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 01.02.2023 | 04:44

Stock News: Almonty Industries - Armaments need tungsten

  • GreenTech
  • commodities
  • rare earths
  • tungsten

Access to critical metals has always been a political issue. Strategic alliances are becoming increasingly crucial in geopolitical environments such as we have been experiencing since Donald Trump and Vladimir Putin. In a world where climate protection and armaments are being pushed in the same breath by all political forces, it is essential to secure access to raw materials. Tungsten has been placed on the EU's list of critical metals. Almonty Industries has been mining tungsten for a long time and is currently working on opening a mine in South Korea that can supply 5% of the world's supply. In addition, there is molybdenum there as well. We provide an update.

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Kommentar von André Will-Laudien vom 27.01.2023 | 04:44

Morphosys - The pipeline is full to bursting

  • Biotech
  • cancer research
  • immuno-oncology

In 2021, 18.7 million people received the shocking diagnosis of "cancer". Current trends, unfortunately, suggest that this number will continue to rise in the coming years. Thanks to growing research successes, however, there is hope that biotechnology will make survival more likely for those affected. It is a matter of developing suitable active substances and launching modern therapies. Why some people get cancer, and others do not is unclear. The Munich-based biotechnology company is looking for suitable answers and is very far advanced with its current pipeline. Is the next blockbuster lurking here?

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Kommentar von André Will-Laudien vom 24.01.2023 | 04:44

Stock News: TOCVAN VENTURES - Great news from Mexico

  • gold
  • silver
  • commodities
  • Mexico

Is the economy still alive, or is it heading downhill again in 2023? This was the question posed by participants at the World Economic Forum in Davos. In 2022, the central banks had to deal with their primary topic of "currency devaluation" and raised interest rates, in some cases sharply. But the period of significant interest rate hikes is now drawing to a close, although inflation could remain high for a few more months. This is bad news for the economy and society. For precious metals, however, which serve as inflation protection, this is water on the mills. Of the 10 largest gold and silver states in the world is Mexico. In the state of Sonora, the Canadian explorer Tocvan Ventures has impressive findings to report.

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Kommentar von André Will-Laudien vom 23.01.2023 | 07:30

Stock News: Saturn Oil + Gas with the next big bang

  • oil
  • gas
  • commodities
  • Canada

They did it again - the next takeover goes over the ticker! Saturn Oil & Gas delivered another bang for the buck in the Canadian oil and gas business on Friday. With the CAD 525 million acquisition of Ridgeback Resources, the Calgary-based company thus makes another giant leap. At a time when fossil raw materials are needed again more than ever, the Canadians have once again succeeded in making a deal of perceivable size. As a result, the daily production rate will increase by 140% to approximately 30,000 BOE/day after the transaction's closing. The total enterprise value is thus getting closer and closer to the billion mark. Good news for all shareholders because the management is sticking to its successful motto: Growth!

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Kommentar von André Will-Laudien vom 19.01.2023 | 04:44

Stock News: Desert Gold - The Next Gold Rocket?

  • gold
  • silver
  • Africa
  • commodities
  • exploration

Gold has been in strong focus since the turn of the year. Driven by geopolitical uncertainties and a historic inflation rate of just under 10% in Europe, the precious metal approached the USD 2,000 mark again in January. While the gold price in euro terms is only EUR 100 per ounce below the high of August 2020, the gap in the world currency US dollar, is still around USD 170 per ounce or 8% from the nominal all-time high at USD 2,075 per ounce of gold. At the moment, the smaller public companies in the gold segment are trading at a deep discount. In turn, this invites the big players in the market for takeovers because it is currently impossible to buy into the increasingly scarce new gold projects at a lower price. Desert Gold Ventures is sitting on a premium project in Mali, West Africa, and its more prominent neighbors are likely just waiting for the next results.

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Kommentar von André Will-Laudien vom 18.01.2023 | 05:44

Stock news: Barrick Gold - The mining giant misses its targets for the year

  • gold
  • copper
  • mining
  • commodities

Gold got off to a good start in 2023, with prices beyond the USD 1,900 mark. Due to the general price increases in the commodity and goods markets, the central banks reacted in 2022 with some upward interest rate adjustments. The onset of inflation also gave precious metals a good raison d'être. That is because they offer wealth preservation in the longer term and protect against excessive loss of purchasing power. Large mining companies thrive on their product diversity and the resulting diversification in their proprietary balance sheets. For investors, the framework conditions for commodity investments have improved dramatically in the last 2 years. However, despite all the euphoria surrounding important metals such as copper, the major producers still lag behind their expectations. Barrick Gold is well positioned with its deposits in gold and copper. Yesterday, the Company delivered its first figures for the full year 2022.

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Kommentar von André Will-Laudien vom 18.01.2023 | 04:44

Stock News: VARTA AG - Off to new shores!

  • GreenTech
  • energy storage
  • battery
  • Technology

The past stock market year was a disaster for the loyal Varta shareholders. With a minus of 85%, the popular technology stock has been hit hard. But the new year starts with a bang. Because in the first two trading weeks, the share recorded a plus of around 20%! Many issues put pressure on the mood in 2022: sales and profit forecasts were lowered several times, the resignation of the CEO, and some major shareholders threw bundles of Varta shares onto the market. Many analysts had dramatically lowered their price target because of the operational weaknesses. The new Varta CEO Markus Hackstein has now brought in restructuring experts from Boston Consulting to get the battery manufacturer, which had come under pressure, back on track. We look at the chances of a comeback for the Ellwangen-based technology company.

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Kommentar von André Will-Laudien vom 13.01.2023 | 04:44

Stock news: thyssenkrupp goes green

  • GreenTech
  • industry
  • hydrogen
  • climate protection
  • climate change

The second industrial revolution is to begin in an area at the northern end of thyssenkrupp's steel mill in Duisburg. Where steel slabs are currently stored, one of the world's most advanced green steel production plants will go into operation in around three years. Green because hydrogen will be used in production instead of dirty coal. At least, that is how thyssenkrupp Steel envisions it. A lot is currently being done within the Group to give the historic business units a modern face. Will good old thyssenkrupp AG now become a Greentech company?

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Kommentar von André Will-Laudien vom 29.11.2022 | 04:45

Globex Mining Enterprises Inc. - Massive assets and many raw materials

  • Resources
  • Gold
  • Silver
  • Raw materials

The energy turnaround requires billions of euros of investment from the public and private sectors to achieve climate neutrality in the medium term. An important factor here is unrestricted access to important raw materials, the scarcity of which has become extremely acute as a result of the Corona pandemic and geopolitical conflicts. Parallel escalating inflation is making the procurement and production of key high-tech goods much more expensive. The ongoing price hike and increasing trade conflicts could even lead Western industries into a prolonged recession. Globex Mining has recognized the challenges and has been securing key properties for many years, primarily in North America, whose jurisdictions allow for the safe location of mining industries. The investment approach of mining legend Jack Stoch (CEO) is unique in the industry.

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Kommentar von André Will-Laudien vom 10.11.2022 | 04:45

Stock news: Saturn Oil + Gas: Factor of 50 - Now things are really starting to happen

  • Saskatchewan
  • Oil
  • Gas
  • Canada

The oil market has shown strong distortions since the Russian invasion of Ukraine. If you look at the global economic situation, you would inevitably expect the demand for oil to fall. However, due to the sanctions imposed by the Western industrialized nations on the aggressor Russia, other supply routes for the black gold have become established. Europe in particular is severely undersupplied, leading to extreme prices in the industrial and private sectors. If there are any profiteers at all from the current geopolitical situation, it is the oil and gas producers from North America, because they can run their pumps at full throttle and sell at good market prices. It is therefore worth looking again to Saskatchewan.

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