Expert Interview

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Expert Interview

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A Second Look: Discussing the EU Defense space with a focus on defense player Leonardo

Ticker(s): FINMY, RLLCF, THLEF

Who's the expert?

Provides Clients with Business Development, Sales, Marketing, Strategy and campaign guidance and assistance. Experienced in defense/military programs, via Foreign Military Sales (FMS) and Direct Commercial Sales (DCS) processes.
Campaign experience for aircraft and aviation services, with successful campaigns in the US, Middle East and Europe, ranging from $100M to $7 billion in value. We strive to support collaboration between US OEMs, US Government, international suppliers and international defense ministries/procurement organizations.

Interview Goal

Discussing EU Defense player Leonardo, answering the following questions:
How can Leonardo benefit from increased EU defense spend?

How fast can EU ministries of defense ramp their spending? What will they focus on?
What programs/contracts will benefit the most from increased EU defense spend?
Will Leonardo’s margins expand from higher defense spend?
Does Leonardo have drones or autonomous tech? Is it good?
Should Leonardo do some acquisitions in defense?

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*Slingshot Insights provides access to information, not investment advice. We work to support you and facilitate access to experts; however we are not responsible for monitoring calls for the disclosure of MNPI. You should obtain financial, legal and tax advice from your qualified and licensed advisers before deciding to invest in any security.