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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 11th, 2023 | 07:30 CET

Gold and Silver in 2024 - Breakout or Crash? Blackrock Silver, TUI and Lufthansa should show their colors now!

  • Mining
  • Silver
  • Gold
  • Tourism
  • travel

A new record high for the DAX at 16,782 - who would have thought it? The stock market is anything but boring at the moment. Gold started the week at a new all-time high of USD 2,147 in Asian trading, then sold off and even fell below the USD 2,000 mark again over the course of the week. Although the central banks are currently absorbing 30% of production, the price is unable to hold steady at the top. This is likely due to the lower-than-expected inflation at the beginning of the last quarter of the year. All in all, lower inflation also means lower interest rates. This is actually a bullish signal for gold and silver, but things often turn out differently than expected. On the consumption side, the tourism market should also be considered due to higher household budgets. Is this where the top yields for the coming year are hiding?

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Commented by André Will-Laudien on December 7th, 2023 | 08:50 CET

Snow chaos and climate madness, who is playing in the Premier League of the energy transition? Nel ASA, Power Nickel and Plug Power under the microscope

  • Mining
  • Nickel
  • BatteryMetals
  • renewableenergies
  • Energy

Snow chaos and new record highs. While the DAX 40 demonstrates itself as the world's best blue-chip index, the German economy is currently navigating downward. It is not the earnings outlook that is presently driving share prices but the hope of lower interest rates. Meanwhile, the endless climate debates in Dubai continue. Among realists, however, there must be fears that the local oil lobby will not let a German know-it-all put a stop to the lavish margins with fossil fuels. There will, at least, be a friendly Arab nod to the 2050 climate goals and exclusive indulgence for the high-ranking German delegation. Whether this justifies federal expenditure of more than EUR 50 million is something we will leave uncommented. More important is a look at the top titles of the upcoming energy transition - where is the next 100 percenter lurking?

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Commented by André Will-Laudien on December 5th, 2023 | 06:30 CET

Next lithium boom in 2024? Freyr Battery, Edison Lithium, VW, Mercedes - Where are the 100% gainers?

  • Mining
  • Lithium
  • RareEarths
  • Batteries
  • Electromobility

The year 2024 promises to be highly interesting, that much is certain. The so-called electric boom has not yet taken place, and the falling lithium price of minus 80% in the current year speaks volumes. Of course, major investments such as a relatively expensive electric vehicle depend on the general situation and subsidies. However, neither of these contextual factors bode well. On the contrary, state subsidies are falling, and high inflation is weighing on private household budgets. So why not get the good old diesel through the MOT again? After all, continuing to drive an old vehicle is 100 times more sustainable than buying a new electric vehicle with rare and difficult-to-extract metals. While green thoughts are commendable, the costly construction of so-called gigafactories continues. On the stock market, the question arises: Who will ultimately emerge as the winner?

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Commented by André Will-Laudien on December 4th, 2023 | 07:30 CET

COP28 Climate Summit in Dubai boosts uranium shares! Cameco, GoviEx Uranium, Siemens Energy and E.ON in focus

  • Mining
  • Uranium
  • nuclear
  • renewableenergies

With a raised finger, Chancellor Scholz calls for a global shift away from fossil fuels in Dubai. Climate change remains "the great global challenge of our time". He is thus appealing to the almost 200 countries, which are holding energetic consultations until mid-December, to join in the energy transition formulated in Germany. Specifically, he proposed an agreement on two binding targets that are already consensus among the industrialized countries of the G20: One is to triple the expansion of renewable energy, and the other is to double energy efficiency - both by the year 2030. So far, more than 110 countries have agreed to expand green energy production at this rate. However, there is also the opposing party: around 20 countries want to almost triple their investment in nuclear energy. Where are the winners hiding?

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Commented by André Will-Laudien on November 29th, 2023 | 09:50 CET

DAX on record course, hydrogen sell-off! Plug Power, First Hydrogen, Nel ASA and Daimler Truck on the test bench

  • Hydrogen
  • greenhydrogen
  • renewableenergies

The DAX is soaring because most investors expect interest rates to fall. Based on the assumption of slower growth, investors are again focusing on cyclically sensitive stocks at the turn of the year. According to the expectation curves for ECB and FED interest rates, the first downward adjustments are already expected in Q2. The key factors here are the slight fall in inflation and the central banks' desire to cushion the potential downturn. Despite all the euphoria, the desire to buy is currently bypassing the hydrogen sector. Representatives of the sector are the stock market losers of 2023. Is there still a possibility of a quick rebound in 2024? We do the math.

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

GreenTech 2024 - The turnaround analysis: Siemens Energy, Almonty Industries, JinkoSolar and Nordex. Is the turnaround near?

  • Mining
  • Tungsten
  • renewableenergies
  • GreenTech

The Western hemisphere is experiencing unprecedented inflation due to the impact of Corona and subsequent geopolitical conflicts. This time, it is not a boom causing prices to explode but the scarcity of raw materials, manpower and capital. The rise in interest rates is making infrastructure projects worldwide more expensive and jeopardizing the implementation of climate projects. In such an environment, GreenTech companies try to plan carefully, but they are still dependent on the support of public budgets. After sharp price corrections this year, investors can now enter the market a good 50% below the highs, but has the bottom already been reached?

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

Turnaround Special: 60 billion financial hole - Not with us! TUI, Desert Gold, Bayer and Lufthansa - Get in now!

  • Mining
  • Gold
  • travel
  • Pharma

When the stock market is booming almost every day, it is easy to lose sight of the loss-makers of 2023. But it does not have to continue like this! The market regularly rotates through segments, so today's losers will soon be the winners again. This is already evident with TUI and Lufthansa, who are slowly emerging from the Corona shock. Bayer is halting a promising drug and still has to deal with legal disputes. The current situation and the rising gold trend speak in favor of Desert Gold. Let's take a look at the values of tomorrow.

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Commented by André Will-Laudien on November 23rd, 2023 | 07:30 CET

Getting in now? Hydrogen - The analysis: Nel and Plug Power sold off, rebound at dynaCERT!

  • Hydrogen
  • GreenTech
  • greenhydrogen
  • renewableenergies

It was like a crash. The hype sector hydrogen experienced one of the most significant sell-offs in recent stock market history with a complete reversal to the downside. Parallel to otherwise bullish markets, losses of 70 to 90% were not uncommon. The rationale behind this is understandable and frustrating at the same time: green-oriented governments around the world are trying to accelerate the climate transition but often have the wrong targets in mind due to their lack of expertise. Hydrogen is just a selectively applicable technology and not a solution for global energy supply. Studies show that only the complete, green production of H2 makes any economic sense. Investors have long since seen through the game, and politicians may have to fail before the necessary insight comes. Nevertheless, there are some opportunities for sensible hydrogen applications. We delve into the topic and put current models to the test.

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Commented by André Will-Laudien on November 22nd, 2023 | 07:30 CET

Black Week in the energy sector: Short hydrogen - Long oil! Shell, BP, Prospera Energy, and Plug Power under the microscope

  • Mining
  • Oil
  • Hydrogen
  • GreenTech
  • fossilfuels

It sounds ambitious! To completely restructure Europe's energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. As of 2021, Germany alone was importing 45% of its fossil fuels from Russia, which had been a valued partner until then. After the start of the war in Ukraine, this long-standing business partner was removed from the list. However, this also means that the very cheap sources are no longer accessible for Central Europe. Therefore, electricity, heating and mobility prices will remain high while public coffers are empty. Shareholders who bet on Greentech have to endure a crash in the hydrogen sector while fossil fuels are experiencing a renaissance. Where are the medium-term opportunities?

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Commented by André Will-Laudien on November 21st, 2023 | 07:15 CET

Attention: New battery technology in demand! Freyr Battery, Manuka Resources, Varta and IBU-tec in focus

  • Mining
  • BatteryMetals
  • Electromobility
  • climatechange

Despite all ecological reservations, the electrified future is advancing. In an effort to combat climate change, politicians have decided on the complete electrification of the future. The plan to entirely displace fossil fuels will lead many countries into a new economic dimension that will outperform conventional economies for a long time. However, a beautiful, new world must be economically affordable. This requires significant technological advancement and a tremendous amount of money for the transformation; ideological thinking helps little in this regard. Central Europe, in particular, is an importer of raw materials and energy and is a long way from setting world-changing parameters. However, since everything has already been decided in Berlin, millions of batteries and stationary energy storage systems are now needed for the green transformation. The key here is access to the critical metals of the future. These strategic decisions are being evaluated in the stock market. It is worth doing the math.

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