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 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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Kommentar von André Will-Laudien vom 26.10.2022 | 04:45

Stock news: Almonty Industries - Hot commodity

  • Resources
  • E-Mobility

Resources on earth are unequally distributed. Especially in the case of important and rare metals, many production sites are located in China and Russia. Immediately, this brings up political discussions because the strain on supply chains should not lead to dependence on the West for important supplies from geopolitically dubious zones. Recently, delivery of the US's new F35 fighter jet to the US military and allies had to be halted after key components were arguably produced in China. US procurement law prohibits military equipment from being purchased from foreign suppliers. That makes it clear: Almonty Industries is one of the upcoming key producers for the strategically important metal tungsten.

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Kommentar von André Will-Laudien vom 29.09.2022 | 04:45

Stock news: VARTA completely suspends guidance

  • Greentech
  • Technologie
  • E-Mobilität

It has happened. Varta AG from Ellwangen has had to suspend its annual targets. Even the complete guidance has been cashed in. In plain English: Varta is stuck in a cost squeeze and cannot pass on the increased manufacturing costs to its customers fast enough. As a result, this leads to temporary losses that will only be recouped when the world market price for Varta's products is again significantly higher than the production price. Specifically, Varta reported that it would no longer be able to achieve its sales and earnings targets in Q3 as well as for the current year. The share price reacted with a 50% drop. Where do we go from here?

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Kommentar von André Will-Laudien vom 20.09.2022 | 04:45

Tocvan Ventures - The Gold and Silver Story from Mexico

  • Gold
  • Silver

The history of precious metal mining in Mexico goes back almost 600 years. As early as the Middle Ages, the glitter of gold exerted a strong attraction among the indigenous people and the later conquerors. Ultimately, the greed for gold was a trigger for many wars, and the advance of the Spanish and Portuguese to Latin America. Today, Mexico is one of the major mining states with a focus on gold and silver. In the state of Sonora, Tocvan Ventures is preparing to start commercial production with two very interesting projects. The prospects are bright and to soon be at the forefront in the slipstream of the big players.

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Kommentar von André Will-Laudien vom 08.09.2022 | 04:45

Stock news: Deutsche Bank in a downward spiral

  • Banken
  • Finanzdienstleistungen
  • Asset Management

In international comparison, Germany's financial center is again in danger of falling behind. The German banking summit exposes the weaknesses of our financial system, as it now needs tried and tested remedies. Against the backdrop of the current political upheavals, Germany's vulnerability as an industrial location is becoming apparent in terms of energy security, access to raw materials and the future viability of industry. SMEs are facing a cost explosion in every direction, and the necessary refinancing could also become really expensive in view of the economic parameters. After all, the spectre of insolvency is once again looming, with the government's COVID measures barely noticeable, at least in the last two years. The collapse of brands such as Hakle and Görtz, however, is alarming for the financial world. However the crisis takes its course, how will Deutsche Bank navigate its way through the storm?

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Kommentar von André Will-Laudien vom 24.08.2022 | 04:44

Share news: Saturn Oil + Gas with record sales in the second quarter of 2022

  • Gas
  • Oil

Oil prices are slowly running out of steam, and the oil production companies do not care. In an economic environment where there is enough oil on this planet, it is a gift when prices go through the roof due to hysteria and you can come up with enough product. The oil industry in the US and Canada is back in full swing, with production companies pumping all that their oil pools can deliver. With oil prices at eight-year highs, it is good times for those that have oil production now. Saturn Oil & Gas of Saskatchewan has had the fortunate timing to have developed its production from a few hundred barrels per day in early 2021 to now over 11,000. Here are the figures for the 2nd quarter.

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Kommentar von André Will-Laudien vom 11.08.2022 | 09:30

Stock news: Nel ASA - The stock market darling disappoints

  • Hydrogen
  • Mobility
  • Energy

Hydrogen is one of the ultimate climate protection issues and is not only revolutionizing the automotive industry. The technology is becoming ever more explosive because only the interaction of all alternative and environmentally friendly processes appears promising. Unlike e-mobility, hydrogen with its specifications also reaches air, rail and shipping traffic and thus comes more into the focus of science. The opportunity for investors is favorable, as governments worldwide are proclaiming huge climate protection budgets. Joe Biden has just introduced the largest climate package in US history. Hydrogen is an important part of it. Europe is also getting ready to leap, but how has Nel ASA fared in this environment so far? The share price has already recovered 40% from its low in 2022. We take a critical look at the Norwegian company's half-year results.

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