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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 October 21st, 2024 | 07:15 CEST

DAX 20,000 - Breakout to Mega Bull Market, Enter Strategically Now: BYD, NIO, Almonty Industries, ASML and SMCI

  • Mining
  • Tungsten
  • chips
  • Software
  • Electromobility
  • Batteries

This week could be the week. Just 2.5% separates the DAX-40 index from the magical 20,000-point mark. High-tech remains in demand, and last week, for the first time in months, automotive stocks also rose again. The Paris Motor Show closed its doors yesterday, and the result is clear: China dominated the exhibition with its new releases, showcasing innovation. And to the great chagrin of the EU, with prices on average 27% lower. At least the import duties were set in October, but the battle for the consumer has yet to be fought. Because Chinese vehicles are not only considerably cheaper, they have long since caught up with local manufacturers in terms of technology, features and design. Where are the opportunities for shareholders?

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Commented by André Will-Laudien on October 17th, 2024 | 08:15 CEST

The next 200% uranium rally – will there be takeovers soon? Myriad Uranium, Nel, Plug Power, SMCI and JinkoSolar

  • Mining
  • Uranium
  • renewableenergies
  • Solar
  • Energy

Somehow, international energy policy has become very complicated for investors. The EU's "Net Zero" plans cannot be achieved solely by expanding renewable energies. Countries with a less pronounced green ideology, like Germany, have rediscovered nuclear power, which was once banned. China, Russia and India even want to double their capacities. Germany's neighboring countries like France, Sweden, the Czech Republic, Poland and Great Britain intend to connect more than 50 new reactors to the grid over the next 10 years. All this suggests a lack of unity in Brussels and raises the question of how to manage the global energy supply for growing populations. For investors, the starting signal in uranium has long since been given. What should dynamic investors look out for now?

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Commented by André Will-Laudien on October 15th, 2024 | 07:00 CEST

After the China rally, is it now time for a gold rush? Important stock check with Alibaba, BYD, Nio, and Desert Gold

  • Mining
  • Gold
  • Electromobility
  • ecommerce

The global stock rally is quite impressive, given the current geopolitical situation. However, only a few stocks are actually rising - around 25% of listed stocks, to be precise. The higher valuation of stocks is mainly driven by inflows into the large standard ETFs, which receive monthly inflows via a savings program. In the third quarter of 2024, global ETF assets grew by USD 390 billion, reaching a total of USD 12.4 trillion in assets under management. Stock-picking, therefore, only makes sense today if you are well-informed or possess strong analytical skills. We highlight a few investment opportunities for a handpicked portfolio.

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Commented by André Will-Laudien on October 14th, 2024 | 07:15 CEST

Hydrogen 3.0 is coming – Where to get on board now? Nel ASA, First Hydrogen, Plug Power, BYD, and BMW

  • Hydrogen
  • greenhydrogen
  • Electromobility

Despite new highs in all major indices, hydrogen stocks are performing poorly. This is because preferences vary widely among countries in the global "net zero" discussion. Topics such as nuclear energy or even nuclear fusion are being discussed, while sales in the e-mobility sector are declining rather than increasing. Assuming that, at some point, the world will once again approach the issue of climate change with an open mind regarding technology, hydrogen technology has a clear place among the green alternative solutions. There is still a cost problem and a lack of courage to move forward faster. However, experienced stock market players know that after a 90% price loss, the sell-off will eventually end. The first signs are evident.

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Commented by André Will-Laudien on October 7th, 2024 | 07:00 CEST

The DAX is on a high, with potential for 100% gains in turnaround stocks like TUI, Lufthansa, 123fahrschule, BYD, and VW!

  • Digitization
  • Electromobility
  • Travel
  • Technology

Despite geopolitical uncertainties, slow economic growth, and still high inflation, the market outlook is improving. It is important to remember that stock markets look 6 to 9 months ahead. Expectations are growing that inflation will significantly decrease, and interest rates will likely drop. The central banks are increasingly under pressure due to the sluggish economy. After months of a tech rally, the focus is now turning to lagging stocks. In the automotive sector, we are looking at VW and BYD, and the tourism sector is also picking up again. The digitalization expert in the German driving school sector, 123fahrschule SE, also appears highly promising. Each of these stocks has the potential to deliver more than 100% gains over the next 24 months. Here is our analysis.

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Commented by André Will-Laudien on October 4th, 2024 | 07:00 CEST

Top stocks performance check: Plug Power, Nel ASA, Altech Advanced Materials, VW, and BYD

  • Batteries
  • Technology
  • Hydrogen
  • Electromobility

A fierce battle has broken out in the automotive market. Habeck is considering reinstating the 2023 environmental subsidies due to a sharp drop in electric vehicle sales, but important market shares have already been lost. In the area of energy transition, Germany is progressing slowly, while nuclear energy is experiencing a global renaissance. Fortunately, innovative concepts are repeatedly emerging from small and medium-sized companies that are helping advance Germany as a business location. While hydrogen continues to play a peripheral role, Altech Advanced Materials has now launched the first prototype of a sodium chloride solid-state battery. For dynamic investors, this presents an explosive environment with extraordinary return opportunities.

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Commented by André Will-Laudien on October 1st, 2024 | 07:15 CEST

New DAX highs – are 100% gains still possible for Airbus, Rheinmetall, Almonty, or Hensoldt after the correction?

  • Mining
  • Tungsten
  • Defense
  • Travel

With a new all-time high of over 19,400 points, the DAX has now run very far. The drivers are the recent interest rate cuts by the central banks and hopes of an early change of government in Berlin. Despite the widespread euphoria, some top stocks have already corrected significantly. Possible peace negotiations in Ukraine initially pushed down the well-performing armaments stocks. However, with the renewed escalation of Russian attacks, these hopes have once again faded into the distance. As a result, defense stocks and tungsten supplier Almonty Industries are back in the spotlight. Strategic metals also remain on the shopping lists of Western nations, and the focus is now on securing the supply chains as best as possible. Where are the opportunities for investors?

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Commented by André Will-Laudien on September 27th, 2024 | 07:00 CEST

150% turnaround likely! TUI, Saturn Oil + Gas, Plug Power, Novo Nordisk, and Evotec in focus

  • Mining
  • Oil
  • Travel
  • renewableenergies
  • Biotechnology

With the FED's latest interest rate cut, the way is paved for higher prices. In addition to the main performers, investors are increasingly turning their attention to equities that have so far seen little appreciation. The key question here is when the fundamentals will ultimately improve. This could then ensure that the analysts' bias finally turns and positive assessments are possible again. TUI, Evotec, and Plug Power are currently at very interesting points, while Saturn Oil & Gas is delivering results consistently and is now being recognized by institutional investors. Where are the opportunities for investors?

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Commented by André Will-Laudien on September 25th, 2024 | 07:00 CEST

The biotech rally of the century is on the horizon! 150% returns with BioNTech, Pfizer, Nyxoah, Bayer, or Evotec?

  • Biotechnology
  • Biotech
  • Pharma

The stock market keeps climbing, and now it is moving even faster with a double-whammy interest rate cut from the Fed! In a surprising move, the US Federal Reserve pulls a 0.5% rate cut from its magic hat, boosting market sentiment. Now, it is certain that life will continue in the biotech sector. However, selecting the right stocks remains challenging. With a medium-term focus, paying attention to management quality is important because the recent price declines were too high in some cases. However, some research approaches promise a better future. BioNTech, Pfizer, and Bayer have already bottomed out. Nyxoah and Evotec are now showing the first signs of breaking out after a period of consolidation. What is the short-term outlook?

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Commented by André Will-Laudien on September 24th, 2024 | 07:00 CEST

Environmental funding is back, now 100% with e-mobility stocks! VW, Mercedes, Prismo Metals, BYD and NIO

  • Mining
  • Commodities
  • Electromobility

E-mobility has become a political issue in Europe because, despite the punitive tariffs imposed, thousands of new vehicles reach the ports of Rotterdam, Antwerp, and Hamburg every week. Prices are up to 30% lower than comparable EU models. Due to the current sales crisis, the German Federal Minister for Economic Affairs visited the crisis-ridden VW Group. There, he assured that he wanted to help and promised new funding for electric vehicles. However, it is not that simple because subsidies require the approval of the EU. This week, Habeck has been invited to the crisis summit of the automotive industry. This could represent the turning point for the struggling automotive industry. Valuations in the sector are at their lowest in years. Where are the opportunities for investors?

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