J. Seth Eaton @jsetheaton
Joined January 2011-
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$AMTM — Nuclear! More Clarification as we can all breathe after $NVDA earnings. $45 base $55 bull Advancing the Nuclear Resurgence (not our words) A nuclear future isn’t a debate, it’s a certainty. Whether we are in a temp AI bubble or not, the future energy needs can only be met by a massive expansion of nuclear capacity. The single obstacle has always been safety and waste. Trump’s decision to restart Three Mile Island signals a political willingness to move past decades of hesitation and there is one company positioned at the center of the entire execution stack: Amentum. This is not a speculative SPAC story or a pre-revenue dream. This is the largest nuclear contractor in America, the entity the federal government already trusts with the most dangerous and complex nuclear assets in the country. Meanwhile, markets are placing a $16 billion valuation on $OKLO — a pre-revenue, pre-deployment, future-promise SPAC (total hype) while giving Amentum a “boring contractor” multiple despite its monopoly-level position in the nuclear backend. The only analyst to catch this early was Cantor, assigning a $45 base case and $55 bull case — and that was before the Three Mile Island announcement. Today, the bull case is reality. Amentum is not some dream stock...and if you think this is going to $100 like $OKLO ...dream on. It’s a bet on the company the government already relies on. And the market is still pricing it like a generic services contractor. Go read for yourself amentum.com
Anyone who shortcuts a cyber protocol or delays an update presents a risk to their organization. Join hosts Seth Eaton and Ashley Isaak as they interview @Amentum_corp’s Adi Karasik, VP for Global Technology Enablement, on the importance of good cyber hygiene and the latest threats facing U.S. critical infrastructure. #CyberSecurity #CyberSecurityMonth #WhatTheTech? #AmentumPodcast Listen now: bit.ly/3Wt2vO2
Check out our latest podcast where we explore how Amentum, in partnership with the University of Manchester, is transforming how we extend the life of critical assets. amentum.com/news/what-the-…
Tune into our latest episode of What The Tech? In part I of this exciting episode, Amentum's Duncan Steel, Group Director of Engineering Development, and Simon Watson, a Reader in Robotics Systems at the University of Manchester, explore how cutting-edge robotics are revolutionizing operations in some of the world's harshest environments. Discover the technology, challenges, and breakthroughs driving safer, smarter missions where humans can’t go. Listen now: spotifycreators-web.app.link/e/PViCT4D0ySb #WeAreAmentum #WhatTheTech
Just in case you missed it -- Amentum's "What the Tech" podcast is now available on Spotify! Tune in to explore the incredible technology solutions and services we deliver for our customers and their missions. #WeAreAmentum #Spotify #WhatTheTech LISTEN NOW: open.spotify.com/show/4ZFqZ4mja…
Exciting news! Learn more about Amentum's future plans and strategies following the successful merger. #WeAreAmentum #Merger #Technology sprou.tt/1sMQ231TThV
Bringing advanced engineering and technology solutions to the most significant challenges in science, security, and sustainability. #WeAreAmentum #Engineering #Innovation #Technology Learn more: amentum.com
This Veterans Day, Amentum proudly honors and celebrates all veterans who have served our country with dedication and bravery. With nearly one-third of our workforce made up of veterans, we’re reminded daily of their incredible commitment, skills, and sacrifice. Thank you for your service! #WeAreAmentum #VeteransDay
🎧 Dive into the latest episode of our Amentum "What the Tech?" podcast! Discover how Amentum and its customers are leveraging these technologies. #Engineering #WhatTheTech sprou.tt/1cD48lKXdan
Amentum, a global leader in advanced engineering and innovative technology solutions, will host a conference call on December 17th, to discuss financial results for full fiscal year 2024. #WeAreAmentum #Engineering #Technology Learn more: amentum.com/amentum-to-ann…
Congratulations to Amentum's Billy Harlin, Vice President, Global Supply Chain Management, for being named one of Washington Exec's Top Supply Chain Execs to Watch in 2024! #WeAreAmentum #SupplyChain #Leadership Read more: washingtonexec.com/2024/09/top-su…
Advancing the future together. Learn more: amentum.com #WeAreAmentum #Technology #Engineering
Today, Amentum rings the bell at the NYSE, marking a landmark achievement. The bell ringing ceremony at the NYSE is a powerful symbol of Amentum's position as a global leader in advanced engineering and innovative technology solutions. Livestream: youtube.com/@NYSEofficial
Welcome to the new Amentum! We're excited to unveil Amentum's official new branding following the successful completion of our merger! #WeAreAmentum #Engineering #Technology Visit us here: amentum.com
The next chapter starts now. sprou.tt/1slP1zvThf6
In our latest episode of “What the Tech?”, Stevie Davies, VP of Engineering and Design for National Security at Amentum, breaks down the complexities of designing high-hazard, highly regulated facilities and systems. Listen now: spotifyanchor-web.app.link/e/UWLqHQU7DMb #Technology #WeAreAmentum
What a great experience working together! #AmentumTech
Congratulations to the incredible team at the latest Amentum Tech Exchange for successfully hosting a groundbreaking Hackathon! Your dedication and innovation in building and deploying a new AI platform will undoubtedly add immense value to our customers and their missions. #tech
Looking forward to continuing this growth in 2024! executivebiz.com/amentum-vp-set…
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