I have nothing concrete to add, other than even those I know on the project have no idea what the French are doing (or going to do). One thing I am fairly sure of though is following the experience with the Tiger, MRH and MU90 (as well as with Navantia to be honest), the likely hood of an Australian government signing a deal with any prime, but particularly a European / French prime, that doesn't force them to have skin in the game, is approximately zero.
One thing that does come to mind is BAE has demonstrated how it should be done. The had diabolical trouble with the hull blocks for Hobart, this cause pain and embarrassment and saw the head shed send in the reapers to clean out Williamstown and get back on track. My understanding is that by the end of the build they were pretty much out performing everyone where Forgacs was still plodding along and Navantia had managed to introduce their own funny methods into Adelaide making them not as bad as Ferrol, but not as good as they had been. Out of the options out there I would now rate BAE up with BIW as the best partner, which considering my opinion of them when I was seeing the excrement they built for ship one, is a massive turn around. Same workers, just much better management.
This raises an interesting possibility, or perhaps a what if, i.e. BAE and a conventional evolution of Astute? I don't think the French are gone yet, and to be honest I believe they will fold and come back in line, but if were are going clean sheet there are still a lot of Poms in ASC with Astute experience and a repommification could be easier than a frogification, and definitely less painful and soul destroying than the Spanish experience. There could even be synergies and savings from BAEs involvement in the Frigate project.