DUAVF - Dassault Aviation: The Ultimate Value Play

• Dassault is still very undervalued, and now, European nations are upping their defense budgets starting with the least trigger happy nation of them all: Germany.
• The Rafale is what European nations need as they start taking a cold war more seriously, which is what we're in now.
• 6th gen aren't coming till later in the '30s, and 5th gen are not of unequivocal value to most air forces, so there's a big hole for Dassault.
• The NGF programme with Airbus is more likely to work out now that Europe have stronger reasons to cooperate to develop the next platform.

For further details see: