Don't you expect Safran to raise its offer for Exail?
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•@Tenbagger2024 Yes, that’s certainly possible. But I don’t try to milk every takeover rumor for all it’s worth. If the investment thesis or the strategic environment changes, I prefer to draw my conclusions consistently and reinvest the capital. I’m very comfortable with Moog right now.
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•@ScaleLimits I'd already introduced Moog—it's a great company
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•@Tenbagger2024 €128.50 was the rumored price I'd read. Let's see where they end up; I'm waiting for the final offer, and then, unfortunately, I'll have to look for a replacement.😭
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•@Get_Rich_or_Die_Tryin I don't really see Safran as a long-term investment either. You're still with Kraken, just like me. That might be enough for that sector. Otherwise, L3 Harries could also be interesting—they're now involved in underwater technology as well. And they're also an exciting company in the space technology sector.
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•@Tenbagger2024 I'm sticking with Kraken and RocketLab. Instead of Exail, it'll probably be Axon or Palantir.🤷🏼♂️
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@Get_Rich_or_Die_Tryin Axon is also a good alternative. But I think it's still on a downward trend.
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