Buy this stock NOW? Gerresheimer, TUI, and Silver Viper Minerals!

Silver Viper combines gold stability with silver leverage

For those who missed the silver rally, the current consolidation presents an interesting opportunity to get in – or to buy more, of course. An exciting second-tier stock for this is Silver Viper Minerals. It is traded in Germany on Tradegate, among others, and is currently around 30% cheaper than it was a few weeks ago. After the experts at researchanalyst.com had already expressed positive opinions about the company, the CEO has now provided exciting insights in an interview.

In the interview, Silver Viper Minerals presents itself as an explorer that is not leaving its next growth step in Mexico to chance. Instead, it is taking a very structured approach. CEO Steve Cope says in an interview with Lyndsay Malchuk from the International Investment Forum that the company's goal is to position itself as one of the leading, if not the largest, explorers in the country. And exploration is urgently needed in the small silver market. To this end, the company is pursuing a dual strategy: expanding resources at both existing projects while discovering new deposits. It is precisely this combination of "resource growth" and "discovery upside" that is intended to show that the company can do more than just report individual drilling successes.

According to Cope, a key lever is the strategic Coneto acquisition, which will enable Silver Viper to move from a single-asset risk to a multi-asset profile. Coneto will become the "number two flagship" alongside La Virginia, enabling multiple drilling programs, more news flow, and greater diversification. The latter even geologically, as Coneto brings an underground resource to the portfolio, while La Virginia initially has more of an open-pit character. Strategically, he sees Silver Viper as ideally positioned in the macro trend: both projects combine gold stability with silver leverage (La Virginia approximately 60/40, Coneto 50/50). Cope also emphasizes that the company intends to continue making opportunistic acquisitions when high-quality assets become available. Of course, the company expects acquisitions to add value for shareholders. He also sees tailwinds from the jurisdiction. With the political change of course, Mexico is once again becoming the focus of investors. Permits, especially for open-pit mining, seem more realistic and faster to obtain than in some established mining countries.

In an environment where investors are looking for high-quality silver companies and the industry is tightening the silver market, Silver Viper wants to be perceived as a rare source of scalable, high-quality silver/gold assets.

Note: Those who would like to see CEO Stephen Cope live and learn more about the exciting developments at Silver Viper first-hand should register for the International Investment Forum ii-forum.com on February 25, 2026.

https://youtu.be/Ia9DA86ksGg?si=KF6nHMJHUZTfjcc8

Gerresheimer: A buy now?

While there is no operational reason for Silver Viper's share price decline and there are many arguments in favor of rising prices, the case with Gerresheimer is quite different. So far, no analyst has been able to bring themselves to issue a "Buy" recommendation. This is despite the fact that the share has lost around 75% of its value within 12 months. Last week alone, it fell by 25%.

But there are good reasons for this. The packaging manufacturer shocked the stock market by postponing the publication of its annual report and announcing further accounting problems. An audit and regulatory investigations had revealed indications of possible accounting violations by individual employees, the company announced. At just under EUR 20, the share price is now at the same level as in 2009.

While most analysts are trying to get through this period with a "Hold" recommendation, only a few experts are consistent and advise selling. Bernstein, for example, is doing just that. As long as there is no audited balance sheet, investors should steer clear of the stock. The analysts' price target of EUR 18.90 is even slightly below the current sell-off level. DZ Bank believes that Gerresheimer shares are only worth EUR 16. Confidence in the quality of the balance sheet has once again been significantly undermined. However, operations also appear to be performing worse than expected. The company's outlook for 2026 is once again below the already low expectations of experts.

TUI pays dividends again, and insiders buy

TUI is starting to pay dividends again. This was the big topic at the annual general meeting. Shareholders approved the tourism group's new dividend policy. A starter dividend of EUR 0.10 per share will be paid for the 2024/25 financial year. From next year onwards, 10 to 20% of adjusted earnings per share will be distributed.

Mathias Kiep, Chief Financial Officer of TUI Group, commented: "The vertical integration of our business model increases capacity utilization and ensures attractive margins despite a challenging environment. With the best first quarter in our company's history, we have created a solid basis for a successful 2026 financial year. In addition to operational improvements, we have also strengthened our financial profile and further reduced net debt. TUI is financially resilient and on track for sustainable growth in adjusted EBIT of approximately 7-10% CAGR."

While the share price reacted slightly negatively after the Annual General Meeting and the quarterly figures, insiders clearly view the Group's prospects positively. Several members of the Executive Board have purchased TUI shares worth a total of around EUR 147,000 in recent days.

Silver Viper Minerals is an exciting stock for profiting disproportionately from a silver boom. Management appears to have a clear strategy, and with further growth, the company could also become a takeover candidate. TUI is solid, but nothing more. There is no urgent need to buy the stock. All the negative factors may have already been priced in at Gerresheimer, but is it worth taking that risk?