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BAM - Juli 2015

5.823 Posts, Pagina: « 1 2 3 4 5 6 ... 244 245 246 247 248 249 250 251 252 253 254 ... 288 289 290 291 292 » | Laatste
manuss
0
quote:

gpjf schreef op 25 juli 2015 10:56:

Dat is zo maar dan is er ook geen probleem voor verdere stijging . De vakantie geeft weer noodzaak om de kranten vol te krijgen en meteen ontstaat er iets van onzekerheid . We gaan nu toch niet twijfelen over de kansen van BAM op korte en lange termijn?
Wel als BAM niet structureel met PB's komt betreffende orders en relevant nieuws!
manuss
0
Zo betrouwbaar zijn banken dus:
-------------------------------

Banken bloeden steeds vaker om renteswaps

10:36 25-7-2015
DEN BOSCH (ANP) - Waar banken jarenlang hebben geprofiteerd van wanpraktijken bij de verkoop van financiële producten als renteswaps lijkt het tij zich tegen hen te keren. Steeds vaker worden claims bij de rechtbank in het voordeel van gedupeerde ondernemers beslist.

www.beursgorilla.nl/nieuws-item.asp?t...
BoterbijdeVis
0
quote:

manuss schreef op 25 juli 2015 11:20:

Zo betrouwbaar zijn banken dus:
-------------------------------

Banken bloeden steeds vaker om renteswaps

10:36 25-7-2015
DEN BOSCH (ANP) - Waar banken jarenlang hebben geprofiteerd van wanpraktijken bij de verkoop van financiële producten als renteswaps lijkt het tij zich tegen hen te keren. Steeds vaker worden claims bij de rechtbank in het voordeel van gedupeerde ondernemers beslist.

www.beursgorilla.nl/nieuws-item.asp?t...
Ja, en als je via de bank je Bammetjes koopt en in bewaring geeft heb je dikke kans dat ze er (minstens) 3x aan verdienen.
1e keer aankoopprovisie
2e keer provisie wegens uitlenen van je aandelen aan shorters
2e keer verkoopprovisie.

hanssalot
0
een vraag wat is nu eigenlijk de echte koers verwachting van bam , ik heb ze gemiddeld voor €3.82 . ik wil eigenlijk wel weten hoelang dit gaat duren naar die €5,00 .ik weet dat er geen helderzienden zijn , maar toch in mijn achter hoofdzie ik een bubbel. groet.
Regenboog33
0
quote:

hanssalot schreef op 26 juli 2015 08:46:

een vraag wat is nu eigenlijk de echte koers verwachting van bam , ik heb ze gemiddeld voor €3.82 . ik wil eigenlijk wel weten hoelang dit gaat duren naar die €5,00 .ik weet dat er geen helderzienden zijn , maar toch in mijn achter hoofdzie ik een bubbel. groet.
Niemand die die vraag kan beantwoorden, het blijft gissen. Koersen zijn behalve afhankelijk van BAM zelf (welke projecten winnen ze en tegen welke marges) ook afhankelijk van de wereldomstandigheden.

De eerste heeft BAM goed onder controle en zal steeds beter gaan, de tweede is niet te voor- spellen. Als je twijfelt kan je misschien (met de helft?) beter uitstappen. Suc6 in ieder geval ;-)
gpjf
0
Nee we hebben met z'n allen geen glazen bol waar je de koersontwikkeling in kan zien maar als het ook maar even iets minder is dan slaat de onzekerheid en somberheid toe. Naar mijn mening is daar geen enkele reden voor en is de vakantieperiode debet aan de volatiliteit. BAM zal naar mijn bij Q2 laten zien goed op koers te zijn en de stijging richting 5 euro vervolgen. Zelf sluit ik niet uit eerder een deel te verzilveren om mijn gemiddelde koers bij Arcelor Mittal te verlagen want dat aandeel is door alle manipulatie inmiddels voor mij ook aantrekkelijk geworden
Utreg1960
0
quote:

hanssalot schreef op 26 juli 2015 08:46:

een vraag wat is nu eigenlijk de echte koers verwachting van bam , ik heb ze gemiddeld voor €3.82 . ik wil eigenlijk wel weten hoelang dit gaat duren naar die €5,00 .ik weet dat er geen helderzienden zijn , maar toch in mijn achter hoofdzie ik een bubbel. groet.
Vraag jezelf af met welke koers je tevreden zou zijn en kijk dan of het mogelijk is die te halen?
Ik zelf ben zeer tevreden met 4,50 voor de 20e en daar boven zie ik alles als een extra bonus.
Onderweg naar die 4,50 verkoop ik af en toe een plukkie en zak hij verder weg dan koop ik.
Mochten we de 4,50 halen dan heb ik nog ongeveer 20% bam en 5 % Ordina over en de rest cash.
Ben dus niet bang voor een bubbel want zie daar ook weer veel kansen in mocht die uberhaupt er komen.
Relax beleggen zo.Succes.
Crockett
0
quote:

Utreg1960 schreef op 26 juli 2015 12:45:

[...]

Vraag jezelf af met welke koers je tevreden zou zijn en kijk dan of het mogelijk is die te halen?
Ik zelf ben zeer tevreden met 4,50 voor de 20e en daar boven zie ik alles als een extra bonus.
Onderweg naar die 4,50 verkoop ik af en toe een plukkie en zak hij verder weg dan koop ik.
Mochten we de 4,50 halen dan heb ik nog ongeveer 20% bam en 5 % Ordina over en de rest cash.
Ben dus niet bang voor een bubbel want zie daar ook weer veel kansen in mocht die uberhaupt er komen.
Relax beleggen zo.Succes.
Goed omschreven.
manuss
0
Maandag weer richting 4,25/6 en daar de hele week blijven hangen tot er positief nieuws komt. We zullen het zien!
BoterbijdeVis
0
quote:

manuss schreef op 26 juli 2015 19:41:

Maandag weer richting 4,25/6 en daar de hele week blijven hangen tot er positief nieuws komt. We zullen het zien!
Mijn inschatting is dat we nog een paar weken vakantiemalaise houden op de beurs. Dat betekent meestal geen stijgingen, wel dalingen. Die 4,25 is Bam zeker waard op dit moment maar het sentiment wil anders. Daarom zie ik die 4,25 voorlopig niet als slotkoers de komende weken. Eerder gaan we richting 4,10. En dan wordt het nog een hele toer om op 20 augustus aan de 4,50 te geraken, laat staan om daar boven te komen.
Denk dat dit beeld alleen verandert als er flitsende pb's worden gelanceerd voor de 20e augustus.
€d_Modus Vivendi
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Theo Cullinane, CEO of BAM Ireland – Smarter working at BAM Group
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By The Editor on July 26, 2015 Companies
The key to being competitive is to be innovative, says Theo Cullinane, CEO of BAM Ireland, which last year had a turnover of €360m, with €310m of that revenue earned within Ireland.

Difficult times always provoke learning, evolution and change, says Theo Cullinane who has been CEO of BAM Ireland since 2009. “It’s definitely true to say that the construction sector has become leaner and more innovative. At BAM, we constantly focus on improving efficiency, developing more cohesive client and supply chain relationships, and improving decision making processes.

“BAM is a pioneer of Building Information Modelling (BIM), an innovative process which generates a digital representation of the physical and functional characteristics of a building before any concrete is even poured. This virtual, model-based approach to information management improves efficiency, reduces energy consumption, allows clients to experience their facilities before they are constructed and reduces costs. Every project that we undertake, whether small or large, benefits from this cutting-edge technology.

“Increasing environmental awareness inspires new and innovative engineering and methodologies. We have introduced 100% green electricity for our offices and direct supplied sites, as well as improved energy measurement and recording systems. We’ve also become smarter in how we prepare for work: video or web conferencing is now employed extensively, with few face-to-face meetings. This has had a huge positive impact on our CSR programme and on national and international travel savings.

The Irish Economy

“While general construction activity remains challenged, there is an increase in private sector investment particularly in the office sector, driven by FDI demand. We are definitely back on the upward curve, but public capital spending needs to rise to a sustainable figure, as a percentage of GNP, in order to bring real stability to the industry.
€d_Modus Vivendi
0
“There has been significant investment in our roads over the past ten years, and we’ve delivered a number of major projects, including the M1 Dundalk Western Bypass, the M7 / M8 Portlaoise Bypass, the M25 Waterford Bypass and M9 Motorway and most recently the flyover at Newland’s Cross. We’re currently constructing a 16 km dual carriageway on the N11, the Arklow – Rathnew scheme. We are also preferred bidder for the M11 Gorey to Enniscorthy motorway and the N25 New Ross Bypass PPP schemes.

“I am disappointed that the Government is shelving plans to progress the Cork-Limerick motorway. This would have cut 30 minutes from the commute time between Ireland’s second and third largest cities and, more importantly, would represent a safer gateway between the two hubs.

“While activity has picked up in the office sector, there has been little office building activity over the past few years. There is a shortage of quality space particularly in Dublin and Cork. International companies are looking for energy efficient, open design, innovative office space and BAM has particular expertise in this area. The JCD office development at No 1 Albert Quay, Cork, which we are constructing, has attracted major national and international interest.”

Cullinane also says that increased construction activity is not restricted to the major cities, but is to be found countrywide. He says: “Currently, BAM is active in 29 of the 32 counties. We have directly invested in major PPP initiatives such as the Schools’ Bundle 3 and 4, which meant we’ve had teams operating on those projects in Donegal, Galway, Leitrim, Limerick, Waterford, Westmeath, Wexford, Clare, Tipperary, Cork and Louth. We are also involved in many other locations across Ireland including the Clinical Research Facility and Translational Research Facility at NUI Galway; Research Hub at Grangegorman; redevelopment at Ulster Hospital; Glanbia ‘Project Purple’ in Kilkenny; National Children’s Detention Centre, North Dublin; Corrib gas pipeline works for the undersea pipeline under Sruwaddacon bay, Mayo; and the Science Building refurbishment and extension at Sligo IT.
€d_Modus Vivendi
0
“Investment in social and productive infrastructure is key to positioning the country for further development and growth. We need to action the policies and plans that we have developed over the past 20 years to ensure that we continue to compete globally. Given the ongoing fiscal constraints on government finances, the PPP model is clearly the most effective model to finance these large projects.”

Supply Chain

Everyone has their part to play in Ireland’s recovery and BAM is doing its bit to assist smaller companies, says Cullinane. “We have a number of initiatives which encourage local supply chains to work with us on our projects around the country. We have successfully run ‘Meet the Buyer’ events prior to the commencement of many projects, sometimes in partnership with agencies such as Enterprise Ireland and the NDFA. While all those who work with us must conform to BAM’s standards of safety, quality and competitiveness, it has been proven that a huge percentage of the supply chain is local to projects. Indirectly, local regions always benefit through induced employment and revenue in sectors such as transport, retail and catering.”

As to its own financial well-being, diversification has helped see BAM Ireland through recent difficult times, says Cullinane. “Being part of a global organisation has had a positive impact, helping us to pitch for, and win, international business. Over the past few years we have worked in partnership with BAM sister companies on a number of international projects including: the New Port of Aqaba in Jordan; a new stadium and hotel development at Al Ain (UAE); the Coleraine to Derry Track Renewal and the Borders Rail project in Scotland. Not only do these projects build revenue for BAM Ireland, but they also allow us to deploy our staff on exciting, state-of-the-art construction projects, where they can further develop their skillset and expertise.”

Reform Needed
€d_Modus Vivendi
0
Reform Needed

Cullinane says one of the problems faced by the industry is that the ‘new’ forms of public works contracts still need further reform. “These have proven difficult to operate as they militate against a partnership approach, which is essential for the successful delivery of complex construction projects. The industry was promised ‘fixed and complete designs for a fixed price’, but this seldom happened and a large number of projects are now locked in conciliation and arbitration at huge cost and a waste of valuable management time.

“While changes being proposed will certainly improve their operation, there are a number of additional areas which I feel need to be considered.

“Risk should be allocated to the party best placed to manage it and continuing to make the contractor responsible for unforeseen underground conditions is not appropriate. As the sites are in the ownership of public authorities, by means of their own preliminary design processes, they should investigate the ground conditions so that the works can be properly designed and fairly priced.

“If quality is to be an award criteria, which is to be welcomed, it must be on highly objective and clearly stated grounds to maintain market confidence in the process.

“An unacceptable amendment to the new contracts is that contractors, who are forced to go to arbitration to recover legitimate entitlements, face the onus of having to pay their own costs even if successful. In most jurisdictions costs follow the award. This amendment imposes an unfair burden on contractors and encourages public authorities to reject conciliators’ recommendations in the expectation that contractors won’t risk arbitration.

“I think that consultation and the willingness for change is necessary before we start to see genuine reform in public procurement. The use of internationally accepted forms of contract would alleviate this issue but that seems some way off.”

The Workforce
€d_Modus Vivendi
0
The Workforce

So far BAM has not been hit by a skill shortage or a difficulty in recruiting qualified engineers. “We have managed to retain a high proportion of our core staff during the downturn, some of whom were redeployed on our international sites, where they’ve been gaining valuable experience on some fantastic projects,” says Cullinane. “We have a rich talent pool of specialist expertise which we can draw upon as we continue to increase our foothold domestically and internationally.

“It’s the responsibility of construction companies to ensure that staff benefit from the latest training and upskilling, whether it’s in health and safety, BIM or building processes. We were awarded the CPD Accredited Employer standard by Engineers Ireland, which provides an excellent structure to ensure that the personal and professional development of staff is continually addressed and is at the top of our strategic agenda.

“We believe that our employees represent our most valuable resource and consequently workplace safety is paramount. We have made significant progress in the implementation of the behavioural safety programme, ‘Beyond Zero’, which is our vision of a sustainable future built on excellence in all that we do. It is about employees choosing to work safely rather than being made to work safely, and for BAM, it’s about giving them the necessary training and supports to make this a reality.

“While there has always been healthy and strong competition among construction companies, and clearly pricing reflects that, we have quite a good networking philosophy within the sector. Organisations such as the Construction Industry Federation and Engineers Ireland, as well as playing an integral role in the future direction of the industry and making representations to government, help to foster a sense of community, training and knowledge sharing.

BAM plays a very active role in terms of various policy groups within the sector and we’ve been an advocate of sharing expertise in processes such as BIM.”
€d_Modus Vivendi
0
www.irishbuildingmagazine.ie/2015/07/...

Recent news for the construction industry has been good and is set to get better, says the CIF’s Director General Tom Parlon.

Speaking to Irish Building on the day that the government announced the construction of a new power station in Mayo, creating 350 jobs, and news started to emerge that BAM is to be named as preferred bidder for the €100m PPP courts bundle, Parlon pointed to an Ulster Bank report indicating that construction activity in the state has risen for three months in a row and also news from the CSO that construction industry employment rose by 6,300 in the first quarter of this year. The government announcement, at the end of May, that €91m is to be invested in housing was also very welcome, he said.

“The government is due to announce a revised capital programme shortly and all indications are that government capital spending is due to be increased. There are also a number of imminent announcements to be made by FDI companies – in particular, is substantial investment being made in data centres by the likes of Facebook, Google and Microsoft and these will be large projects from an employment point of view.
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