2025 Q4 -tulosraportti
53 päivää sitten
‧1 t 0 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 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·8 t sittenTwilio is up over 3% pre market after an upgrade by Jefferies: Jefferies upgraded Twilio (TWLO) to Buy from Hold, raising its price target to $160 from $125. The upgrade is driven by confidence in Twilio's role in the "voice AI tech stack" and its ability to capitalize on AI-driven growth, which is expected to drive a higher valuation multiple. Now I don't know how far Link has come with implementing AI but I assume they are working on it.
·1 päivä sittenWhat do you think about the Link stock? A good stock to invest a bit in now? Just want to hear some opinions about this.
·1 päivä sitten · MuokattuSeveral analysts believe the stock may have some upside, some with price targets around 30–40 kr+ which is FAR above today's level.. The short sellers believe it can go the other way, but it's not certain they'll be right. If they miss, it could explode. I would still recommend you to read up a bit on the case; there's a lot on Nordnet/Finansaviser and especially the latest quarterly report. Personally, I am quite positive, and have LINK as one of my largest positions, along with Okea.
·3 päivää sittenGoldman 5.21 % in LINK and people still think this is a coincidence? The more I look at this, the more it reminds me of Kahoot before the bid. Goldman Sachs Asset Management assisted General Atlantic with others and took Kahoot private at 35 kroner, a ~53 % premium from ~23. Look at LINK now: 1. Goldman crosses 5 % for the first time ever ~94 % of the exposure via derivatives 2. GSAM is in the structure 3. Price ~22–23 kroner 4. A bid around 35 gives an almost identical premium as Kahoot And at the same time, this is happening: 1. ABRY cleans up, leaves the board and still holds a significant stake 2. Founder is completely out 3. The company buys back its own shares and says the price is too low 4. ABRY does not sell in the market These are not random data points. This is the same type of setup we have seen before in other cases. Yes, it could be trading. Yes, it could be a coincidence. But when you have: 1. an exit-ready major shareholder 2. a stock that is sharply down 3. a company in a consolidating sector 4. and Goldman building exposure via swaps ...then it starts to become difficult to dismiss. And if this is actually a structured process: Who are the natural buyers? Twilio Sinch Infobip PE / GSAM / GA All lack or want a stronger European footprint. This is not a “bull case”. This is an asymmetric setup where something can happen quickly if one piece falls into place. The question is not if something can happen. The question is if the market is completely unprepared if it does. I can be wrong. But this is starting to look very little like coincidence. Disclosure: Long LINK
·1 päivä sittenSo, what do you think, will there be a bid for the company during the summer?
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
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 Q4 -tulosraportti
53 päivää sitten
‧1 t 0 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenTwilio is up over 3% pre market after an upgrade by Jefferies: Jefferies upgraded Twilio (TWLO) to Buy from Hold, raising its price target to $160 from $125. The upgrade is driven by confidence in Twilio's role in the "voice AI tech stack" and its ability to capitalize on AI-driven growth, which is expected to drive a higher valuation multiple. Now I don't know how far Link has come with implementing AI but I assume they are working on it.
- ·1 päivä sittenWhat do you think about the Link stock? A good stock to invest a bit in now? Just want to hear some opinions about this.·1 päivä sitten · MuokattuSeveral analysts believe the stock may have some upside, some with price targets around 30–40 kr+ which is FAR above today's level.. The short sellers believe it can go the other way, but it's not certain they'll be right. If they miss, it could explode. I would still recommend you to read up a bit on the case; there's a lot on Nordnet/Finansaviser and especially the latest quarterly report. Personally, I am quite positive, and have LINK as one of my largest positions, along with Okea.
- ·3 päivää sittenGoldman 5.21 % in LINK and people still think this is a coincidence? The more I look at this, the more it reminds me of Kahoot before the bid. Goldman Sachs Asset Management assisted General Atlantic with others and took Kahoot private at 35 kroner, a ~53 % premium from ~23. Look at LINK now: 1. Goldman crosses 5 % for the first time ever ~94 % of the exposure via derivatives 2. GSAM is in the structure 3. Price ~22–23 kroner 4. A bid around 35 gives an almost identical premium as Kahoot And at the same time, this is happening: 1. ABRY cleans up, leaves the board and still holds a significant stake 2. Founder is completely out 3. The company buys back its own shares and says the price is too low 4. ABRY does not sell in the market These are not random data points. This is the same type of setup we have seen before in other cases. Yes, it could be trading. Yes, it could be a coincidence. But when you have: 1. an exit-ready major shareholder 2. a stock that is sharply down 3. a company in a consolidating sector 4. and Goldman building exposure via swaps ...then it starts to become difficult to dismiss. And if this is actually a structured process: Who are the natural buyers? Twilio Sinch Infobip PE / GSAM / GA All lack or want a stronger European footprint. This is not a “bull case”. This is an asymmetric setup where something can happen quickly if one piece falls into place. The question is not if something can happen. The question is if the market is completely unprepared if it does. I can be wrong. But this is starting to look very little like coincidence. Disclosure: Long LINK·1 päivä sittenSo, what do you think, will there be a bid for the company during the summer?
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
53 päivää sitten
‧1 t 0 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 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenTwilio is up over 3% pre market after an upgrade by Jefferies: Jefferies upgraded Twilio (TWLO) to Buy from Hold, raising its price target to $160 from $125. The upgrade is driven by confidence in Twilio's role in the "voice AI tech stack" and its ability to capitalize on AI-driven growth, which is expected to drive a higher valuation multiple. Now I don't know how far Link has come with implementing AI but I assume they are working on it.
- ·1 päivä sittenWhat do you think about the Link stock? A good stock to invest a bit in now? Just want to hear some opinions about this.·1 päivä sitten · MuokattuSeveral analysts believe the stock may have some upside, some with price targets around 30–40 kr+ which is FAR above today's level.. The short sellers believe it can go the other way, but it's not certain they'll be right. If they miss, it could explode. I would still recommend you to read up a bit on the case; there's a lot on Nordnet/Finansaviser and especially the latest quarterly report. Personally, I am quite positive, and have LINK as one of my largest positions, along with Okea.
- ·3 päivää sittenGoldman 5.21 % in LINK and people still think this is a coincidence? The more I look at this, the more it reminds me of Kahoot before the bid. Goldman Sachs Asset Management assisted General Atlantic with others and took Kahoot private at 35 kroner, a ~53 % premium from ~23. Look at LINK now: 1. Goldman crosses 5 % for the first time ever ~94 % of the exposure via derivatives 2. GSAM is in the structure 3. Price ~22–23 kroner 4. A bid around 35 gives an almost identical premium as Kahoot And at the same time, this is happening: 1. ABRY cleans up, leaves the board and still holds a significant stake 2. Founder is completely out 3. The company buys back its own shares and says the price is too low 4. ABRY does not sell in the market These are not random data points. This is the same type of setup we have seen before in other cases. Yes, it could be trading. Yes, it could be a coincidence. But when you have: 1. an exit-ready major shareholder 2. a stock that is sharply down 3. a company in a consolidating sector 4. and Goldman building exposure via swaps ...then it starts to become difficult to dismiss. And if this is actually a structured process: Who are the natural buyers? Twilio Sinch Infobip PE / GSAM / GA All lack or want a stronger European footprint. This is not a “bull case”. This is an asymmetric setup where something can happen quickly if one piece falls into place. The question is not if something can happen. The question is if the market is completely unprepared if it does. I can be wrong. But this is starting to look very little like coincidence. Disclosure: Long LINK·1 päivä sittenSo, what do you think, will there be a bid for the company during the summer?
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt