Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul>
<li>In today's edition: • dsm-firmenich | sold its remainder ~1% stake in Robertet</li>
<li>KPN | Delta announced tariff increases as per 1 January 2025</li>
<li>Unilever | puts its efforts to sell its ice cream business to private equity on ice </li>
</ul>


In today's edition: • dsm-firmenich | sold its remainder ~1% stake in Robertet
KPN | Delta announced tariff increases as per 1 January 2025
Unilever | puts its efforts to sell its ice cream business to private equity on ice 


What's News in Amsterdam - 21 November (Dsm-Firmenich | KPN | Unilever | ForFarmers | PostNL)

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>10x Genomics recently disclosed its financial results for the first quarter ended March 31, 2024, showcasing a revenue increase of 5% to $141 million.</li><li>The company's earnings overview indicates a mixed performance with significant developments in its product offerings that could influence its future market positioning, financial health, and competitive edge.</li><li>Positively, 10x Genomics reported robust growth in its spatial biology segment, primarily fueled by its Visium franchise and the launch of Visium HD.</li></ul>

10x Genomics recently disclosed its financial results for the first quarter ended March 31, 2024, showcasing a revenue increase of 5% to $141 million.The company's earnings overview indicates a mixed performance with significant developments in its product offerings that could influence its future market positioning, financial health, and competitive edge.Positively, 10x Genomics reported robust growth in its spatial biology segment, primarily fueled by its Visium franchise and the launch of Visium HD.

10x Genomics Inc.: Expansion into the Spatial Genomics Market & Other Major Drivers

<ul><li>10x Genomics witnessed good momentum in 2023, achieving a 20% growth in total revenue amounting to $ 619 million.</li><li>The primary contributing factor of this growth was the launch of Xenium that resulted in greater than 250 instrument sales in just its first year.</li><li>The company's entry into spatial biology was successful with spatial revenue amounting to over $135 million for the year.</li></ul>

10x Genomics witnessed good momentum in 2023, achieving a 20% growth in total revenue amounting to $ 619 million.The primary contributing factor of this growth was the launch of Xenium that resulted in greater than 250 instrument sales in just its first year.The company's entry into spatial biology was successful with spatial revenue amounting to over $135 million for the year.

10x Genomics Inc.: Initiation Of Coverage - Increased Customer Adoption of the GEM-X Platform & Other Major Drivers

Equity Capital Markets and Advisory Business, Auctus Advisors

Auctus Advisors

Equity Capital Markets and Advisory Business

Auctus Advisors is a specialist Equity Capital Markets and Advisory business with a focus in the Energy Sector. The partners have complementary skill sets, with decades of experience across Equity Capital Markets, Investment Banking and the Energy industry. We have worked at Société Générale, Canaccord Capital, BMO Capital Markets and Schlumberger. Most recently we have worked together for many years at GMP FirstEnergy. Auctus has been set up at the beginning of a new decade in which we see significant opportunities in the Energy space. Globally, demand for energy is at record levels and continues to grow. Conversely, investment in traditional energy sources has been severely constrained. We believe this imbalance creates opportunities for both companies and investors. Auctus provides Corporate Broking, Equity Research and Investment Banking services.

Thematic (Sector/Industry)

<ul>
<li>ADX Energy (ADX AU)C : target price of A$0.08 per share: Transaction with MND receives Austrian Ministerial acceptance – ADX has received clearance from the ministry of finance in Austria for the partnership documentation between ADX, MND and Xstate Resources.</li>
<li>This was a key condition precedent to completing the transaction.</li>
<li>The transaction will provide funding for the drilling of key wells at Anshof that are expected to add reserves and production. </li>
</ul>


ADX Energy (ADX AU)C : target price of A$0.08 per share: Transaction with MND receives Austrian Ministerial acceptance – ADX has received clearance from the ministry of finance in Austria for the partnership documentation between ADX, MND and Xstate Resources.
This was a key condition precedent to completing the transaction.
The transaction will provide funding for the drilling of key wells at Anshof that are expected to add reserves and production. 


Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

<ul>
<li>The precious metals markets rebounded well in July following a healthy consolidation period in May and June.</li>
<li>Commodity prices as well as mining equities rose in the month of July, bouncing back from two modest down months in May and June.</li>
<li>Also on July 12th, U.S. inflation came in at 3.0% YoY and 0.2% MoM, compared to consensus of 3.1% YoY and 0.3% MoM.</li>
</ul>


The precious metals markets rebounded well in July following a healthy consolidation period in May and June.
Commodity prices as well as mining equities rose in the month of July, bouncing back from two modest down months in May and June.
Also on July 12th, U.S. inflation came in at 3.0% YoY and 0.2% MoM, compared to consensus of 3.1% YoY and 0.3% MoM.


United States

10X Genomics, Inc. operates as a life science and diagnostics company. The Company develops software for analyzing biological systems such as genetic and immune cells. 10X Genomics serves customers worldwide.

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10X Genomics (TXG US)

What's News in Amsterdam - 21 November (Dsm-Firmenich | KPN | Unilever | ForFarmers | PostNL)

In today's edition: • dsm-firmenich | sold its remainder ~1% stake in Robertet • KPN | Delta announced tariff increases as per 1 January...

The IDEA!

10x Genomics Inc.: Expansion into the Spatial Genomics Market & Other Major Drivers

10x Genomics recently disclosed its financial results for the first quarter ended March 31, 2024, showcasing a revenue increase of 5% to $141...

Baptista Research

10x Genomics Inc.: Initiation Of Coverage - Increased Customer Adoption of the GEM-X Platform & Other Major Drivers

10x Genomics witnessed good momentum in 2023, achieving a 20% growth in total revenue amounting to $ 619 million. The primary contributing factor...

Baptista Research

Auctus on Friday - 08/09/2023

DX has received clearance from the ministry of finance in Austria for the partnership documentation between ADX, MND and Xstate Resources.

Auctus Advisors

Mining Monthly: July Edition

Commodity prices as well as mining equities rose in the month of July, bouncing back from two modest down months in May and June.

Atrium Research

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