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: • Unilever | Mr Fernandez’ first statements as CEO signal the first signs of change • Fugro | to perform geotechnical site investigation for Blue Mackerel offshore wind farm</li></ul>

In this edition: • Unilever | Mr Fernandez’ first statements as CEO signal the first signs of change • Fugro | to perform geotechnical site investigation for Blue Mackerel offshore wind farm

What's News in Amsterdam - 11 March 2025 (Unilever | Fugro)

<ul><li>In this edition: • Ahold Delhaize | Jumbo has found an interim CEO • KPN | Ziggo to increase the download speed for all broadband subscribers • Unilever | former owners believed to be interested in buying back Ben & Jerry’s • InPost / PostNL | Vinted Go to roll out APMs in the Netherlands and Belgium • Van Lanschot Kempen | some post-earnings call remarks • Kendrion | sets itself a challenging FY25 EBITDA-margin goal of at least 15%</li></ul>

In this edition: • Ahold Delhaize | Jumbo has found an interim CEO • KPN | Ziggo to increase the download speed for all broadband subscribers • Unilever | former owners believed to be interested in buying back Ben & Jerry’s • InPost / PostNL | Vinted Go to roll out APMs in the Netherlands and Belgium • Van Lanschot Kempen | some post-earnings call remarks • Kendrion | sets itself a challenging FY25 EBITDA-margin goal of at least 15%

<ul><li>In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call</li></ul>

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company unexpectedly; company reconfirms outlook • PostNL | main takeaways 4Q24 earnings call

What's News in Amsterdam - 25 February (AkzoNobel | Unilever | PostNL)

<ul><li>In this edition: • KPN | Tower Company joint venture with ABP will start its operations today • Unilever | Ice Cream unit to be listed in Amsterdam, London and New York • SBM Offshore | Guyana offshore oil projects recovering investments quickly • Odido | current shareholders are exploring options; IPO possibly in 1H24</li></ul>

In this edition: • KPN | Tower Company joint venture with ABP will start its operations today • Unilever | Ice Cream unit to be listed in Amsterdam, London and New York • SBM Offshore | Guyana offshore oil projects recovering investments quickly • Odido | current shareholders are exploring options; IPO possibly in 1H24

What's News in Amsterdam - 14 February 2025 (KPN | Unilever | SBM Offshore  | Odido)

<ul><li>In this edition: • AkzoNobel | Berger Paints steps aside from the race for Akzo Nobel India • dsm-firmenich | to sell its stake in Feed Enzymes Alliance to Novonesis for EUR 1.5bn • Unilever | believed to be close to a deal on the acquisition of Wild</li></ul>

In this edition: • AkzoNobel | Berger Paints steps aside from the race for Akzo Nobel India • dsm-firmenich | to sell its stake in Feed Enzymes Alliance to Novonesis for EUR 1.5bn • Unilever | believed to be close to a deal on the acquisition of Wild

What's News in Amsterdam - 11 February (AkzoNobel | dsm-firmenich | Unilever)

Nigeria

Unilever Nigeria Plc manufactures and markets consumer products primarily in the home, personal care and foods categories. The Company sells products such as Omo washing powder, Key soap, Royco bouillon, Lipton tea, Blue Band margarine, Pears baby care goods, Vaseline petroleum jelly, Lux soap, and Close Up toothpaste.

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Unilever Nigeria (UNILEVER NL)

What's News in Amsterdam - 11 March 2025 (Unilever | Fugro)

In this edition: • Unilever | Mr Fernandez’ first statements as CEO signal the first signs of change • Fugro | to perform geotechnical site...

The IDEA!

PostNL NV - What's News in Amsterdam

In this edition: • Ahold Delhaize | Jumbo has found an interim CEO • KPN | Ziggo to increase the download speed for all broadband...

The IDEA!

What's News in Amsterdam - 25 February (AkzoNobel | Unilever | PostNL)

In this edition: • AkzoNobel | to acquire Akzo Nobel India’s powder coatings business • Unilever | CEO Schumacher to leave the company...

The IDEA!

What's News in Amsterdam - 14 February 2025 (KPN | Unilever | SBM Offshore | Odido)

In this edition: • KPN | Tower Company joint venture with ABP will start its operations today • Unilever | Ice Cream unit to be listed in...

The IDEA!

What's News in Amsterdam - 11 February (AkzoNobel | dsm-firmenich | Unilever)

In this edition: • AkzoNobel | Berger Paints steps aside from the race for Akzo Nobel India • dsm-firmenich | to sell its stake in Feed Enzymes...

The IDEA!

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