1Sem.
Great analysis, I always enjoy reading your ideas in general.
I recently came across a fairly unknown company, maybe you'll be interested in it too and there'll be a great analysis of it from your side at some point.
It's about $AMTM. The business areas with IT (especially AI and IT security) for military purposes don't sound uninteresting. I became aware of the company because it has already won major contracts with the US military and some major investors bought into it when it went public
I recently came across a fairly unknown company, maybe you'll be interested in it too and there'll be a great analysis of it from your side at some point.
It's about $AMTM. The business areas with IT (especially AI and IT security) for military purposes don't sound uninteresting. I became aware of the company because it has already won major contracts with the US military and some major investors bought into it when it went public
•
11
•
@TheStoic
Thanks for the praise. That makes me very happy. They are usually only short analyses and nothing long. But I think that gives you a good first impression.
Amentum doesn't look bad.
A mixture of $CACI $BAH $TTEK and $PLTR
But somehow the share doesn't seem to be tradable everywhere and you can't find many figures.
I saw that there are figures on December 17.
Sales are expected to be up 60% in the past quarter.
And in terms of profit, the company is running into profitability for the first time.
The company is only very dependent on government contracts and that remains exciting under Trump.
Thanks for the praise. That makes me very happy. They are usually only short analyses and nothing long. But I think that gives you a good first impression.
Amentum doesn't look bad.
A mixture of $CACI $BAH $TTEK and $PLTR
But somehow the share doesn't seem to be tradable everywhere and you can't find many figures.
I saw that there are figures on December 17.
Sales are expected to be up 60% in the past quarter.
And in terms of profit, the company is running into profitability for the first time.
The company is only very dependent on government contracts and that remains exciting under Trump.
•
11
•@Tenbagger2024
I noticed that the debts are still very high
I noticed that the debts are still very high
•
11
•