Researchanalyst

 

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.


Kommentare von André Will-Laudien

Kommentar von André Will-Laudien vom 27.05.2026 | 04:45

LAHONTAN GOLD - Moving Forward at a Rapid Pace

  • lahontan
  • goldmine

Gold is back in vogue! Central banks purchased more than 850 tons of the yellow metal in 2025, with only a few selling off their reserves. But where is all this gold coming from? The US state of Nevada accounts for around 70% of total US gold production, making it one of the most significant mining regions worldwide. The state alone is home to billions in investments from international mining companies and a multitude of active mining projects concentrated in a small area. Rising inflation and geopolitical uncertainties are once again directing capital flows toward precious metals, with a clear focus on politically stable mining regions. In addition to Barrick Mining and Newmont, there are a number of projects at various stages of development. Lahontan Gold Corp. (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY) is very far along; the first ounces are expected to enter circulation as early as 2027. The Santa Fe project is at the center of this. Recent drilling programs are providing key data for environmental and permitting issues, particularly regarding groundwater and future tailings disposal. At the same time, an updated resource estimate is nearing completion, which will serve as the basis for a new economic assessment. With secured financing through 2027 and extensive follow-up drilling at multiple target zones, the company is systematically building value. A new gold rush in Nevada has begun!

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Kommentar von André Will-Laudien vom 20.05.2026 | 04:45

ALMONTY INDUSTRIES - The Largest Western Tungsten Supplier

  • energy transition
  • strategic metals
  • commodities
  • tungsten
  • takeover

The days of smooth commodity flows are over. Tariff barriers, export bans, and targeted supply restrictions on critical metals are shifting from the exception to the structural norm. For investors, these are no longer marginal issues but key drivers of valuations and risk premiums. This dynamic is exacerbated by increasing geopolitical fragmentation, not least due to the Iran conflict, which acts as an additional stress factor on energy and logistics routes and ruthlessly exposes the vulnerability of global supply chains. Western industries are thus coming under massive pressure to act. In key strategic sectors such as semiconductor technology, aerospace, and defence, order volumes are skyrocketing. Within the NATO framework, defence spending as a share of GDP has been steadily rising, and orders since 2024 have multiplied rapidly. This trend is unlikely to lose momentum amid ongoing geopolitical tensions. At the same time, rising demand for security-related materials is forcing companies to reorganize their procurement strategies. Tungsten is a critical metal which has driven up its procurement price by a factor of 10. The beneficiary in this environment is the tungsten and molybdenum specialist Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker Symbol (FRA/USA): ALI/ALM). A comprehensive revaluation is already underway, but analysts believe there is still plenty of room for further upside.

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Kommentar von André Will-Laudien vom 19.05.2026 | 04:40

FIRST HYDROGEN - Positioned for the Future

  • Hydrogen
  • climate change
  • logistics
  • Fuel Cells

The world keeps turning! A noticeable shift in strategy is underway in Brussels. While the expansion of renewable energy remains at the heart of the European "Green Deal," the EU is increasingly recognizing that a stable baseload supply and hydrogen production are hardly realistically scalable without additional nuclear capacity. This is precisely why nuclear energy, and modern SMR technologies in particular, have already been classified as climate-friendly transitional solutions in parts of the European taxonomy, while programs like "REPowerEU" are driving billions in investments in hydrogen infrastructure and energy security. At the same time, the global market for autonomous systems, security robotics, and drone services is growing at an enormous pace. First Hydrogen (0.33 EUR | WKN: A3C40W | ISIN: CA32057N1042) is no longer positioning itself solely in the hydrogen segment, but now at the intersection of energy, defence technology, robotics, and AI infrastructure. As a new multi-player in the energy and security segment, the Canadians are already well-positioned. The market is buzzing!

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Kommentar von André Will-Laudien vom 15.05.2026 | 04:00

HPQ SILICON INC. - The Quiet Battery Revolution

  • Battery
  • battery revolution
  • Technology

The global race for the next generation of high-performance energy storage is currently gaining significant momentum. Artificial intelligence, data centers, autonomous systems, and the electrification of entire industries are driving energy demand to new record highs. The need for more efficient battery solutions is exploding. While billions are flowing into AI infrastructure and high-performance servers, a bottleneck is suddenly coming into sharper focus: the ability to store energy in a compact, stable, and rapidly accessible manner. At this intersection, HPQ Silicon (CAD 0.18 | TSX-V: HPQ | WKN: A3DQZ3 | ISIN: CA40444L1031) is positioning itself with its silicon-based anode materials as a potential technology accelerator for a new era of batteries. Energy densities of up to 395 Wh/kg, capacities exceeding 7,000 mAh, and compatibility with existing production lines make the technology particularly exciting for industrial applications under high-performance pressure. At the same time, initial commercial orders from the drone sector are ensuring that what started as a research story is increasingly becoming a real growth story. In a market where investors are feverishly searching for the next AI, energy, and infrastructure winners, HPQ Silicon could offer precisely the rare combination of technological innovation, scaling potential, and strategic relevance that often unleashes explosive momentum on the stock market. The HPQ story is right on trend—billion-dollar markets are emerging now!

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Kommentar von André Will-Laudien vom 14.05.2026 | 04:45

LAHONTAN GOLD - Focus on Millions of Ounces of Gold

  • lahontan
  • goldmine

With inflation data currently exceeding 3%, the price of gold is once again making headlines and drawing investor interest toward promising precious metal projects. Hardly any region in the U.S. combines mineral wealth, infrastructure, and regulatory stability as consistently as Nevada. The state is considered the backbone of American gold production and, due to its low political risks, has attracted billions in investments from international mining companies for decades. Major producers such as Barrick Gold and Newmont Corporation control multi-billion-dollar mining complexes there, making Nevada synonymous with political stability, infrastructure, and mining-friendly regulation. In particular, the approximately 800-kilometer-long Walker Lane is regarded by geologists as one of North America’s most exciting gold and silver corridors—featuring numerous historic mines, new discoveries, and enormous exploration potential. It is precisely there that Lahontan Gold Corp. (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY) is driving its transformation from explorer to future producer and working to bring a historically producing gold mine back into operation. Particularly exciting: With every new drilling program, not only does the resource grow, but so does the prospect of a significantly larger underground gold system. At the same time, with potential production as early as 2027, a classic revaluation cycle is drawing nearer. Time is of the essence!

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Kommentar von André Will-Laudien vom 12.05.2026 | 04:45

DESERT GOLD - The First Ounces Come to Light

  • Gold
  • westafrica
  • commodities
  • desertgold

In times of rising government debt, geopolitical uncertainty, and persistent inflation concerns, gold remains the preferred store of value for many investors. The hunt for high-quality gold projects in West Africa is reaching a new level of intensity as gold prices near USD 5,000. International mining companies are increasingly securing strategic positions along Africa's key gold corridors while generating record cash flows at current spot prices. The Senegal-Mali Shear Zone, in particular, is emerging as a focal point of institutional attention, as it combines world-class geology, existing infrastructure, and multi-million-ounce deposits. It is precisely there that the Canadian explorer and developer Desert Gold Ventures controls a 440 km² land package situated between the Tier-1 mines of Barrick Mining, B2Gold, and Allied Gold. To date, 1.2 million ounces of gold resources have been identified, but exploration efforts have recently been intensified. The difference from many other explorers: Desert Gold is now visibly moving toward production. The modular gravity plant for Barani East is already en route to Mali, with commissioning targeted for July 2026, and the ongoing drilling programs could further expand the resource. According to the PEA sensitivity analysis and the assumption of stable gold prices, the project value is rapidly rising to levels well above USD 100 million at current prices. Consequently, in their latest research update, analysts at GBC AG now estimate the fair value of the stock at CAD 0.93 and openly speak of significant revaluation potential.

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Kommentar von André Will-Laudien vom 09.04.2026 | 04:45

LAHONTAN GOLD - Nevada's Next Gold Mine Is Taking Shape

  • lahontan
  • goldmine

For decades, the US state of Nevada has been one of the world's most significant gold-producing regions. With over 225 million ounces mined, it has built an impressive mining history that continues to attract international investors to this day. Major producers such as Barrick Mining and Newmont Corporation have established multi-billion-dollar mines here, laying the foundation for Nevada's reputation as a stable, mining-friendly jurisdiction. In particular, the approximately 800-km-long Walker Lane is considered one of North America's most exciting gold and silver corridors, where new deposits are continually being discovered and developed. It is precisely in this established mining district that Lahontan Gold Corp. (ISIN: CA50732M1014 | TSX-V: LG | FRA: Y2F | WKN: A3DKKY) is working to bring a historically producing mine back into production and systematically expand the existing resources. This positions the company in an environment that has already produced numerous success stories—and, with further progress, it could itself rise to become one of the next development projects in the gold-rich state of Nevada. The stock has already increased more than tenfold since 2025, yet the story is only just beginning!

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Kommentar von André Will-Laudien vom 30.03.2026 | 04:30

ANTIMONY RESOURCES – A commodities company with significant strategic leverage

  • Defence
  • critical metals
  • critical infrastructure

Created and published on behalf of Antimony Resources Corp.

Western industrialized nations are under pressure! Geopolitical escalation has brought the commodity ANTIMONY into focus because it is indispensable for defense, high-tech, and the energy transition, and global supply is under pressure. With China's export restrictions and an already fragile global supply chain, antimony has rapidly evolved from a niche metal into a strategic bottleneck. This very situation can present an attractive opportunity for early-stage investors, provided they dynamically factor in high volatility, political risks, and potential extreme price fluctuations during the investment process. Antimony Resources (CSE: ATMY | ISIN: CA0369271014 | WKN: A414DM) exemplifies the quest for Western supply security in a market that is only just beginning to reveal its full strategic value. After all, global political conditions can turn upside down overnight, and then the room for maneuver becomes limited. For investors, therefore, what matters less is the mere narrative, and more is the proof that a company can actually translate resources, financing, and a timeline into reliable production in a market with a structural supply deficit.

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Kommentar von André Will-Laudien vom 24.03.2026 | 04:30

POWER METALLIC MINES – High-Grade Discoveries in Québec Become a Key Project

  • Canada
  • battery metals
  • e-mobility
  • energy transition
  • commodities

Amid global turmoil surrounding Iran's nuclear facilities and the Strait of Hormuz, one thing is clear: strategic commodities remain scarce and in the spotlight for investors, as there are serious concerns about their availability in the medium term! Power Metallic Mines Inc. (WKN: A40S32 | ISIN: CA73929R1055 | Ticker Symbol: PNPN) is on the verge of a strategic revaluation thanks to its excellent positioning. Following exceptionally high-grade drilling results, the NISK project in Québec is increasingly proving to be a potential cornerstone of Western raw material supply. In the medium term, the company can offer exactly what many are looking for: a stable source of copper and platinum group metals - fully on the radar of industry and the capital markets.

Highlights at a glance:

+++ Québec ranks among the world's leading mining regions with low-carbon electricity from hydropower
+++ High-grade drill hits of 16.55 m with 15.11% copper equivalent demonstrate world-class potential
+++ Over 313 km² of project area controls the promising NISK-Lion-Tiger Corridor
+++ An ambitious drilling program of approximately 100,000 m in 2026 will drive resource expansion
+++ Metallurgical tests confirm exceptional recovery rates of up to 98.9% copper
+++ A high-grade sulfide concentrate with approximately 25% copper content enhances economic attractiveness
+++ Analysts estimate the current total project value at over CAD 700 million
+++ With a market capitalization of approximately CAD 243 million, research indicates a price potential of more than 170% to about CAD 2.85 per share

Power Metallic's land package in Québec, spanning over 300 km², controls one of North America's most promising polymetallic corridors and is increasingly emerging as a strategic option for the industry of tomorrow. At a time of growing geopolitical tensions and rising demand for critical raw materials, a project with exceptional leverage is taking shape here. For investors, this means one thing above all: the fundamental revaluation of this commodities story is only just beginning!**

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Kommentar von André Will-Laudien vom 17.03.2026 | 04:00

GLOBEX MINING - The Treasure Chest Resembles a Walk of Fame

  • Asset Management
  • Exploration
  • gold and silver
  • commodities

Amid a geopolitically tense region, burdened by the Iran conflict, chronic government debt, and the ongoing devaluation of fiat currencies, base metals and precious metals are once again capturing the full attention of both institutional and retail investors. Added to this are delivery discrepancies for physical delivery on exchanges such as COMEX and LBMA, which reveal serious physical shortages and provide sustained support for prices. Cryptocurrencies may be considered "digital gold," but they offer no reliability for conservative hedging. Globex Mining benefits in two ways here: from high metal prices and a model without ongoing financing needs. This is because the company dominates the scene as a broadly diversified resource owner. Founded in 1949, the Canadian company under CEO Jack Stoch acquires, optimizes, and leases mineral-rich properties primarily in Canada and the US as a "Project Generator" and "Mineral Property Bank." With 270 assets, over 100 royalties and options, and a debt-free balance sheet, Globex leverages diversification alongside its partners. They handle the exploration work and minimize the risk for Globex Mining. With nearly 90% growth over the past 12 months, the journey has likely only just begun.

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