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: • Magnum Ice Cream Company (MICC) | rumoured to be in the spotlight of private equity • Corporate agenda | week 21 and 22</li></ul>

In this edition: • Magnum Ice Cream Company (MICC) | rumoured to be in the spotlight of private equity • Corporate agenda | week 21 and 22

Unilever Nigeria Plc - What's News in Amsterdam - 18 May (MICC | Corporate agenda)

<ul><li>In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective</li></ul>

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent for having no say on the McCormick deal • E-commerce & Logistics | French unilateral tax on non-EU parcels not effective

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

<ul><li>In this edition: • Unilever | agreement on combination of Unilever Foods and McCormick • Dutch February retail sales | up 1.3% YoY in value, up 0.6% in volume terms</li></ul>

In this edition: • Unilever | agreement on combination of Unilever Foods and McCormick • Dutch February retail sales | up 1.3% YoY in value, up 0.6% in volume terms

What's News in Amsterdam - 1 April (Unilever | Dutch February retail sales)

<ul><li>In this edition: • Unilever | nearing an agreement to merge its food division with McCormick • Universal Music Group | announces EUR 500m share buyback program • Dutch CPI | up at 2.7% in March based on the flash estimate</li></ul>

In this edition: • Unilever | nearing an agreement to merge its food division with McCormick • Universal Music Group | announces EUR 500m share buyback program • Dutch CPI | up at 2.7% in March based on the flash estimate

What's News in Amsterdam - 31 March (Unilever | Universal Music Group | Dutch CPI)

<ul><li>In this edition: • Unilever | confirms talks with McCormick, yet is this the best route for an exit of Food?</li></ul>

In this edition: • Unilever | confirms talks with McCormick, yet is this the best route for an exit of Food?

What's News in Amsterdam - 23 March (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)

Unilever Nigeria Plc - What's News in Amsterdam - 18 May (MICC | Corporate agenda)

In this edition: • Magnum Ice Cream Company (MICC) | rumoured to be in the spotlight of private equity • Corporate agenda | week 21 and 22

The IDEA!

What's News in Amsterdam - 15 May (KPN | Unilever | E-commerce & Logistics)

In this edition: • KPN | Delta Fiber: solid growth in Wholesale in FY25; targets 1m clients by 2030 • Unilever | shareholders express discontent...

The IDEA!

What's News in Amsterdam - 1 April (Unilever | Dutch February retail sales)

In this edition: • Unilever | agreement on combination of Unilever Foods and McCormick • Dutch February retail sales | up 1.3% YoY in value, up...

The IDEA!

What's News in Amsterdam - 31 March (Unilever | Universal Music Group | Dutch CPI)

In this edition: • Unilever | nearing an agreement to merge its food division with McCormick • Universal Music Group | announces EUR 500m share...

The IDEA!

What's News in Amsterdam - 23 March (Unilever)

In this edition: • Unilever | confirms talks with McCormick, yet is this the best route for an exit of Food?

The IDEA!

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)