Expert Interview

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Expert Interview

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A Second View: Discussing the EU Defense space with a focus on defense player Thales

Ticker(s): THLEF, FINMY, RLLCF

Who's the expert?

Institution: CCC Consultants

Independent consultant with CCC consultants.
Former Business leader for Thales InFlight Entertainment and Connectivity Business.
Has held leadership positions across all major aircraft subsystems in propulsion, mechanical & fuel systems, cockpit avionics, electric power, control electronics, cabin and cockpit connectivity and entertainment.

Interview Goal

Discussing EU Defense player Thales, answering the following questions:
How can Thales 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 Thale’s margins expand from higher defense spend?
Does Thales have drones or autonomous tech? Is it good?
Should Thales 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.