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.
Kommentare von André Will-Laudien
Kommentar von André Will-Laudien vom 11.09.2026 | 04:45
LAHONTAN GOLD - From Explorer to Mine Developer
The ECB continues to tighten monetary policy, but the gold rally shows no signs of slowing down! Rising interest rates are typically considered poison for non-interest-bearing precious metals. Yet, in the current stagflationary environment, driven by the Middle East conflict and oil prices above USD 100, investors are turning even more to gold as the ultimate safe haven. Goldman Sachs has already raised its oil price target to USD 120 per barrel, which is massively fueling inflationary pressure and, consequently, the ECB's pressure to raise interest rates. But where does capital flee when the ground is burning? Welcome to Nevada, the epicentre of the modern gold rush, which accounts for 70% of US production and offers maximum political stability. While industry giants like Newmont and Barrick are just now settling their dispute, one agile player is stealing the show: Lahontan Gold Corp. (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY). The company is the perfect combination of speed and security. While others will still be drilling for years to come, CEO Kimberly Ann is out of the starting blocks with her flagship Santa Fe Project. The first ounces will start flowing as early as 2027. Recent drilling is already providing the final data for environmental permits, and a new resource estimate is imminent. The best part for investors: with a fully funded cash position through 2027, there is no risk of dilutive capital increases, while value systematically climbs with follow-up drilling. The world is shaking, and Lahontan is sitting right on top of a gold vein in Nevada. Meanwhile, JPMorgan is countering with a target of USD 6,000 for gold by the end of 2026—wow, that tops the January highs all over again! And the good news for newcomers: this story is just getting started!
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Kommentar von André Will-Laudien vom 02.09.2026 | 04:05
ALMONTY INDUSTRIES - The West Gets Its Tungsten Champion
Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker Symbol (FRA/USA): ALI/ALM) is in a completely different position today than it was just a few months ago. What was primarily viewed for years as an ambitious development project is now evolving into a strategic raw materials platform featuring production, long-term secured sales volumes, and an exceptionally strong capital base. The timing could hardly be more exciting, as tungsten has long been more than just a metal for tools and industrial applications. Modern defense systems, semiconductors, high-performance electronics, and numerous high-tech applications require secure supply chains. CEO Lewis Black has taken on the challenges and is poised to secure the West's critical needs. With the Sangdong mine in South Korea, ongoing production in Portugal, and additional growth projects in North America and Europe, Almonty is positioning itself as one of the most important Western-oriented suppliers of strategic metals such as tungsten and molybdenum. At the same time, the company's financial structure is undergoing a fundamental transformation. The cash flow from operations and the oversubscribed convertible senior notes offering are enabling management to advance several strategic projects simultaneously. Rarely has there been a more promising setup!
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Kommentar von André Will-Laudien vom 24.08.2026 | 04:30
ZEFIRO METHANE: The Underrated Beneficiary of the US Energy Initiative
Created and Published on Behalf of Zefiro Methane Corp.
The rapid expansion of AI data centers, power grids, and new energy infrastructure is increasing demand for secure land and reliable energy—while the need to eliminate decades-old methane leaks is becoming increasingly urgent. This represents an extremely lucrative field of activity for the Canadian environmental specialist ZEFIRO METHANE (CAD 0.61 | Canada: ZEFI | WKN: A3DVHU | ISIN: CA98926D1069). The company pursues a business model that transforms a massive problem of contaminated sites into a growing infrastructure market. This involves identifying and plugging environmentally harmful methane emissions. The focus is on abandoned oil and gas wells, the remediation of which—along with the verifiably avoided emissions—subsequently generates carbon credits. Support for this effort comes from multi-billion-dollar US programs for the remediation of so-called "orphan wells" as well as a steadily growing number of private energy and infrastructure projects. With operations now active in 13 US states and additional drilling equipment, Zefiro has significantly expanded its capacity, thereby laying the groundwork for further organic and inorganic growth. The recent collaboration with the Well Done Foundation also opens up access to a nationwide network and is already bringing specific projects in Oklahoma to fruition. At the same time, the high-margin methane monitoring business is growing, having already secured a contract worth approximately USD 850,000 for the state of West Virginia. The operational order backlog is also gaining momentum. In addition to several private well campaigns, state projects in Ohio and a three-year contract worth approximately USD 19.6 million ensure high revenue visibility. For the current fiscal year, management is projecting revenue of approximately USD 55 million, marking the beginning of the next phase of growth. For risk-conscious investors, this presents a small-cap stock that combines environmental technology, energy infrastructure, methane reduction, and the growing market for emissions credits into an extraordinary growth story.
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Kommentar von André Will-Laudien vom 21.08.2026 | 04:45
ALMONTY INDUSTRIES - The West's Tungsten Powerhouse Gains Momentum
Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker Symbol (FRA/USA): ALI/ALM) is evolving from an ambitious tungsten developer into the West's strategic raw materials platform. With the ramp-up of the Sangdong mine in South Korea, the phase Almonty has been working toward for more than a decade is now beginning: billions in investments and vast resources are giving rise to an operating business with growing revenue and cash flow potential. The latest quarterly figures provide an impressive preview of this. Revenue skyrocketed by 498% to CAD 43 million in the second quarter, adjusted EBITDA rose to CAD 17.6 million, and the company now has approximately CAD 1.2 billion in cash and cash equivalents following the oversubscribed USD 800 million convertible senior notes offering. At the same time, the GTP offtake agreement was extended to 21 years, the committed volume was increased by 40%, and the price basis was improved by approximately 6.3%—an exceptional revenue anchor for the coming decades. But Almonty has long been looking beyond Sangdong: Phase II, the tungsten oxide plant in South Korea, Panasqueira, and above all Gentung in Montana open up additional avenues for growth. Montana, in particular, is gaining significance, as right next to Almonty's Gentung deposit, the latest exploration results from Red Mountain Mining's Pioneer Project are yielding tungsten grades of up to 0.32% WO₃, thereby confirming the exceptional potential of the entire district. So while China is increasingly using the tungsten market as a geopolitical lever and Western defense and high-tech industries urgently need alternative sources of supply, Almonty's strategic value extends far beyond the traditional valuation of a mining company. Here is an update!
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Kommentar von André Will-Laudien vom 10.08.2026 | 04:30
ZEFIRO METHANE: The Hidden Beneficiary of the American Energy Boom
As the insatiable energy demand of new AI data centers drives electricity consumption sharply higher, regulatory pressure to achieve drastic reductions in methane emissions is increasing at the same time. In this dynamic market environment, the continued exploitation of fossil fuel reserves is coming under growing criticism from climate activists. This is where the Canadian environmental services company occupies an attractive intersection between environmental protection and modern infrastructure. ZEFIRO METHANE (CAD 0.61 | NEO: ZEFI | WKN: A3DVHU | ISIN: CA98926D1069) is turning the ticking ecological time bomb of orphaned oil and gas wells into a highly scalable, potentially profitable business of the future. The company operates as an integrated full-service provider, generating revenue from both physical remediation of abandoned wells and from high-tech, precision measurement of methane emissions. A strong order book is supported over the long term by billion-dollar government funding programs, including the US Infrastructure Act. Through the targeted acquisition of specialized drilling equipment, Zefiro is currently expanding its operational reach significantly to 13 US states. In addition, its business involving scientifically verified methane emission credits is expected to launch in the fall of 2026, potentially providing a further boost to margins. Consequently, GBC analysts forecast that the company will finally move above the break-even threshold in fiscal year 2026/27. With revenue expected to surge to more than USD 45 million, the company's growth trajectory is set to accelerate significantly during the current cycle. The highlight for investors: a three-year major contract with government agencies provides the small-cap company with a solid baseline level of operational activity through 2029. In its initial coverage, GBC sees substantial upside potential and assigns a price target of CAD 2.12. For risk-conscious investors, the undervalued shares therefore offer a first-class opportunity to benefit directly from the North American decarbonization boom.
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Kommentar von André Will-Laudien vom 07.08.2026 | 04:45
ALMONTY INDUSTRIES: The Strategic Tungsten Bulwark Against China's Raw Material Monopoly
Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker Symbol (FRA/USA): ALI/ALM) is emerging as an indispensable shield for Western raw material sovereignty in a highly volatile geopolitical market environment. While Asian producing countries are drastically tightening their export restrictions on critical metals, the company is already generating unstoppable liquidity thanks to the operational milestone achieved at its world-class Sangdong deposit. The company's fundamentals are cemented by the forward-thinking extension of its offtake agreement with Global Tungsten & Powders (GTP) to over two decades, which—thanks to a 40% increase in volume—catapults future revenue potential to nearly half a billion US dollars. This unprecedented earning power is increasingly attracting international attention and makes acquisitions a possible exit scenario. Following the start of production in Sangdong, the strategic focus now shifts to the first steps in the US state of Montana. Here, attention is turning to the directly adjacent Pioneer property of the Australian explorer Red Mountain Mining, where geologists are currently conducting systematic rock analyses on the Greenstone, Lost Creek, and Mammoth claims. Initial peak values of up to 0.32% tungsten oxide confirm spectacular ore grades that are on par with those of Almonty's immediately adjacent Gentung large-scale deposit (6.83 million metric tons at 0.315% WO₃). There are strong indications that Almonty will take another significant step forward in just a few months. Currently, due to sector consolidation, the stock is trading at around USD 13.70 or EUR 12.20. The timing for re-entering the market could not be better.
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Kommentar von André Will-Laudien vom 27.07.2026 | 04:30
ZEFIRO METHANE: Turning Legacy Liabilities into Billion-Dollar Markets
While the escalating crisis in the Middle East keeps global oil markets on edge and amplifies calls for energy independence in the West, natural gas is experiencing a renaissance as an indispensable bridge fuel. But the massive appetite for electricity, unrelentingly fueled by gigantic AI data centers, has a critical downside: the pressure to radically eliminate climate-damaging methane emissions is growing noticeably and is being amplified by regulatory changes. Amid this highly volatile interplay of geopolitics, an infrastructure boom, and the tech revolution, the Canadian environmental infrastructure company Zefiro Methane (0.63 CAD | NEO: ZEFI | WKN: A3DVHU | ISIN: CA98926D1069) is accelerating its growth. In the US alone, millions of abandoned, methane-leaking oil and gas wells constitute a multi-billion-dollar ecological time bomb that is blocking the development of new modern energy projects. Zefiro has developed the perfect business model for this crisis. By acquiring the equipment (assets) from Viking Well Service and forming powerful alliances such as the Well Done Foundation, the company is rapidly expanding its market presence across the board. Instead of tedious bureaucracy, government programs worth billions, such as the "Infrastructure Investment Act", are ensuring full order books in what are now 13 US states and will catapult Zefiro into a new revenue dimension starting in fiscal year 2026/27, and most likely into profitability even sooner. Furthermore, when the high-margin business with voluntary carbon credits resumes in the fall of 2026 under a new methodology, traditional well remediation will merge with high-tech emissions measurement to form an unstoppable cash machine. For visionary investors looking to capitalize on the rapidly growing demand for AI-powered energy, global supply concerns, and stringent climate regulations, this highly scalable small-cap stock is currently one of the hottest growth plays on the North American stock market.
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Kommentar von André Will-Laudien vom 20.07.2026 | 04:45
ALMONTY INDUSTRIES - The Next Once-in-a-Century Opportunity
Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker Symbol (FRA/USA): ALI/ALM) is evolving from a mining operator into the strategic backbone of the Western tungsten supply chain. As China tightens its export restrictions and demand from the defense, aerospace, semiconductor, and high-tech sectors rises rapidly, Almonty has taken the decisive step toward becoming a cash flow generator with the start of production at its world-class Sangdong mine. Crucially, the long-term offtake agreement with Global Tungsten & Powders (GTP) was extended to 21 years, the contract volume was expanded by 40%, and the expected annual revenue potential at current prices was increased to approximately USD 490 million—a scale that is unparalleled in the industry. This development is complemented by an exceptionally strong balance sheet, a focus on the Nasdaq as an international capital market, and ambitious expansion plans including Phase II, tungsten oxide production, and the molybdenum project. Analysts anticipate explosive growth in production, revenue, and cash flow in the coming years, even as tungsten prices remain at historically high levels. Although the market is beginning to price in the company's geopolitical significance, the actual revaluation could really gain momentum with each production milestone achieved. Investors looking to bet on one of the few Western beneficiaries of the strategic shift toward critical minerals will find in Almonty a rare combination of operational momentum, long-term revenue security, and exceptional leverage on a structurally scarce commodity of the future. The welcome consolidation in the raw materials markets plays right into the hands of long-term investors.
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Kommentar von André Will-Laudien vom 17.07.2026 | 04:30
ZEFIRO METHANE - Methane Is Becoming a Billion-Dollar Market
The energy transition was long thought of as a simple swap: out with fossil fuels, in with renewables. In practice, however, the picture is increasingly complex. Global electricity demand is growing rapidly, driven by data centers, artificial intelligence, and ongoing electrification. In this environment, natural gas is becoming increasingly important as a flexible transitional solution. At the same time, regulatory and economic pressure is mounting to consistently and measurably reduce methane emissions throughout the entire value chain. The Canadian company ZEFIRO METHANE (CAD 0.65 | NEO: ZEFI | WKN: A3DVHU | ISIN: CA98926D1069) has positioned itself in this multi-billion-dollar market of the future, as millions of abandoned oil and gas wells in the US alone must be permanently plugged. Zefiro combines traditional environmental services with modern methane measurement and the generation of high-value emissions credits, creating multiple high-margin revenue streams. At the same time, its operating business is growing dynamically, supported by a robust order backlog, strategic acquisitions, and continuous expansion into new US states. The boom surrounding AI data centers provides additional upside potential, as many new energy and infrastructure projects can only be implemented after the remediation of old wells. Through its partnership with the Well Done Foundation, Zefiro is expanding its access to numerous additional projects and strengthening its position as one of the leading specialists in the remediation of so-called "orphan wells" in the US. The combination of environmental technology, infrastructure, regulatory tailwinds, and the emerging market for methane credits creates exceptional scaling potential. For risk-tolerant investors, Zefiro Methane could therefore rank among the most exciting small-cap growth stocks in the North American environmental and infrastructure sector.
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Kommentar von André Will-Laudien vom 09.07.2026 | 04:45
ALMONTY INDUSTRIES - Western Supply Security in a Single Package
Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker Symbol (FRA/USA): ALI/ALM) is currently writing one of the most compelling growth stories in the global critical minerals sector. While China continues to dominate the tungsten market and Western nations are restructuring their supply chains for defense, semiconductors, and high-tech industries, Almonty is emerging as arguably the most significant non-Chinese tungsten producer. With the start of production at the world-class Sangdong mine, a heavily oversubscribed financing round of more than USD 700 million, inclusion in the Russell 1000 Index, and additional growth opportunities through its molybdenum business and the Montana project in the United States, operational milestones are piling up at a rapid pace. At the same time, comparatively low production costs coincide with historically elevated tungsten prices—a combination that could create significant earnings potential. So far, the market may not have fully reflected these developments in the company's valuation. Increasingly, however, institutional investors appear to recognize that Almonty is more than just another mining company. It is positioning itself as a strategic supplier of a critical raw material for Western industries. The revaluation began in 2026, but given the operational momentum, geopolitical tailwinds, and long-term growth opportunities, it may be far from over. Anyone looking to invest in the next generation of strategic commodities companies should keep a particularly close eye on Almonty Industries right now. Currently, an interesting consolidation pattern is forming, and its completion should be followed by an upward breakout.
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