Weathering the Geopolitical Storm: Silver Viper, Deutsche Telekom, and TeamViewer in Focus

Silver Viper: Strong Expansion of the Silver and Gold Pipeline

The good news at Silver Viper Minerals continues. And now the silver price is also turning: up 10% in a week, with precious metal fans rejoicing. The Canadian exploration company positions itself as a growth-oriented silver and gold explorer with a clear focus on Mexico, one of the world's most significant precious metal regions. Management is concentrating on developing multiple projects in parallel, thereby significantly reducing the classic single-project risk faced by many junior explorers. The flagship La Virginia Project remains at the center of operational activities and is currently delivering strong operational metrics.

To date, more than 5,600 m have been drilled in the ongoing drilling program, with individual sections showing exceptionally high grades of up to 9.18 g/t gold and 352 g/t silver over 11.7 m. Particularly noteworthy are high-grade sub-intervals that even reach peak values of over 180 g/t gold and 6,850 g/t silver, underscoring the deposit's exceptional potential. The ongoing expansion of the drilling program, originally planned for 5,000 m, signals additional confidence in geological continuity and opens up further upside in resource definition.

A highlight is the acquisition of the Coneto Project, which will be settled entirely in shares at a purchase price of approximately USD 15 million. A total of 25.53 million new shares will be issued, allowing existing and new shareholders to participate strategically in the project's further development. The fact that Fresnillo plc, a leading global silver producer, remains on board as a shareholder lends the shareholder structure a strong seal of quality. Operationally, this creates a portfolio of several promising projects that promise both short-term news flow and long-term resource growth. The stock has performed well over the past 12 months, with a price increase of more than 200%; at its peak since 2024, the stock even reached a "tenbagger." Following the recent deals, an attractive price level has now been reached again; investors with a higher risk tolerance may consider re-engaging, as the investment case continues to develop.

CEO Steve Cope presents the company's ongoing exploration strategy in Mexico at the 18th International Investment Forum.

Deutsche Telekom and SAP: Central Digital Platform for Millions of Citizens

German IT giants are collaborating on Germany's public sector transformation! The reason: The federal government is accelerating the shift of public administration toward digital services. A new citizen app is intended to consolidate many administrative procedures in the future and make public services significantly easier for citizens to use. At the heart of the project are SAP and Deutsche Telekom, which, according to reports, are set to play a key role in the technical implementation. An initial prototype is scheduled to be tested as early as April 2026 in several cities and at the Federal Employment Agency.

The application is intended to consolidate applications, change-of-address notifications, appointment bookings, and other government services via a central interface. With this, the government aims to reduce bureaucracy and noticeably simplify access to administrative services. However, important details such as the final name, costs, and the timeline for a later widespread rollout remain unresolved. AI-powered features that could guide users through processes and automate workflows are also under discussion.

The app is already referred to internally as the "Germany App" and could eventually become a central digital gateway for millions of citizens. For SAP and Telekom, this represents a politically and technologically significant project with implications extending beyond Germany. For the two DAX-listed companies, last week was a true highlight with a 5% gain and strong upward momentum that could now continue unabated.

TeamViewer: Convincing Long-Case Arguments Spark Panic Among Short Sellers

TeamViewer managed to conjure up a 25% rally on the trading floor last week. The reason: The outlook the company presented at the Hannover Messe came as a genuinely positive surprise after a two-year downward trend. That is what brings the short sellers into play! Because with high momentum, the TeamViewer stock price took off; the only thing that stopped it was the closing bell on Friday. At the Hannover Messe, TeamViewer unveiled new industrial solutions that combine secure remote access with AI-powered maintenance. With Agentless Access and a hardware gateway developed in collaboration with Bechtle, OT systems are to be accessible securely and scalably without software installation. The offering is complemented by Assist AR, which uses the AI agent Tia to support service teams in real-time troubleshooting and draws on experience from previous cases. The goal is to reduce downtime, costs, and risks in industrial facilities and to more broadly integrate AI into production.

That certainly sounds very innovative. The stock market reacted enthusiastically to the ad hoc announcement. It will be very exciting to see how this plays out this week! Pick up a few shares, because the 2026 P/E ratio stands at a conservative 4.9, and the market is currently valuing this heavily discounted stock at just one year's revenue!

The stock market writes its own rules. While high-tech stocks regained lost ground last week, oil stocks went into a tailspin. This rotation reveals a pattern: easing market conditions boost growth stocks and put pressure on value stocks. Silver Viper has recently consolidated somewhat after a powerful rally, while Deutsche Telekom paid out its 3.8% dividend to investors. SAP and TeamViewer posted solid gains after a very long dry spell.