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 02.06.2022 | 07:31
Stock news: Saturn Oil + Gas - The next bang
Oil prices are spiraling upward every day, and now the EU is threatening to impose an oil embargo on the aggressor Russia. This is increasingly complicating Germany's situation because the already difficult gas supply situation for the coming winter is now being compounded by the alternative procurement of oil on the world markets. This is happening at prices that have recently climbed to a 14-year high. Germany was dependent on Russian energy supplies for around 40% of its energy needs until 2021. On the other side of the Atlantic, however, oil production is going from strength to strength. Saturn Oil + Gas from the Canadian province of Saskatchewan is pulling off another mammoth takeover, this time with a volume of CAD 260 million. Production can increase by 50% as a result of the deal. The Western procurement market is already giving thanks. We do the math.
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Kommentar von André Will-Laudien vom 17.05.2022 | 08:30
Stock news: Saturn Oil + Gas expects EBITDA of at least CAD 90 million in 2022
The dramatic changes in the energy markets are now being eyed with suspicion by European governments, because dependence on Russian oil and gas supplies may mean considerable expenditure on a replacement strategy in the future. Even at the beginning of the COVID pandemic, the oil price fell below USD 35 - in the days since the Russian aggression, prices have been reported to exceed USD 130. By thinking about embargoes, theoretically 11% of the world's energy supplies fall under the table. Fortunately, it is not like that, because India and China are happy about the Russian exports at dumping prices and thus relieve the global markets somewhat. North America is seizing the opportunity and is on the rise again with fracking, as even oil fields with production costs beyond the CAD 60 mark are once again profitable. The Canadian Saturn Oil + Gas from Saskatchewan has undergone a complete transformation in the last two years, and today they are stronger than ever in the market. The company delivered approximately 7,500 barrels of oil equivalent (boe) per day in Q1 2022, this is an improvement of over 3,000% over the same period in 2021. The current share price development has not yet reflected the special development of Saturn Oil + Gas, because in addition to recent quarterly figures, there is now also an increase in guidance.
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Kommentar von André Will-Laudien vom 16.05.2022 | 04:43
Stock news: VARTA with passable first quarter 2022
Varta puts a difficult quarter behind it. The battery expert continues to suffer from weak demand for the otherwise fast-growing lithium-ion button cells. Although growth in energy storage systems and interest in conventional household batteries remain high, this cannot currently compensate for the decline in small rechargeable button cells. The sales from the e-mobility sector that the stock market is eagerly awaiting are still a long way off. Consequently, confidence is fading and investors are becoming much more cautious. A poor chart performance and the current crisis in growth stocks are not helping either. More operational momentum is needed in the course of the year. Here is an update from Ellwangen.
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Kommentar von André Will-Laudien vom 05.05.2022 | 11:31
Stock news: Nel ASA - Q1 below expectations, but not a major setback
The Ukraine crisis shows the vulnerability of European energy policy. Continuing as before not only jeopardizes supply but also political stability in Europe because a permanent doubling of energy prices would put an extreme strain on purchasing power and future growth. The sooner the EU switches to renewables, the sooner the community of nations will become more independent and the more it will gain control over its own energy system. The energy renewal plan recently presented by the EU Commission, called "REPowerEU," is a bold initiative. With REPowerEU, the climate policy gains another crucial justification: it is no longer only necessary to mitigate the serious consequences of global warming, such as droughts, floods, social conflicts and migration in emerging economies. It is now also clear that a consistent climate policy will be part of the coming peace policy.
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Kommentar von André Will-Laudien vom 13.04.2022 | 04:44
Stock news: Saturn Oil + Gas - reserves estimate +668%
Since the beginning of the Russia-Ukraine conflict, oil and gas prices have been moving very strongly upwards. Currently, Brent and WTI spot prices are hovering in a narrow band of USD 95 to 112 per barrel. That makes it very difficult for large energy consumers such as industry or public utilities to make their price calculations over several months. Of course, the underlying trend in prices continues to be upward, as inflation now affects all types of goods. There are currently high spirits at the Canadian oil producer Saturn Oil & Gas because the financial transformation of the last few months has been completed, and there is now a resource estimate that beats all expectations. An update.
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Kommentar von André Will-Laudien vom 31.03.2022 | 07:55
Stock news: VARTA below expectations
The Ukraine crisis and its humanitarian catastrophe have shown the Western industrial nations that a singular dependence on fossil raw materials can become a serious supply threat in the event of a conflict. Economic weapons are used as leverage in today's warfare; sanctions are followed by supply bottlenecks and supply shortages. Political decision-makers now have these points clearly on the table. All the more reason for industry and consumers to join forces: alternative energies must be put on the table even sooner than expected. Now, Europe in particular must show that an economic union can also consistently pursue common paths to crisis management. Varta AG represents the German art of engineering and can make a big splash with its innovative approaches to energy technology. An update from Ellwangen.
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Kommentar von André Will-Laudien vom 15.03.2022 | 04:45
Stock news: Saturn Oil + Gas - Next leap forward
The armed conflicts between Ukraine and Russia have had a lasting impact on the commodity markets. In an already tense price situation, the US import ban on Russian oil is causing further distortions on the energy markets. The sharp sanctions imposed by many countries had caused Brent and WTI prices to rise to over USD 130 at times. It was not until the beginning of this week that prices eased again slightly to below USD 110. However, analysts and experts in conflict monitoring expect further uncertainties in the supply situation. The situation is aggravated by the fact that Iran is currently unable to increase its production due to stalled nuclear negotiations and OPEC is also still unable to significantly increase production. In the Canadian province of Saskatchewan, there is still one high-growth oil producer that is moving to new shores. Update.
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Kommentar von André Will-Laudien vom 09.03.2022 | 04:44
thyssenkrupp AG - The steel giant is back
Anyone looking for modern technologies, will find them at thyssenkrupp AG. After years of restructuring, the Essen-based group can report an initial positive conclusion: The transformation to modernity has been successfully implemented! The sale of non-core activities is not yet complete, but the measures of the transformation program are already taking effect. In its new form, thyssenkrupp AG and its subsidiaries are now a high-performing group with strong independent businesses. At present, the risks of significantly increased raw material prices and disrupted supply chains remain, but they should be manageable over time and no longer pose a threat to the medium-term outlook. However, the continuation of the armed conflicts in Eastern Europe directly impacts individual areas of the thyssenkrupp Group. We analyze the opportunities and risks.
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Kommentar von André Will-Laudien vom 21.02.2022 | 04:44
Deutsche Bank - The comeback of the industry leader
From an investor's point of view, 2022 is much more challenging than 2021. Inflation flared up noticeably last year. The dimension was still quite manageable for market participants and growth-oriented investors, as the capital market interest rate remained in a minus interest rate scenario shaped by the central banks until the fall of 2021. Now, however, the tide has turned: In January, the U.S. Federal Reserve was confronted with an inflation rate of 7.5%, the highest rate of price increases since 1982. The markets reacted with shock and sent the ten-year U.S. Treasury rate above the magic 2% mark. It is now becoming much more expensive for all those seeking capital, but those who are now smelling spring air are the banks because the interest margin that had been out of sight for almost a decade is returning. The original banking business is back, and for the industry leader Deutsche Bank it is like a comeback to the premier league.
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Kommentar von André Will-Laudien vom 13.01.2022 | 04:45
Nel ASA share - Does the hydrogen pioneer keep its promise?
Hydrogen is the ultimate future topic and is not only revolutionizing the automotive industry. The topic is becoming explosive because e-mobility cannot solve all the problems of the future and cannot be used in many areas. With its specification, hydrogen is also reaching air, rail and shipping traffic and is thus coming more into the focus of science. Will it be the topic for 2022? The opportunity for investors is favorable as governments around the world declare climate protection budgets. Germany and France plan to jointly invest tens of billions in transforming their industries. Norwegian H2 specialist Nel ASA is one of the European pioneers in electrolyzer technology. But what are the opportunities for investors in 2022 after a 300% increase since 2018? A look at the overall market and specifically at the stock.
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