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 | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000 broadband customers in 1Q25 • Corporate agenda | week 19 - 24</li></ul>

In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000 broadband customers in 1Q25 • Corporate agenda | week 19 - 24

What's News in Amsterdam - 5 May (Shell | KPN | Corporate agenda)

<ul><li>In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in Invesis to PGGM • Sif Holding | CFO Mr. Ben Meijer to resign at AGM • Avantium | replaces CFO and other changes to its Management Board</li></ul>

In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in Invesis to PGGM • Sif Holding | CFO Mr. Ben Meijer to resign at AGM • Avantium | replaces CFO and other changes to its Management Board

What's New(s) in Amsterdam - 26 March (Shell | BAM Group | Sif Holding | Avantium)

<ul><li>In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs</li></ul>

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical business in Europe and the USA • InPost | completes refinancing and increases financial flexibility • TKH Group | next phase of focus and optimization – focus on Automation and Electrification, implying divestment of Digitalization • PostNL | EUR 10m earmarked for deployment of APMs

What's News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

<ul><li>In this edition: • Shell | Executive Committee changes • Havas | buys Spanish sports marketing agency • Consumer confidence | declined for the 4th consecutive month</li></ul>

In this edition: • Shell | Executive Committee changes • Havas | buys Spanish sports marketing agency • Consumer confidence | declined for the 4th consecutive month

SLIGR NA - What's News in Amsterdam - 23 January (Shell | Havas | Dutch consumer confidence)

<ul>
<li>Shell | 4Q24 trading update disappoints: In 4Q24, Shell posted 'significantly lower' results in its Integrated Gas, Chemical and Renewables divisions. This became clear on the back of the yesterday’s issued trading update.</li>
<li>Odido | IPO expected at some point in 1H25: According to Bloomberg, Apax Partners and Warburg Pincus have selected various banks for an intended IPO of Dutch telecom provider Odido at some point in 1H25.  </li>
</ul>


Shell | 4Q24 trading update disappoints: In 4Q24, Shell posted 'significantly lower' results in its Integrated Gas, Chemical and Renewables divisions. This became clear on the back of the yesterday’s issued trading update.
Odido | IPO expected at some point in 1H25: According to Bloomberg, Apax Partners and Warburg Pincus have selected various banks for an intended IPO of Dutch telecom provider Odido at some point in 1H25.  


What's New(s) in Amsterdam - 9 January 2025 (Shell | Odido)

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)

What's News in Amsterdam - 5 May (Shell | KPN | Corporate agenda)

In this edition: • Shell | rumoured to be exploring takeover of BP; Shell’s CEO prefers buyback though • KPN | VodafoneZiggo lost another 31,000...

The IDEA!

What's New(s) in Amsterdam - 26 March (Shell | BAM Group | Sif Holding | Avantium)

In this edition: • Shell | to increase capital returns to its shareholders • BAM Group | completes divestment of its remaining 50% interest in...

The IDEA!

What's News in Amsterdam - 4 March 2025 (KPN | Shell | InPost | TKH Group | PostNL)

In this edition: • KPN | plans to increase broadband line tariffs by 3.3% on 1 July 2025 • Shell | believed to be exploring sale of Chemical...

The IDEA!

SLIGR NA - What's News in Amsterdam - 23 January (Shell | Havas | Dutch consumer confidence)

In this edition: • Shell | Executive Committee changes • Havas | buys Spanish sports marketing agency • Consumer confidence | declined for the 4th...

The IDEA!

What's New(s) in Amsterdam - 9 January 2025 (Shell | Odido)

In this edition: Shell | 4Q24 trading update disappoints; Odido | IPO expected at some point in 1H25

The IDEA!

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