Antoine Mariaux
Journalist
Contracts in Angola and in Defense for Eutelsat
The group's commercial momentum is strengthening with the signing of a multi-year, multi-million-euro agreement in Angola via Mercury, a Sonangol subsidiary, as well as the signing of a first contract under the French military Nexus program. Enough to support the group's outlook as the stock has lost nearly 40% since the start of the month...
June 22, 2026 at 09:19 am EDT
Gold and Critical Metals: The Investment Thesis from Elea Capital
What better setting to discuss the gold market than the gilded ceilings and walls of the Hotel de Crillon? On Thursday, June 11, Bertrand Haumesser, President of Elea Capital, which describes itself as "an architect of long-term allocations," and David Finch, Chairman of Ixios AM, an independent management firm, presented their vision of a world where critical metals and gold could emerge as the primary winners of the coming decade.
June 13, 2026 at 10:13 am EDT
Gold and Critical Metals: The Investment Thesis of Elea Capital
What better setting to discuss the gold market than the gilded ceilings and walls of the Hotel de Crillon? On Thursday, June 11, Bertrand Haumesser, President of Elea Capital, which describes itself as an "architect of long-term allocations," and David Finch, Chairman of the independent management firm Ixios AM, presented their vision of a world where critical metals and gold could emerge as the primary winners of the coming decade.
June 12, 2026 at 10:59 am EDT
One Eye on Hormuz, the Other on SpaceX: Wall Street Poised for Gains
Markets have developed a keen ear for the familiar Trumpian melody: threats of "hard" strikes against Iran, followed by cancellations, and finally... the promise of a miraculous peace. In Europe, this latest refrain sparked a market rally, with Paris climbing 1.5%, Frankfurt up 1.3%, and London gaining 1%. In the United States, market participants remain slightly more cautious: the Nasdaq is down 0.2%, while the S&P 500 and the Dow Jones are posting modest gains of 0.1% and 0.3%, respectively.
June 12, 2026 at 08:37 am EDT
Wizz Air Takes to the Skies with Falling Oil Prices, but Analysts Remain Cautious
Wizz Air shares surged 10% in London this morning, a takeoff fueled by a sharp decline in global oil prices, with Brent crude dropping 3% to $86.5. The airline is uniquely positioned to benefit from this retreat, particularly as it has one of the lowest fuel hedge positions amongst European carriers, with only 55% covered at a price of $683 per ton through March 2027. Yesterday, the company also reported earnings that beat expectations, resulting in the stock closing up 6%. This morning, however, Bernstein maintains a more sober outlook, sticking to its "market perform" rating and even lowering its target price from GBP 13 to GBP 12. Conversely, UBS is more optimistic, however, confirming its "buy" rating.
June 12, 2026 at 06:27 am EDT
Wizz Air Surges as Oil Prices Retreat, Analysts Remain Vigilant
Shares in Wizz Air climbed 10% in London trading this morning, a takeoff fueled by a sharp decline in global oil prices, with Brent crude falling 3% to $86.5. The airline is uniquely positioned to benefit from this downturn, particularly as it held one of the lowest fuel hedge positions among European carriers, with only 55% covered at a price of $683 per tonne through March 2027. Yesterday, the company also reported earnings that exceeded expectations, allowing the stock to close the session with a 6% gain. Despite the momentum, Bernstein is maintaining a cautious stance this morning, reiterating its "market perform" rating and even lowering its price target from GBP13 to GBP12. Conversely, UBS remains more optimistic, confirming its "buy" rating.
June 12, 2026 at 05:52 am EDT
Exail Shares Plunge Following Announcement of €380m Valuation Standoff with ICG
Shares in the French maritime drone and navigation systems specialist tumbled 15% in Paris trading. Late yesterday, the group disclosed a dispute with its financial partner, ICG, regarding the terms of the group's refinancing. While analysts view the development as a short-term negative, none have questioned the company's operational outlook.
June 12, 2026 at 04:59 am EDT
Exail Negotiates ICG Exit Amid Refinancing Efforts
The group intends to buy out ICG's stake in Exail Holding, but the two parties remain at odds over the subsidiary's valuation. This valuation gap could significantly increase Exail's financing requirements. Specifically, the group estimates the cost of its financial partner's exit at approximately €710m, while ICG maintains a valuation that would bring the total bill to nearly €1.1bn.
June 11, 2026 at 12:17 pm EDT
What if 'Team Gen 6' Takes Over FCAS: Saab Lies in Ambush
Eight German industrial players have decided to form the 'Team Gen 6' coalition. Their objective is to mobilize following the announcement of a reorganization of the FCAS program, while several Spanish groups are launching a similar initiative.
June 11, 2026 at 10:21 am EDT
Macroeconomics, Oil, and AI: The Keys to Resilience According to ABN Amro IS
Despite geopolitical instability and the fragility of Western economies, the 2026 fiscal year appears to be defying pessimistic forecasts. "No one is talking about a recession anymore," explains Christophe Boucher, Chief Investment Officer at ABN Amro Investment Solutions (ABN Amro IS), with a smile. According to him, the watchword for the last six months has been "resilience." This leaves the door wide open for a "soft landing" scenario, especially with the reinforcement of the AI theme.
June 11, 2026 at 09:58 am EDT
Wizz Air: Investors Applaud Results as 2026 Expectations Beaten
The Hungarian airline narrowly managed to finish the fiscal year in the black, posting a modest profit of EUR1.3m while the consensus was braced for a loss. The market welcomed the performance: in London, with the stock up 5.40% at 1,020 pence.
June 11, 2026 at 05:42 am EDT
Wizz Air Outperforms Expectations for 2026, Investors Cheer Results
The Hungarian airline narrowly managed to finish the fiscal year in the black, posting a modest profit of €1.3m even as consensus estimates pointed toward a loss. Markets welcomed the performance: in London, the stock rose 5.40% to 1,020 pence.
June 11, 2026 at 05:07 am EDT
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