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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 February 13th, 2024 | 07:00 CET

Bear market in Hydrogen versus Bull market in Artificial Intelligence - Nel ASA, First Hydrogen, Nvidia and ARM Holdings

  • Hydrogen
  • AI
  • renewableenergies

The stock market is relentless at the moment. While Nvidia has gained almost 50% in just 5 weeks, the stock market darlings Nel ASA and Plug Power continue to lose value. Small recovery attempts have been consistently sold off recently. No stone is being left unturned in this segment, and investors are eagerly awaiting the upcoming 2023 annual figures. Is there hope, or should we continue to write off hydrogen? On the other hand, some companies are making significant progress with a different business model, setting new records. So what to do? A brief update for active investors.

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Commented by André Will-Laudien on February 1st, 2024 | 07:45 CET

Combustion engine versus battery! BYD, Altech Advanced Materials, Mercedes and VW in focus

  • Technology
  • hightech
  • Electromobility

The year 2024 is going like clockwork for the high-tech sector so far. Anything smelling of "Artificial Intelligence" is being valued significantly higher on the stock market with relatively little scrutiny. In the DAX 40 Index, this has notably affected Siemens and SAP and the topic of armaments, which in turn catapulted Airbus and Rheinmetall into new realms. Things are even more dynamic on the Nasdaq, where Microsoft and Nvidia, in particular, are causing a sensation. However, e-mobility, particularly favoured by the Berlin traffic light coalition, is stumbling due to the abolition of the environmental bonus in December 2023. Customers are again opting for domestic combustion engines and Chinese e-imports. We analyze the current opportunities for investors.

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Commented by André Will-Laudien on January 30th, 2024 | 07:00 CET

Hydrogen Rally 3.0 - Is it starting now? Nel ASA and Plug Power with technical rebound opportunity, dynaCERT on the verge of certification

  • Hydrogen
  • greenhydrogen

Is there now a possibility of a technical rebound in the hydrogen sector? This is a legitimate question for keen observers, as popular hydrogen stocks have remained on the sidelines since the beginning of the year. However, there have been signs of a noticeable stabilization in the H2 standard stocks in recent days. The second-line stocks are also attractive, as the focus is on special applications that use hydrogen to optimize fossil combustion processes. Whether the sector as a whole will experience a wave of investment in 2024 nevertheless remains an exciting question. Where are the opportunities for investors?

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Commented by André Will-Laudien on January 29th, 2024 | 07:00 CET

Demo against the right, overtake the left with these stocks! PayPal, Saturn Oil + Gas, Evotec and Bayer

  • Mining
  • Oil
  • AI
  • Pharma

Millions of people are on the streets, demonstrating for democracy. However, democracy also means pluralism, tolerance and fair discourse. It remains to be seen whether the politicians currently in power will eventually embrace these principles. The stock market is also a mass phenomenon, with many things developing in the same direction without much reflection. The herd instinct has both good and bad sides; on the capital markets, it often leads to irrational hype movements, as seen recently in the artificial intelligence sector. This technology is not an economic panacea either, as the elimination of jobs through the use of learning machines leads to less growth at the end of the day. As in all things, we need to use our heads, especially when it comes to the white knights of our future. Where are the opportunities for investors?

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Commented by André Will-Laudien on January 23rd, 2024 | 06:30 CET

Hydrogen sell-off: Invest now in high-tech blockbusters! Nel ASA, Defense Metals, AMD, Rheinmetall

  • Mining
  • Hydrogen
  • RareEarths
  • armaments

Two important trends are emerging after 3 trading weeks on the stock market in 2024. The hydrogen sector is experiencing the long-awaited sell-off, while AI-related high-tech stocks are making new highs every day. Last week, the NASDAQ 100 Index reached a new all-time high of 17,340 points. Stocks such as Microsoft, Nvidia, Supermicro and AMD are moving upward daily with massive turnover. As chips also require a lot of strategic metals, the rare earth region of Wicheeda in Canada has also attracted media attention. As a result, the explorer Defense Metals has seen a significant increase in stock market turnover. No surprise: industrialized countries are looking for safe countries of origin for indispensable metals. Where are the opportunities for investors?

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Commented by André Will-Laudien on January 19th, 2024 | 07:45 CET

Total sell-off in hydrogen! Nel ASA, Manuka Resources, Plug Power - Find the 300% pearl now

  • Mining
  • Gold
  • Silver
  • Vanadium
  • renewableenergies
  • Hydrogen

The topic of hydrogen has been put on the back burner for the time being. Although the COP28 conference in Dubai showed a broad consensus on reducing greenhouse gases and avoiding fossil fuels, the OPEC countries, in particular, insist on their traditional right to continue tapping into the abundant oil wells. The observers conclude that everything remains the same; each does what it does best. The transformative idea of saving the world is collectively present, but if it can be solved with nuclear energy, then nuclear reactors will be built. This also highlights how the green-dominated traffic light policy on environmental issues is perceived internationally: Teachings from Germany are only smiled at. The topic of hydrogen was politically launched in Europe and has been traded on the stock exchange as a "world energy savior" since 2019; now, investors are sitting on a 90% loss. Is there still hope?

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Commented by André Will-Laudien on January 16th, 2024 | 07:15 CET

E-mobility boom 2024, when will the German vehicle market take off? BYD, Edison Lithium, VW, BMW

  • Mining
  • Lithium
  • Batteries
  • renewableenergies
  • Electromobility

The last word in e-mobility has not yet been spoken. While BYD is leading the sales list worldwide, Tesla is struggling with important supplier parts and has had to halt production temporarily. German manufacturers have used the last two years to catch up on technical backlogs and are preparing to score points in the "electric world", too. Last year, buyers were offered a state environmental bonus on top, but this was cancelled before Christmas. Now, the market has to prove that it can survive with fewer subsidies. Where are the opportunities for investors?

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Commented by André Will-Laudien on January 15th, 2024 | 06:45 CET

Biotech: Corona is back! The doublers are lurking here: BioNTech, Evotec, Defence Therapeutics and Bayer

  • Biotechnology
  • Pharma
  • Covid19

We had almost forgotten about Corona and the good old flu, but it is back in full swing. Governments are remaining calm and holding on to their regained liberalism. However, Spain is now resorting to drastic measures again to protect vulnerable population groups. A mask is to be compulsory again in all Spanish healthcare facilities due to the increase in respiratory diseases. Health Minister Mónica García had previously failed to convince the Spanish regions of the need to introduce compulsory masks of their own accord. In some parts of the country, hospital emergency rooms are under severe pressure due to high patient numbers. Biotech stocks are showing the first signs of recovery after the sell-off in 2023. We take a look at a few selected stocks with 100% potential.

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Commented by André Will-Laudien on January 9th, 2024 | 06:45 CET

Despite farmers' strike - rally with hydrogen and GreenTech ahead in 2024! Nel ASA, First Hydrogen, Nordex and Siemens Energy

  • Hydrogen
  • GreenTech
  • renewableenergies

While the DAX and NASDAQ are soaring from high to high, some stocks are completely falling by the wayside. We are talking about countless GreenTech stocks that have missed the boat in terms of profitability. In the 2023 investment year, solar, wind and hydrogen companies suffered losses of between 50% and 80%. Investors responded to the lack of profits with a collective exodus and offset the share price gains of the last three years. The decisions taken at the World Climate Conference in Dubai could now be the starting signal for a medium-term rebound attempt. Those who analyze the situation closely may arrive at surprising insights.

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Commented by André Will-Laudien on January 8th, 2024 | 07:00 CET

Start of the year with GreenTech hype! Will BYD, Klimat X Developments, Plug Power and Freyr Battery deliver now?

  • GreenTech
  • Sustainability
  • Electromobility
  • Batteries

The year 2024 will be the next test for GreenTech shares. In the past investment year, despite bullish markets, they were the biggest losers in the portfolio. Plug Power and Freyr Battery incurred the most significant negative returns, ranging from 70 to 80%, but BYD and Klimat X also saw a slight decline. However, with the resolutions passed in Dubai and new government climate protection programs, things could pick up again in the new year. But who can win the coveted government contracts? We analyze the opportunities and risks.

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