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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 January 15th, 2026 | 07:20 CET

Silver, gold, copper, and uranium - The stuff dreams are made of! Nel ASA, American Atomics, and Siemens Energy in focus

  • Mining
  • Uranium
  • Commodities
  • renewableenergy
  • Energy

Commodities are off to a strong start again this year. As they are irreplaceable raw materials for industry, energy distribution, and e-mobility, high prices are also accelerating inflation in Western jurisdictions. With the exception of gold, critical metals have been trading at "safety premiums" for several months. This is a result of fragile supply chains, geopolitical constraints, and increasing supply uncertainty. Solar module manufacturers in China are now said to be hoarding silver because speculators are virtually buying up the procurement markets for physical goods. Silver has gained around 200% in the past 12 months, with physical demand now exceeding annual production. According to experts, this trend is far from over. Are portfolio rebalancing measures necessary?

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Commented by André Will-Laudien on January 14th, 2026 | 07:40 CET

Price explosion ahead! Alibaba flexes its muscles, RE Royalties up 40%, and TeamViewer on the launch pad!

  • royalties
  • Sustainability
  • AI
  • ecommerce
  • Software
  • Digitization

The markets are proving highly dynamic at the start of the year. Yesterday, the DAX climbed to a new all-time high of over 25,400 points. There have been minor corrections among the high-tech winners of 2025, but the focus is now shifting to small caps and old favorites, which can now take off unchallenged. Alibaba is making an impressive comeback in China, RE Royalties is off to a strong start with a 40% gain, and the much-maligned TeamViewer is finally posting a satisfactory quarter. How quickly will investors return here?

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Commented by André Will-Laudien on January 13th, 2026 | 07:40 CET

Silver +200% - Gold doubles! Time for acquisitions? Barrick, B2Gold, Desert Gold, Glencore, and Rio Tinto in focus!

  • Mining
  • Gold
  • Silver
  • Commodities
  • Investments

The geopolitical situation brings new uncertainties every day. Most recently, markets reacted strongly to news around the removal of Venezuelan President Maduro, and now massive unrest in Iran has been added to the mix! Commodity prices are galloping against the backdrop of fragile supply chains and the formation of Eastern and Western power blocs with conflicting interests. While the US is formulating its expansionist agenda towards Greenland and Canada, China is responding with further export restrictions. This is exacerbating the situation even further and driving up the prices of silver to USD 85 and gold to over USD 4,600. Both established mines and promising projects are coming into focus, and takeover rumors are circulating once again. How are investors supposed to keep track of all this? We are happy to help.

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Commented by André Will-Laudien on January 12th, 2026 | 07:20 CET

Boom & Bust 2026 – Where can investors still position themselves? BYD, BMW, DroneShield, and Power Metallic Mines

  • Mining
  • CriticalMetals
  • Nickel
  • Electromobility
  • Defense
  • Drones

New highs every day – it is nothing short of a miracle. The international trouble spots around Ukraine, Gaza, and Venezuela appear to be growing with the addition of Syria and Iran. This means the next gear for the arms industry. The under-militarized NATO countries, in particular, are likely to continue to push ahead, as the US's guarantee of support for Western countries is no longer considered viable. Those who can no longer defend themselves today are at risk of being overrun by trigger-happy dictators. This makes things interesting for DroneShield and Power Metallic. The automotive industry must also show how it can get consumers back behind the wheel. The capital markets remain highly valued and extremely exciting, but the eternal one-way street of high tech still seems to have many potholes. Which stocks can overtake on the right?

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Commented by André Will-Laudien on January 8th, 2026 | 07:20 CET

ATTENTION - The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon

  • Mining
  • Tungsten
  • Defense
  • Steel
  • AI
  • hightech

Shares related to artificial intelligence continue to be a major focus in the market, even though the initial euphoria has subsided somewhat recently. Critical voices are increasingly warning of setbacks or even a significant correction. Among these skeptics is the well-known investor Michael Burry, who is said to have bet on falling prices for Nvidia and other industry peers. At the same time, shares linked to critical metals and their industrial end users have once again moved into the spotlight since the turn of the year. This is because tech specialists and AI infrastructure providers are under pressure to meet extremely high requirements in terms of energy supply, computing capacity, speed, and reliability. As a result, further opportunities are emerging for selected stocks. We highlight a few of these potential plays.

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Commented by André Will-Laudien on January 7th, 2026 | 08:00 CET

Stock market frenzy: Silver, high-tech, AI, or Bitcoin? 100% opportunities with Strategy, Finexity, Metaplanet, and TeamViewer

  • Technology
  • Tokenization
  • hightech
  • Silver
  • AI
  • Bitcoin

It is not exactly easy to keep a clear head as an investor at the moment. Political shortages of strategic metals, ever-new geopolitical flashpoints, and an enormous burden on Western households are weighing on the minds of stock investors. The fact that "long only" is becoming a profitable thesis in this environment is now a permanent novelty. Historically, after substantial upturns of more than 20%, there have always been periods of consolidation. However, these are no longer visible, and every day of waiting costs returns. Whether silver, copper, AI, or high-tech stocks, the hard-won fixed-income returns in the 2% range have already been wiped out since the beginning of the year. But there is one exception: if we consider the crypto market as an alternative to currencies and stocks, it has been on a noticeable hiatus since fall 2025. But in recent days, there has been a spring awakening here as well. We are looking for current opportunities!

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Commented by André Will-Laudien on January 7th, 2026 | 07:20 CET

Experts predict a silver boom up to USD 250! Should Rheinmetall, Silver Viper, and Aixtron be in your portfolio now?

  • Mining
  • Silver
  • Commodities
  • Defense
  • hightech
  • semiconductor

The rise in the price of silver by over 160% in just 12 months is already phenomenal. But the upward scenario now seems inevitable: reports of imbalances in the physical delivery of futures contracts by institutional investors are leading to renewed price increases at every settlement date. Since the precious metal generated a strong buy signal at around USD 38, the price has been trending upwards. In yesterday's trading, it even exceeded the USD 80 mark. Allegedly, more than 700 million ounces of silver will be missing for the March settlement, which corresponds to 90% of total annual production. In addition to the very interesting silver explorer Silver Viper, we are also looking at Rheinmetall and Aixtron, two high-tech consumers of this critical metal. If deliveries fail, production lines could be halted for some time! Here are a few insights.

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Commented by André Will-Laudien on January 6th, 2026 | 07:35 CET

Up and down: Doublers and halvers among themselves! BYD, VW, DroneShield, and Power Metallic

  • Mining
  • Nickel
  • Copper
  • PGEs
  • Electromobility
  • Drones
  • Defense

And once again, it is full steam ahead. While last year saw a sunny scenario in terms of returns for AI, defense, and silver stocks, these sectors are performing even better in the new year. Rumors of a physical silver shortage have now been confirmed by futures exchange warehouses. This could mean that the "one-way movement" in strategic metals will continue. Rumor has it that the shortages may even be spreading to a range of industrial metals. As the world's largest producer of these raw materials, China is tightening export controls and redirecting resources toward its domestic industry. Much of this is still unconfirmed, but the recent price explosion to over USD 12,000 for copper speaks volumes. Investors would be well advised to diversify their allocations to be ready for the most important developments!

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Commented by André Will-Laudien on January 6th, 2026 | 07:15 CET

Battery supply on a knife's edge – NEO Battery Materials becomes an established industrial partner

  • Batteries
  • BatteryMetals
  • Technology
  • CriticalMetals
  • Investments

The push for e-mobility and rising demand from defense applications are driving a quantum leap in battery technology. At the same time, China is increasingly putting the brakes on as an industrial partner. Beijing recently imposed export restrictions on high-performance Li-ion aggregates. This makes it a real challenge for manufacturers to equip their products with high-quality energy storage. The latest announcement from NEO Battery Materials is therefore a game-changer! Certification as an OEM supplier has been completed. NEO Battery Materials, a company that is at the beginning of industrial scaling and technical differentiation, presents itself as a specialist in silicon-based anode materials with a secured production hub in South Korea. Particularly relevant for investors: high-performance batteries are increasingly being treated as critical infrastructure in Western industrial and defense policy, meaning they are structurally tied to priority investment areas. Geopolitically motivated trade barriers must be navigated carefully. Time is of the essence.

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Commented by André Will-Laudien on January 5th, 2026 | 07:30 CET

Double-digit start to 2026 for Plug Power, Nel ASA, CHAR Technologies, and thyssenkrupp nucera

  • cleantech
  • Sustainability
  • renewableenergy
  • Hydrogen

Things are continuing as they ended in 2025: high volatility, challenging circumstances, and political upheaval. Now the guns are speaking again, because there is no peace in Ukraine after all, putting defense stocks back at the top of the shopping list. However, after years of decline, investors are now venturing back into the alternative energy sector. Since the hydrogen boom in 2021, the industry's protagonists have lost up to 90% of their share price value. So why not venture back into an area where money has not flowed for a long time? Biomass specialist CHAR Technologies is a newcomer on the scene. The rally started here in 2025 and is likely to continue. thyssenkrupp nucera is also worth a look. After being spun off from the Duisburg-based group, the lights appear to be green!

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