I think alot of the points mentioned are Valid. Tech Transfare could be used cancel the F35 with the knock on that the Carriers are cancelled for the royal navy but with the one then being built sold to France. The Euro Navy will then have France supplying the carrier force UK/Neth supplying the Amphib force and the rest supplying the escorts.
However with the UK shift to expiditionary/littoral warfare The carriers actually become more important to provide CAP and CAS to landing forces.