It is definitely an EU FOMO play. The catch, however, is that Germany and UK will also have their own Mistral. Each will have direct and trivial access to the

It is definitely an EU FOMO play. The catch, however, is that Germany and UK will also have their own Mistral. Each will have direct and trivial access to their country's market, but much harder access to their neighbours' country. From where I conclude that Mistral's TAM is mostly France, not EU.