of this flame-retardant element. What is next for Antimony Resources?

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Commented by André Will-Laudien on March 18th, 2026 | 07:05 CET

Drone Warfare Reshapes NATO Priorities: Airbus, DroneShield, and NEO Battery Materials in Focus

  • Batteries
  • BatteryMetals
  • Defense
  • Drones
  • geopolitics

Things are not progressing as quickly as the US president had hoped with the "Iran special operation." Airstrikes against Iran began in early March, and since then, markets have been fluctuating wildly, almost hourly. Even though the destruction of Iran's nuclear programs is widely welcomed, a new oil and gas shortage is emerging for Western economies, as around 20% of daily production is transported through the Strait of Hormuz, a route also used by container ships. Investors must therefore once again contend with a new supply constraint that is shaking global supply chains. In highly specialized industries, "just-in-time" production thus becomes a gamble. Defense and military stocks are once again in focus, but due to the enormous challenges posed by constantly evolving conflict zones, specialists in energy storage and electrical infrastructure are also moving into the spotlight. A healthy mix of all these sectors could even generate gains in times like these.

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