Independent Investment Research, The IDEA!

The IDEA!

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.

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: • ABN Amro | holding on to our positive stance despite mixed 2Q25 results • Ahold Delhaize | holding up well in a challenging environment • SBM Offshore | the company continues to surprise positively • TKH Group / Sif Holding | Germany’s 2.5GW offshore wind tender fails to attract bids • ForFarmers | very solid 1H25 with all geographies contributing to this</li></ul>

In this edition: • ABN Amro | holding on to our positive stance despite mixed 2Q25 results • Ahold Delhaize | holding up well in a challenging environment • SBM Offshore | the company continues to surprise positively • TKH Group / Sif Holding | Germany’s 2.5GW offshore wind tender fails to attract bids • ForFarmers | very solid 1H25 with all geographies contributing to this

SBM Offshore NV - What's New(s) in Amsterdam