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 | 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)

<ul><li>In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32</li></ul>

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell | faces allegations of misleading UK Courts regarding Niger Delta pollution litigation • E-com & Logistics | Canada Post and China’s Chunghwa Post suspend parcel deliveries to EU • Corporate agenda | week 28 - 32

<ul><li>In this edition: • Shell | buys Canadian shale producer for USD 16.4bn • PostNL | mixed 1Q26; facing geopolitical and macro headwinds</li></ul>

In this edition: • Shell | buys Canadian shale producer for USD 16.4bn • PostNL | mixed 1Q26; facing geopolitical and macro headwinds

What's News in Amsterdam - 28 April (Shell | PostNL)

<ul><li>In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break down • TKH Group | expects organic revenue and EBITA growth, however, 26Q1 to be weak • DHL Group | 4Q25 results ahead of own guidance, showing resilience</li></ul>

In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break down • TKH Group | expects organic revenue and EBITA growth, however, 26Q1 to be weak • DHL Group | 4Q25 results ahead of own guidance, showing resilience

What's News in Amsterdam - 5 March (InPost | Shell | TKH Group | DHL Group)

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 - 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!

Shell PLC - What's News in Amsterdam

In this edition: • ASM Int’l / KPN | Mr. Chris Figee to succeed Mr. Paul Verhangen as CFO • ING | acquired a 40% stake in Singular Bank • Shell |...

The IDEA!

What's News in Amsterdam - 28 April (Shell | PostNL)

In this edition: • Shell | buys Canadian shale producer for USD 16.4bn • PostNL | mixed 1Q26; facing geopolitical and macro headwinds

The IDEA!

What's News in Amsterdam - 5 March (InPost | Shell | TKH Group | DHL Group)

In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break...

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)