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André Will-Laudien

 

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 September 8th, 2026 | 09:40 CEST

Biotech: Time to Bet on the Rebound! Evotec and BioNxt in the Takeover Spotlight, Bayer and BioNTech Flush with Cash

  • Biotech
  • Biotechnology
  • Innovations
  • Takeover
  • rebound

After a long dry spell, the biotech sector is on the cusp of a spectacular turnaround, offering bold investors the potential for significant returns. Many innovative biotech stocks are trading well below their all-time highs, yet almost unnoticed, the next major rally is already taking shape behind the scenes. The huge cash reserves of industry giants Bayer and BioNTech are currently fueling takeover speculation across the sector. This colossal capital, running into the billions, is desperately seeking new growth drivers, suddenly putting smaller players on the radar of potential acquirers. At the very top of the hunters' watchlist are the hard-hit Evotec and the disruptive newcomer BioNxt. Both companies boast top-class technology platforms, which, at current levels, almost seem like an exclusive clearance sale. Investors who keep their eyes open and position themselves strategically for the major rebound could get ahead of the looming wave of consolidation. The conditions for an explosive catch-up rally have rarely been this favorable.

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Commented by André Will-Laudien on September 4th, 2026 | 07:00 CEST

USD 100 Oil Price Shock – Boost Returns with Smart Alternatives like ITM Power, Zefiro Methane, Plug Power and Nel ASA

  • methane
  • OrphanWells
  • Energy
  • renewableenergy
  • cleantech
  • Hydrogen

Created and Published on Behalf of Zefiro Methane Corp.

Volatility is going through the roof! The conflict in the Middle East is driving oil prices relentlessly toward the critical USD 100 mark, putting the energy market on high alert. Exploding commodity costs are further fuelling already stubborn inflation, increasing pressure on central banks to keep interest rates at restrictive levels. In this toxic environment for traditional assets, however, the irreversible trend towards the energy transition is proving to be a powerful catalyst for future-proof investment alternatives. Investors wishing to make their portfolios crisis-proof are now looking for profitable niche players and, for example, reducing their exposure to the high-tech sector, which has risen sharply. Alongside the hydrogen leaders ITM Power, Nel ASA and Plug Power, the US company Zefiro Methane is shining. And the formula is simple: by decommissioning orphaned oil and gas wells, this environmental tech specialist stands to profit directly from reduced climate-damaging emissions. Investors should therefore make clever use of the current market volatility to secure tomorrow's winners away from the expensive oil sector.

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Commented by André Will-Laudien on September 3rd, 2026 | 08:50 CEST

AI Energy Crisis Boosts Niche Players: Deutz, Siemens, dynaCERT and Siemens Energy in Focus

  • Hydrogen
  • cleantech
  • Energy
  • AI

All the warning lights are flashing red at the Brussels Energy Office! The ever-growing daily use of AI is driving electricity demand to unprecedented levels, putting enormous strain on global infrastructure. A recent industry study by Allianz on data sufficiency underscores the fundamental problem: the enormous computational load of modern AI applications devours vast amounts of electricity and drastically exacerbates the global energy shortage. But all is not lost yet! For where traditional grids reach their limits, the time has come for specialized niche players to turn the rapidly escalating energy crisis into viable business models. Energy technology giant Siemens Energy is laying the foundations by stabilizing the urgently needed grid infrastructure and supplying highly efficient gas turbines for large data centres. However, as the expansion of centralized electricity grids can barely keep pace with the growth of AI, decentralized solutions are also gaining significant prominence. This is where Deutz AG is positioning itself as a leading systems provider for self-sufficient energy supply and state-of-the-art emergency power generators. Looking at the heavy goods vehicle sector, one comes across dynaCERT. This cleantech company supplies the market with its patented hydrogen technology, which has been proven to reduce fuel consumption and emissions from logistics and energy-generation facilities. For forward-thinking investors, this acute bottleneck presents an attractive entry opportunity.

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Commented by André Will-Laudien on September 3rd, 2026 | 08:40 CEST

Drone Attack in Germany: Pressure on NATO Mounts! Rheinmetall, Volatus, Hensoldt and DroneShield in the Spotlight

  • Drones
  • Defense
  • hightech
  • NATO
  • geopolitics

The attempted attack using an explosive-laden drone at Leipzig Airport marks a new level of escalation in hybrid warfare in Europe. Following weeks of intensive investigations by the Federal Public Prosecutor's Office, the German government has now officially identified the Russian intelligence service as the mastermind behind the sabotage operation. This targeted attack on critical infrastructure serves as a massive international wake-up call to NATO partners. In Brussels, the Alliance is calling for a significant strengthening of collective deterrence and defence capabilities against such covert operations. From an investor's perspective, such incidents create a new selling point for the defence industry and specialist defence companies. Hensoldt, a specialist in sensor technology and airspace surveillance, is facing rapidly rising demand for seamless detection systems. At the same time, defence giant Rheinmetall is coming into focus for its role in establishing far-reaching, active defence architectures at airports and military bases. When it comes to high-tech equipment for drone defence and surveillance flights, the specialists DroneShield and Volatus Aerospace are once again in the spotlight. The political pressure to close these serious security gaps in airspace as quickly as possible is likely to provide the companies involved with a massive long-term boost. Investors should therefore keep a very close eye on the geopolitical boom in this highly specialized defence segment.

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Commented by André Will-Laudien on September 3rd, 2026 | 08:30 CEST

Only the Sky's the Limit! 150% Potential After the Correction: Desert Gold, Lufthansa, Ryanair and easyJet

  • Mining
  • Gold
  • Africa
  • travel
  • Aviation

New highs, then a sharp pullback! It did not take long for rising interest rates to put pressure on traditional growth shares and force investors to rigorously reassess their portfolios. Even the safe haven of gold has not been spared this trend and is undergoing a substantial correction. However, this technical correction in certain shares and the precious metal creates an excellent entry point for fundamentally undervalued mining stocks such as Desert Gold. But other crisis-hit sectors are also appearing on the radar. Due to persistently high kerosene prices, forward-thinking investors are already turning their attention to the global aviation sector. This is because industry is currently still suffering noticeably from the strain of ongoing geopolitical conflicts. However, once a lasting diplomatic easing begins to emerge, airlines could be poised for a massive comeback. An end to the crises would drastically reduce fuel costs and reopen blocked flight routes worldwide. In addition, pent-up demand for travel among both leisure and business customers could trigger a sharp increase in bookings. Industry leaders such as Lufthansa, Ryanair and easyJet are operationally well positioned to benefit disproportionately from such a surge in demand. A sharp eye is essential!

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Commented by André Will-Laudien on September 1st, 2026 | 07:25 CEST

AI: The 180-Degree Turn for Performance Cars! VW, Porsche, BYD and Standard Uranium in Focus

  • nuclear
  • Uranium
  • Automotive
  • Electromobility
  • AI

It has finally happened – AI is permeating every aspect of life. This is creating many new conditions, including for stock market investors. One example is the automotive sector: for the traditional auto industry to survive, a fundamental U-turn is essential. Whilst long-established brands such as VW and Porsche have dominated for decades thanks to their mastery of classic mechanical engineering and driving dynamics, AI is now rapidly shifting the core of value creation to the software level. The modern vehicle is rapidly evolving from a mechanical means of transport into a rolling supercomputer. This is evident in the disruptive strategy of Chinese tech giants such as BYD. Not only does the company control around 75% of its vertical supply chain, including its own AI chips, but its integrated AI architecture is also completely breaking down the traditional barriers between the powertrain, the cockpit and the driver-assistance systems. This transformation is putting German premium manufacturers under enormous pressure in terms of time and margins, as the iterative addition of individual control units appears too sluggish and inflexible compared to BYD's centralized AI 'brain'. For investors, this creates a highly dynamic environment. It is worth taking a closer look.

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Commented by André Will-Laudien on August 28th, 2026 | 11:00 CEST

Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power

  • AI
  • Energy
  • Software
  • computing
  • EnergyParks
  • datacentres
  • chips

Created and Published on Behalf of NU E Power

What if the screen stays black after you switch it on? No joke—because the insatiable power appetite of artificial intelligence is driving demand for electricity and cloud capacity to astronomical levels. But Bloomberg is now sounding the alarm: at the current pace of data-center expansion, a major reality check could be looming, potentially putting the ambitious AI dreams of Silicon Valley's giants under serious pressure. A study by BloombergNEF reinforces this concern, predicting that by 2035, data centers could consume up to 20% of total US electricity demand. The most critical bottleneck is the extreme shortage of electricity, as aging power grids and the sluggish expansion of renewable energy simply cannot keep pace with rapid growth. At the same time, the rollout of new megaprojects is increasingly slowing down. Lengthy permitting procedures, strained supply chains for specialized transformers, and an acute shortage of skilled workers are significantly extending construction timelines. How can investors capitalize on this power-supply bottleneck?

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Commented by André Will-Laudien on August 28th, 2026 | 07:00 CEST

USD 10,000: Gold Is Gearing Up for a Major Breakout! AngloGold, Endeavour Mining, Sibanye-Stillwater and DRC Gold in the Spotlight

  • Gold
  • Africa
  • Commodities

It seems almost strange when one compares gold price targets online. There are investment-bank analysts whose independence is visibly constrained and who ultimately have to deliver what their clients pay for. Then there are many independent system critics who have been accumulating the popular precious metals, gold, silver and platinum, for years, hoping to emerge in a stronger position than others after a potential currency system collapse. And then there are numerous speculators who, without much knowledge of fundamental data, short the spot price and are later surprised when covering their positions no longer works, as was the case in January. On the mining side, the problem presents itself differently. Geologists are grappling with dwindling reserves, while managers speak of the burden of constantly rising costs. To sum it up: the metal is shrouded in many myths, is extremely scarce in physical form, and is being bought up by central banks. All in all, it makes perfect sense—so why not proclaim a price target of USD 10,000? Over the next three years, this could very well become a reality. Which stocks look promising in this context?

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Commented by André Will-Laudien on August 27th, 2026 | 07:25 CEST

AI, E-Mobility and Robotics: 150% Upside? Mercedes-Benz, BYD, XPeng and Strategic Resources in Focus

  • VTM
  • ironore
  • GreenSteel
  • Electromobility
  • Robotics
  • AI

The profound convergence of artificial intelligence, robotics, and e-mobility is completely redefining today's industrial landscape. This technological revolution is being led by visionary companies that are deliberately upending conventional industry norms. For example, the Chinese pioneer XPeng is strategically transforming its business model toward "Physical AI" to enable vehicles to merge with humanoid robots in perfect symbiosis in the future. At the same time, global industry leader BYD is pushing into the European market with an unprecedented scaling offensive, while established luxury manufacturers like Mercedes-Benz are building an emotional bridge between high-performance software and legendary driving culture. Yet amid this rapid race for technological supremacy, one fundamental truth is often overlooked: without securing the underlying raw material supply chains, the entire high-tech machinery comes to a standstill. This is where the raw materials specialist Strategic Resources Inc. positions itself: with its Canadian BlackRock project, the company already has a key approved mine. It is worth taking a closer look at the numbers.

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Commented by André Will-Laudien on August 26th, 2026 | 10:00 CEST

The Focus Is on Nutrition, Not Microchips: What Is on the Menu at McDonald's, Bayer, MustGrow and Kraft Heinz?

  • biologicals
  • agritech
  • Food
  • chemicals
  • ESG
  • Sustainability

Created and Published on Behalf of MustGrow Biologics Corp.

The stock market is many things, but it is hardly sustainable. Trends change as quickly as the weather—chips are all the rage today, but tomorrow they are out of favor. Funnily enough, the lines of reasoning are similar whether the market is rising or falling. However, sustainability is of paramount importance in the food production sector and among publicly traded companies in it. This is because a consistent ESG focus in global food production has evolved from a mere image factor to an established guarantee of success. A recent study by the McKinsey Global Institute impressively demonstrates that companies with strong ESG structures have more resilient supply chains in the long term and enjoy significantly higher consumer loyalty. Giants like McDonald's and Kraft Heinz are driving this transformation by increasingly focusing on recyclable packaging, nature-based farming, and ethical sourcing of raw materials. However, this green transition would be virtually inconceivable without innovative suppliers and trailblazers at the base of the value chain. This is where the agricultural giant Bayer comes into play, laying the foundation for lower-emission crops through targeted investments in biological crop protection and regenerative agriculture. As an agile driver of innovation, the Canadian company MustGrow Biologics is tapping into this trend and revolutionizing the market with all-natural active ingredients derived from the mustard plant. It is worth taking a closer look at what really matters!

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