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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 December 29th, 2023 | 07:15 CET

The big turnaround 2024: Hydrogen with Nel, Plug Power, ThyssenKrupp Nucera and dynaCERT

  • Hydrogen
  • greenhydrogen

While the DAX 40 and NASDAQ indices are climbing to new all-time highs, hydrogen stocks are sinking further and further into the ground. But there is hope! With the exception of the OPEC states, around 200 countries have spoken out in favor of phasing out fossil fuels at the COP28 Climate Conference in Dubai. This should give the signatory governments a good opportunity to restart their state subsidy programs in favour of alternative energies in the coming year. Now is the time to re-examine the battered sector. Nel ASA and Plug Power have recently reported declining order volumes, while dynaCERT and Nucera are performing well operationally. We are looking at a sector that has the potential to gain several hundred percent in 2024.

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Commented by André Will-Laudien on December 28th, 2023 | 07:00 CET

Fireworks for the 2024 energy transition: Siemens Energy, Almonty Industries, Siemens and Nordex in your New Year's Eve portfolio?

  • Mining
  • Tungsten
  • renewableenergies

Supporters of GreenTech shares came away empty-handed in terms of performance in 2023. Despite repetitive messaging from Berlin, Brussels, and Washington, alternative energy projects have yet to really take off. There is a lack of private investors willing to finance the less profitable billion-dollar projects. However, after the conclusion of the Climate Conference in Dubai, a new force of anti-fossil fuel world improvers might emerge, initiating the new year with fresh debt-funded projects. Yield hunters should, therefore, briefly bet on the losers from 2023 at the start of the year in order to ride the euphoric New Year wave. Here are a few suggestions.

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Commented by André Will-Laudien on December 27th, 2023 | 07:00 CET

The 2024 share rocket without e-funding - BYD, Defense Metals, Porsche and Volkswagen

  • Mining
  • RareEarths
  • Electromobility

With the supplementary budget 2023, the fate of the e-funding was sealed. On December 16, the purchase premium hammer came down in an "ad hoc announcement" from Berlin: The funding of up to EUR 4,500 for the purchase of a new e-vehicle has expired with immediate effect. This was announced by the Federal Office for Economic Affairs and Export Control (BAFA). The deadline for applying for the funding ended on December 17, 2023, meaning that e-mobility is now a thing of the past. Only the reduced tax rate under the company car scheme and the general exemption from vehicle tax remain. Consumer advocates are complaining about the unequal treatment of different mobility concepts that have prevailed for years, and the Federal Constitutional Court will likely have to deal with this issue in due course. Time for investors to rethink - where are the opportunities in the investment year 2024?

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Commented by André Will-Laudien on December 21st, 2023 | 07:30 CET

After the COP28 Climate Conference: Hydrogen, solar or oil? Plug Power, Nucera, Saturn Oil + Gas, JinkoSolar in focus

  • Mining
  • Oil
  • Hydrogen
  • Solar

It could have gone better! The COP28 Climate Conference in Dubai is over, the results sobering for many, for others within the realm of expectations. While large parts of the world are calling for a stricter approach to reducing fossil fuels, the countries in the Gulf region want to continue their successful business model of the last 150 years. Oil is not going out of fashion, and its production will continue to be abundant and delivered to buyers through various channels. Hydrogen and solar energy, like wind power, are essential energy sources, but they will not replace existing structures; at best, they will supplement them. Even nuclear energy, which has been widely frowned upon, is now seen as a climate solution by countries such as Poland, France and Finland and is being drastically expanded. Where are the opportunities for investors?

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Commented by André Will-Laudien on December 20th, 2023 | 07:00 CET

COP28 a toothless tiger? Nel ASA, Klimat X, Nvidia, and Plug Power in the climate change check!

  • Sustainability
  • renewableenergies
  • chips

Another earth-shattering climate conference is behind us. The outcome was as sobering as it was predictable. Around 200 countries were able to agree on measures to reduce fossil fuels, but the Gulf states insisted on their right to continue the business model of oil and gas production that has been successful for decades. This makes it clear that the availability of fossil fuels will continue on a large scale because the BRICS states, such as Russia, China, India and Brazil, will continue to exploit their fossil resources unabated. Incidentally, international conflicts only work with fuels and not with battery-powered drives. So, if you consider the wars in Ukraine and the Middle East with their accompanying environmental destruction, there is no need to invent bans on European diesel vehicles. However, there are a few glimmers of hope for a greener future...

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Commented by André Will-Laudien on December 19th, 2023 | 07:20 CET

GreenTech in turnaround in 2024? Siemens Energy, Altech Advanced Materials, Nordex and Varta in focus

  • GreenTech
  • Batteries
  • renewableenergies

The investment year 2023 was not a highlight for owners of GreenTech shares. All stocks that were supposed to benefit from the government's fabulous climate change targets were crushed. Hydrogen stocks lost 75% on average, and the wind and solar sectors fell by at least 50%. A look ahead to 2024 now raises questions, as the Berlin traffic light coalition abruptly halted support for heating and e-mobility due to the Karlsruhe ruling. This will now be a litmus test for GreenTech producers, as they must assert themselves on the market without subsidies. It is a bold experiment if the state no longer offers incentives. We take a closer look.

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Commented by André Will-Laudien on December 18th, 2023 | 07:15 CET

COP28 - Acting on climate change in 2024! Nel ASA, Manuka Resources, BYD and VW - more than 200% is possible

  • Mining
  • Vanadium
  • Gold
  • GreenTech
  • renewableenergies
  • Electromobility

Despite all reservations, the science is unanimous! Failing to limit global warming will pose significant risks to humanity in the next two decades. At the end of the World Climate Conference in Dubai, the revised resolution text was adopted without objection by almost 200 countries. COP28 President Sultan Ahmed Al Jaber described the outcome as "historic" and a "foundation for transformative change". The agreement calls for a global transition away from fossil fuels. It is thus the first resolution of a UN climate conference that concerns the future of all energies - including oil, natural gas, and coal. Criticism and rejection came from the Gulf States, as they intend to continue their "Affordable Oil & Gas from the desert sand" business model. How do typical GreenTech shares react to the latest climate policy?

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Commented by André Will-Laudien on December 13th, 2023 | 07:45 CET

Uranium, lithium or gold? The climate conference tells us which way to go! BYD, Globex Mining, VW and Mercedes!

  • Mining
  • Uranium
  • Lithium
  • Gold

At the international climate conference in Dubai, several Arab countries sharply criticized and ultimately rejected the global move away from fossil fuels. The move by Western countries is an "aggressive attack", said Kuwaiti Oil Minister Saad Hamad Nasser al-Barrak yesterday, Tuesday. "I am astonished by this extraordinary insistence on depriving people and many countries of their basic source of energy. This approach is racist and colonialist," al-Barrak continued. This means that there will be no decision on a global phase-out of oil and gas with the OPEC states. Therefore, the current World Climate Conference is likely to be inconclusive or conclude with unilateral declarations from the EU. However, there is much to suggest that commodities that positively impact the global climate will remain on the import list of industrialized countries. Which shares should be considered in this mixed situation?

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Commented by André Will-Laudien on December 12th, 2023 | 13:40 CET

Game Changer in Cancer - The Biotech Gold List for 2024! MorphoSys, Defence Therapeutics, BioNTech and Bayer

  • Biotechnology
  • Pharma
  • Cancer

The International Agency for Research on Cancer estimates the number of cancer deaths worldwide for the year 2022 to be around 10 million. However, the number of new cancer cases in the same year amounted to around 20 million, and cancer is still considered incurable. Lung cancer remains the sad frontrunner, claiming the most lives worldwide. Colorectal and stomach cancer follow at a considerable distance. However, since the original launch of the "Cancer Moonshot" in 2016, the fight against this incurable disease in the US has made some progress in the realization of therapies. Recently, there has been an increase in success stories from many biotech companies, and investors' enthusiasm is palpable once again. Where are the Biotech game changers lurking for the 2024 investment year?

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Commented by André Will-Laudien on December 12th, 2023 | 06:40 CET

Climate conference and Venice turns green! Oil remains in demand; goodbye hydrogen? Nel ASA, Prospera Energy and Plug Power in Focus

  • Hydrogen
  • Oil
  • renewableenergies

Too little, too slow, too half-hearted! Climate activists in Italy have drawn attention to themselves with a spectacular campaign. The "Extinction Rebellion" group members painted the famous Grand Canal in Venice fluorescent green. Some activists abseiled from the Rialto Bridge over the central canal of the northern Italian lagoon city on Saturday afternoon and poured dye into the water. Their action was intended to protest against the "ridiculous progress" made at the COP28 World Climate Conference in Dubai. "We are tired, we have had enough of being taken for fools by our governments and knowing that our future is in danger while politicians do nothing," they said in a statement to the press. How do we tackle the energy issues of the future? A look at selected energy stocks paints a clear picture.

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