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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 8th, 2021 | 11:48 CET

Royal Dutch, Saturn Oil + Gas, BP: The best oil stocks for 2022!

  • Oil

At the beginning of the Corona pandemic in 2020, the OPEC+ alliance had cut daily production by around 9.7 million barrels. This managed to support oil prices, which had fallen below USD 40 due to the slump in the global economy. In the meantime, the oil tap has been gradually turned back on to moderate the rise in oil prices. The production cut is currently being lifted by 400,000 barrels per month. The cartel is currently supplying about 27 million barrels to the market, which is significantly less than before the pandemic. The current 12% price collapse in November came as quite a surprise to OPEC. However, experts believe that in 2022 there will again be an increased demand for oil. We analyze the most interesting producers.

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Commented by André Will-Laudien on December 7th, 2021 | 10:51 CET

E.ON, Memiontec, Nordex, Siemens Energy - Well supplied with water, wind and sun!

  • Technology

Utility stocks led a shadowy existence for a long time. Too little sexy, too little growth! But with the political closing of ranks in Glasgow, the tide has turned worldwide in favor of climate investments. Again, it is about the old discussions on coal and a nuclear phase-out in exchange for the further expansion of renewable energies such as water, wind and sun. However, there are already 30,000 wind turbines in Germany with a combined capacity of 56 gigawatts and another 60 gigawatts of installed photovoltaic peak capacity, which already replaces a good 80 nuclear power plants - if the wind blows constantly and the sun shines properly. Who else can grow in this environment?

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Commented by André Will-Laudien on December 6th, 2021 | 12:36 CET

Standard Lithium, Triumph Gold, American Lithium, Alpha Lithium - Is lithium the new gold?

  • Gold

The last quarter of 2021 is clearly dominated by the star "lithium". In the fall of 2020, all battery metals exploded after Tesla's Battery Day; this year, the political shifts towards red-green ignited the rocket for the "climate protection hype", at least in Central Europe. Gold took a back seat in this techno-hype because no one needed to hedge in this environment. However, this is surprising since the ECB announced a record inflation rate of plus 5.2%. We take a look at a selection of gold-modified stocks.

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Commented by André Will-Laudien on December 3rd, 2021 | 12:22 CET

BYD, Kleos Space, Airbus, Boeing - This could go wrong again!

  • Technology

The states are again on the verge of tightening all known measures to contain the pandemic. The tourism and aviation industries are always strongly affected by this. The investor can bypass this issue. After all, those who focus on technological achievements related to aviation and aerospace can profit from the increased business volumes in sometimes very disruptive areas. An example here would be Big Data and security technology. These are two booming sectors that are setting many an old-school business ablaze. We are looking at stocks from the high-tech industry in 2021, where the right choice was the trump card.

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Commented by André Will-Laudien on December 2nd, 2021 | 14:04 CET

TUI, Lufthansa, Alerio Gold, Carnival - This winter travel will not be golden!

  • Gold

The upward movement at the stock exchanges is very advanced because the higher valuation of the shares is continuously alimented by cheap money from the central banks. But now, the statistics show real inflationary pushes; for Europe, the inflation on an annual basis amounted to +4.4% in October. It is generally known that these rates do not correspond very closely to reality due to their hedonic measurement method; the actual price markup in the relevant goods is probably already beyond the 6% mark. Based on these dynamics, FED observers assume that the US central bank could double the pace of the current tapering so that bond purchases could end as early as March. That would probably have the first contractionary effects. What about gold and travel in this environment?

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Commented by André Will-Laudien on December 2nd, 2021 | 13:23 CET

Attention, the prices are rising: Bitcoin Group, CoinSmart, TeamViewer - Cryptos back in vogue!

  • crypto

The crypto world is evolving rapidly and with volatility, and its following is growing. However, with the turnover on alternative currency trading venues on the rise, policymakers are pressed for action: do they want billions of US dollars to be transferred into unknown coins on a broad scale? Yes, governments are watching, and for good reason...

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Commented by André Will-Laudien on December 1st, 2021 | 11:12 CET

The battery solution: IBU-tec, Meta Materials, BASF - Materials that dreams are made of!

  • Technology

Whether e-mobility, aircraft technology or renewable energies, virtually all high-tech segments of industry require raw materials and processed materials in ever-increasing quantities. Currently, the problem lies in procurement, which is driving prices to unexpected highs. The tonnages relevant for 2022 and subsequent years can hardly be mined in the mines currently in production. Many projects in this area are only at the beginning of development or are already operating at their limits. Politicians are trying to create a certain degree of planning security for the domestic industry through long-term supply agreements with partner countries. For us, this is a reason to take a look at well-known high-tech material producers.

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Commented by André Will-Laudien on November 30th, 2021 | 12:12 CET

Varta, Manganese X Energy, Nordex, Siemens Energy: This could be a crash à la Tesla!

  • Electromobility

Climate protection, green energy & mobility and digital infrastructure were the hype topics of the bull market year 2021. Price developments like in the current year were last seen during the 2000 tech bubble. Higher, bigger, faster, further - the Olympic concert consistently brought double- to triple-digit price gains until the US Thanksgiving, some shares from the hydrogen sector even managed the magic 1000% hurdle. Now, however, inflation rates have risen sharply in parallel, and the virus, which had fallen into the background, is suddenly on everyone's lips again in a highly contagious variant called Omicron. How the stock markets will deal with this issue remains to be seen. We take a look at well-known protagonists from the green energy sector.

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Commented by André Will-Laudien on November 29th, 2021 | 12:40 CET

Standard Lithium, Noram Lithium, American Lithium, Orocobre - Lithium at USD 25,000?

  • Lithium

A shift toward electric drive is taking place faster than expected in the mobility of the future. "The climate crisis is the greatest challenge of our time," says Herbert Diess, CEO of the Volkswagen Group. Volkswagen was the first automaker to commit to the Paris climate agreement back in 2018. By 2050, the Company aims to be CO2-neutral on its balance sheet. Despite many technical drawbacks, political pressure, public opinion, and various tax incentives are driving some car buyers to the counter for alternative powertrains. For many important raw materials, this is creating increased demand that is currently difficult to meet. We take a look at three interesting investment opportunities in Lithium.

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Commented by André Will-Laudien on November 26th, 2021 | 11:28 CET

The copper sensation continues! Nordex, Nevada Copper, JinkoSolar, Daimler

  • Copper

When it comes to calculating the copper market in the next few years, expert opinions differ. According to a study by Wood Mackenzie, primary copper demand will increase by 30% to approximately 25 million tons by 2030. The main argument for further rising prices remains the global copper shortage because demand continuously exceeds supply, and recycling rates cannot cover industrial stockpiling either. The German copper smelter Aurubis is trading at an all-time high and wants to build a multi-metal plant in the USA. Such news is confirmation of an awakening among investors to allow new mining and processing operations to emerge. There are few new mines in sight at the moment, but there is news from Nevada.

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