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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 June 15th, 2021 | 14:17 CEST

NIO, Volkswagen, Toyota, Silkroad Nickel - Now it really starts!

  • Nickel

Armin Laschet (CDU), the CDU/CSU candidate for chancellor, does not want to give the internal combustion engine an expiration date, even though he himself drives an electric car. He also warns against focusing solely on the electric vehicle regarding climate protection in the transport sector. "I do not believe that this will be the form of mobility for the next 30 years, even though I drive an electric car myself," the CDU federal chairman told Handelsblatt. "There are ecological implications, for example, in battery production and the extraction of raw materials. We will still see many technological leaps." So in terms of e-mobility, the last word has not yet been spoken. Nevertheless, the industry is gearing up for a politically motivated wave of purchases. For this, it needs raw materials.

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Commented by André Will-Laudien on June 14th, 2021 | 10:08 CEST

Glencore, Barrick, Sibanye, Carnavale Resources - Inflation drives commodities!

  • Commodities

The metal prices are going through the roof! After the first shock last week, when the People's Republic of China announced that it wanted to actively "fix" the prices for raw materials in the future, the next hammer followed at the end of the week: The consumer price index (CPI) in the USA set inflation at 5% - the highest level since mid-2008. Nevertheless, the central banks still see no reason to reduce the expansive monetary policy; risking an economic collapse in this fragile situation is too high. Given these settings, there are now two options for commodity investors to protect themselves against rising inflation: Invest directly in commodities or buy stocks in the commodities sector.

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Commented by André Will-Laudien on June 11th, 2021 | 08:26 CEST

Varta, MorphoSys, Theta Gold Mines - Strong tailwind from politics!

  • Gold

As an entrepreneur, it is a particular challenge today to find business models that will come into political focus in the near future. We had this at the turn of the millennium in mobile communications when licenses were sold for future generations. In the meantime, there have been important changes in infrastructure and energy policy - one man's joy is another man's sorrow - and now the government is considering the expansion in the direction of climate protection, only approving new houses with mandatory solar installations. Another major intervention, but certainly in the right direction!

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Commented by André Will-Laudien on June 10th, 2021 | 11:34 CEST

Heidelberger Druck, windeln.de, NEL, Osino Resources - 100% machines!

  • Investments

These are fluctuations! It is not unusual that stock markets tend to caper near their highs. It is currently the order of the day for smaller, relatively insignificant stock exchanges to be traded with extreme price fluctuations in both America and Europe. Yesterday it was Heidelberger Druck and above all windeln.de, which increased about tenfold in 3 trading days. In the USA, the Reddit squeeze of AMC and GameStop is still going on. The shares of Clover Health took the cake yesterday with a 100% increase in one day. We focus on some of the protagonists of this sectoral bull market.

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Commented by André Will-Laudien on June 9th, 2021 | 10:55 CEST

NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!

  • Copper

The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.

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Commented by André Will-Laudien on June 9th, 2021 | 10:41 CEST

BYD, Nordex, Kodiak Copper: The green revolution!

  • Copper

They have not yet been seen in the state elections of Saxony-Anhalt! However, the political green wave in Germany is starting to warm up for the federal election. Consumers expect greater awareness of the Paris Climate Agreement with corresponding measures in our country, especially in Europe. Already today, this is getting investors to focus correctly on the issues of the future. In plain language, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies" that include solar plants and wind power, including, above all, battery-powered mobility and hybrid vehicles. We shed light on some of the favorite stocks.

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Commented by André Will-Laudien on June 8th, 2021 | 11:13 CEST

TUI, TeamViewer, White Metal Resources - Is the breakout to the upside coming?

  • Investments

Calm is different! Actually, with volatility well below 20, there should be a noticeable calm in the market. However, this is not the case. There is high turnover in individual stocks and sectoral movements as not seen for 20 years. The reason for this is the number of active shareholders and market participants willing to trade since the many lockdowns. No longer under the supervision of the bosses, one or two trading platforms are simply running along at home. This increases the depth of trading and turnover on the stock exchanges - and 95% of all speculators are trading long. The percentage of shareholders is also growing steadily; in 2021, it could approach 10% in Germany. We look at stocks with breakout potential.

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Commented by André Will-Laudien on June 8th, 2021 | 10:15 CEST

The Power of Digital Media - AMC, ProSieben, Tencent, Aspermont

  • Investments

Sell in May and go away...in 2021, it has not yet worked. The weather in June is much warmer and the markets are rushing from one all-time high to the next. The DAX reached a new high yesterday at 15,732. The mood was outstanding, especially when it came to vehicle values. However, the excesses were slightly slowed down at AMC Entertainment. Now that the Company has placed three capital increases, some calm has returned. We look at a few special situations in this advanced bull market.

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Commented by André Will-Laudien on June 7th, 2021 | 08:32 CEST

CureVac, Cardiol Therapeutics, Formycon, NanoRepro - Pharma stocks with potential!

  • Biotechnology

In Germany, around 231,000 people died as a result of cancer in 2019. As reported by the Federal Statistical Office, cancer was the cause of a quarter of all deaths. This proportion has hardly changed within 20 years, even though the number of cancer deaths has increased by around 10% since 1999. The precise number 1 cause of widespread disease in Germany is cardiovascular disease, such as heart failure, coronary heart disease and myocardial infarction. With 18.2 million deaths, they represented the most common cause of death worldwide in 2019. In Europe, more than 4 million people die each year due to such a disease, 1.4 million of whom are younger than 75. So research continues to be in demand. We look at interesting representatives of the industry.

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Commented by André Will-Laudien on June 4th, 2021 | 10:53 CEST

Brokers in the storm of digitalization - Commerzbank, wallstreet:online, Palantir, SAP

  • Digitization

The stock market madness goes into the next round. If it was GameStop last time, it is now AMC Entertainment. Plus 600% in 2 weeks and the day before yesterday a smooth doubler in one day. The share started at 30 and ran in the high to USD 70. Then yesterday came the issue of 11 million shares to increase liquidity supposedly. Good marketing stunt! The Company is, of course, taking advantage of the high share price to place USD 500 million. That is a sum the Company could not have raised at all six months ago. Yesterday, the Company warned that its share price was far too high.

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