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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 30th, 2025 | 09:30 CET

Higher, faster, further! Why NEO Battery Materials Could Be Among the Next Market Leaders in 2026

  • Batteries
  • BatteryMetals
  • Technology

The year 2025 is coming to an end, but investors remain in full swing. At the end of the year, the conflict between growth and the availability of critical raw materials remains the focus of attention. While Rheinmetall and D-Wave achieved a significant marker in the increase in wealth of invested investors last year with a return of approximately 140%, there are also promising protagonists for 2026 who could take the baton in the relay race this time. In terms of the most important topics, battery systems stand out because, with the new EU-wide promotion of e-mobility next year, battery stocks that have lagged behind should come back into the picture. BYD is one of these high-tech industrial groups that, in addition to automobiles, also has the entire supply chain under control. NEO Battery Materials (NBM) is a true specialist in the adaptation of perfect battery systems. The Company combines patented silicon anode technology with production facilities in South Korea that are already operational. The plan is to achieve higher energy densities, faster charging, and lower costs than conventional lithium-ion batteries. At the same time, strong partnerships, from the South Korean defense industry to Fortune 500 OEMs, are opening up direct access to high-growth markets such as drones, robotics, and e-mobility.

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Commented by André Will-Laudien on December 30th, 2025 | 09:10 CET

Silver boom racing towards USD 100, or not? Focus on critical metals with Antimony Resources, Airbus, Rheinmetall, and Plug Power

  • Mining
  • antimony
  • CriticalMetals
  • Silver
  • Defense
  • aerospace

No peace in Ukraine after all? Defense stocks are being passed around like hot potatoes; no one seems to want to be invested when the flag of peace is raised. Yesterday, the defense sector fell by 4% at times, with Rheinmetall even dropping below the EUR 1,500 mark. When disappointing interviews with Donald Trump arrived from Florida, the stocks turned upward again. The fact remains that the defense sector needs critical metals. Industrial giant Airbus has secured several new orders, while Plug Power's targets are being pushed further and further back. Is another capital increase looming? Antimony Resources remains promising, as the Canadians have what Donald Trump would like to have. Judge for yourself!

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Commented by André Will-Laudien on December 29th, 2025 | 07:15 CET

Record year – Will 2026 be even better for BYD, Kobo Resources, Palantir, and DroneShield?

  • Mining
  • Gold
  • Silver
  • Commodities
  • Software
  • Drones
  • Defense
  • Electromobility

After an exceptionally strong 2025, investors are asking whether the rally can continue into 2026. Gold and silver reached new all-time highs at the turn of the year, and promising gold stocks such as Kobo Resources have gained more than 40% in recent weeks. Palantir Technologies, expensively valued but still widely recommended by analysts, has continued to reward shareholders. The V-shaped movement at DroneShield is also exciting, with its shares already doubling from their December sell-off lows. Meanwhile, BYD is entering a decisive phase as it accelerates its expansion strategy in Europe. What should investors focus on next?

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Commented by André Will-Laudien on December 29th, 2025 | 07:05 CET

Stock market miracles at a glance! Will Almonty, Rheinmetall, thyssenkrupp, and TKMS become double-baggers again in 2026?

  • Mining
  • Tungsten
  • Defense
  • armaments
  • Steel
  • Investments

With only two trading days left, one of the most successful investment years of the new millennium is coming to an end. A quarter of the year has already passed, and the major indices have gained around 25% on a currency-adjusted basis, a scenario that is rarely observed. Almonty Industries is among the top-performing stocks of the past 12 months, with investors' capital increasing by an impressive 730%. The large Sangdong tungsten mine in South Korea has now gone into operation, yet CEO Lewis Black is already working on the next strategic steps. Rheinmetall is in full swing, even if the highest prices could not be maintained here. And for the thyssenkrupp Group, a new era is dawning with the spin-off of its marine subsidiary TKMS. The rally is unlikely to be over yet for this select group. We do the math!

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Commented by André Will-Laudien on December 29th, 2025 | 06:55 CET

The gold and silver frenzy continues! Barrick, RZOLV Technologies, First Majestic, and Endeavour Silver

  • Mining
  • Gold
  • Silver
  • Commodities
  • Technology

Who would have thought? While much of the Christian world is celebrating a quiet Christmas, the precious metals market is booming. Gold has surged to USD 4,530, and silver, completely wild, has even broken through the USD 75 mark. Both metals are setting new all-time highs and displaying chart patterns not seen in years. Market participants are surprised by this sudden "knot bursting". Yet the reason seems obvious to many: for years, gold and silver prices were kept low in order to conceal the astronomical expansion of money supply and to cover up the underlying inflation. With returns now ranging from 70 to 140%, price increases are becoming evident that can only be explained by a long-overdue revaluation and an acute shortage of physical supply. Now it remains to be seen who can stay afloat in the flood. For mining companies and service providers, the time has come to close long-standing valuation gaps. We take a closer look.

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Commented by André Will-Laudien on December 23rd, 2025 | 10:10 CET

Top tips for 2026 – Critical metals and armaments! DroneShield, Pasinex, RENK, and Heidelberger Druck in focus

  • Mining
  • zinc
  • CriticalMetals
  • Defense
  • Drones
  • armaments

In 2025, there was a pronounced rally in critical metals starting in the summer. This was largely triggered by China, which imposed export restrictions on rare metals and strategic raw materials in response to arbitrary tariff demands from the White House. The metal markets reacted with strong upward movements, and the procurement centers of Western industry reacted even more severely. In view of the needs of the near future, a large number of properties would have to be brought into production in the areas of copper, graphite, lithium, uranium, zinc, and rare earths. However, it takes around 10 years to set up a mine, including all permits and preliminary investigations. Because this is far too long for the current needs, the market is looking at projects that are about to start production or are already producing. We offer a few ideas from the supply chain and potential customers.

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Commented by André Will-Laudien on December 23rd, 2025 | 08:50 CET

Money printing presses unveiled in 2026! Where to invest now? TUI, RE Royalties, Lufthansa, and Airbus

  • royalties
  • Sustainability
  • Investments
  • travel
  • airline
  • aerospace

In an inflationary environment, investors are looking for stability. What could be better suited than equity investments that pay high dividends and also follow sustainable principles? RE Royalties operates a successful business model that combines both ideas. The travel industry has also been trying to reduce its carbon footprint for years. How far have efforts to bring about a fundamental change come? TUI, Lufthansa, and Airbus showed decent returns in 2025. But what does the future hold?

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Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET

Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar

  • renewableenergy
  • Energy
  • Solar
  • BatteryMetals
  • zinc

The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.

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Commented by André Will-Laudien on December 22nd, 2025 | 07:15 CET

Mega rally in 2026 with artificial intelligence, chips, and storage solutions: Oracle, Graphano Energy, Broadcom, and Infineon

  • Mining
  • graphite
  • Energy
  • AI
  • chips

The year 2025 is drawing to an end. This year, the focus was clearly on the shares of AI providers in the areas of storage solutions, infrastructure, and databases. Investment banks see this sector as a potential driver of rising stock markets in 2026 as well. Will there be a correction in the first quarter? No one knows, because apart from the minor customs uncertainty in April 2025, there has been no serious decline in the international capital markets so far. This is surprising, because inflation remains high, interest rates are rising, and commodity prices are galloping away. These are all indications of higher input prices and falling margins. Which stocks are still making good money?

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Commented by André Will-Laudien on December 22nd, 2025 | 06:55 CET

Will 2026 start with another surge? We evaluate BYD, NEO Battery Materials, and DroneShield

  • Batteries
  • BatteryMetals
  • Electromobility
  • Drones
  • Defense
  • Technology

In December, many market participants start thinking about the next investment period – in this case, the year 2026. The 2025 investment year was one of the best periods of the past 20 years for both the DAX and the NASDAQ, with gains of 18.7% and 20.8%, respectively. Even the Trump tariff crash in April was offset entirely within just two weeks. The drivers of the upswing remain the US administration's policy, which is perceived as "supportive," as well as ongoing geopolitical conflicts and still tolerable interest rates between 2.7% (Bund) and 4.0% (USD Treasury) in the ten-year range. For the coming year, some experts expect another wave of inflation, high commodity prices, and rising energy costs. These are all factors that could once again stifle the economic upturn and bring additional volatility to the markets. And let's not forget: AI and defense seem to be at their peak — so who will lead the next revaluation of the stock markets?

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