mgiuliani

Avio (AVIO)

Long
AVIO (MIL:AVIO)  
MIL:AVIO   AVIO
After the interesting jump in April, the stock returns to its old prices. We believe that at these prices it can offer an interesting buying opportunity. In fact, we believe that there are possibilities that the company could be involved in a merger with other operators in the Aerospace/Defense sector. In particular there could be synergies with OHB, RheinMetall and Thales.

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