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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 May 14th, 2021 | 05:40 CEST

E.ON, Commerzbank, Scottie Resources - Surprisingly good figures!

  • Investments

That was a Father's Day stock market! German holidays are always a popular time for corrections because only half of the otherwise usual market participants are actually involved. The crypto values had to give up a lot after Elon Musk announced on Twitter that he would no longer allow Bitcoins as a means of payment at Tesla in the future, as their extraction is highly negative for the climate. At the same time, he called for the development of a "green coin" that can be obtained with sustainable technologies. Bitcoin lost 12%. In the group of altcoins, there were discounts up to 50%. We take a look at some stocks with special movements.

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Commented by André Will-Laudien on May 13th, 2021 | 10:30 CEST

Alibaba, Tencent, Baidu, The Place Holdings: These are the Chinese Doublers!

  • Investments

After weeks of correction in Asian Internet stocks, there are now signs of a revival. On the one hand, the relative valuation to the well-known NASDAQ darlings has decreased significantly. On the other hand, the Chinese benchmark index has already undergone a 20% correction in 2021. Meanwhile, the government has raised its growth forecast to +8.4% in 2021. If we think in terms of post-pandemic categories, when China's major consumer countries pick up steam, Chinese equities should be able to bounce back very quickly.

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Commented by André Will-Laudien on May 12th, 2021 | 09:36 CEST

Formycon, NanoRepro, CureVac, PsyBio Therapeutics - Beat Corona with these stocks!

  • Investments

The vaccination rate is moving steadily forward in Europe. The European Commission has ordered another 2 billion doses from BioNTech. After all the squabbling over AstraZeneca, that may not be a bad decision. But the successors in this market will soon be on the starting blocks. CureVac is close to the approval of its vaccine, and Formycon is making a push with a therapy. NanoRepro, a Company based in Marburg, Germany, wants to bring a highly valid antigen test to market that can give those already vaccinated clear information about the body's immune defenses. The pace in the health sector could not be higher at the moment.

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Commented by André Will-Laudien on May 11th, 2021 | 10:45 CEST

Varta, NIO, Standard Lithium, QMines: Total Copper Boom - Watch out!

  • Copper

Availability of copper is one of the bottlenecks in electromobility. Its price hit a new record high last week at USD 10.445 per ton. Other commodities such as iron ore and uranium have also been in high demand recently. There are reasons for the price boom on both, the demand and supply side. Demand is currently highly driven by the prospect of rapid economic improvement. The accelerating rate for Corona vaccinations gives hope for fewer restrictions and an upturn in economic activity. Supply is currently unable to keep up, especially for technological commodities such as copper, nickel and lithium. We take a look at key industry players.

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

VW, BYD, Plug Power, Almonty - The e-mobility breakthroughs!

  • Tungsten

Driving electric vehicles is becoming more and more popular! The Volkswagen Group delivered 133,300 electrified vehicles in the first quarter - more than twice as many as in the previous year, as the Wolfsburg-based Company points out. 59,900 buyers (+78%) opted for a fully electric vehicle, while plug-in hybrid drive models still lead the way, reaching sales of 73,400 units (+178%). Tesla, the self-proclaimed e-mobility technology leader, only managed 499,550 vehicles in the whole of 2020 (+36%). What does this mean for the manufacturers' shares?

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Commented by André Will-Laudien on May 7th, 2021 | 11:25 CEST

Shell, BP, Saturn Oil + Gas, NEL: Black Gold Pearls

  • Oil

One of the last commodities still in top shape is oil. On Tuesday, oil giant Saudi Aramco presented its figures for the recently ended quarter. Net income for the world's largest oil producer climbed 30% year-on-year in the first quarter of 2021, from USD 16.7 billion to USD 21.7 billion, thanks to rising oil prices. In terms of revenue, the oil giant reported a 20.6% increase to USD 72.6 billion. We rarely hear numbers like that, but optimism is spreading again among oil producers.

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Commented by André Will-Laudien on May 6th, 2021 | 10:52 CEST

Deutsche Rohstoff, Varta, ThyssenKrupp, Glencore: These stocks are on the rise!

  • Oil

Commodity companies around the world are producing at the limits of their capacity. The omnipresent supply deficit is not only boosting commodity prices themselves, but it is also giving the mine operators a good boost. The first quarter of 2021 is showing one of the strongest inflationary pushes in the resources sector in 10 years. Copper, for example, is now trading at the USD 10,000 mark, nickel is at a 10-year high of USD 17,700, and there is no stopping palladium. We take a closer look at some of the profiteers.

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Commented by André Will-Laudien on May 5th, 2021 | 10:00 CEST

NIO, Geely, IBU-tec, Silkroad Nickel - Attention, watch closely here!

  • Nickel

The first sharp correction occurred yesterday. The major indices lost between 1 and 4% - the TecDAX was hit the hardest with a minus of 3.7% at the peak. Is this the turnaround from the top? No, say the chart technicians. It is not yet a lost cause because the indices had demanded a correction for many months. Since March 2020, there have hardly been any significant corrections in most stocks. At the end of January, the hydrogen stocks began to fall, and now there is money to be had in the broader sense. No disaster - the selection of good titles is now the trump card.

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Commented by André Will-Laudien on May 4th, 2021 | 11:50 CEST

Barrick Gold, Rio Tinto, BHP, NewPeak Metals: Gold - The inflation protection comes!

  • Gold

The technology stocks corrected somewhat in recent days, which also cost the blue-chip indices some points. But still, everything is technically in butter. However, we should keep an eye on two important adjusting screws. The bond and precious metals market! Bonds showed weakness recently because the increased US yields pulled all global bond markets into the red. The Bund future is also approaching the critical 170 mark again. If it breaks sustainably, a small sell-off in debt instruments should not be surprising. In this movement, the precious metals should start to rally. Yesterday, gold jumped to USD 1,797 - this will now be exciting!

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Commented by André Will-Laudien on May 3rd, 2021 | 10:34 CEST

NEL, Plug Power, FuelCell, Royal Helium - Buy or Sell?

  • Helium

What will the energy transition look like in Europe? Hydrogen - the raw material is seen as an alternative building block of a green future and, according to experts, could become one of the most important energy sources in the coming decades. Water is plentiful, and the only thing missing is a truly environmentally friendly way to produce it. Even under the best conditions, producing green hydrogen costs about 10 times as much as Russian natural gas, which also burns fairly cleanly overall. We have not even considered the electro-technical efficiency.

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