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

Amsterdam Commodities Nv / Equity Bottom-Up

<ul><li>In this edition: • Heineken | additional thoughts on a potential acquisition of Haacht • Acomo | closes the acquisition of Citromil in Spain • ForFarmers | temporarily adopting a neutral stance ahead of 1H26 results • Allegro | AI, deeper platform integration and partnerships core elements of its strategy</li></ul>

In this edition: • Heineken | additional thoughts on a potential acquisition of Haacht • Acomo | closes the acquisition of Citromil in Spain • ForFarmers | temporarily adopting a neutral stance ahead of 1H26 results • Allegro | AI, deeper platform integration and partnerships core elements of its strategy

What's News in Amsterdam - 17 July (Heineken | Acomo | ForFarmers | Allegro)

<ul><li>In this edition: • Van Lanschot Kempen | Delen Private Bank expands in the Netherlands with 8th acquisition • Acomo | acquires Cublend in the Netherlands • CM.com | reiterates outlook of at least 30% increase in FY26 adjusted EBITDA • Allegro | strengthens logistics partnership with DHL eCommerce • E-commerce & Logistics | AliExpress fined EUR 550m for violating the DSA</li></ul>

In this edition: • Van Lanschot Kempen | Delen Private Bank expands in the Netherlands with 8th acquisition • Acomo | acquires Cublend in the Netherlands • CM.com | reiterates outlook of at least 30% increase in FY26 adjusted EBITDA • Allegro | strengthens logistics partnership with DHL eCommerce • E-commerce & Logistics | AliExpress fined EUR 550m for violating the DSA

Van Lanschot Kempen NV - What's News in Amsterdam

<ul><li>In this edition: • Adyen | launches Adyen Agentic • Alfen | signs multi-year partnership agreement with TotalEnergies Charging Services • Acomo | to acquire Citromil in Spain • NX Filtration | awarded (largest) order supplying HFNF technology to drinking water treatment plant in Sweden</li></ul>

In this edition: • Adyen | launches Adyen Agentic • Alfen | signs multi-year partnership agreement with TotalEnergies Charging Services • Acomo | to acquire Citromil in Spain • NX Filtration | awarded (largest) order supplying HFNF technology to drinking water treatment plant in Sweden

What's New(s) in Amsterdam - 17 June (Adyen | Alfen | Acomo | NX Filtration)

<ul><li>In this edition: • InPost | Royal Mail to roll out lockers at Sainsbury’s in the UK • Acomo | presents growth and financial strategy at CMD</li></ul>

In this edition: • InPost | Royal Mail to roll out lockers at Sainsbury’s in the UK • Acomo | presents growth and financial strategy at CMD

What's New(s) in Amsterdam - 8 April (InPost | Acomo)

Netherlands

Amsterdam Commodities N.V. trades and distributes agricultural products. The Company is a trading house in the fields of spices and natural rubber worldwide.

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Amsterdam Commodities Nv (ACOMO NA)

What's News in Amsterdam - 17 July (Heineken | Acomo | ForFarmers | Allegro)

In this edition: • Heineken | additional thoughts on a potential acquisition of Haacht • Acomo | closes the acquisition of Citromil in...

The IDEA!

Van Lanschot Kempen NV - What's News in Amsterdam

In this edition: • Van Lanschot Kempen | Delen Private Bank expands in the Netherlands with 8th acquisition • Acomo | acquires Cublend in the...

The IDEA!

What's New(s) in Amsterdam - 17 June (Adyen | Alfen | Acomo | NX Filtration)

In this edition: • Adyen | launches Adyen Agentic • Alfen | signs multi-year partnership agreement with TotalEnergies Charging Services • Acomo |...

The IDEA!

What's New(s) in Amsterdam - 8 April (InPost | Acomo)

In this edition: • InPost | Royal Mail to roll out lockers at Sainsbury’s in the UK • Acomo | presents growth and financial strategy at CMD

The IDEA!

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