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: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34</li></ul>

In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34

SLIGR NA - What's News in Amsterdam - 8 July (Shell | Household consumption | 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: • Shell | denies WSJ report on exploratory talks with BP • Randstad Holding | CareerBuilder + Monster is filing for Chapter 11 bankruptcy protection</li></ul>

In this edition: • Shell | denies WSJ report on exploratory talks with BP • Randstad Holding | CareerBuilder + Monster is filing for Chapter 11 bankruptcy protection

What's New(s) in Amsterdam - 26 June (Shell | Randstad Holding)

<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)

<ul><li>In this edition: • Shell | to Be(P) or not to Be(P); that’s the question • Corporate agenda | week 20 – 24</li></ul>

In this edition: • Shell | to Be(P) or not to Be(P); that’s the question • Corporate agenda | week 20 – 24

What's News in Amsterdam - 12 May (Shell | Corporate agenda)

United Kingdom

Shell plc is a British multinational oil and gas company that explores, produces, refines, and markets oil, natural gas, and petroleum products. It also operates in solar and electric power, biofuels, and petrochemicals, with a focus on integrated gas and new energy solutions. The company was formed in 1907 through the merger of Royal Dutch Petroleum Company and The "Shell" Transport and Trading Company and is headquartered in London, England.

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Shell (SHEL LN)

SLIGR NA - What's News in Amsterdam - 8 July (Shell | Household consumption | Corporate agenda)

In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34

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 New(s) in Amsterdam - 26 June (Shell | Randstad Holding)

In this edition: • Shell | denies WSJ report on exploratory talks with BP • Randstad Holding | CareerBuilder + Monster is filing for Chapter 11...

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!

What's News in Amsterdam - 12 May (Shell | Corporate agenda)

In this edition: • Shell | to Be(P) or not to Be(P); that’s the question • Corporate agenda | week 20 – 24

The IDEA!

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