ATOS WKN: A411MH ISIN: FR001400X2S4 Forum: Aktien Thema: Hauptdiskussion

Guten Morgen, schauen wir mal, wie die Börse heute auf die US-Midterms reagiert. Paradoxerweise ist Trump IMO wg. europäischer Souveränität, unserer Rüstungsindustrie und die "Europa first"-Strategie langfristig eher gut gewesen für Atos. Den Kurs hat es aber nie interessiert, von daher...

@LongStraddle und Ex-Ebo: Kurzurlaub vorbei?

Guten Morgen, schauen wir mal, wie die Börse heute auf die US-Midterms reagiert. Paradoxerweise ist Trump IMO wg. europäischer Souveränität, unserer Rüstungsindustrie und die "Europa first"-Strategie langfristig eher gut gewesen für Atos. Den Kurs hat es aber nie interessiert, von daher...

Moin Bernhard, ich will mich nicht mit fremden Federn schmücken. Ich hab die Zusammenstellung von Yangoo aus dem FranzForum und dem Beitrag von Trüffel in die KI und gefordert, sie solle mir einen Brief als Investor an Atos schreiben. Das kam raus. Bissle überarbeitet und so ging es raus. Hätte jeder gekonnt. Danke trotzdem

folgende Mail ging an Atos: "Dear Members of the Investor Relations Team, I am writing to you as a shareholder of Atos Group. Following the recent financial restructuring and the sale of the strategic BDS computing activities (Bull) to the French state, I am closely evaluating the remaining core growth drivers of the group, specifically within Eviden and Avantix. While the market heavily focuses on Atos as a traditional IT service provider recovering from a debt crisis, I believe the financial community structurally undervalues Atos' highly specialized industrial and defense expertise. Atos is uniquely positioned at the intersection of sovereign digital infrastructure, artificial intelligence, and electronic warfare. In particular, I would like to highlight several high-value defense assets that warrant stronger visibility: 1. Electronic Warfare & Intelligence (Avantix): The ELIT AI system for radar detection, alongside specialized SIGINT, ELINT, and COMINT capabilities, demonstrates that Avantix is a core tech supplier for the French Directorate General of Armaments (DGA-MI). 2. Land Forces Coordination: The SICS (Scorpion Combat Information System) embedded in military vehicles (Jaguar, Griffon, Serval) provides a steady, long-term stream of recurring revenue through maintenance, deployment, and upgrades. 3. Naval Tech & AI Innovation: BEN Marine’s navigation equipment (including the new SMX product for unmanned platforms) and the newly unveiled ASTRA-LAS system for tactical naval decision-making showcase a powerful convergence of traditional military hardware and Agentic AI. 4. Air and Simulation Assets: The integration of onboard computers in the E-2D Hawkeye and the ARPEGE radar threat simulation system for NATO pilot training further underline Atos' multi-domain presence (Land, Sea, Air, Cyber). From a capital markets perspective, the intrinsic value of these defense assets remains completely obscured by the "conglomerate discount" currently applied to Atos. To unlock this hidden shareholder value and accelerate debt deleveraging, management should seriously evaluate a strategic Equity Carve-Out (partial IPO) of the defense division under the Avantix banner. Retaining a majority stake (e.g., 50% + 1 share) while listing a minority stake would not only generate immediate cash proceeds to extinguish remaining debt but would also establish a visible, market-validated valuation anchor for Atos’ remaining assets on the balance sheet. Given the current European geopolitical landscape and the massive shift toward defense sovereignty, these embedded systems and electronic capabilities represent a highly lucrative, high-margin growth engine. To help the investment community better assess the true intrinsic value of the restructured Atos, I would highly appreciate your insights on the following operational questions: • Financial Visibility: What is the current revenue and margin contribution of these specific defense and electronic warfare segments within the Eviden perimeter? • Order Book: Can you share details regarding the current backlog or contract volumes specifically tied to the SCORPION program (SICS) and recent DGA-MI awards? • Production & Export: What are the scalability and production capacities for these industrial assets, and is there a strategic push to export technologies like BEN Marine (SMX) or Avantix systems to other European/NATO allies? • Investor Relations Communication: Are there plans to increase reporting transparency or host a dedicated presentation regarding the group's sovereign defense and aerospace portfolio to correct the market's mispricing? Thank you for your dedication to restoring shareholder value. I look forward to your response on how Atos plans to leverage and communicate these extraordinary technological assets moving forward. Sincerely,"

Müssen erstmal die ganzen Shortseller abschütteln, dann kann der Kurs auch nachhaltig steigen bzw. sich stabilisieren. Das kann aber noch bis Anfang/Mitte 2027 dauern. Und dann braucht es noch stabile Zahlen.

Wenn Salle erstmal 2 Großverträge mit jeweils 200+ mio Euro verkündet, dann erledigt sich hier einiges von ganz allein.