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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 17th, 2022 | 13:10 CET

Hensoldt, Gazprom, Triumph Gold - These stocks will explode like Alibaba!

  • Gold

The Ukrainian crisis has triggered a humanitarian catastrophe and a deep and extended price increase around the globe. Inflation is galloping, so central banks will have to react soon. In terms of COVID-19, not much is likely to happen after the freedom declarations, but whether the economy can sustainably gain momentum remains questionable. Supply chains have been disrupted, interest rates for financing are rising vehemently, and there are many question marks on the raw materials side, especially in the metals sector. As if by magic, there was a strong countermovement after the sell-off in China and Hong Kong in the last few weeks. And Alibaba & Co. made leaps of joy of up to 25% plus. We look at other price share price curiosities.

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Commented by André Will-Laudien on March 16th, 2022 | 12:20 CET

Rheinmetall, Nordex, Kodiak Copper: The 100% stock sensation in copper and nickel!

  • Copper
  • Nickel

At the start of this week, the London Metal Exchange (LME) had to suspend the futures market on nickel because the margin calls overwhelmed some market participants. Forward prices had exploded from USD 25,000 to USD 100,000 within two weeks. As a result, the critical industrial metal is more expensive than ever before. The LME will resume nickel trading today. It will be interesting to see where the short squeeze will drive the price. In the meantime, the few producers of the metal have probably also set out to bring their mined goods to the market in the best possible way. Similar shortages now exist in the electrical conductor metal, copper, and some other battery and high-tech metals. We present a few interesting investments.

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Commented by André Will-Laudien on March 14th, 2022 | 13:23 CET

The battery sensation: Varta, BYD, NIO, Power Nickel: Shares down, oil price above USD 150?

  • Electromobility
  • Battery
  • Nickel

Since the invasion of Russian troops in Ukraine, the changes in the world are now clearly noticeable. Above all, it is tragic that thousands of people have died, and millions are once again forced to flee their homes. There is despair and compassion all over the globe because most nations have been blessed with peace for decades. The standard of living has also increased significantly in 95% of regions. Now, time seems to be running backward again: raw materials, food and everyday necessities are becoming dramatically more expensive, leading to substantial inflationary spurts sector by sector and pushing the level of prosperity back again. But it also shows: We humans must become more independent of fossil energy and advance alternative technologies. We show you shares that are in line with this trend.

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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET

Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!

  • Copper
  • Electromobility

The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?

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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET

Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?

  • Technology
  • Electromobility

Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?

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Commented by André Will-Laudien on March 7th, 2022 | 12:48 CET

Attention: Nordex, Siemens Energy, Memiontec, Siemens - Out of the crisis with GreenTech!

  • GreenTech

Renewable energies promise lower and more stable energy prices in the medium term and greater independence from oil and gas from abroad. Accordingly, the current developments could lead to a further intensification of efforts for the energy turnaround in Europe. The armed conflicts between important raw material suppliers expose the risks of historical dependencies. For an energy importer like Germany, ongoing sanctions can pose a serious supply threat. Currently, the government may even be called upon to reduce levy-induced additional costs on fuels and postpone the phase-out of nuclear energy. In this mixed situation, GreenTech manufacturers will experience a real boost. We show which values are interesting.

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Commented by André Will-Laudien on March 4th, 2022 | 10:45 CET

TUI, Aspermont, Lufthansa - Hard hit by the Ukraine crisis, but there is hope!

  • Digitization

Putin's attack against the free democratic basic order will have far-reaching consequences. He will go down in the history books as a warmonger and aggressor; as far as Western politicians of character are concerned, he will be burned for years to come. The Russian leader is paying a high humanitarian and economic price for marking the border between East and West. Its own population is the main loser. NATO never posed a threat, as it is a defense pact. Warlike actions have been far from the West for years, and there is no reaction on this side. Freedom and democracy are difficult to preserve for Ukraine, but one should not throw in the towel too soon. The following values have fallen by the wayside, but they will take off again when the situation calms down.

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Commented by André Will-Laudien on March 3rd, 2022 | 14:11 CET

Ukraine crisis: ThyssenKrupp, BMW, Almonty Industries - Critical metals soon sold out!

  • tungsten

Day 7 of the invasion: With Putin's invasion of peaceful neighbor Ukraine, world politics has changed ad hoc. With a shocked look at the humanitarian suffering, Western countries are moving closer together, sanctions against the aggressor are being implemented quickly, and military solidarity is beginning to manifest. Now Turkey has also closed the Bosporus and Dardanelles straits to warships. The extreme increase in the price of energy is driving up inflation and causing problems for the mining industry. The shortage is being felt around the world. How are companies coping with this challenging environment? We take a look at some interesting examples.

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Commented by André Will-Laudien on March 2nd, 2022 | 10:24 CET

Deutsche Bank, Raiffeisen International, wallstreet:online AG, flatexDEGIRO - Vladimir, here we go!

  • Investments

With huge turnover on the stock markets, the international investment community now has to incorporate the Russia risk into their investment strategy. As a result, the capital markets are experiencing strong fluctuations, and no one really knows where things are headed. In addition, the highest inflation since 1990 has sent oil and gold prices soaring. Suddenly, Bitcoin (BTC) and other cryptos can also benefit because cash is running low in Ukraine and Russia. After all, the Russian ruble has lost 50% of its value within 48 hours, so even exchanging it for other currencies will be painful for the population. Inflation had fully impacted assets in 2021/22, with techno stocks, commodities and real estate rising the most. We look at interesting stocks with price discounts.

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Commented by André Will-Laudien on March 1st, 2022 | 12:25 CET

Gazprom, BP, Barrick Gold, Ximen Mining - Putin's Ukraine conflict boosts gold and silver!

  • Gold

Over the weekend, the buzzword "mobilization of nuclear weapons" was heard in the media. In the ears of investors, the loud saber-rattling sounded like the starting signal for a gold and silver rally. Events then rolled over in sequence: Russian accounts were frozen, the SWIFT system was disconnected, and there were likely payment difficulties at Sberbank. The sponsorship contract with Gazprom was terminated by Schalke 04 without notice. In this country, people are wondering what medium-term effects the Russian crisis will have on society, the relationship with Russia in general, and the economy. In this context, we are watching a few interesting stocks.

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