Close menu

May 28th, 2021 | 10:44 CEST

Airbus, Lufthansa, TUI, Silver Viper - Here we go!

  • Silver
Photo credits:

In the third wave of the Corona pandemic, hope is now growing that life is returning to a new normal for ordinary citizens. If this is the correct decision criterion, the daily incidence figures are falling briskly, and public life seems to be gradually becoming possible again. Airbus, Lufthansa and TUI are showing the first signs of economic relief. Reason for us to research a few things in more detail.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: NL0000235190 , DE0008232125 , DE000TUAG000 , CA8283341029

Table of contents:

    Airbus SE - Strong planning figures for life after the pandemic

    Good news from Toulouse. Airbus continues to prepare for life after the Covid-19 pandemic and has specified its production plans. In doing so, it is unusually optimistic about the outlook, as Airbus expects the market for commercial aircraft to recover to pre Covid-19 levels between 2023 and 2025. A strained view, since it assumes unimpeded travel, both personal and business.

    With the introduction of various online tools for cross-site communication and international collaboration, it is hard to imagine that travel volumes from 2015-2019 will even come close to returning. Nevertheless, the Airbus control center in Toulouse has sent out corresponding information to its global suppliers about the new plans for aircraft production.

    For the production of medium-range jets of the A320 model family, this means in concrete terms that Airbus assumes 64 aircraft per month by the second quarter of 2023. Suppliers should prepare for a scenario of 70 aircraft by early 2024 and up to 75 aircraft by 2025 if the market continues to recover. The group confirmed a current run rate of 45 aircraft per month until the end of 2021. There is still a small order push expected for the following years.

    If Airbus' plans come to fruition, we will all be in the clear and the whole thing certainly would not be priced in on the stock market yet. The Airbus fans traded the value yesterday only once, 9% higher up to EUR 107. The all-time high of EUR 130 is still some way off.

    Lufthansa - Increase of flight offers

    Even if there are currently no more flights over the airspace of Belarus, the inner-European destinations and even long-distance destinations will be increased again shortly before the vacation season. From June 3 to 6, 2021, Lufthansa has announced that it will expand its flight offerings to vacation destinations in Spain, Portugal and Greece. An additional 20 planes will take off to popular destinations such as Crete, the Algarve and the Balearic Islands from both Munich and Frankfurt.

    This summer, Lufthansa and Eurowings offer more vacation destinations than ever before, with over 100. Lufthansa is flying non-stop from Germany to twelve destinations in Greece for the first time. New long-haul offers are available for the Maldives, Mexico and the Dominican Republic. That really makes you want to travel! Lufthansa is presenting these offers and can be sure that many vacation-hungry Germans will book them.

    The heirs of Lufthansa's major investor Heinz Hermann Thiele recently reduced their shareholding to 10% and even accepted a market discount of almost 10%. Overall, the situation for the airline is likely to remain challenging, no matter how intense the summer season is due to catch-up effects. The decisive factor is the seat factor and the number of aircraft and flights that will have to be offered in the future in order to return to sustainable profitability. This is unlikely to happen before 2023. Lufthansa therefore remains a first-rate hopeful stock. The Company is currently losing a good EUR 1 billion per quarter.

    TUI - Booking frenzy for the summer

    TUI is also experiencing an absolute booking frenzy for the coming summer. Weather-wise and calendar-wise, the current summer has not even begun, and TUI is already releasing its travel program for the summer of the coming year. According to the marketing department, those who book by November will receive an early booking discount of up to 20%.

    But here, too, there are many "buts" - TUI needs sufficient flight capacity for its vacation offers. In the vacation destinations, the number of hotels on offer has been reduced by around 20% due to insolvencies. Therefore, it will not be possible to fully satisfy a real rush because it is likely to be just as tricky as with Lufthansa to plan the load factors for the next few years. Both companies can no longer afford long stretches of losses because the state has already extended its support programs here.

    Whether it will be enough for a substantial share price upswing at TUI is also a technical question. For the past 3 months, the rise has been limited to the EUR 5 mark - a real surge in sales is finally needed here in order to climb to new share price heights.

    Silver Viper - Private placement successfully completed

    Far away from touristic considerations, an investment in silver is more a measure against the recently emerging inflation. As the little brother of gold, silver is always in demand in inflationary spurts. Even in the last 3 months, it went up strongly from USD 24 to just under USD 28. April 2021 Eurozone inflation was 1.6% year-on-year, the highest monthly increase in 3 years, but includes the green tax at the turn of the year.

    Silver Viper is a Canadian explorer searching for silver with its main property, "La Virginia," near Hermosillo, Mexico. It is a vast exploration area known primarily for epithermal precious metal mineralization with low sulfidation. Silver Viper is managed by Belcarra Group Management Ltd., which is comprised of highly skilled mining professionals.

    Currently, CAD 6 million has been raised in a private placement. The offering comprises 12,765,957 units of the Company at a price of 47 cents plus half warrant at 65 cents. The Company will use the net proceeds to continue its current drilling programs.

    Silver Viper shares have reacted to the latest news by rising from CAD 0.42 to CAD 0.57, bringing the market capitalization to CAD 53 million. With its good positioning in the silver state of Mexico, the Company is a suitable lever on the silver market, which is currently picking up.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    André Will-Laudien

    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.

    About the author

    Related comments:

    Commented by Fabian Lorenz on May 9th, 2024 | 08:00 CEST

    Stocks facing revaluation! Nel ASA, Bayer, Power Nickel with potential

    • Mining
    • Gold
    • Silver
    • Nickel
    • Pharma
    • renewableenergies

    Relief for Bayer. In the US, the Company has won a victory in the dispute over compensation for illnesses caused by the chemical PCB. Is it groundbreaking and the start of a revaluation of the share? A revaluation already seems to be underway at Power Nickel. Following sensational drilling results, the share price soared. Surprisingly, gold, silver and copper were also found. Against this backdrop, the share appears to be favorably valued. Does this also apply to Nel? After all, the share price has risen by around 20% in just a few weeks. Is there new hope for the hydrogen pioneer? Or are today's figures from industry peer Plug Power threatening a new sell-off?


    Commented by Stefan Feulner on May 6th, 2024 | 07:00 CEST

    Canopy Growth, Globex Mining and Rock Tech Lithium with strong signals

    • Mining
    • Gold
    • Silver
    • Cannabis
    • Lithium

    Now that the precious metals gold and silver are taking a breather after a rally, other markets are becoming the focus of investor interest. In addition to copper, which is likely to reach new highs in the medium term due to supply shortages, lithium, an industrial metal essential for electromobility, continues to work on bottoming out. However, the highlight of the past week in terms of volatility was cannabis stocks, which are expected to remain in focus in the coming weeks.


    Commented by Stefan Feulner on April 22nd, 2024 | 07:30 CEST

    After Gold and Silver: Nickel on the Move! Kinross Gold, Power Nickel, Royal Gold

    • Mining
    • Gold
    • Silver
    • Nickel

    The geopolitical uncertainties with the escalation between Iran and Israel helped precious metals to further price surges. Despite being technically overbought, gold was able to hold its ground near the USD 2,400 per ounce mark, while silver closed the week with a further gain of around 3%. In the shadow of this, industrial metals are moving into the spotlight after a weak overall year in 2023. Alongside copper, nickel, an important raw material for many low-carbon technologies, has established a solid base in recent months.