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.

Thematic (Sector/Industry)

<ul>
<li>The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips' management regarding issues with malfunctioning ventilators.</li>
<li>According to the court, there are insufficient grounds to believe that the company withheld crucial information or treated complaints lightly.</li>
<li>With this decision, the court rejects a request filed by parties including the Dutch Investors' Association (VEB) and the Belgian litigation funder Deminor. </li>
</ul>


The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips' management regarding issues with malfunctioning ventilators.
According to the court, there are insufficient grounds to believe that the company withheld crucial information or treated complaints lightly.
With this decision, the court rejects a request filed by parties including the Dutch Investors' Association (VEB) and the Belgian litigation funder Deminor. 


Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Shell isn’t abandoning the energy transition. It is reallocating capital toward gas, LNG and upstream, betting that stronger returns can finally close its valuation gap with US peers.</li>
<li>Under Wael Sawan, Shell has been focusing on tighter capital discipline, bigger buybacks and fewer low-return green assets, with growth centred on gas.</li>
<li>Shell’s green retreat is less about abandoning renewables and more about following returns. The bigger question is whether this sharper strategy can finally unlock a U.S.-style valuation.</li>
</ul>


Shell isn’t abandoning the energy transition. It is reallocating capital toward gas, LNG and upstream, betting that stronger returns can finally close its valuation gap with US peers.
Under Wael Sawan, Shell has been focusing on tighter capital discipline, bigger buybacks and fewer low-return green assets, with growth centred on gas.
Shell’s green retreat is less about abandoning renewables and more about following returns. The bigger question is whether this sharper strategy can finally unlock a U.S.-style valuation.


Shell Isn’t Leaving Green Energy; It’s Raising the Bar

<ul><li>In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data breach at Odido • Shell | divests Sprng Energy to Aditya Birla Renewables for USD 1.8bn • Allegro | strong momentum continued in 2Q26</li></ul>

In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data breach at Odido • Shell | divests Sprng Energy to Aditya Birla Renewables for USD 1.8bn • Allegro | strong momentum continued in 2Q26

What's News in Amsterdam - 14 July (AkzoNobel | KPN | Shell | Allegro)

<ul>
<li>Reuters reports that Shell is exploring a potential sale of some or all of its assets in Argentina’s Vaca Muerta shale basin, according to recent market approaches and reporting by Reuters.</li>
<li>Any divestment could be valued in the billions of dollars, though precise pricing is uncertain due to undeveloped acreage.</li>
<li>Vaca Muerta is strategically significant, holding the world’s second-largest shale gas and fourthlargest shale oil resources.</li>
</ul>


Reuters reports that Shell is exploring a potential sale of some or all of its assets in Argentina’s Vaca Muerta shale basin, according to recent market approaches and reporting by Reuters.
Any divestment could be valued in the billions of dollars, though precise pricing is uncertain due to undeveloped acreage.
Vaca Muerta is strategically significant, holding the world’s second-largest shale gas and fourthlargest shale oil resources.


What's News in Amsterdam - 26 January (Shell | Dutch Politics | Corporate Agenda)

<ul><li>In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to impose strict new export restriction to China • Shell | Aramco CEO flags “scarily thin” global oil inventories</li></ul>

In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to impose strict new export restriction to China • Shell | Aramco CEO flags “scarily thin” global oil inventories

What's News in Amsterdam - 6 October (Ahold Delhaize/PostNL | ASML | Shell )

Netherlands

Shell PLC explores and refines petroleum products. The Company produces and imports fuels, chemicals, and lubricants, as well as operates service station networks. Shell serves clients worldwide.

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Shell (SHEL US)

What's New(s) in Amsterdam

The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips' management regarding issues with malfunctioning ventilators.

The IDEA!

Shell Isn’t Leaving Green Energy; It’s Raising the Bar

Shell is reallocating capital towards gas and LNG to close valuation gap with U.S. peers under Wael Sawan's focus on tighter discipline and higher...

Mint Finance

What's News in Amsterdam - 14 July (AkzoNobel | KPN | Shell | Allegro)

In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data...

The IDEA!

What's News in Amsterdam - 26 January (Shell | Dutch Politics | Corporate Agenda)

Reuters reports that Shell is exploring a potential sale of some or all of its assets in Argentina’s Vaca Muerta shale basin, according to recent...

The IDEA!

What's News in Amsterdam - 6 October (Ahold Delhaize/PostNL | ASML | Shell )

In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to...

The IDEA!

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

What's New(s) in Amsterdam

The Enterprise Chamber will not launch an in-depth inquiry into the actions of Philips' management regarding issues with malfunctioning ventilators.

The IDEA!

Shell Isn’t Leaving Green Energy; It’s Raising the Bar

​Shell is reallocating capital towards gas and LNG to close valuation gap with U.S. peers under Wael Sawan's focus on tighter discipline and higher...

Mint Finance

What's News in Amsterdam - 14 July (AkzoNobel | KPN | Shell | Allegro)

In this edition: • AkzoNobel | Russian subsidiaries placed under temporary external administration • KPN | ACM joins investigations into data...

The IDEA!

What's News in Amsterdam - 26 January (Shell | Dutch Politics | Corporate Agenda)

Reuters reports that Shell is exploring a potential sale of some or all of its assets in Argentina’s Vaca Muerta shale basin, according to recent...

The IDEA!

What's News in Amsterdam - 6 October (Ahold Delhaize/PostNL | ASML | Shell )

In this edition: • Ahold Delhaize/PostNL | Amazon prepares 2nd own delivery station in the Netherlands • ASML Holding | US congress targets to...

The IDEA!

Shell is reallocating capital towards gas and LNG to close valuation gap with U.S. peers under Wael Sawan's focus on tighter discipline and higher...