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: • 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)

<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)

United Kingdom

Shell PLC explores and refines petroleum products. The Company produces fuels, chemicals, and lubricants. Shell serves clients worldwide.

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Shell PLC (SHEL LN)

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!

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!

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