DUAVF - Dassault's Thales Ties Prove Exceptionally Valuable
- We have been covering Dassault for some months now, and have so far made good money on the stock with our outsized exposure.
- Recent wins of Croatia continue to fill the order book and make the defense revenues more robust, proving the Rafale a great value fighter.
- Now Switzerland is mulling over the decision to purchase jets, and thanks to Thales and the francophone connection, Dassault is again at the top of lists.
- Rejection of the F-35 helps justify our thesis that 4.5th gen is the place to be while we wait for gen 6 fighters to be developed.
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Dassault's Thales Ties Prove Exceptionally Valuable