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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 August 9th, 2021 | 13:29 CEST

Varta, Carnavale Resources, Airbus - High tech in a bind - Metals are scarce!

  • Commodities

Currently, metal prices are not calming down! That puts pressure on the supply chains. Many companies are struggling with their inventories at the moment. If too much is ordered, the shelves could overflow due to delays in completion and cause extreme costs later on because high working capital is a margin killer for the industry. But the problem is also more topical in nature. There are many orders on hand, but essential components such as chips are unavailable, causing sales to decline, despite full order books. Conversely: When everything returns to normal, prices for metals will probably have to correct sharply again because no one will order more because of full warehouses - a real dilemma for mines and industrial customers alike.

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Commented by André Will-Laudien on August 6th, 2021 | 11:07 CEST

BioNTech, Formycon, Aztec Minerals, NanoRepro - Rollercoaster rides in the summer lull!

  • Commodities

Summer lull and total standstill! Who has not just invested in BioNTech or Northern Data feels barely any movement in the portfolio. The stock exchanges are rehearsing the standstill, somehow nothing is going up, but this does not mean that things have to fall. Old sayings such as "What goes up, must come down!" have already been outdated for some time. For some stocks, the fantasy lasts endlessly; for other former hype candidates, the rally ends in the shredder. The hydrogen stock Nel has now lost 20% in one week. Many will say no problem because the stock market darling stands on a 3-year view still over 300% in the plus. Just someone probably has his initial investment above EUR 3. We keep trying with selective ideas.

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Commented by André Will-Laudien on August 5th, 2021 | 12:45 CEST

TUI, GSP Resource, NEL - The volcano starts to smoke!

  • Copper

Chart analysis is a popular tool among traders and investors to optimize trading in securities or derivatives. The goal is to forecast future price developments based on charting techniques. However, there is a need to remember that under the assumption of efficient market theory, a chart already contains all the available information. Unfortunately, there are as big misunderstandings in chart interpretation as in fundamental analysis. In charts, formations may or may not indicate a breakout, whereas fundamental information has historical and future significance. In all assumptions, we naturally assume that the stock market is always right, meaning that the current price reflects the Company's value at any point in time. But that does not make the decision any easier!

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Commented by André Will-Laudien on August 4th, 2021 | 11:23 CEST

MorphoSys, Defence Therapeutics, BioNTech, Pfizer - The next biotech explosion!

  • Biotechnology

Infectious diseases are diseases transmitted by pathogens such as bacteria, viruses or fungi. Depending on which organs and body parts they affect, they can cause very different symptoms. In Covid-19, we are dealing with a problematic initial situation because not every infected person has apparent symptoms at all. Moreover, the virus can also be transmitted from vaccinated individuals to the next host without any problems. That shows the high relevance of testing, despite increasing vaccination rates. On the one hand, the biotech sector is concerned with diagnostic procedures and, on the other hand, with suitable vaccinations to best prepare our immune system for the fight. In the current pandemic, the coming winter will also indicate the overall effectiveness of vaccines.

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Commented by André Will-Laudien on August 4th, 2021 | 11:10 CEST

XPhyto Therapeutics - Groundbreaking diagnostic platforms of the future

  • Biotechnology
  • Pharma

The number of infectious diseases that we humans are fighting today has increased significantly in recent decades, not just because they have become known and researched. Increasingly frequent variants and neoplasms have also led in turn to entirely new disease patterns. An important area upstream of the medical sector is the large diagnostics market. The umbrella term of diagnostics is used in particular in the context of the detection and differentiation of diseases. This is referred to as clinical diagnostics. Many test and diagnostic procedures are assigned to the bioscience sector since studies must first prove their exact validity. Worldwide, more than 10,000 companies are involved in symptom research, the detection, screening and analysis of the diagnosis of diseases.

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Commented by André Will-Laudien on August 3rd, 2021 | 13:41 CEST

Nordex, Silver Viper, Siemens Energy - Watch out for storm warnings!

  • Silver

Since the last flood disaster in Germany, the political pressure for more climate protection has been palpable. The final realization comes late, and at the same time, it is a bit sad what has to happen before lip service turns into new laws. But the pace is now clear: decarbonization and new climate targets will determine global economic activity, and those who pollute the atmosphere will have to accept high payments in the future. In other words, sustainable business is all the more worthwhile because the "cleaners" will be credited for what others pay more. In this way, incentives are created for sustainable business models. We take a closer look.

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Commented by André Will-Laudien on August 3rd, 2021 | 11:08 CEST

Volkswagen, Almonty Industries, BYD - World leadership with e-mobility!

  • Tungsten

Driving electric vehicles is the future! Electromobility is becoming the key to climate-friendly mobility and innovation worldwide. That is because the operation of e-vehicles produces significantly less CO2 than other means of transport, especially when combined with regeneratively generated electricity. With large gensets on board, electric vehicles will be able to compensate for fluctuations in wind and solar power in the future, thus supporting the expansion and market integration of these unsteady energy sources. The German government is promoting the development and ramp-up of electromobility with a comprehensive package of measures that is continuously being expanded and adapted. How can investors best benefit from this trend?

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Commented by André Will-Laudien on August 2nd, 2021 | 11:39 CEST

Royal Dutch, Saturn Oil & Gas, BP: Finding the right oil pearl!

  • Oil

The global economy is slowly regaining momentum, although there is still a risk from the Corona pandemic. The Association of Petroleum Exporting Countries and its partner countries (OPEC+) have agreed to significantly increase oil production as the global economy recovers. Starting in August, the oil alliance will increase its daily output by 400,000 barrels each month until further notice. If market conditions permit, the current production cut will expire in September 2022. As prices have so far remained well above USD 70, oil is obviously in demand. So the industry seems to be running at full speed again. Where are the opportunities for investors?

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Commented by André Will-Laudien on July 30th, 2021 | 12:54 CEST

Facebook, NSJ Gold Corp, PayPal - Disappointment despite record figures?

  • Gold

Many market exaggerations in the past can be traced back to expected paradigm shifts, which in the end rarely or never materialized. Growth expectations shot into the stratosphere during the dot-com period in anticipation of a completely new age thanks to the Internet and mobile communications. However, the estimates of the impact of the Internet at that time were still complete fantasy. Today, however, the dot-com business models dominate the online world, and the relevance of most platforms can neither be explained away nor is their existence threatened. On the contrary, the so-called FAANG shares have a stock market value of USD 8.5 trillion. We do the math again...

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Commented by André Will-Laudien on July 29th, 2021 | 13:56 CEST

Alibaba, Memiontec, MorphoSys - Now the rally after the sell-off!

  • Investments

The regulator's pressure is getting bigger and bigger. China has tightened the thumbscrews on technology giants and especially their online education companies - triggering a stock market quake on its own stock market. In some cases, well-known tech stocks lost double digits, even though the affected areas only affect fractions of annual sales. Government regulation of the USD 100 billion-plus education market is likely to weaken confidence in China's stock markets for the long term. And the fact that China's trade relations with the US have also reached a low point does not make things any better. Are there still opportunities?

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