Amentum Holdings, Inc. WKN: A40PX2 ISIN: US0239391016 Kürzel: AMTM Forum: Aktien User: Solix

Ich hab heute Morgen mal einen Fuß reingestellt…

Raymond James hält an Outperform-Rating für Amentum fest, Kursziel 30 US-Dollar … https://de.investing.com/news/analyst-ratings/raymond-james-halt-an-outperformrating-fur-amentum-fest-kursziel-30-usdollar-93CH-2864228

Amentum Holdings: Verwaltungsratsvorsitzender Steven Demetriou erwirbt Aktien im Wert von 2,08 Millionen US-Dollar… Truist Securities bekräftigte ebenfalls seine Kaufempfehlung für Amentum und wiederholte ein Kursziel von 31,00 US-Dollar, basierend auf den positiven Ergebnissen des ersten Quartals 2025 und dem Potenzial für langfristiges Wachstum…. https://de.investing.com/news/insider-trading-news/amentum-holdings-verwaltungsratsvorsitzender-steven-demetriou-erwirbt-aktien-im-wert-von-208-millionen-usdollar-93CH-2877720

https://youtu.be/HH-UX39XNnc?si=hoj38VjXIprf50at Video über Amentum

AMTM - The Nuclear Monopoly at the Center of Trump's Nuclear Energy Dominance Trump just made AMTM the most important company in America that nobody's heard of....$55 UNDERSTAND WHAT THEY CONTROL: Amentum manages 90% of America's nuclear infrastructure for the DOE. Not "participates in" - MANAGES. They're the ONLY company with the expertise, clearances, and relationships to handle: Nuclear weapons complex operations Radioactive waste cleanup at EVERY major site New reactor engineering and operations Defense nuclear facilities This isn't a contractor. This is the KEYSTONE of U.S. nuclear capability. THE TRUMP CATALYST - THIS IS BIGGER THAN YOU THINK: 18 hours ago: Trump DOE gives $1B for Three Mile Island restart May 2025: Trump EO mandating 400 GW nuclear by 2050 (4x current) Active: $250B+ DOE loan program for nuclear Active: Executive orders fast-tracking ALL nuclear approvals Trump's energy secretary said it explicitly: "The bulk of LPO money will go to nuclear." That's $250 BILLION in nuclear loans over the next 4 years. WHO EXECUTES THIS? AMTM. WHY AMTM IS IRREPLACEABLE: The U.S. has 177 underground tanks of radioactive waste at Hanford alone. 56 million gallons of plutonium production waste. By law, this MUST be cleaned up. By reality, only ONE company can do it. AMTM has: 40+ years operating DOE nuclear facilities Every security clearance that exists The ONLY workforce trained in legacy nuclear operations Relationships spanning 4 decades with DOE/DOD/NRC You cannot train replacements. You cannot hire competitors. The expertise doesn't exist anywhere else. THE MARKET IS MISSING THE POLICY SHIFT: Trump isn't just "supporting nuclear." He's betting America's AI supremacy on it. Every EO mentions the same thing: AI data centers need nuclear power, and nuclear power is national security. Microsoft needs 835 MW for AI → Three Mile Island restart Google needs power for AI → Iowa reactor restart The next 50 data centers all need baseload power Th They ALL need AMTM THE $3 TRILLION OPPORTUNITY: Trump wants 300 GW of NEW nuclear by 2050. At $10B per GW, that's $3 TRILLION in nuclear infrastructure. Every single project needs: Site assessment & environmental (AMTM) Engineering & design (AMTM) Regulatory approval support (AMTM) Construction oversight (AMTM) Operations & maintenance (AMTM) Decommissioning (AMTM in 50 years) AMTM isn't bidding for contracts. They're the only company qualified to receive them. THE CONTRACTS ALREADY IN HAND: BEFORE Trump's $250B nuclear buildout. CANTOR'S SOTP (Before Three Mile Island News): Nuclear: 20% of EBITDA at 14-16x = premium Defense: 60% at 12-14x = baseline Space: 10% at 12-16x = growth Commercial: 10% at 8-10x = discount Base Case: $45 (100% upside) Bull Case: $55 (144% upside) But Cantor didn't know about: Three Mile Island $1B loan (announced yesterday) Trump's accelerated timeline for reactor approvals The $250B DOE lending spree about to hit Our view: Nuclear goes from 20% → 35% of EBITDA by 2027 That alone justifies $65+ per share. THE DOGE INSURANCE: Every defense stock is terrified of DOGE budget cuts. AMTM doesn't care. Here's why: Their nuclear business is: Legally mandated - You can't "efficiency" away radioactive waste National security classified - Weapons complex operations Multi-decade contracts - Already appropriated and funded Bipartisan - Nuclear waste cleanup has zero opposition

Hallo Ännchen und Solix. Hört sich interessant an hier. Kommt auf die Watchlist ☝️

Zwar schon vom 19.12.2024 aber trotzdem interessant https://de.investing.com/news/company-news/amentum-sichert-sich-luftwaffenauftrag-im-wert-von-279-millionen-usdollar-93CH-2819346

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/amentum-holdings-aktie/amentum-holdings-analyse/

Gerne 🤗 hätte man sich gestern holen können 😜😅

Danke für das vorstellen @Ännchen

ℹ️Amentum Holdings, Inc. ist ein auf technologische Dienstleistungen spezialisiertes Unternehmen mit Sitz in den USA. Das Unternehmen bietet eine breite Palette von Dienstleistungen an, darunter System- und Softwareentwicklung, Anwendungsintegration, IT-Dienstleistungen, Engineering, Design und Bau spezialisierter technischer Systeme und Anlagen sowie Forschung, Entwicklung, Test und Evaluierung. Zudem ist Amentum in den Bereichen Betrieb und Wartung sowie technische Unterstützung tätig. Das Unternehmen verfügt über eine Marktkapitalisierung von etwa 4,99 Milliarden US-Dollar. Mit rund 35.000 Mitarbeitern weltweit bedient Amentum sowohl staatliche als auch kommerzielle Kunden und bietet dabei spezialisierte technische Lösungen und Dienstleistungen an.