2025 Q3 -tulosraportti
35 päivää sitten1 t 5 min
Tarjoustasot
Oslo Børs
Määrä
Osto
770
Myynti
Määrä
3 242
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 156 | - | - | ||
| 1 | - | - | ||
| 1 680 | - | - | ||
| 145 | - | - | ||
| 90 | - | - |
Ylin
31,75VWAP
Alin
31,1VaihtoMäärä
25,4 807 245
VWAP
Ylin
31,75Alin
31,1VaihtoMäärä
25,4 807 245
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 5.11. | |
| 2025 Q2 -tulosraportti | 20.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 t sittenDo not underestimate Sverre Bjerkli, a fantastic man and analyst and former head of Protector forsikring. When Bjerkli takes on a company, he aims for a multi-fold increase in the share price; now he is focusing on Link Mobility Group Holding, he has seen the potential and opportunities ahead. Expect strong share price development going forward. I have actually had dinner with Sverre Bjerkli a few years ago, a fantastic man with a focus on "family" - "training" and analysis of companies.
·3 t sitten · MuokattuLINK continues to deliver solid and predictable figures, and after Q3 I believe it is quite clear that the company is now managed better than many of its competitors in the sector. Risk reward appears very good compared to many stocks out there, and the large players such as Sundt, Odin, DNB fond, Hvaler Invest, Folketrygden, etc. who have invested heavily in LINK understand this. The management is also a major competitive advantage. They communicate realistically, keep their promises, and deliver on guidance quarter after quarter. A good example is SMSPortal; the CEO previously said he would have been “shocked” if the closing didn't go smoothly in November, and it did. The acquisition is now integrated and will boost both margins and the position in South Africa, one of the fastest-growing CPaaS markets globally. In addition, we know that several M&A processes have been in DD for some time, so the probability is high that at least one new transaction will close any moment now before Christmas. The bid for CM.com from Bird (which was rejected as too low) also shows that CPaaS companies are in play, and that the sector is undervalued. LINK now appears to be the strongest player in Europe. LINK has the best EBITDA margin. LINK grows most in high-margin segments. LINK has the best cash conversion. LINK has the highest predictability. In addition, RCS adoption (with iPhone from the beginning of 2026) is coming, which can provide a clear margin boost. The CEO has been clear about this in the Q3 presentation. With skilled management, new acquisitions, SMSPortal effect, RCS margin boost, and dividends from the 2025 financial year, I believe 2026 will be a repricing year for the stock, and it won't be long before we are back at IPO levels.
·3 t sitten · MuokattuGood post Tankster. I hear that the margin picture at SMSPortal is somewhat undercommunicated, i.e., that they are better than what analysts assume, so we'll see if that holds true in Q1, as the acquisition is included for only 1 month in the Q4 figures.- ·1 päivä sittenSverre Bjerkeli invites to a Christmas presentation of his Link analysis Invitation to presentation of Link Mobility analysis You are invited to the Hvaler Invest presentation of our Link Mobility analysis , led by Sverre Bjerkeli and David Bjerkeli. The presentation will be held Monday 15th of December at 15:00-16:00. Agenda for the presentation: 1. Presentation of our Link Mobilty analysis 2. Input from IT analyst Øystein Elton Lodgaard in ABG Sundal Collier 3. Q&A session Sign up: https://forms.office.com/pages/responsepage.aspx?id=jDk-93if9EW77RTz8rHV_vDgxykBQ7NBjZv_gi6wiqFUQkhXMTcyUDI5N1lYTkk1Q0ZIS1owVVJFNS4u&route=shorturl Q&A form: https://forms.office.com/Pages/ResponsePage.aspx?id=jDk-93if9EW77RTz8rHV_vDgxykBQ7NBjZv_gi6wiqFUNUhIU1BNVlY2RjhQR0pRNUFZQUk3NUFFTS4u
- ·1 päivä sittenAlso sharing a key hire from early November: We’re delighted to welcome Eirik Pedersen to LINK as our new Chief Operating Officer for Northern Europe. Eirik joins us with a strong background in leadership and operational excellence, and he’ll play a key role in shaping LINK’s growth and customer success across the region. His focus will be on strengthening collaboration across our Nordic markets and driving operational efficiency to support our ambitious plans for 2025 and beyond. https://www.linkmobility.com/news/welcome-eirik-our-new-coo-for-northern-europe
- ·1 päivä sittenLINK Mobility and Cambio extend collaboration on SMS services in COSMIC LINK Mobility and Cambio have extended their collaboration, enabling healthcare to use SMS functionality directly in COSMIC. Through this solution, healthcare personnel can easily send secure messages and reminders to patients, which contributes to smoother communication in the care process. Cambio is one of the Nordic region's leading providers of e-health solutions and offers an electronic health record system for regions and municipalities. By integrating SMS services from LINK Mobility into COSMIC, healthcare has an effective tool to reach patients in a simple and reliable way. https://www.linkmobility.com/sv/news/link-mobility-och-cambio-forlanger-samarbete-kring-sms-tjanster-i-cosmic
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
35 päivää sitten1 t 5 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sittenDo not underestimate Sverre Bjerkli, a fantastic man and analyst and former head of Protector forsikring. When Bjerkli takes on a company, he aims for a multi-fold increase in the share price; now he is focusing on Link Mobility Group Holding, he has seen the potential and opportunities ahead. Expect strong share price development going forward. I have actually had dinner with Sverre Bjerkli a few years ago, a fantastic man with a focus on "family" - "training" and analysis of companies.
- ·3 t sitten · MuokattuLINK continues to deliver solid and predictable figures, and after Q3 I believe it is quite clear that the company is now managed better than many of its competitors in the sector. Risk reward appears very good compared to many stocks out there, and the large players such as Sundt, Odin, DNB fond, Hvaler Invest, Folketrygden, etc. who have invested heavily in LINK understand this. The management is also a major competitive advantage. They communicate realistically, keep their promises, and deliver on guidance quarter after quarter. A good example is SMSPortal; the CEO previously said he would have been “shocked” if the closing didn't go smoothly in November, and it did. The acquisition is now integrated and will boost both margins and the position in South Africa, one of the fastest-growing CPaaS markets globally. In addition, we know that several M&A processes have been in DD for some time, so the probability is high that at least one new transaction will close any moment now before Christmas. The bid for CM.com from Bird (which was rejected as too low) also shows that CPaaS companies are in play, and that the sector is undervalued. LINK now appears to be the strongest player in Europe. LINK has the best EBITDA margin. LINK grows most in high-margin segments. LINK has the best cash conversion. LINK has the highest predictability. In addition, RCS adoption (with iPhone from the beginning of 2026) is coming, which can provide a clear margin boost. The CEO has been clear about this in the Q3 presentation. With skilled management, new acquisitions, SMSPortal effect, RCS margin boost, and dividends from the 2025 financial year, I believe 2026 will be a repricing year for the stock, and it won't be long before we are back at IPO levels.·3 t sitten · MuokattuGood post Tankster. I hear that the margin picture at SMSPortal is somewhat undercommunicated, i.e., that they are better than what analysts assume, so we'll see if that holds true in Q1, as the acquisition is included for only 1 month in the Q4 figures.
- ·1 päivä sittenSverre Bjerkeli invites to a Christmas presentation of his Link analysis Invitation to presentation of Link Mobility analysis You are invited to the Hvaler Invest presentation of our Link Mobility analysis , led by Sverre Bjerkeli and David Bjerkeli. The presentation will be held Monday 15th of December at 15:00-16:00. Agenda for the presentation: 1. Presentation of our Link Mobilty analysis 2. Input from IT analyst Øystein Elton Lodgaard in ABG Sundal Collier 3. Q&A session Sign up: https://forms.office.com/pages/responsepage.aspx?id=jDk-93if9EW77RTz8rHV_vDgxykBQ7NBjZv_gi6wiqFUQkhXMTcyUDI5N1lYTkk1Q0ZIS1owVVJFNS4u&route=shorturl Q&A form: https://forms.office.com/Pages/ResponsePage.aspx?id=jDk-93if9EW77RTz8rHV_vDgxykBQ7NBjZv_gi6wiqFUNUhIU1BNVlY2RjhQR0pRNUFZQUk3NUFFTS4u
- ·1 päivä sittenAlso sharing a key hire from early November: We’re delighted to welcome Eirik Pedersen to LINK as our new Chief Operating Officer for Northern Europe. Eirik joins us with a strong background in leadership and operational excellence, and he’ll play a key role in shaping LINK’s growth and customer success across the region. His focus will be on strengthening collaboration across our Nordic markets and driving operational efficiency to support our ambitious plans for 2025 and beyond. https://www.linkmobility.com/news/welcome-eirik-our-new-coo-for-northern-europe
- ·1 päivä sittenLINK Mobility and Cambio extend collaboration on SMS services in COSMIC LINK Mobility and Cambio have extended their collaboration, enabling healthcare to use SMS functionality directly in COSMIC. Through this solution, healthcare personnel can easily send secure messages and reminders to patients, which contributes to smoother communication in the care process. Cambio is one of the Nordic region's leading providers of e-health solutions and offers an electronic health record system for regions and municipalities. By integrating SMS services from LINK Mobility into COSMIC, healthcare has an effective tool to reach patients in a simple and reliable way. https://www.linkmobility.com/sv/news/link-mobility-och-cambio-forlanger-samarbete-kring-sms-tjanster-i-cosmic
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
770
Myynti
Määrä
3 242
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 156 | - | - | ||
| 1 | - | - | ||
| 1 680 | - | - | ||
| 145 | - | - | ||
| 90 | - | - |
Ylin
31,75VWAP
Alin
31,1VaihtoMäärä
25,4 807 245
VWAP
Ylin
31,75Alin
31,1VaihtoMäärä
25,4 807 245
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 5.11. | |
| 2025 Q2 -tulosraportti | 20.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
35 päivää sitten1 t 5 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 5.11. | |
| 2025 Q2 -tulosraportti | 20.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sittenDo not underestimate Sverre Bjerkli, a fantastic man and analyst and former head of Protector forsikring. When Bjerkli takes on a company, he aims for a multi-fold increase in the share price; now he is focusing on Link Mobility Group Holding, he has seen the potential and opportunities ahead. Expect strong share price development going forward. I have actually had dinner with Sverre Bjerkli a few years ago, a fantastic man with a focus on "family" - "training" and analysis of companies.
- ·3 t sitten · MuokattuLINK continues to deliver solid and predictable figures, and after Q3 I believe it is quite clear that the company is now managed better than many of its competitors in the sector. Risk reward appears very good compared to many stocks out there, and the large players such as Sundt, Odin, DNB fond, Hvaler Invest, Folketrygden, etc. who have invested heavily in LINK understand this. The management is also a major competitive advantage. They communicate realistically, keep their promises, and deliver on guidance quarter after quarter. A good example is SMSPortal; the CEO previously said he would have been “shocked” if the closing didn't go smoothly in November, and it did. The acquisition is now integrated and will boost both margins and the position in South Africa, one of the fastest-growing CPaaS markets globally. In addition, we know that several M&A processes have been in DD for some time, so the probability is high that at least one new transaction will close any moment now before Christmas. The bid for CM.com from Bird (which was rejected as too low) also shows that CPaaS companies are in play, and that the sector is undervalued. LINK now appears to be the strongest player in Europe. LINK has the best EBITDA margin. LINK grows most in high-margin segments. LINK has the best cash conversion. LINK has the highest predictability. In addition, RCS adoption (with iPhone from the beginning of 2026) is coming, which can provide a clear margin boost. The CEO has been clear about this in the Q3 presentation. With skilled management, new acquisitions, SMSPortal effect, RCS margin boost, and dividends from the 2025 financial year, I believe 2026 will be a repricing year for the stock, and it won't be long before we are back at IPO levels.·3 t sitten · MuokattuGood post Tankster. I hear that the margin picture at SMSPortal is somewhat undercommunicated, i.e., that they are better than what analysts assume, so we'll see if that holds true in Q1, as the acquisition is included for only 1 month in the Q4 figures.
- ·1 päivä sittenSverre Bjerkeli invites to a Christmas presentation of his Link analysis Invitation to presentation of Link Mobility analysis You are invited to the Hvaler Invest presentation of our Link Mobility analysis , led by Sverre Bjerkeli and David Bjerkeli. The presentation will be held Monday 15th of December at 15:00-16:00. Agenda for the presentation: 1. Presentation of our Link Mobilty analysis 2. Input from IT analyst Øystein Elton Lodgaard in ABG Sundal Collier 3. Q&A session Sign up: https://forms.office.com/pages/responsepage.aspx?id=jDk-93if9EW77RTz8rHV_vDgxykBQ7NBjZv_gi6wiqFUQkhXMTcyUDI5N1lYTkk1Q0ZIS1owVVJFNS4u&route=shorturl Q&A form: https://forms.office.com/Pages/ResponsePage.aspx?id=jDk-93if9EW77RTz8rHV_vDgxykBQ7NBjZv_gi6wiqFUNUhIU1BNVlY2RjhQR0pRNUFZQUk3NUFFTS4u
- ·1 päivä sittenAlso sharing a key hire from early November: We’re delighted to welcome Eirik Pedersen to LINK as our new Chief Operating Officer for Northern Europe. Eirik joins us with a strong background in leadership and operational excellence, and he’ll play a key role in shaping LINK’s growth and customer success across the region. His focus will be on strengthening collaboration across our Nordic markets and driving operational efficiency to support our ambitious plans for 2025 and beyond. https://www.linkmobility.com/news/welcome-eirik-our-new-coo-for-northern-europe
- ·1 päivä sittenLINK Mobility and Cambio extend collaboration on SMS services in COSMIC LINK Mobility and Cambio have extended their collaboration, enabling healthcare to use SMS functionality directly in COSMIC. Through this solution, healthcare personnel can easily send secure messages and reminders to patients, which contributes to smoother communication in the care process. Cambio is one of the Nordic region's leading providers of e-health solutions and offers an electronic health record system for regions and municipalities. By integrating SMS services from LINK Mobility into COSMIC, healthcare has an effective tool to reach patients in a simple and reliable way. https://www.linkmobility.com/sv/news/link-mobility-och-cambio-forlanger-samarbete-kring-sms-tjanster-i-cosmic
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
770
Myynti
Määrä
3 242
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 156 | - | - | ||
| 1 | - | - | ||
| 1 680 | - | - | ||
| 145 | - | - | ||
| 90 | - | - |
Ylin
31,75VWAP
Alin
31,1VaihtoMäärä
25,4 807 245
VWAP
Ylin
31,75Alin
31,1VaihtoMäärä
25,4 807 245
Välittäjätilasto
Dataa ei löytynyt