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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 April 15th, 2026 | 07:50 CEST

Oil shortages as a turning point for uranium and hydrogen with Siemens Energy, Standard Uranium, Plug Power, and Nel ASA

  • Mining
  • Uranium
  • nuclear
  • Hydrogen
  • renewableenergy
  • Energy
  • Oil
  • Gas
  • geopolitics

The start of the week was volatile. Oil prices are rising sharply again, up around 12%, increasing pressure on consumers and policymakers. Now the Black-Red coalition government has developed a 17-cent package set to be passed in the coming weeks. A temporary reduction in the eco-tax is intended to help. Geopolitical tensions continue to drive price volatility, even though underlying supply-demand fundamentals in oil and gas do not indicate a structural shortage. Prime Minister Söder is even calling for a resumption of gas exploration in Germany. Who would have thought? We, too, are looking at possible alternatives and taking a closer look at nuclear power and hydrogen. For investors, companies such as Siemens Energy, Standard Uranium, Plug Power, and Nel ASA are increasingly coming into focus, as they stand to benefit directly or indirectly from these structural energy shifts. We take a closer look at the underlying drivers.

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Commented by André Will-Laudien on April 14th, 2026 | 07:35 CEST

Dream Returns with Oil and Gas! Jump on Pure One, but Proceed with Caution on BP, OMV, and Nordex

  • Hydrogen
  • Oil
  • Gas
  • Energy
  • geopolitics

Recent developments are drawing renewed attention! US President Donald Trump has ordered the US Navy to implement a full-scale blockade of the Strait of Hormuz. He aims to halt Iranian shipments, which had previously been tolerated, in favor of countries that are no longer on the list of allies in this Middle East conflict. At the same time, a joint project by individual NATO allies is launching to secure the disputed strait, to enable future transit once again. With this news, energy and commodity prices surged higher again yesterday, even though some of the gains were already pared back by the afternoon. The focus is once again on oil and gas stocks, as well as some alternative energy and utility shares. In this environment, the Australian company Pure One can steer its diverse range of activities in the most profitable direction. Meanwhile, established players such as BP, OMV, and Nordex have already seen significant share price gains, prompting analysts to adopt a more cautious stance. A closer look is therefore warranted.

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Commented by André Will-Laudien on April 13th, 2026 | 09:30 CEST

Double The Gains: 100% Rebound in Defense Stocks and Critical Metals – Rheinmetall, Antimony Resources, CSG, and Mutares in focus

  • Mining
  • antimony
  • Defense
  • CriticalMetals
  • geopolitics
  • security

Created and published on behalf of Antimony Resources Corp.

The stock market gives and takes. While investors were able to celebrate a massive 5% gain last week, the tide has already turned in the opposite direction this week. The reason: The hoped-for peace talks in Pakistan between the US, Israel, and Iran have failed. Since this provides no positive momentum for the economy or the already strained energy and metals markets, volatility is likely to return in some sectors. We are looking at opportunities in the critical metals sector and highlighting some stocks that are showing attractive metrics again following recent corrections.

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Commented by André Will-Laudien on April 13th, 2026 | 07:25 CEST

Almonty Drives the Tungsten Market: Between Shortages, Price Surges, and Revaluation

  • Mining
  • Tungsten
  • Defense
  • geopolitics
  • hightech

Major stock indices are currently experiencing heightened volatility. Following the strong rally of the past 24 months, both the S&P 500 and the DAX 40 have recently corrected by between 5% and 10%. Rising interest rates and little prospect of peace in one of the many global hotspots are weighing particularly heavily on the market. Commodities paint a different picture: industrial metals and critical materials remain in demand, led by tungsten, whose price has increased roughly tenfold over the past 24 months. Producer Almonty Industries is benefiting particularly from this; with the start of production in Sangdong, it is now entering a new operational phase and, with a market capitalization of more than EUR 4.2 billion, has made its way onto the buy lists of institutional investors. The recent consolidation appears to be over. What should investors be watching for now?

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Commented by André Will-Laudien on April 8th, 2026 | 08:15 CEST

Rising Rates, ESG & Private Equity: Financing in Extreme Times – Vonovia, RE Royalties, and Mutares

  • royalties
  • dividends
  • RealEstate
  • Defense
  • geopolitics

War, destruction, reconstruction. These are all issues closely tied to financing. Clearly, no one is currently thinking about how to rebuild the destroyed buildings, bridges, and power plants in Ukraine, the Gaza Strip, or Iran. First, peace must return before new investments in conflict zones can even be considered. The US likely already has dedicated plans for Ukraine, as well as for the Gaza Strip. For the companies RE Royalties, Vonovia, and Mutares, financing questions arise on a different level. Here, return requirements are linked to each individual investment. Often, however, it is not the interest rate of the financing instrument that matters, but rather the attractiveness of the specific project. This is highly interesting for investors who view a sufficient return as the primary criterion for their investment. The charts of these key players are swinging wildly back and forth, creating opportunities for agile investors!

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Commented by André Will-Laudien on April 8th, 2026 | 07:15 CEST

Oil Prices Be Damned: SpaceX IPO in Focus - Alphabet, First Hydrogen, and Oklo in the spotlight

  • Hydrogen
  • SMR
  • cleantech
  • Space

The time has come! Last week, Bloomberg and the Wall Street Journal reported that SpaceX had filed an application for a stock offering with the US Securities and Exchange Commission (SEC). Despite all the headwinds facing the capital markets, Elon Musk is convinced that he will raise up to USD 75 billion with the initial public offering of the space technology startup. Only just under 5% of all shares are expected to be freely tradable. This is already causing major ETF providers to break out in a cold sweat, as they must somehow replicate the new market heavyweight - with an initial valuation of nearly USD 2 trillion - as a "MAG 8" stock. The target date for the stock offering is June. It remains to be seen whether the current market climate can even handle such a massive offering. It is unlikely to be a surefire success. Alphabet has already positioned itself with a stake acquired in 2015. We calculate what that might mean this summer and present some other good ideas.

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Commented by André Will-Laudien on April 7th, 2026 | 07:35 CEST

Fertilizer Crisis: Supply Chain Collapse Threatens Bayer, Nestlé, MustGrow, and K+S! Where are the Opportunities for Investors?

  • agritech
  • Agriculture
  • fertilizer
  • Sustainability
  • geopolitics
  • mustard

The escalation involving Iran has thrown global supply chains and the fertilizer and food sectors into a state of emergency, as sanctions and security risks are crippling exports of key raw materials. Iran, a key producer of phosphate-based fertilizers and potash products, is temporarily out of the picture, leading to price spikes of up to 40% in the agricultural sector. Bayer is struggling with rising production costs for its agrochemicals division, which is putting extreme pressure on margins. Even Nestlé is increasingly facing raw material shortages for animal feed and packaging materials. The situation regarding supply security in Europe is at risk in the medium term, as inflationary pressure on food prices is noticeably increasing. MustGrow is positioning itself as a game-changer with organic fertilizer alternatives that are scalable regardless of geopolitical hotspots and promise rapid revenue growth. Kali + Salz is benefiting massively from the demand for potash fertilizer, as European inventories shrink and demand from agriculture explodes.

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Commented by André Will-Laudien on April 7th, 2026 | 07:20 CEST

Iran Conflict, Energy Crisis, and Supply Chains in Focus: Power Metallic as a Lever for Strategic Metal Supply

  • Mining
  • PGMs
  • Copper
  • geopolitics
  • Electrification
  • StrategicMetals

Geopolitical tensions are once again moving to the forefront of financial markets. The looming kerosene and diesel shortages are a cause for concern for global industry. This is due to a multitude of geopolitical conflicts, which are having far-reaching effects on global economic structures. Iran, for instance, is still in a position to exert significant influence, and there is little sign of US dominance. This brings the abundant fossil fuel reserves of neighboring countries into focus—with the Strait of Hormuz at the center as a logistical hotspot. Toll systems for tankers and cargo ships to pass through the strait are being discussed. This disruption to international supply chains drives up costs for industry and end consumers. Taking this further, critical metals like copper are also coming back into the spotlight. As bulk goods, they must be transported across the seas to processing sites. The energy transition, storage technologies, and data centers demand massive amounts of copper. Power Metallic Mines is tapping into precisely this dynamic with its NISK project in Canada. A highly attractive investment opportunity is emerging.

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Commented by André Will-Laudien on April 7th, 2026 | 07:10 CEST

Iran Crisis: Billions in Weapons and Technology – Are Rheinmetall, RENK, and Group Eleven Set to Soar?

  • Mining
  • CriticalMetals
  • geopolitics
  • Defense
  • zinc
  • Silver

Later today, the next—already postponed—ultimatum regarding the reopening of the Strait of Hormuz could begin to unfold with significant consequences. US President Donald Trump has made it unmistakably clear on his own social media platform that the West will no longer tolerate the restriction or threat to international trade routes. For investors, this underscores a critical reality: the supply of industrial goods is increasingly fragile and may require fundamental restructuring over the long term. Ongoing conflicts, particularly in the Middle East, are forcing a rethink of global sourcing strategies for raw materials and industrial inputs. It is widely understood that building alternative supply chains will take years—if not decades. Europe, in particular, which is already under pressure, must address structural deficits across multiple sectors. For policymakers, the message is clear: decisive action is required. Meanwhile, Group Eleven Resources holds land rights covering more than 500 sq km with mineralization in critical metals—positioning it within this broader strategic shift.

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Commented by André Will-Laudien on April 2nd, 2026 | 09:50 CEST

Oil Price Shock as an Opportunity: 100% Potential with Nel ASA, A.H.T. Syngas, and Plug Power

  • syngas
  • biochar
  • Sustainability
  • renewableenergy
  • Hydrogen

Daily updates continue to emerge on efforts to rein in Iran. President Donald Trump claims to have already achieved all war objectives. Yet, the Iranians appear surprisingly self-confident for a nation portrayed as defeated, pushing back against the media narrative surrounding their willingness to negotiate. Meanwhile, the German government has introduced a new fuel pricing law. Since April 1, a package of measures aimed at curbing price increases has come into effect. In the future, price increases will only be permitted once per day at 12:00 noon, while price reductions remain possible at any time. The law was drafted based on common practice in Austria and is intended to provide greater transparency and stability. However, the initial effect was mixed: although the Brent spot price fell by 7% at midday and the euro weakened against the US dollar, fuel prices did not decline accordingly.

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