2025 Q4 -tulosraportti
63 päivää sitten
‧1 t 0 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 335 | - | - | ||
| 4 614 | - | - | ||
| 1 890 | - | - | ||
| 3 103 | - | - |
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
- ·36 min sittenStill good sentiment across the pond with the technology index leading with an all-time-high! Will be another good day for «tech» on the Oslo Stock Exchange. https://www.finansavisen.no/finans/2026/04/16/8344524/vapenhvile-sendte-wall-street-opp-nasdaqs-seiersrekke-fortsatte Ceasefire sent Wall Street up: Nasdaq's winning streak continued. Wall Street turned up after new signals about a ceasefire in the Middle East, while Nasdaq and S&P 500 extended their winning streak. The broad S&P 500 index closed up 0.3 percent to a fresh record high of 7,041.11. The technology index Nasdaq rose 0.4 percent to a new all-time-high of 24,102.70, while the industrially heavy Dow Jones ended up 0.2 percent at 48,578.54. Israel's Prime Minister Netanyahu confirmed the ceasefire agreement, but stated that Israel would not withdraw its forces from Southern Lebanon. Trump said Thursday that the next meeting between the US and Iran could take place this weekend, and that he does not believe the ceasefire needs to be extended. The ten-year US Treasury bond yield is at 4.31 percent while the VIX index, also called the fear index, fell 2 percent to 17.8. According to CNBC, John Williams at the New York Fed expresses concern about the Iran war's impact on the US economy, and says that it has already shown signs of price increases and decelerating growth.
- ·9 t sittenUnder "About the company" it says that the stock cannot be shorted?·7 t sittenIf I have understood correctly, it means that Nordnet does not lend out shares for shorting. You can opt out of this in your account settings (don't know if it only applies to zero accounts) if you wish to for shares where Nordnet can lend out the shares. For Link, it therefore means that all who hold shares through Nordnet cannot be shorted, while Folketrygdfondet, for example, gladly lends out for shorting. Understandable? Correct me if I'm wrong….
- ·13 t sittenI thought I would try to raise the level of discussion in here. I probably shouldn't really undermine the buyback program as a long-term shareholder, but if I had believed that one could influence the market by writing here, I wouldn't have done it. I see some are annoyed by a new price target from dnb, see what hvaler invest thinks about their last price target and the comparison with crayon. Also 20 years ago on hegnar forum these were called anal-ysts for a reason Despite a reminder to the market about the low price target, the share price is rising. The headline is the most important thing. Also keep in mind that everything negative is positive for the buyback program, because for the same number of kr they can buy and cancel more shares which will ultimately impact EPS. tankster's considerations about an acquisition are super exciting, even though I share the opinion of another here that GS' activity is part of the short-selling ecosystem. So, speculations about an acquisition are just a small plus compared to everything else that is happening "behind the scenes" that we actually know for sure: Link has either the 1st or 2nd place among Europe's most shorted stocks. If the Financial Supervisory Authority's official register shows approx 13% we can assume 20% short to make it simple. 61.180.193 shares. Folketrygdfondet owns 22.527205m shares and is listed with 3.92m in the last shareholder list, they have lent out 18.6m shares. If one takes a look at the shareholder list on the company's website, one sees that the composition here, what is a so-called "nominee account", and what is not, indicates that only ABRY with the nominee-account at CITI can lend out large parts of the remainder. Perhaps 2-5m could come from others. Retail is irrelevant. One does not see loans hidden behind nominee accounts, but Norwegian companies, funds, Folketrygdfondet, it looks at first glance as if they have sold if they lend out. They do not. Facilitation for shorting is almost exhausted, perhaps that's why GS appeared. AGM is approaching. There is something called record date. Do you know folkefiendefondet's policy regarding voting at the AGM? It's on their website. What about ABRY as the largest shareholder, they might also want to vote? In Norway, shares must be in vps to be able to vote, the borrower cannot vote, but the lender cannot vote either unless the shares are recalled. So when Link announces the completion of an extremely well-timed buyback program and sentimentflaks++ and the cancellation and associated EPS growth of 7-8% for shareholders is to be voted on, is it likely that both ABRY and FTF will vote to secure their interests? Up to 60m shares are to be recalled from a float that has been scraped by the buyback program. Take a look at the average volume and days to cover. Before this, the annual report comes first, and if I were the company and still had shares to buy, I would have continued with the vague tough comparables talk. After this comes Q1. Then it's the same whether there is organic growth or not, even though ridiculously enough there's a chance to turn this around also regarding Iran and enterprise messaging (airline comm.), as well as natural quarterly fluctuations in global messaging (meta, ms, 2fa auth.). But whatever: Take a look at the Financial Supervisory Authority short, quant and hedge funds. These have systems that read the official (IFRS) figures from bloomberg etc. and put them directly into their models for calculating YoY growth compared to the previous quarter. That's how it works, they have of course automated data extraction long ago. Then take a look at what the company calls "pro-forma"-figures on page 4 of the Q4 report which includes 3 months of smsportal. This is pdf, difficult to read reliable for automated systems, in that case human intervention and control is needed, which someone does of course. But the basis are the official IFRS figures that are automatically retrieved. Take the pro-forma figures as a good estimate for Q1. It is seasonally historically lower, but quarterly fluctuations and some growth can compensate. This fits well with the consensus among analysts if one looks at yahoo finance etc. From page 4, Link Mobility Q4 print: Proforma financials (mNOK) Q4 '25 Revenue 2.193 Gross profit 517 Adj.EBITDA 265 Then the figures from Q1 '25: Revenue 1.651 Gross profit 409 Adj.EBITDA 198 YoY growth: Revenue 32.83% Gross profit 26.41% Adj.EBITDA 33.84% These are the official IFRS figures. The ones that are automatically retrieved and put into the models of quant and hedge funds before their analysts wake up. We will of course return to the trend that started in autumn 2022.·8 t sittenVery interesting post and good arguments. What I immediately think is that the shorters are not "stupid", even if it were just algorithms, or perhaps especially if they are algorithms. If they didn't account for such things, they wouldn't be very good algorithms. So what is their assumption? Or is the short a hedge for something else.
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
63 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
- ·36 min sittenStill good sentiment across the pond with the technology index leading with an all-time-high! Will be another good day for «tech» on the Oslo Stock Exchange. https://www.finansavisen.no/finans/2026/04/16/8344524/vapenhvile-sendte-wall-street-opp-nasdaqs-seiersrekke-fortsatte Ceasefire sent Wall Street up: Nasdaq's winning streak continued. Wall Street turned up after new signals about a ceasefire in the Middle East, while Nasdaq and S&P 500 extended their winning streak. The broad S&P 500 index closed up 0.3 percent to a fresh record high of 7,041.11. The technology index Nasdaq rose 0.4 percent to a new all-time-high of 24,102.70, while the industrially heavy Dow Jones ended up 0.2 percent at 48,578.54. Israel's Prime Minister Netanyahu confirmed the ceasefire agreement, but stated that Israel would not withdraw its forces from Southern Lebanon. Trump said Thursday that the next meeting between the US and Iran could take place this weekend, and that he does not believe the ceasefire needs to be extended. The ten-year US Treasury bond yield is at 4.31 percent while the VIX index, also called the fear index, fell 2 percent to 17.8. According to CNBC, John Williams at the New York Fed expresses concern about the Iran war's impact on the US economy, and says that it has already shown signs of price increases and decelerating growth.
- ·9 t sittenUnder "About the company" it says that the stock cannot be shorted?·7 t sittenIf I have understood correctly, it means that Nordnet does not lend out shares for shorting. You can opt out of this in your account settings (don't know if it only applies to zero accounts) if you wish to for shares where Nordnet can lend out the shares. For Link, it therefore means that all who hold shares through Nordnet cannot be shorted, while Folketrygdfondet, for example, gladly lends out for shorting. Understandable? Correct me if I'm wrong….
- ·13 t sittenI thought I would try to raise the level of discussion in here. I probably shouldn't really undermine the buyback program as a long-term shareholder, but if I had believed that one could influence the market by writing here, I wouldn't have done it. I see some are annoyed by a new price target from dnb, see what hvaler invest thinks about their last price target and the comparison with crayon. Also 20 years ago on hegnar forum these were called anal-ysts for a reason Despite a reminder to the market about the low price target, the share price is rising. The headline is the most important thing. Also keep in mind that everything negative is positive for the buyback program, because for the same number of kr they can buy and cancel more shares which will ultimately impact EPS. tankster's considerations about an acquisition are super exciting, even though I share the opinion of another here that GS' activity is part of the short-selling ecosystem. So, speculations about an acquisition are just a small plus compared to everything else that is happening "behind the scenes" that we actually know for sure: Link has either the 1st or 2nd place among Europe's most shorted stocks. If the Financial Supervisory Authority's official register shows approx 13% we can assume 20% short to make it simple. 61.180.193 shares. Folketrygdfondet owns 22.527205m shares and is listed with 3.92m in the last shareholder list, they have lent out 18.6m shares. If one takes a look at the shareholder list on the company's website, one sees that the composition here, what is a so-called "nominee account", and what is not, indicates that only ABRY with the nominee-account at CITI can lend out large parts of the remainder. Perhaps 2-5m could come from others. Retail is irrelevant. One does not see loans hidden behind nominee accounts, but Norwegian companies, funds, Folketrygdfondet, it looks at first glance as if they have sold if they lend out. They do not. Facilitation for shorting is almost exhausted, perhaps that's why GS appeared. AGM is approaching. There is something called record date. Do you know folkefiendefondet's policy regarding voting at the AGM? It's on their website. What about ABRY as the largest shareholder, they might also want to vote? In Norway, shares must be in vps to be able to vote, the borrower cannot vote, but the lender cannot vote either unless the shares are recalled. So when Link announces the completion of an extremely well-timed buyback program and sentimentflaks++ and the cancellation and associated EPS growth of 7-8% for shareholders is to be voted on, is it likely that both ABRY and FTF will vote to secure their interests? Up to 60m shares are to be recalled from a float that has been scraped by the buyback program. Take a look at the average volume and days to cover. Before this, the annual report comes first, and if I were the company and still had shares to buy, I would have continued with the vague tough comparables talk. After this comes Q1. Then it's the same whether there is organic growth or not, even though ridiculously enough there's a chance to turn this around also regarding Iran and enterprise messaging (airline comm.), as well as natural quarterly fluctuations in global messaging (meta, ms, 2fa auth.). But whatever: Take a look at the Financial Supervisory Authority short, quant and hedge funds. These have systems that read the official (IFRS) figures from bloomberg etc. and put them directly into their models for calculating YoY growth compared to the previous quarter. That's how it works, they have of course automated data extraction long ago. Then take a look at what the company calls "pro-forma"-figures on page 4 of the Q4 report which includes 3 months of smsportal. This is pdf, difficult to read reliable for automated systems, in that case human intervention and control is needed, which someone does of course. But the basis are the official IFRS figures that are automatically retrieved. Take the pro-forma figures as a good estimate for Q1. It is seasonally historically lower, but quarterly fluctuations and some growth can compensate. This fits well with the consensus among analysts if one looks at yahoo finance etc. From page 4, Link Mobility Q4 print: Proforma financials (mNOK) Q4 '25 Revenue 2.193 Gross profit 517 Adj.EBITDA 265 Then the figures from Q1 '25: Revenue 1.651 Gross profit 409 Adj.EBITDA 198 YoY growth: Revenue 32.83% Gross profit 26.41% Adj.EBITDA 33.84% These are the official IFRS figures. The ones that are automatically retrieved and put into the models of quant and hedge funds before their analysts wake up. We will of course return to the trend that started in autumn 2022.·8 t sittenVery interesting post and good arguments. What I immediately think is that the shorters are not "stupid", even if it were just algorithms, or perhaps especially if they are algorithms. If they didn't account for such things, they wouldn't be very good algorithms. So what is their assumption? Or is the short a hedge for something else.
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 |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 335 | - | - | ||
| 4 614 | - | - | ||
| 1 890 | - | - | ||
| 3 103 | - | - |
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
63 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
- ·36 min sittenStill good sentiment across the pond with the technology index leading with an all-time-high! Will be another good day for «tech» on the Oslo Stock Exchange. https://www.finansavisen.no/finans/2026/04/16/8344524/vapenhvile-sendte-wall-street-opp-nasdaqs-seiersrekke-fortsatte Ceasefire sent Wall Street up: Nasdaq's winning streak continued. Wall Street turned up after new signals about a ceasefire in the Middle East, while Nasdaq and S&P 500 extended their winning streak. The broad S&P 500 index closed up 0.3 percent to a fresh record high of 7,041.11. The technology index Nasdaq rose 0.4 percent to a new all-time-high of 24,102.70, while the industrially heavy Dow Jones ended up 0.2 percent at 48,578.54. Israel's Prime Minister Netanyahu confirmed the ceasefire agreement, but stated that Israel would not withdraw its forces from Southern Lebanon. Trump said Thursday that the next meeting between the US and Iran could take place this weekend, and that he does not believe the ceasefire needs to be extended. The ten-year US Treasury bond yield is at 4.31 percent while the VIX index, also called the fear index, fell 2 percent to 17.8. According to CNBC, John Williams at the New York Fed expresses concern about the Iran war's impact on the US economy, and says that it has already shown signs of price increases and decelerating growth.
- ·9 t sittenUnder "About the company" it says that the stock cannot be shorted?·7 t sittenIf I have understood correctly, it means that Nordnet does not lend out shares for shorting. You can opt out of this in your account settings (don't know if it only applies to zero accounts) if you wish to for shares where Nordnet can lend out the shares. For Link, it therefore means that all who hold shares through Nordnet cannot be shorted, while Folketrygdfondet, for example, gladly lends out for shorting. Understandable? Correct me if I'm wrong….
- ·13 t sittenI thought I would try to raise the level of discussion in here. I probably shouldn't really undermine the buyback program as a long-term shareholder, but if I had believed that one could influence the market by writing here, I wouldn't have done it. I see some are annoyed by a new price target from dnb, see what hvaler invest thinks about their last price target and the comparison with crayon. Also 20 years ago on hegnar forum these were called anal-ysts for a reason Despite a reminder to the market about the low price target, the share price is rising. The headline is the most important thing. Also keep in mind that everything negative is positive for the buyback program, because for the same number of kr they can buy and cancel more shares which will ultimately impact EPS. tankster's considerations about an acquisition are super exciting, even though I share the opinion of another here that GS' activity is part of the short-selling ecosystem. So, speculations about an acquisition are just a small plus compared to everything else that is happening "behind the scenes" that we actually know for sure: Link has either the 1st or 2nd place among Europe's most shorted stocks. If the Financial Supervisory Authority's official register shows approx 13% we can assume 20% short to make it simple. 61.180.193 shares. Folketrygdfondet owns 22.527205m shares and is listed with 3.92m in the last shareholder list, they have lent out 18.6m shares. If one takes a look at the shareholder list on the company's website, one sees that the composition here, what is a so-called "nominee account", and what is not, indicates that only ABRY with the nominee-account at CITI can lend out large parts of the remainder. Perhaps 2-5m could come from others. Retail is irrelevant. One does not see loans hidden behind nominee accounts, but Norwegian companies, funds, Folketrygdfondet, it looks at first glance as if they have sold if they lend out. They do not. Facilitation for shorting is almost exhausted, perhaps that's why GS appeared. AGM is approaching. There is something called record date. Do you know folkefiendefondet's policy regarding voting at the AGM? It's on their website. What about ABRY as the largest shareholder, they might also want to vote? In Norway, shares must be in vps to be able to vote, the borrower cannot vote, but the lender cannot vote either unless the shares are recalled. So when Link announces the completion of an extremely well-timed buyback program and sentimentflaks++ and the cancellation and associated EPS growth of 7-8% for shareholders is to be voted on, is it likely that both ABRY and FTF will vote to secure their interests? Up to 60m shares are to be recalled from a float that has been scraped by the buyback program. Take a look at the average volume and days to cover. Before this, the annual report comes first, and if I were the company and still had shares to buy, I would have continued with the vague tough comparables talk. After this comes Q1. Then it's the same whether there is organic growth or not, even though ridiculously enough there's a chance to turn this around also regarding Iran and enterprise messaging (airline comm.), as well as natural quarterly fluctuations in global messaging (meta, ms, 2fa auth.). But whatever: Take a look at the Financial Supervisory Authority short, quant and hedge funds. These have systems that read the official (IFRS) figures from bloomberg etc. and put them directly into their models for calculating YoY growth compared to the previous quarter. That's how it works, they have of course automated data extraction long ago. Then take a look at what the company calls "pro-forma"-figures on page 4 of the Q4 report which includes 3 months of smsportal. This is pdf, difficult to read reliable for automated systems, in that case human intervention and control is needed, which someone does of course. But the basis are the official IFRS figures that are automatically retrieved. Take the pro-forma figures as a good estimate for Q1. It is seasonally historically lower, but quarterly fluctuations and some growth can compensate. This fits well with the consensus among analysts if one looks at yahoo finance etc. From page 4, Link Mobility Q4 print: Proforma financials (mNOK) Q4 '25 Revenue 2.193 Gross profit 517 Adj.EBITDA 265 Then the figures from Q1 '25: Revenue 1.651 Gross profit 409 Adj.EBITDA 198 YoY growth: Revenue 32.83% Gross profit 26.41% Adj.EBITDA 33.84% These are the official IFRS figures. The ones that are automatically retrieved and put into the models of quant and hedge funds before their analysts wake up. We will of course return to the trend that started in autumn 2022.·8 t sittenVery interesting post and good arguments. What I immediately think is that the shorters are not "stupid", even if it were just algorithms, or perhaps especially if they are algorithms. If they didn't account for such things, they wouldn't be very good algorithms. So what is their assumption? Or is the short a hedge for something else.
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 |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 335 | - | - | ||
| 4 614 | - | - | ||
| 1 890 | - | - | ||
| 3 103 | - | - |
Välittäjätilasto
Dataa ei löytynyt






