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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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Eutelsat is strategically vital for Europe's digital and defense sovereignty, serving as the only domestic alternative to Starlink for secure satellite communications. The recent €1 billion French Armed Forces contract and €1.35 billion equity raise, led by the French government, underscore strong state support and commitment to Eutelsat. The 'EU Government Put' thesis suggests limited downside risk, as European governments are unlikely to let Eutelsat fail given its critical role.
