Close menu




June 30th, 2021 | 14:03 CEST

TUI, Lufthansa, Silver Viper - The doubling opportunities for 2022!

  • Silver
Photo credits: pixabay.com

Things are about to get really exciting once again. The travel season is in full swing, hotel occupancy rates are rising, and airlines are enjoying high occupancy rates. But how long will the catch-up effects last? The constraints are still burdensome. Travelers who have previously stayed in high-incidence or virus variant areas must carry a negative test certificate with them when they enter the country and, if a carrier is used, present the proof for the purpose of transport. That does not make travel so easygoing. The first countries are already appearing on the Robert Koch Institute's blacklist again: Portugal and Great Britain. In the autumn, when the temperatures tumble again, this can become a problem.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: TUI AG NA O.N. | DE000TUAG000 , LUFTHANSA AG VNA O.N. | DE0008232125 , SILVER VIPER MINER. CORP. | CA8283341029

Table of contents:


    TUI - Not out of the woods by a long shot

    TUI's coffers are empty again, as last year's emergency bond to bridge the Corona Crisis has been topped up once again. In addition to the Delta variant and Angela Merkel's plans to "lock out" English tourists, who are important for TUI, this is now again a burdening factor for the share. As a result, the nominal volume of EUR 400 million will be extended by new convertible bonds with a nominal amount of EUR 190 million. With the conversion right, TUI hopes to convert the now repayable parts of the financing into equity.

    The conditions remain the same: the convertible bond with a 4.5% coupon will run until April 16, 2028, and can be converted into new shares of the TUI Group at a premium of between 25 and 30%. The evening auction even saw a small oversubscription, meaning that TUI now has more than EUR 200 million in new funds at its disposal.

    The travel group has been relying on more money coming into its coffers through bookings since mid-2020 after the business was down for long stretches - in parallel, TUI is raising additional funds from investors. In this way, the actual utilization of the multi-billion government loans is also limited to what is necessary. The repayment of the tranches used from these is to be initiated. The current outlook has not been able to convince investors and TUI fell back to EUR 4.25 yesterday. The EUR 4 mark should hold in the current environment.

    Lufthansa - The travel wave rolls, the balance sheet stutters

    Anyone concerned with TUI certainly also has the airlines in their sights. The first half of the year is now almost over - and the mood at the aviation giants is still frosty. It is not only the vacation sector that is burdened. After all, the loss of the many business trips is unlikely to be temporary. Zoom & Co. has shown that things can be done differently in the business sector. Although the desire for face-to-face meetings has grown significantly in the pandemic, obstacles with travel requirements and testing regulations still dominate. In many places, the formalities are completely unclear; if things go badly, you come from a mutant area and have to go into quarantine for 14 days. Today, no one can afford that professionally.

    According to current analyst estimates, the MDAX-listed group is likely to post another loss in the billions in the current year. The experts expect the crane airline's revenue to climb from EUR 13.6 billion to EUR 17.3 billion in 2021. However, adjusted EBITDA is still likely to end up in the red by around EUR 150 million after a whopping minus of EUR 2.9 billion in 2020. Below the line, there is even the threat of a net loss of EUR 2.3 billion. Special write-offs are now joining the routes that have been eliminated. However, in the exceptional Corona year 2020, the net loss of EUR 6.7 billion was much higher and indeed close to the absolute limit.

    It is currently open to speculation how Lufthansa and other airlines will deal with the "new normal" in the travel environment. Ultimately, the abstinent passenger will have to be brought to the flight counter by creative means. No successes will be achieved with a frenzy of regulations and further restrictions, e.g. on hand luggage and free baggage allowances or similar.

    All in all, the market environment remains challenging and the airline charts are under pressure. The book value of the LHA share will soon be asked about again - but this is, of course, only on paper due to continuing losses. Wait and see - and buy below EUR 8.50!

    Silver Viper - The first resource can now be determined

    Far away from any travel restrictions, the Canadian Silver Viper continues with resource determination in La Virginia. The current situation around the pandemic would only play a role if the work in the project would have to be interrupted again, but this is currently not the case. A technical report in accordance with the NI 43-101 standard has just been submitted. The report was prepared for Silver Viper Minerals Corp. by Arseneau Consulting Services Inc. and can be viewed under the Company's issuer profile.

    La Virginia is located in Mexico 220 kilometers east-northeast of Hermosillo and hosts prospective epithermal style precious metal mineralization. The gold and silver mineralization occurs within breccias, veins and stockworks hosted primarily by andesitic volcanic rocks. Silver Viper's reconnaissance program identified key targets and trends that can now be further explored. The total project area covers 6,882 hectares, and 100 drill holes totaling 27,021 meters have been completed on the property.
    Silver Viper is also in possession of all current and historical diamond drill core and sample packages recovered from the property since 2010. It has been possible to confirm the accuracy of the historical data through diamond drilling in ten core holes at Las Huatas, Con Virginia and the northern extension of the El Oriental target areas.

    Silver Viper stock is doing very well despite constant attacks on gold and silver prices. It has established itself in the CAD 0.50 to CAD 0.65 valuation band, representing a market value of CAD 45 million. In our opinion, the good news from Mexico should continue for some time.


    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 news.financial. 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 André Will-Laudien on May 7th, 2025 | 09:55 CEST

    High-grade discovery at Tocvan Ventures – Gold corridor within reach at Gran Pilar

    • Mining
    • Gold
    • Silver
    • Commodities

    Volatility on the capital markets reached record levels in the first quarter of 2025. Geopolitical upheavals and unpredictable US policy have caused stock prices to fluctuate wildly. Precious metal investments could provide a good hedge against turbulence in the financial system and a devaluation of the US dollar. With spot prices recently reaching new record highs, investors are increasingly strengthening their exposure to the commodities sector. Gold has so far met expectations with prices of up to USD 3,500 and an annual gain of just under 20% in 2025, while silver has also reached high prices of over USD 35. In addition to producers, the spotlight is now shifting to the second tier of explorers. This is because the valuations of in-ground resources are at their lowest level in decades. Canadian gold explorer Tocvan Ventures (CSE: TOC | WKN: A2PE64 | ISIN: CA88900N1050 | CAD 0.69) has recently seen a string of positive announcements. The latest update on recent drilling at the Pilar gold-silver project in Sonora delivered impressive gold and silver grades.

    Read

    Commented by Fabian Lorenz on May 7th, 2025 | 07:05 CEST

    While Friedrich Merz fails, BUYING OPPORTUNITIES arise for these stocks: Deutz, BYD, and Power Metallic Mines

    • Mining
    • Gold
    • Silver
    • Commodities
    • Electromobility

    Friedrich Merz has failed in the first round of voting to become Chancellor. But these stocks are winners: without metals, there would be no electromobility, no defense, no infrastructure - and when it comes to gold, no store of value. Power Metallic Metals caused a stir last year with spectacular drilling results. The latest samples show that the potential is far from exhausted. The current consolidation of the stock should soon be over. Deutz has already demonstrated how quickly a stock can explode. Analysts believe there is even more upside potential! And what is BYD doing? The Chinese company is growing strongly in their home market. In Europe, a bestseller is now set to bring success. Is this a threat to Volkswagen?

    Read

    Commented by André Will-Laudien on April 24th, 2025 | 07:10 CEST

    Trump backs down! Investors rejoice with BYD, Power Metallic, Nio, and Deutz

    • Mining
    • Copper
    • Gold
    • Silver
    • Electromobility
    • manufacturing

    The markets are in turmoil. "Fast market," shouts a trader as prices fluctuate by the second. With news coming in at such a rapid pace, investors' nerves are on edge. But for level-headed investors, there are now bargains to be had that were missing just months ago. However, the selection is not easy because international customs policy also plays a role alongside company balance sheets. If punitive tariffs of over 100% are not withdrawn, the automotive sector could even face a total market collapse. Consumers at the end of the chain will not want to and cannot pay the artificially inflated prices. The economy would inevitably collapse. We are looking at stable business models with medium-term opportunities.

    Read