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BAM Juni 2016

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  1. forum rang 6 €d_Modus Vivendi 28 juni 2016 10:48
    HS2 timescale is unrealistic says spending watchdog
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    The National Audit Office – the government spending watchdog – says that the construction timetable for the £56bn High Speed 2 rail project is 'unrealistic'.

    In its second report on the HS2 project1, the NAO said that the London-Birmingham first phase was unlikely to be completed by 2026 as planned. However, HS2 Ltd, the government company tasked with delivering the project for the Department for Transportr, said it remained confident the project would remain both within budget and on schedule.

    NAO head Amyas Morse said: “HS2 is a large, complex and ambitious programme which is facing cost and time pressures. The unrealistic timetable set for HS2 Ltd by the Department means they are not as ready to deliver as they hoped to be at this point. The Department now needs to get the project working to a timescale that is achievable.”

    The NAO report says that phase 1 is currently forecast to cost £27,384 million, exceeding available funding by £204 million. There is less contingency to deliver phase 1 than the Department for Transport (DfT) and HS2 Ltd were aiming for at this stage, and this forecast assumes that planned efficiencies totalling £1.47 billion will be realised. Cost estimates for phase 2 are at a much earlier stage of development and some elements are unfunded. At the 2015 Spending Review, the estimated cost of phase 2 exceeded available funding by £7 billion. Since then work by the DfT, HS2 Ltd and a review commissioned by the Cabinet Office has identified potential savings of £9 billion, £2 billion of which have been secured.

    The NAO says that there is a risk that the combined impact of cost and schedule pressures result in reduced programme scope, and lower the benefit cost ratio. The benefit cost ratio for phase 1 assumes that the programme is delivered well within its available funding. If the outturn is closer to, or exceeds, available funding, which, given current cost and schedule pressures, is a possibility, then the benefit cost ratio, including wider economic benefits, would fall from 1.7 to around 1.5. If the programme is delayed, then benefits would be deferred. The government has asked HS2 Ltd to explore options for reducing the programme scope in ways that do not have a significant impact on programme benefits.

    According to today’s report, “effective integration of HS2 with the wider UK rail system is challenging and poses risks to value for money”. The NAO says that the DfT needs to address how HS2 services will complement or compete with other rail services, and how HS2 will interact with proposed improvements in the north. “Failure to fully understand these interactions and make decisions in the right sequence will make delivering the programme more challenging,” it says. “It could also mean decisions are made now which reduce benefits or increase costs across the network in future.”

    In response, HS2 said that the NAO report confirmed that “whilst many challenges remain, the project is on track both to deliver its strategic scope and to do so on budget”.

    HS2 said: “At each stage the combination of value engineering, plus the lessons we have taken from international best practice and innovation is helping HS2 both to drive down cost and increase our confidence in our ability to deliver, and that is a process that will continue.

    “That increasing confidence allowed the project earlier this month to invite the industry to bid for around £11bn worth of contracts for Phase One.

    “As the report acknowledges, each of those contracts also contain specific incentives for partners to work with HS2 to keep identifying further ways in which costs can be saved and efficiencies realised, without compromising the strategic scope and objectives of the project.

    “Those lessons from Phase One are already being applied to, and will continue to be applied to Phase Two as well where the scope for efficiencies is even greater precisely because it is at an earlier design stage.

    Responding to the NAO report, HS2 chief executive Simon Kirby said: “The role of the NAO is to challenge projects such as HS2 and through that challenge improve the way they deliver for the taxpayer. This report does this and we accept that challenge.

    “It also, however, recognises the real progress we have made in taking the concept of HS2 and moving it nearer reality.

    “As the report says, HS2 remains a highly ambitious project, but as it also demonstrates there are real and substantial grounds why the public, government and parliament should have increased confidence in our ability to deliver the project. Our job is to keep earning that confidence going forward.”

  2. [verwijderd] 28 juni 2016 10:59
    quote:

    Eurowin schreef op 28 juni 2016 10:52:

    3,15 was laag ...vorige week...
    Ik ga er vanuit dat BAM ook klappen krijgt op langere termijn door Brexit.

    de kat.
  3. forum rang 7 bezinteergebelegt 28 juni 2016 11:05
    quote:

    Willem 007 schreef op 28 juni 2016 10:59:

    [...]

    Ik ga er vanuit dat BAM ook klappen krijgt op langere termijn door Brexit.

    Nog meer ? dan is het gelijk pleepapier. Ja, die Engelsen toch he. Die hebben wat veroorzaakt zo links en rechts. En over 6 maanden zal blijken of dit koopkansen waren of dat er een ledenstop nodig is bij voedsel en kledingbanken en er een bordje "bezet" hangt bij elke parkbank die je tegenkomt.
  4. [verwijderd] 28 juni 2016 11:06
    quote:

    pardon schreef op 6 juni 2016 08:57:

    Ik heb er 5000 ingelegd op 4,15 ik wil ze wel hebben.
    5000x (4,15-3,19)=4800 verlies.. Of was deze post stemmingmakerij;)
  5. forum rang 4 manuss 28 juni 2016 11:31
    quote:

    Rotjeknor schreef op 28 juni 2016 11:26:

    Trap het maar lager en lager
    Komt ook van de negatieve adviezen van die Amerikaanse oplichters-banken. Die komen nu met dubieuze lagere adviezen voor veel Nederlandse fondsen. Stelletje tuig , die ruiken bloed!
  6. forum rang 6 €d_Modus Vivendi 28 juni 2016 11:33
    quote:

    manuss schreef op 28 juni 2016 11:31:

    [...]Komt ook van de negatieve adviezen van die Amerikaanse oplichters-banken. Die komen nu met dubieuze lagere adviezen voor veel Nederlandse fondsen. Stelletje tuig , die ruiken bloed!
    is niet zo moeilijk om bloed te ruiken, maar ze verstevigen de onrust wel
  7. forum rang 4 manuss 28 juni 2016 11:35
    quote:

    €d_Modus Vivendi schreef op 28 juni 2016 11:33:

    [...]is niet zo moeilijk om bloed te ruiken, maar ze verstevigen de onrust wel
    Volgens mij doen ze dat daar met opzet, zullen er wel belang bij hebben.
  8. forum rang 6 €d_Modus Vivendi 28 juni 2016 11:37
    SINTRA, Portugal—European Central Bank President Mario Draghi urged major central banks to better coordinate their policies to tackle the shared problem of ultralow inflation, warning that competitive currency devaluations are a "lose-lose" for the global economy.
    Speaking at a major ECB conference in Portugal, Mr. Draghi said divergent monetary policies among major central banks can create uncertainty about their policy intentions, "which in turn leads to higher exchange-rate volatility and risk premia."
    "In a globalized world, the global policy mix matters—and will likely matter more as our economies become more integrated," Mr. Draghi said.
    "So we have to think not just about whether our domestic monetary policies are appropriate, but whether they are properly aligned across jurisdictions."
  9. forum rang 4 manuss 28 juni 2016 11:43
    Voor de beurzen is het te hopen , dat er een duidelijk verhaal komt uit de vergadering van die zgn. geld-volgevreten regeringsleiders.
  10. [verwijderd] 28 juni 2016 11:49
    Er wordst weer behoorlijk geprovoceerd met de koers.
    Van 3,31 hoog naar 3,16 laag. Stoplosses triggeren? Onrust zaaien?
    Om daarna (wellicht vanaf nu) een rebound te maken?
    Pogingen waren er vanochtend, maar werden weggedumot.
    Van 3,165 naar 3,21 in één lijn lijkt nu toch even ergens op..

    Come on guys! This company ain't that bad..
  11. Fred107 28 juni 2016 11:52
    quote:

    manuss schreef op 28 juni 2016 11:43:

    Voor de beurzen is het te hopen , dat er een duidelijk verhaal komt uit de vergadering van die zgn. geld-volgevreten regeringsleiders.
    . Dit gaat toch wel ver of niet, volkomen door het putje en waarom dan wel? Er ontbreekt echt onderbouwing.
    BAM mag weleens wat naar buiten brengen over hoe ze er zelf in staat en hoe de vlag erbij hangt.
    Ik hoop ook dat er wat fatsoenlijks uit die vergadering komt. Maar de Engelsen zijn zelf zo stom geweest dit in gang te zetten!
  12. forum rang 6 €d_Modus Vivendi 28 juni 2016 11:53
    quote:

    Crusader schreef op 28 juni 2016 11:49:

    Er wordst weer behoorlijk geprovoceerd met de koers.
    Van 3,31 hoog naar 3,16 laag. Stoplosses triggeren? Onrust zaaien?
    Om daarna (wellicht vanaf nu) een rebound te maken?
    Pogingen waren er vanochtend, maar werden weggedumot.
    Van 3,165 naar 3,21 in één lijn lijkt nu toch even ergens op..

    Come on guys! This company ain't that bad..

    zitten alleen een beetje in het verkeerde land
  13. forum rang 8 josti5 28 juni 2016 11:55
    quote:

    €d_Modus Vivendi schreef op 28 juni 2016 11:37:

    SINTRA, Portugal—European Central Bank President Mario Draghi urged major central banks to better coordinate their policies to tackle the shared problem of ultralow inflation, warning that competitive currency devaluations are a "lose-lose" for the global economy.
    Speaking at a major ECB conference in Portugal, Mr. Draghi said divergent monetary policies among major central banks can create uncertainty about their policy intentions, "which in turn leads to higher exchange-rate volatility and risk premia."
    "In a globalized world, the global policy mix matters—and will likely matter more as our economies become more integrated," Mr. Draghi said.
    "So we have to think not just about whether our domestic monetary policies are appropriate, but whether they are properly aligned across jurisdictions."
    Toe maar: Sintra...
    Niet bepaald de meest slechte plek op deze aardkloot...
    Ze praatten, ze vraten, ze namen een glas, deden een plas, en alles bleef, zoals het was...
  14. Fred107 28 juni 2016 11:56
    quote:

    Crusader schreef op 28 juni 2016 11:49:

    Er wordst weer behoorlijk geprovoceerd met de koers.
    Van 3,31 hoog naar 3,16 laag. Stoplosses triggeren? Onrust zaaien?
    Om daarna (wellicht vanaf nu) een rebound te maken?
    Pogingen waren er vanochtend, maar werden weggedumot.
    Van 3,165 naar 3,21 in één lijn lijkt nu toch even ergens op..

    Come on guys! This company ain't that bad..

    Ja precies. Helemaal van de gekke dit.
    Je praat hooguit over 10% negatief valutaeffect over de winst uit. 30% omzet van het totaal.
    Dat lijkt me toch wel allang ingeprijst.
    Bovendien zijn ze er nog lang niet uit. Het is allemaal stemmingmakerij. Bah bah en nog eens BAH!!
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Aalberts 466 7.017
AB InBev 2 5.496
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.645
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 264
Accsys Technologies 23 10.644
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 188
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.751
Aedifica 3 916
Aegon 3.258 322.821
AFC Ajax 538 7.088
Affimed NV 2 6.296
ageas 5.844 109.891
Agfa-Gevaert 14 2.050
Ahold 3.538 74.335
Air France - KLM 1.025 35.043
AIRBUS 1 12
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.036
Alfen 16 24.792
Allfunds Group 4 1.473
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 406
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.822
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.836 243.150
AMG 971 133.318
AMS 3 73
Amsterdam Commodities 305 6.689
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 491
Antonov 22.632 153.605
Aperam 92 14.998
Apollo Alternative Assets 1 17
Apple 5 381
Arcadis 252 8.776
Arcelor Mittal 2.033 320.704
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.300
Aroundtown SA 1 219
Arrowhead Research 5 9.735
Ascencio 1 27
ASIT biotech 2 697
ASMI 4.108 39.096
ASML 1.766 107.157
ASR Nederland 21 4.484
ATAI Life Sciences 1 7
Atenor Group 1 491
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.667
Axsome Therapeutics 1 177
Azelis Group 1 64
Azerion 7 3.392

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