Daily Hack Notices: #bitcoindepot, #marlboroughpartners, #scholleipn, #mabetex, #zisser, #balfourbeatty, #keb-automation, #eastech, #aviwest, #acnhealthcare, #inatech, #nepgroup, #psychplus, #comunida...
Who’s Out (For Now) 🚪
#Eiffage and #BalfourBeatty could have made the cut, but we’re narrowing the field.
#RoyalBAM is excluded: negative baselines made two metrics unmeasurable!
(4/5)
Balance Sheet Dynamics 📑
IC turnover reveals the tradeoffs:
👉 #BalfourBeatty rotates assets fast but runs on thin margins.
👉 #Vinci holds a heavier asset base yet delivers stronger margins.
Classic buy vs rent!
(3/5)
Company Insights 🛠️
Here’s the snapshot:
🟢 #Eiffage, #Vinci, #BalfourBeatty, #Strabag → positive earnings growth and reasonable P/E ratios.
⚠️ #NCC (pure-play) → solid industry, but above implied fair value.
⚠️ #Acciona → renewables exposure + valuation pressure = overvalued on #PEG.
(2/5)
Day 3 of no trains was a big one, as a Tamper would pass by in the early hours of the morning, on it's way towards Wool.
#tamper #balfourbeatty #train #trainspotting #notrain #wholeweek #railway #engineeringworks #moustache #passing #dark #night #moon #earlymorning #bluesky #cold #lovelyday
2020–2024 insights 👇
It’s a mixed bag:
🟢 #Vinci: clear leader with revenue and margins up; a rare combo in this sector.
🟡 #BalfourBeatty: improved efficiency, but razor-thin margins leave no safety net.
🔴 #Acciona: margins slipping, renewables volatility hitting hard.
(2/5)
A look at the technology being used to crop the 17,000 piles installed for the foundations of the new Agratas EV Giga Battery Factory - tinyurl.com/3xryfjdy
#Aspermont #TataGroup #EVGigaBatteryFactory #NationalPileCroppers #BalfourBeatty #SirRobertMcAlpine #PileCropping #Somerset #Foundations
🚂 The first straight plain line track panels – manufactured off-site by Balfour Beatty Rail in Cambridgeshire – have arrived at our Ancillary Construction Area.
Delivering materials by rail reduces road traffic and lowers emissions, supporting more sustainable construction.
#BalfourBeatty
The large bridge being fabricated in Hucknall.
The waterside bridge being fabricated in Briton Fabricators yard.
I mean, look at it!
#nottingham #bridge #infrastructure #balfourbeatty
Great to be out & about today with @nationalhighways.bsky.social at #BalfourBeatty A57 Mottram scheme officially marking the start of works
Great to catch up with Jonathan Reynolds and Jon Pearce as the parliamentarians supporting this vital scheme for their constituents & GM - Sheffield corridor
Click Subscribe #BalfourBeatty #TexasHighway #ConstructionNews #InfrastructureInvestment #HighwayReconstruction
A great write up from staff at #BalfourBeatty about our recent #CareersInConstruction day!
We’re so pleased that our students enjoyed the day and got so much out of it!
👷🧱👷♀️
www.linkedin.com/posts/activi...
Students interested in a career in construction have been working with #BalfourBeatty today exploring a range of careers from project management, engineering and quantity surveying 👷👷♀️
#FreestonCareers
JV announces significant milestone at HS2’s Long Itchington Wood Tunnel in Warwickshire, UK - tinyurl.com/t2m9xp4c
#Aspermont #BalfourBeatty #VINCI #HS2 #LongItchingtonWoodTunnel #Tunnelling #TBM #HighSpeedRailway #UK #Infrastructure
youtu.be/hEAV_DVeIHo?... new video on the channel of the #balfourbeatty #class20s at #oakham #choppers
Balfour Beatty’s Civils operations selected to deliver $60 million US Stormwater Capture project - tinyurl.com/ynz4mc6y
#Aspermont #BalfourBeatty #StormwaterCapture #LosAngeles #Irrigation #UndergroundStorage #Pumping
#WagonWednesday.
Some interesting looking kit forming the #balfourbeatty drain train through Lincolnshire recently. 20905 was leading with 20901 in shot here on the rear of 6J09 Welwyn Garden City Freight Depot to Barrow Hill LIP passing Uffington. 6/10/24