2026 Q1 -tulosraportti
UUTTA
3 päivää sitten
‧46 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenWhat we know for sure is this: ABRY is completely out. The largest structural seller in LINK is gone. At the same time, the company has bought back and proposed the cancellation of over 21 million shares, which reduces the number of outstanding shares and tightens the free float. The overhang that has characterized the share for a long time has in practice been removed. What we don't know is how much of the short position has actually been covered in the ABRY process. We know that 40.5 million shares were sold, and that the total short before this was probably 50–60+ million. But we don't know how much was covered versus carried over to new investors. It is unlikely that the entire short position has been covered, but it is probable that some has been done – we just don't know how much. An important addition is that we have not seen new 5% flagging notifications, which suggests that the position is broadly distributed and not concentrated with one large new owner. At the same time, the short base largely consists of systematic and quantitative funds, which are more flow- and model-driven than “ideological” shorts. An extra important point: the absence of a clear “bookbuilding notice” this time may have meant that parts of the market received less advance warning than with previous ABRY sales. This could mean that some shorts did not manage to adjust their positions optimally before the overhang disappeared, which increases the uncertainty of how much of the short position was actually reduced in the transaction itself. Today, many of these players are probably facing an unpleasant realization: the expected, gradual ABRY seller is gone, and they don't know how large a part of the short position has already been covered by others. This means that the position must be assessed in a market with less visible liquidity and more fragmented ownership. The overall picture is therefore not that something must happen, but that the structure has changed rapidly: from a clear seller + high short + good liquidity, to no seller + unknown short reduction + more fragmented and potentially tighter float – where the short side can still be “crowded”, i.e., many systematic players on the same side without the same liquidity premise as before. Before the sale, the short position was large, but against a known and steady seller. Now it is still potentially large, but against a market where the seller side is far more unpredictable and fragmented. The probability of a short squeeze has increased with the sale.
·11 t sittenIt has probably been known for a long time that ABRY will sell its stake. For those who owned the shares in Link, what a fund within the ABRY system. And according to the fund's mandate, this shall be dissolved by 31/12/2026. But remember, this fund has had a gain of somewhere between 2-3 billion kroner. So this has been the success investment for the fund.
·13 t sittenI'm rambling this down in a thread, but felt it deserved its own. Is there a possibility that the short in LINK has been as high as it has been, PRECISELY because everyone has known ABRY is going to sell out completely, so it all was just a gamble on a price difference, à la a Yen carry trade, more than distrust in the underlying values? That one assumed that such a large number of shares would automatically give a price discount, so one went short hoping to get them back cheaper?
·15 t sittenI have studied the market situation and the financial muscles of competitors, as well as the short situation, a bit closer. I won't be very surprised if one or more stock exchange announcements come before opening tomorrow. If they come, it will be positive. The right timing is now.
·16 t sittenThese days it's approx 3 months since Link bottomed out after the profit warning. At that time, the short interest in the stock was around 7% (>0.5) while it is now almost double. The price was approx 20.5 while it is now 27.7. So the short interest has almost doubled in the same period as the stock has risen 30-40%. This also means that at least half of the short positions have been established along the graph shown in the picture. That looks like a pretty bad business idea?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
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.
2026 Q1 -tulosraportti
UUTTA
3 päivää sitten
‧46 min
Uutiset
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenWhat we know for sure is this: ABRY is completely out. The largest structural seller in LINK is gone. At the same time, the company has bought back and proposed the cancellation of over 21 million shares, which reduces the number of outstanding shares and tightens the free float. The overhang that has characterized the share for a long time has in practice been removed. What we don't know is how much of the short position has actually been covered in the ABRY process. We know that 40.5 million shares were sold, and that the total short before this was probably 50–60+ million. But we don't know how much was covered versus carried over to new investors. It is unlikely that the entire short position has been covered, but it is probable that some has been done – we just don't know how much. An important addition is that we have not seen new 5% flagging notifications, which suggests that the position is broadly distributed and not concentrated with one large new owner. At the same time, the short base largely consists of systematic and quantitative funds, which are more flow- and model-driven than “ideological” shorts. An extra important point: the absence of a clear “bookbuilding notice” this time may have meant that parts of the market received less advance warning than with previous ABRY sales. This could mean that some shorts did not manage to adjust their positions optimally before the overhang disappeared, which increases the uncertainty of how much of the short position was actually reduced in the transaction itself. Today, many of these players are probably facing an unpleasant realization: the expected, gradual ABRY seller is gone, and they don't know how large a part of the short position has already been covered by others. This means that the position must be assessed in a market with less visible liquidity and more fragmented ownership. The overall picture is therefore not that something must happen, but that the structure has changed rapidly: from a clear seller + high short + good liquidity, to no seller + unknown short reduction + more fragmented and potentially tighter float – where the short side can still be “crowded”, i.e., many systematic players on the same side without the same liquidity premise as before. Before the sale, the short position was large, but against a known and steady seller. Now it is still potentially large, but against a market where the seller side is far more unpredictable and fragmented. The probability of a short squeeze has increased with the sale.
- ·11 t sittenIt has probably been known for a long time that ABRY will sell its stake. For those who owned the shares in Link, what a fund within the ABRY system. And according to the fund's mandate, this shall be dissolved by 31/12/2026. But remember, this fund has had a gain of somewhere between 2-3 billion kroner. So this has been the success investment for the fund.
- ·13 t sittenI'm rambling this down in a thread, but felt it deserved its own. Is there a possibility that the short in LINK has been as high as it has been, PRECISELY because everyone has known ABRY is going to sell out completely, so it all was just a gamble on a price difference, à la a Yen carry trade, more than distrust in the underlying values? That one assumed that such a large number of shares would automatically give a price discount, so one went short hoping to get them back cheaper?
- ·15 t sittenI have studied the market situation and the financial muscles of competitors, as well as the short situation, a bit closer. I won't be very surprised if one or more stock exchange announcements come before opening tomorrow. If they come, it will be positive. The right timing is now.
- ·16 t sittenThese days it's approx 3 months since Link bottomed out after the profit warning. At that time, the short interest in the stock was around 7% (>0.5) while it is now almost double. The price was approx 20.5 while it is now 27.7. So the short interest has almost doubled in the same period as the stock has risen 30-40%. This also means that at least half of the short positions have been established along the graph shown in the picture. That looks like a pretty bad business idea?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
2026 Q1 -tulosraportti
UUTTA
3 päivää sitten
‧46 min
Uutiset
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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenWhat we know for sure is this: ABRY is completely out. The largest structural seller in LINK is gone. At the same time, the company has bought back and proposed the cancellation of over 21 million shares, which reduces the number of outstanding shares and tightens the free float. The overhang that has characterized the share for a long time has in practice been removed. What we don't know is how much of the short position has actually been covered in the ABRY process. We know that 40.5 million shares were sold, and that the total short before this was probably 50–60+ million. But we don't know how much was covered versus carried over to new investors. It is unlikely that the entire short position has been covered, but it is probable that some has been done – we just don't know how much. An important addition is that we have not seen new 5% flagging notifications, which suggests that the position is broadly distributed and not concentrated with one large new owner. At the same time, the short base largely consists of systematic and quantitative funds, which are more flow- and model-driven than “ideological” shorts. An extra important point: the absence of a clear “bookbuilding notice” this time may have meant that parts of the market received less advance warning than with previous ABRY sales. This could mean that some shorts did not manage to adjust their positions optimally before the overhang disappeared, which increases the uncertainty of how much of the short position was actually reduced in the transaction itself. Today, many of these players are probably facing an unpleasant realization: the expected, gradual ABRY seller is gone, and they don't know how large a part of the short position has already been covered by others. This means that the position must be assessed in a market with less visible liquidity and more fragmented ownership. The overall picture is therefore not that something must happen, but that the structure has changed rapidly: from a clear seller + high short + good liquidity, to no seller + unknown short reduction + more fragmented and potentially tighter float – where the short side can still be “crowded”, i.e., many systematic players on the same side without the same liquidity premise as before. Before the sale, the short position was large, but against a known and steady seller. Now it is still potentially large, but against a market where the seller side is far more unpredictable and fragmented. The probability of a short squeeze has increased with the sale.
- ·11 t sittenIt has probably been known for a long time that ABRY will sell its stake. For those who owned the shares in Link, what a fund within the ABRY system. And according to the fund's mandate, this shall be dissolved by 31/12/2026. But remember, this fund has had a gain of somewhere between 2-3 billion kroner. So this has been the success investment for the fund.
- ·13 t sittenI'm rambling this down in a thread, but felt it deserved its own. Is there a possibility that the short in LINK has been as high as it has been, PRECISELY because everyone has known ABRY is going to sell out completely, so it all was just a gamble on a price difference, à la a Yen carry trade, more than distrust in the underlying values? That one assumed that such a large number of shares would automatically give a price discount, so one went short hoping to get them back cheaper?
- ·15 t sittenI have studied the market situation and the financial muscles of competitors, as well as the short situation, a bit closer. I won't be very surprised if one or more stock exchange announcements come before opening tomorrow. If they come, it will be positive. The right timing is now.
- ·16 t sittenThese days it's approx 3 months since Link bottomed out after the profit warning. At that time, the short interest in the stock was around 7% (>0.5) while it is now almost double. The price was approx 20.5 while it is now 27.7. So the short interest has almost doubled in the same period as the stock has risen 30-40%. This also means that at least half of the short positions have been established along the graph shown in the picture. That looks like a pretty bad business idea?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt