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: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount</li></ul>

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power portfolio • Basic-Fit | acquires 26 clubs in Austria and Germany for EUR 26m • PostNL | reaches milestone of 10 million mobile app downloads • D’Ieteren Group | Belron strategic review and the conglomerate discount

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

<ul><li>In this edition: • Shell | Locks in scale: ARC closed, Tri Star fully owned soon • E-commerce & Logistics | France raised another hurdle for Chinese ultra-fast fashion imports</li></ul>

In this edition: • Shell | Locks in scale: ARC closed, Tri Star fully owned soon • E-commerce & Logistics | France raised another hurdle for Chinese ultra-fast fashion imports

What's News in Amsterdam - 3 September (Shell | E-commerce & Logistics)

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>Base oils supply is tighter than usual for the time of year, as Asian barrels filling overseas gaps face a competing call from recovering demand in their regional markets</li></ul><ul><li>Singapore's export recovery shows how additional barrels are becoming available as earlier disruptions ease.</li><li>That extra Asian supply is now facing a competing call from within the region as demand recovers, while maintenance in Taiwan and Saudi Arabia will remove more production.</li></ul>

Base oils supply is tighter than usual for the time of year, as Asian barrels filling overseas gaps face a competing call from recovering demand in their regional marketsSingapore's export recovery shows how additional barrels are becoming available as earlier disruptions ease.That extra Asian supply is now facing a competing call from within the region as demand recovers, while maintenance in Taiwan and Saudi Arabia will remove more production.

Base Oils and Lubricants: Weekly Global Market Review - 2 Oct '26

<ul><li>In this edition: • Shell | attracts healthy appetite for its US Chemicals assets • Unilever/MICC | Ben & Jerry’s dispute remains an overhang • PostNL/InPost | MyPup targets 1,000 indoor APMs by YE27 • TomTom | Traffic selected by Cofiroute • Triodos Bank | CEO Belgium leaves to join PMC’s ExCo</li></ul>

In this edition: • Shell | attracts healthy appetite for its US Chemicals assets • Unilever/MICC | Ben & Jerry’s dispute remains an overhang • PostNL/InPost | MyPup targets 1,000 indoor APMs by YE27 • TomTom | Traffic selected by Cofiroute • Triodos Bank | CEO Belgium leaves to join PMC’s ExCo

What's News in Amsterdam - 25 August (Shell | Unilever/MICC | PostNL/InPost | TomTom | Triodos Bank)

<ul><li>In this edition: • Heineken | Huyghe enters Haacht sale process • Philips/Shell | confirmed hacks by Russia-linked ransomware group</li></ul>

In this edition: • Heineken | Huyghe enters Haacht sale process • Philips/Shell | confirmed hacks by Russia-linked ransomware group

What's News in Amsterdam - 14 August (Heineken | Philips/Shell)

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Shell (SHEL LN)

What's News in Amsterdam - 11 September (Heineken | Shell | Basic-Fit | PostNL | D'Ieteren)

In this edition: • Heineken | seeks majority control of Dutch hard-seltzer leader Stelz • Shell | two transactions to optimize US power...

The IDEA!

What's News in Amsterdam - 3 September (Shell | E-commerce & Logistics)

In this edition: • Shell | Locks in scale: ARC closed, Tri Star fully owned soon • E-commerce & Logistics | France raised another hurdle for...

The IDEA!

Base Oils and Lubricants: Weekly Global Market Review - 2 Oct '26

Base oils supply is tighter than usual for the time of year, as Asian barrels filling overseas gaps face a competing call from recovering demand...

Base Oil News

What's News in Amsterdam - 25 August (Shell | Unilever/MICC | PostNL/InPost | TomTom | Triodos Bank)

In this edition: • Shell | attracts healthy appetite for its US Chemicals assets • Unilever/MICC | Ben & Jerry’s dispute remains an...

The IDEA!

What's News in Amsterdam - 14 August (Heineken | Philips/Shell)

In this edition: • Heineken | Huyghe enters Haacht sale process • Philips/Shell | confirmed hacks by Russia-linked ransomware group

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)