$ETL with its roughly 650 LEO satellites (more on the way), is one of the most important companies for European defence autonomy. Modern warfare can't function without resilient communications and $ETL.PA is far and away Europe's leader in this space. satelliteevolution.com/post/intellian……
Anything can happen, but it’s really not in either sides interest for this to escalate. Almost certainly part of the negotiation theatrics.
Something to think about. The deadline for the tariff threat released today is November 1st. We’ve been diligently working towards a trade deal with China. China’s primary leverage lies in rare earth materials and critical supply chain bottlenecks. This additional pressure…
1/ 🚨 Europe is looking to build a “drone wall” on its eastern flank, but the threat does not have to cross a border - drones can take off from within. 🛑 #Drones #EuropeanSecurity #HybridWarfare
🌍 As the Arctic thaws, it’s becoming a geostrategic hotspot, rich in rare earths & new sea routes (NSR). Already a theatre of Russia's hybrid war: sabotage, GPS jamming & low-intensity military moves. Crucially NATO doesn't have a High North strategy. chathamhouse.org/2025/10/when-i……
VC in European defence startups surged from $159m (2014) to $5.2bn (2024) ~42% CAGR driven by geopolitics & shifting ESG views. But, US VC firms provide most late stage funding (63%) to European firms, capturing much of the upside from this investment. cnbc.com/video/2025/10/……
🇨🇿 Czech voters chose economics over geopolitics. Economics dominated the election - many want funds redirected from military aid to 🇺🇦 toward domestic needs - homefront first. Backing for Ukrainian victory slipped to just 44% in recent polls. bbc.co.uk/news/articles/……
Space is increasingly a strategic military domain, including the satellites in orbit, as well as the launch infrastructure. bbc.co.uk/news/articles/… #Space #Russia #UK #Satellites #Geopolitics #Spaceports
As we noted in our recent Stack piece: Baltic geography limits drone warfare seen in Ukraine. Critical sites need protection from drones, but the landscape limits approach to just a few clear routes that can be covered by standard defences. cnbc.com/2025/10/02/def… $SAAB $RHM…
$ETL $ETL.PA
Given how the Trump admin has treated Greenland, they were never going to pick Starlink. Eutelsat - European & world's no.2 provider - is well-placed to win contracts from countries and firms wary of relying on US providers. satellitetoday.com/connectivity/2… #Eutelsat #Greenland #LEO…
Further emphasises our argument that internal C-UAS for critical infrastructure should be prioritised over a costly "drone wall". #DroneWall #UAV #UAS #Europe #CUAS
Authorities are seriously investigating and working to counter a number of unidentified drone sightings last week over critical sites in the States of Schleswig-Holstein, Mecklenburg-Western Pomerania, and Mecklenburg-Vorpommern, according to an internal memo seen by Der Spiegel.…
The eastern flank drone wall misses on several key issues: + expensive & diverts resources away from the most effective deterrent, traditional long-range strike capabilities + hybrid war is seeing drones in urban centres
What is the drone wall that Europe wants to deter Russia? cnb.cx/42hsrQa #drones #drone #dronewall #Russia
Ukrainian defence firm Fire Point claim they can ramp up production of the FP-5 Flamingo missile to 200 per month. This could prove untenable for Russia's energy industry (>25% oil refining already disabled) - elites that Putin relies upon. #FlamingoMissile #FirePoint…
🚀 For true #LEO autonomy, 🇪🇺 nations can’t go it alone. @Eutelsat_ is far and away Europe's leader (2nd 🌍), backing it is key to removing dependence on @Starlink, securing real strategic autonomy. reuters.com/science/eutels… #Eutelsat $ETL #EuropeInSpace #Satellites #Starlink
More $UAVS positive updates. As others noted Groups 1 & 2 likely increasingly commodified. But EagleNXT currently only 1/4 fixed-wing ISR UAS makers on Blue UAS list. Potential asymmetrical opportunity - contract potentials & lower val compared to peers. eaglenxt.com/eaglenxt-recei……
eaglenxt.com
EagleNXT Receives Order for 12 eBee TAC Drones from Tough Stump Technologies to Equip ARTEMIS Kits...
Order underscores EagleNXT’s growing presence in defense and public safety markets, reinforcing long-term growth trajectory and shareholder value creation WICHITA, Kan., Sept. 25, 2025 (GLOBE...
🧵 Russia has weaponised the feed. Disinformation is now one of Moscow’s cheapest, most effective weapons. Here’s how the Kremlin turns your timeline into a battlefield 👇 #Russia #Disinformation
Big news for $SAAB - they are the lead partner in designing the standards and architectures for interoperability of all future NATO navies UUVs, USVs and crewed platforms. Puts them in prime position to shape the rapidly growing underwater battlespace. saab.com/newsroom/press……
🇸🇪 Sweden shows what’s possible when households back equities: 🔹 Highest % of assets in shares in Europe 🔹 Culture of risk-taking & innovation 🔹 Strong IPO pipeline Europe’s lesson: shift towards equity ownership to fuel growth & competitiveness. cnbc.com/2025/09/23/wha… #IPOs…
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