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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 April 21st, 2026 | 06:55 CEST

Middle East Conflict Weighs on Markets: Food Supply Chains Become a Key Issue – MustGrow, K+S, Evotec, and BioNTech in the Spotlight

  • biologics
  • Biotechnology
  • Food
  • foodtech
  • agritech
  • mustard

The Middle East conflict is once again bringing global supply chains into focus and increasing pressure on vulnerable supply routes. The Strait of Hormuz, in particular, remains a key geopolitical risk factor because it is of great importance for the global flow of goods and energy. If tensions arise there, transportation costs, delivery times, and price fluctuations can quickly escalate. This creates new opportunities as well as risks, particularly for companies involved in food, health, and agricultural technology. MustGrow and K+S ensure the global food supply through fertilizers, while Evotec and BioNTech operate in the complex landscape of health-related issues. Despite uncertain conditions, dynamic investors are keeping an eye on the stocks that deliver comparatively robust results in a volatile market environment. We dig a little deeper!

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Commented by André Will-Laudien on April 20th, 2026 | 08:50 CEST

Bulls Regain Control? Globex Mining, SAP, and Oracle Gain Ground

  • Mining
  • Copper
  • CriticalMetals
  • PreciousMetals
  • AI
  • cloud
  • Software

The 2026 investment year has so far turned out much better than expected. Despite all the international turmoil and several current hotspots, the S&P 500 index reached a new all-time high of 7,147 points last week. Tech stocks were back in the spotlight, while the recently sought-after commodity stocks took a hit. Critical metals, however, remain the top issue due to disruptions in the Strait of Hormuz. China is now only exporting them in limited quantities, so many analysts already view them as a "showstopper" for economic development through 2030. What can the West do? Little in the short term, but in the long term, import dependencies must be replaced with genuine domestic deposits, many of which must also be brought into production quickly. Regulators are therefore called upon to act, even if the word "quickly" has not yet become part of the official vocabulary in Brussels. At Canada's Globex Mining, a lot is already getting underway. Tech stocks SAP and Oracle have likely finally put their lows behind them.

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Commented by André Will-Laudien on April 20th, 2026 | 07:55 CEST

Weathering the Geopolitical Storm: Silver Viper, Deutsche Telekom, and TeamViewer in Focus

  • Mining
  • Silver
  • Gold
  • Commodities
  • Telecommunications
  • Software

Close – Open – Close – Open! Most investors know this pattern all too well by now. Last week, US President Donald Trump loudly claimed control over the Strait of Hormuz. However, Iran does not appear to be going along with this. As of yesterday, Sunday, the strait was closed again, with threats even made to sink passing ships. The situation between Tehran and Washington remains highly volatile. Despite negotiated ceasefires, the mood remains extremely tense. The capital markets have to make sense of it all, but that is no easy task. Nevertheless, there are notable price movements that are worth a closer look.

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Commented by André Will-Laudien on April 17th, 2026 | 07:25 CEST

Gold at USD 4,800 – Largely Overlooked and Gaining Momentum: Desert Gold Set for First Production in 2026

  • Mining
  • Gold
  • Commodities
  • Africa
  • geopolitics

After a dream rally over the past 12 months, the gold price paused just below the USD 5,000 mark. The reason: between 2025 and January of this year, the precious metal surged by 130% to USD 5,400. Supply constraints and imbalances in derivatives markets, particularly in silver, pushed prices for physical metal sharply higher. Most gold producers and advanced explorers saw revaluations of up to 500%. Desert Gold also doubled in value during this period; however, the market has so far largely overlooked the company's strong positioning to begin production in 2026. The German research firm GBC has set a price target of CAD 0.93, which implies substantial upside from the current level of around CAD 0.14. Investors should keep in mind that gold investments have historically served as a hedge against geopolitical uncertainty. They can help stabilize portfolio returns and preserve purchasing power over the long term. A closer look is warranted.

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Commented by André Will-Laudien on April 16th, 2026 | 07:05 CEST

Volatus Aerospace on the Rise – From Aerial Imagery to a Question of Power: Drone Technology Is Shaping the Future

  • Drones
  • Defense
  • aerospace
  • geopolitics

The skies no longer belong solely to airplanes. Drones are rapidly evolving from niche tools into a core technology across industries. They are man-made, but ultimately superior, because they see better and act without emotion according to predefined patterns. They enhance data collection, automate processes, and expand operational capabilities—from agriculture to security. What was once experimental is now becoming systemically relevant. Autonomous systems secure energy supplies, facilitate rescue operations, and modernize global supply chains. Their dual utility makes them a key infrastructure of the digital age. For whoever possesses drone technologies increasingly controls the flow of data and resources and optimizes protection against unwanted threats. A trend that is clearly gaining momentum in the financial markets, with one name at the forefront: Volatus Aerospace.

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Commented by André Will-Laudien on April 15th, 2026 | 07:50 CEST

Oil shortages as a turning point for uranium and hydrogen with Siemens Energy, Standard Uranium, Plug Power, and Nel ASA

  • Mining
  • Uranium
  • nuclear
  • Hydrogen
  • renewableenergy
  • Energy
  • Oil
  • Gas
  • geopolitics

The start of the week was volatile. Oil prices are rising sharply again, up around 12%, increasing pressure on consumers and policymakers. Now the Black-Red coalition government has developed a 17-cent package set to be passed in the coming weeks. A temporary reduction in the eco-tax is intended to help. Geopolitical tensions continue to drive price volatility, even though underlying supply-demand fundamentals in oil and gas do not indicate a structural shortage. Prime Minister Söder is even calling for a resumption of gas exploration in Germany. Who would have thought? We, too, are looking at possible alternatives and taking a closer look at nuclear power and hydrogen. For investors, companies such as Siemens Energy, Standard Uranium, Plug Power, and Nel ASA are increasingly coming into focus, as they stand to benefit directly or indirectly from these structural energy shifts. We take a closer look at the underlying drivers.

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Commented by André Will-Laudien on April 14th, 2026 | 07:35 CEST

Dream Returns with Oil and Gas! Jump on Pure One, but Proceed with Caution on BP, OMV, and Nordex

  • Hydrogen
  • Oil
  • Gas
  • Energy
  • geopolitics

Recent developments are drawing renewed attention! US President Donald Trump has ordered the US Navy to implement a full-scale blockade of the Strait of Hormuz. He aims to halt Iranian shipments, which had previously been tolerated, in favor of countries that are no longer on the list of allies in this Middle East conflict. At the same time, a joint project by individual NATO allies is launching to secure the disputed strait, to enable future transit once again. With this news, energy and commodity prices surged higher again yesterday, even though some of the gains were already pared back by the afternoon. The focus is once again on oil and gas stocks, as well as some alternative energy and utility shares. In this environment, the Australian company Pure One can steer its diverse range of activities in the most profitable direction. Meanwhile, established players such as BP, OMV, and Nordex have already seen significant share price gains, prompting analysts to adopt a more cautious stance. A closer look is therefore warranted.

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Commented by André Will-Laudien on April 13th, 2026 | 09:30 CEST

Double The Gains: 100% Rebound in Defense Stocks and Critical Metals – Rheinmetall, Antimony Resources, CSG, and Mutares in focus

  • Mining
  • antimony
  • Defense
  • CriticalMetals
  • geopolitics
  • security

Created and published on behalf of Antimony Resources Corp.

The stock market gives and takes. While investors were able to celebrate a massive 5% gain last week, the tide has already turned in the opposite direction this week. The reason: The hoped-for peace talks in Pakistan between the US, Israel, and Iran have failed. Since this provides no positive momentum for the economy or the already strained energy and metals markets, volatility is likely to return in some sectors. We are looking at opportunities in the critical metals sector and highlighting some stocks that are showing attractive metrics again following recent corrections.

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Commented by André Will-Laudien on April 13th, 2026 | 07:25 CEST

Almonty Drives the Tungsten Market: Between Shortages, Price Surges, and Revaluation

  • Mining
  • Tungsten
  • Defense
  • geopolitics
  • hightech

Major stock indices are currently experiencing heightened volatility. Following the strong rally of the past 24 months, both the S&P 500 and the DAX 40 have recently corrected by between 5% and 10%. Rising interest rates and little prospect of peace in one of the many global hotspots are weighing particularly heavily on the market. Commodities paint a different picture: industrial metals and critical materials remain in demand, led by tungsten, whose price has increased roughly tenfold over the past 24 months. Producer Almonty Industries is benefiting particularly from this; with the start of production in Sangdong, it is now entering a new operational phase and, with a market capitalization of more than EUR 4.2 billion, has made its way onto the buy lists of institutional investors. The recent consolidation appears to be over. What should investors be watching for now?

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Commented by André Will-Laudien on April 8th, 2026 | 08:15 CEST

Rising Rates, ESG & Private Equity: Financing in Extreme Times – Vonovia, RE Royalties, and Mutares

  • royalties
  • dividends
  • RealEstate
  • Defense
  • geopolitics

War, destruction, reconstruction. These are all issues closely tied to financing. Clearly, no one is currently thinking about how to rebuild the destroyed buildings, bridges, and power plants in Ukraine, the Gaza Strip, or Iran. First, peace must return before new investments in conflict zones can even be considered. The US likely already has dedicated plans for Ukraine, as well as for the Gaza Strip. For the companies RE Royalties, Vonovia, and Mutares, financing questions arise on a different level. Here, return requirements are linked to each individual investment. Often, however, it is not the interest rate of the financing instrument that matters, but rather the attractiveness of the specific project. This is highly interesting for investors who view a sufficient return as the primary criterion for their investment. The charts of these key players are swinging wildly back and forth, creating opportunities for agile investors!

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