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

United Parcel Service Cl B / Equity Bottom-Up

<ul><li>We issued a company report (10 pages) featuring InPost.</li><li> Summary & Conclusions A consortium comprising FedEx (37%), Advent (37%), A&R Investment (16%), and PPF (10%) has launched an all-cash offer of EUR 15.60 per share for 100% of InPost, valuing its shares at ~EUR 7.8 bn.</li><li>This represents a 50% premium to the undisturbed share price on 2 January 2026 and 53% above the three-month VWAP.</li></ul>

We issued a company report (10 pages) featuring InPost. Summary & Conclusions A consortium comprising FedEx (37%), Advent (37%), A&R Investment (16%), and PPF (10%) has launched an all-cash offer of EUR 15.60 per share for 100% of InPost, valuing its shares at ~EUR 7.8 bn.This represents a 50% premium to the undisturbed share price on 2 January 2026 and 53% above the three-month VWAP.

United Parcel Service Cl B - Company Report: InPost | This (Fed)Exit Deserves A Better Price

<ul><li>We issued a company report (10 pages) featuring InPost.</li><li> Although we support the view that InPost may be better off as a private company, we feel that the proposed EUR 15.60/share all cash offer fundamentally undervalues the company.</li><li>In this report, we will explain why.</li></ul>

We issued a company report (10 pages) featuring InPost. Although we support the view that InPost may be better off as a private company, we feel that the proposed EUR 15.60/share all cash offer fundamentally undervalues the company.In this report, we will explain why.

Research alert: InPost | This (Fed)Exit Deserves A Better Price

Event-Driven

<ul>
<li>InPost’s disclosure that it has received an indicative proposal for the acquisition of all outstanding shares has materially increased the likelihood of a take-private transaction.</li>
<li>While the company initially provided no details, subsequent reporting by Bloomberg strongly supports the scenario outlined in our earlier analysis.</li>
<li>Strategically, a take-private makes sense.</li>
</ul>


InPost’s disclosure that it has received an indicative proposal for the acquisition of all outstanding shares has materially increased the likelihood of a take-private transaction.
While the company initially provided no details, subsequent reporting by Bloomberg strongly supports the scenario outlined in our earlier analysis.
Strategically, a take-private makes sense.


InPost | Coming Back to the Nest? (Part II)

<ul>
<li>We issued a company report (11 pages) featuring InPost.</li>
<li>InPost received an indicative proposal for a potential acquisition of all shares.</li>
<li>The company will evaluate the proposal, ensuring the interests of the company and all stakeholders are considered.</li>
</ul>


We issued a company report (11 pages) featuring InPost.
InPost received an indicative proposal for a potential acquisition of all shares.
The company will evaluate the proposal, ensuring the interests of the company and all stakeholders are considered.


United States

United Parcel Service, Inc.(UPS) delivers packages and documents throughout the United States and in other countries and territories.  The Company also provides global supply chain services and less-than-truckload transportation, primarily in the U.S. UPS's business consists of integrated air and ground pick-up and delivery network

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United Parcel Service Cl B (UPS US)

United Parcel Service Cl B - Company Report: InPost | This (Fed)Exit Deserves A Better Price

We issued a company report (10 pages) featuring InPost. Summary & Conclusions A consortium comprising FedEx (37%), Advent (37%), A&R...

The IDEA!

Research alert: InPost | This (Fed)Exit Deserves A Better Price

We issued a company report (10 pages) featuring InPost. Although we support the view that InPost may be better off as a private company, we feel...

The IDEA!

InPost | Coming Back to the Nest? (Part II)

We issued a follow-up report (5 pages) featuring InPost. IWe issued a follow-up report (5 pages) featuring InPost. Earlier this week, we...

The IDEA!

InPost | Coming Back to the Nest?

We issued a company report (11 pages) featuring InPost. InPost received an indicative proposal for a potential acquisition of all shares. The...

The IDEA!

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