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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 October 26th, 2021 | 12:27 CEST

LVMH, Diamcor Mining, TUI, Carnival - Another lockdown or profit explosion?

  • Diamonds

The poor are getting poorer, and the rich are getting richer. Demographic studies suggest that in Europe, especially Germany, large sections of the population will be affected by poverty in old age. The reason: falling income in real terms due to high inflation, especially for everyday goods. The official inflation rate of the central banks is window dressing because the hedonically calculated indices include, for example, increases in the performance of mobile devices and thus compensate for the exploding prices of energy and food. Luxury is a particular area of consumption that tends to be attributed to the privileged tiers of the population. Here, the increase in prosperity is supported by inflation on the income side and enables the suppliers of luxury goods to achieve sustained high growth rates.

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Commented by André Will-Laudien on October 25th, 2021 | 11:41 CEST

GSP Resource, Nordex, JinkoSolar - Alternative energies on the rise!

  • Commodities

The political course set in Germany is also decisive for further progress in the EU's complex opinion-making process. Nordic countries want to promote alternative energies much more strongly, while more southern members are increasingly focusing on nuclear power. French Prime Minister Macron intends to invest a total EUR 30 billion in the expansion of nuclear energy, hydrogen technology and e-mobility as part of his "France 2030" plan for the future. Nuclear power is set to disappear from the German energy mix. The race is already evidently on in Europe to see who will be allowed to cover our electricity shortfall in the future.

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Commented by André Will-Laudien on October 22nd, 2021 | 10:32 CEST

Plug Power, Enapter, SFC Energy - The climate savior is hydrogen!

  • Hydrogen

The strong increase in energy prices is driving the inflation rate in Germany to a high level. With an increase of 4.1% compared to the same month of the previous year, inflation accelerated again in September. Already in July, the ECB thought that a cyclical high might have been reached. It has reached its highest level in almost 28 years, only in December 1993, it was once briefly above the 4% mark. These are historic times into which Western society is now moving; unfortunately, no one knows when the end will be. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally compatible in the long term. Unfortunately, the current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at some of the protagonists in the H2 thriller.

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Commented by André Will-Laudien on October 21st, 2021 | 13:26 CEST

Palantir Technologies, Kleos Space, Airbus, Boeing - Profits from air and space travel

  • Space

Regardless of the discussion about who has now crossed the border into space, all tourist space flights have one thing in common - climate neutrality probably does not play a sustainable role for the initiators, given the manageable demand and horrendous ticket prices. After all, the wealthy travelers are in the minority, so an "anti-climate flight" can also be justified with the service to progress. Even the operation of a V8 engine in a Ford Mustang surely teases out a suitable justification for the operator's action. How about this one: permanently maintaining a classic car saves thousands of tons of CO2 compared to buying a new battery-powered vehicle. That is probably correct, so hopefully, the Mustang in question will last the next 30 years. We turn our attention to flying business models.

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Commented by André Will-Laudien on October 20th, 2021 | 13:52 CEST

SAP, wallstreet:online, Baidu - This is where the action is!

  • Technology

Anyone who wants to secure a piece of the market share in today's online business must develop good digital concepts and exceptional customer service. However, many of these models have simply been transformed from the old economy to the digital world and have significant breaking points in the day-to-day operational processing. Currently, the online world is at a standstill because the transfer of goods has to be confirmed manually at a warehouse exit. Many companies are working on a perfect digital flow. We take a look at some of them today.

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Commented by André Will-Laudien on October 20th, 2021 | 12:56 CEST

Varta, Graphano Energy, Nel ASA - Who will deliver the super battery?

  • graphite

The race for the most powerful battery stops at many stations. On the one hand, it is about battery efficiency as a basic fact of the climate discussion. On the other hand, many producers wonder where all the battery metals should come from if every second EU citizen switches to e-mobility in the next few years. Neither the charging infrastructure nor resilient batteries are available at the moment, so the whole planning is actually still fraught with a lot of dreaming - nevertheless, the necessary metals are going through the roof in terms of price. The reason is that those sitting on the metals are turning the price screw, even if the actual excess demand will probably only arise in 2-3 years. We are looking at values that are in the middle of the typhoon.

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Commented by André Will-Laudien on October 19th, 2021 | 11:12 CEST

Rock Tech Lithium, Barsele Minerals, Standard Lithium, Orocobre - Now the hunt is on!

  • Gold

The lithium herd has started to move tremendously with the federal election. With a Red-Green-Yellow coalition, the market is betting on a fast and consistent approach to implementing the 2030 climate targets. This includes promoting modern technologies from E-mobility to renewable energies and the expansion of hydrogen technology, which is still in its infancy. The protagonists expect the greatest boost to come from subsidies for electrically powered vehicles. In German industry, this was still causing stomach aches 18 months ago, but now the first lithium converter is being built in Brandenburg. We take a look at the hot stock market candidates.

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Commented by André Will-Laudien on October 18th, 2021 | 13:37 CEST

TeamViewer, Desert Gold, TUI - Full speed ahead to the turnaround?

  • Gold

Sometimes things do not work out as expected on the stock market. At the beginning of October, the DAX started a sell-off, the 200-day line was even clearly undercut twice at 14,850 points, and many crash prophets became quite loud again. However, as is so often the case, they were not right because the market left the October settlement on Friday with 15,594 points. Who would have thought it - a complete 700 point reversal, the proclaimed crash was again canceled without a sound. Despite this, however, individual stocks are struggling with lows right now. We take a look at some turnaround opportunities.

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Commented by André Will-Laudien on October 15th, 2021 | 13:39 CEST

Newmont Corp, Triumph Gold, Lufthansa, TUI - Dramatic turnaround in the course!

  • Gold

Gold and silver are turning in significantly, Lufthansa and TUI have gone through with their large capital increases - what is next here? Even if the major indices experienced a strong correction in October yesterday, there was a dramatic turnaround in several respects. Volatility as a fluctuation indicator even came back so strongly in the last few days that it fell below the threshold of 20 again. This indicator shows that the need for hedging is probably dwindling, i.e. the interest of the investment community tends to be directed upwards again. But inflation can still put a spoke in the party's wheel - but that would again be a buying argument for the precious metals! We direct our view on some turnaround candidates.

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Commented by André Will-Laudien on October 14th, 2021 | 13:55 CEST

Varta, Standard Lithium, Sierra Grande Minerals, Nordex - The next hype rolls in!

  • Copper

In Germany, politics is becoming significantly greener! But what do the mobility concepts of the climate protectors look like? In addition to the publicly demanded reduction of unnecessary business flights, the bicycle would also be an alternative for 30-kilometer journeys. Fossil energy has already become 50% more expensive in 2021, and gas prices are going through the roof. There is still a high demand for energy in Germany because we are currently buying cheap nuclear power abroad. This is how it can go when a botched energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material, along with lithium and other critical metals, is just terribly scarce. How are the typical industry players doing?

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