Only fools do not change that opinion ... While in August, Dassault Aviation had reaffirmed that it was not interested in buying from Alcatel-Lucent in the electronics group Thales defense, he announced Monday in a statement that he intended to explore this opportunity. If "the block of shares became available for sale" of course he said. Rumors about a possible transfer from more than 20% of Alcatel in Thales "initialized" such as an article in the Financial Times in May 2008, were revived by the announcement late July departure of Serge Tchuruk and Patricia Russo at the head of Alcatel. Speculation about a possible takeover by EADS and Dassault had then taken from the force. But according to the FT, the matter could be more complex than it looks, and the stakes could be a deal between France and Germany via Areva, Siemens and EADS ... "Dassault Aviation could also consider buying for financial participation by Groupe Industriel Marcel Dassault in Thales," according to the release. The Groupe Industriel Marcel Dassault, including holding shares in Dassault Aviation, Dassault System and Le Figaro, has about 5% of Thales.
"If a transaction happens, a complementary would be released," he added. On 28 August, the CEO of Dassault Aviation, Charles Edelstenne, had, on the contrary, stated "determined to be out of Thales. "Currently we have 5%. It optimizes the placement. This is not the ideal time to sell Thales today," he said at a press conference on its interim results. But if we are to believe - especially - the Financial Times, dated 19 May 2008, Nicolas Sarkozy would "mark his reign" with the establishment of a French nuclear giant, built around Areva.
It would run to do so in Germany, particularly Angela Merkel, which does not seem willing - at first - that the German Siemens loose ballast on the case. But it is not counting on the "force of persuasion" of the French President and his influential "friends" such as Martin Bouygues and Arnaud Lagardere, to propose a deal whose main element would be to "swap" aeronautics (EADS / Airbus ) Against nuclear power. History also (or mainly?) That no impediment now come curb the "aspirations" of Bouygues on the matter?
- Participation of Alcatel-Lucent to Thales in the balance? Confirming rumors in the press, the FT said then that the Elysée do consider selling EADS participation Alcatel-Lucent stake in Thales. The transaction would "merit" to reassure Germany face the "risks" of creating a new competitor in the size of the defense industry, where rapprochement between Thales and Safran. Which would be its "future" compromised by the partial takeover of EADS. This "concession" France would aim to convince Angela Merkel not to oppose the proposed merger Alstom-Areva, leaving the field open to a rapprochement between the French nuclear group Alstom and .... and a possible agreement between Areva and Bouygues.(
Finance Information City )
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