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 this edition: • ASML Holding | expects 15% FY25 net sales increase with a 52% gross margin • Fugro | awarded a 7-year framework agreement with EirGrid</li></ul>

In this edition: • ASML Holding | expects 15% FY25 net sales increase with a 52% gross margin • Fugro | awarded a 7-year framework agreement with EirGrid

What's New(s) in Amsterdam - 16 July (ASML Holding | Fugro)

<ul><li>In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32</li></ul>

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed Into a Higher Gear • Triodos Bank | better than expected appetite for settlement offer • Corporate agenda | week 29 – 32

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

<ul><li>In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy</li></ul>

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy

<ul><li>In this edition: • dsm-firmenich | completes sale of its stake in Feed Enzymes Alliance • Arcadis | awarded digital asset management contract with the City of Calgary • Fugro | awarded major order to perform a site characterisation programme for a deepwater gas field development in Southeast Asia • Dutch CPI | consumer prices increased by 3.3% YoY in May, down from 4.1% in April • Dutch politics | coalition government may fall later today</li></ul>

In this edition: • dsm-firmenich | completes sale of its stake in Feed Enzymes Alliance • Arcadis | awarded digital asset management contract with the City of Calgary • Fugro | awarded major order to perform a site characterisation programme for a deepwater gas field development in Southeast Asia • Dutch CPI | consumer prices increased by 3.3% YoY in May, down from 4.1% in April • Dutch politics | coalition government may fall later today

What's News in Amsterdam - 3 June (dsm-firmenich | Arcadis| Fugro | Dutch CPI | Dutch politics)

<ul><li>In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces first oil • Fugro | to perform geotechnical surveys at Morgan and Mona offshore wind sites • PostNL | DHL e-Commerce Netherlands buys De Buren</li></ul>

In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces first oil • Fugro | to perform geotechnical surveys at Morgan and Mona offshore wind sites • PostNL | DHL e-Commerce Netherlands buys De Buren

What's New(s) in Amsterdam - 27 May (NN Group | Shell / SBMO | Fugro | PostNL)

Netherlands

Fugro N.V. collects, processes, and interprets geological data.  The Company collects data at sea, on land, and from the air of land areas and the sea bed. The data is used in building offshore oil platforms, tunnels, roads, pipelines, factories, and communications cables, and to explore for oil, gas, and minerals. The Company operates worldwide.

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Fugro NV (FUR NA)

What's New(s) in Amsterdam - 16 July (ASML Holding | Fugro)

In this edition: • ASML Holding | expects 15% FY25 net sales increase with a 52% gross margin • Fugro | awarded a 7-year framework agreement with...

The IDEA!

What's News in Amsterdam - 14 July (Fugro | InPost | Triodos Bank | Corporate agenda)

In this edition: • Fugro | awarded contracts for detailed site investigations at the Sørlige Nordsjø II • InPost | Growth Outside of Poland Pushed...

The IDEA!

What's New(s) in Amsterdam - 30 June (IMCD | Shell | Unilever | Fugro | InPost | TomTom)

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr...

The IDEA!

What's News in Amsterdam - 3 June (dsm-firmenich | Arcadis| Fugro | Dutch CPI | Dutch politics)

In this edition: • dsm-firmenich | completes sale of its stake in Feed Enzymes Alliance • Arcadis | awarded digital asset management contract with...

The IDEA!

What's New(s) in Amsterdam - 27 May (NN Group | Shell / SBMO | Fugro | PostNL)

In this edition: • NN Group | to present its new medium-term targets at today’s CMD • Shell / SBM Offshore | FPSO Alexandre de Gusmão produces...

The IDEA!

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