2026 Q2 - tulosraportti
56 päivää sitten
‧56 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 65 | - | - | ||
| 159 | - | - | ||
| 352 | - | - | ||
| 31 | - | - | ||
| 73 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
ODIN Norge C EUR
3,48%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 20.8.2025 |
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
·8 t sittenIt is quite unbelievable that a board of directors must be motivated to contribute to growth, this underpins a poor attitude towards board work and strategy for the company. Furthermore, it says something about the board's composition and internal challenges within the board.
·18 t sittenEnig med Bjerkeli, ingen tydelig why og slik det foreligger nå stemmer jeg også nei. «NO to spending NOK 5m on board members as “AI consultants” LINK Mobility will hold an extraordinary general meeting on October 19th. The Nomination Committee proposes to grant options to the board members in a new “strategy group”, which is to work on an agenda related to AI, products and technology. The chair of the group would receive 150,000 options and each member 75,000. Hvaler Invest will vote against. Our reasons are as follows: Options measure the wrong thing. The share price is affected by the market, by the results management delivers and by many other factors that the strategy group does not control. We believe LINK is currently priced below its underlying value. That means the options have significant upside before the group has done anything at all. The result is payment for share price appreciation, not for work performed. If our target price is reached, the company and we as shareholders will have given away approximately NOK 5m to this group through the options. In our view, this is a rather idiotic way of compensating ordinary board work. We do not see the need. We have confidence in Thomas Berge and the management team, and they are delivering. In Q2, organic gross profit returned to growth, and things are moving in the right direction after a couple of rough quarters. AI is an important topic, but it does not turn every industry upside down. For LINK, it is by no means obvious that major changes are needed beyond efficiency improvements, and management has already started that work. Strategy is management’s responsibility. The board is of course responsible for the company’s strategy, but we believe the CEO and management should drive the strategy work. Thomas has 20+ years of industry experience and has served as both CEO and CFO of LINK for a long time. The board should challenge, decide on and anchor the strategy. Reversing that order risks a strategy that is detached from operations. This could lead to a plan that is put in a drawer and never used (best case), or to a strategy that does not work in practice and an attempt to implement it that takes time and focus away from key resources in the company (worst case). In addition, this board of seven is entirely new to the company. That increases the risk of a poor process and a poor outcome. Our alternative: If additional capacity is needed from the board, a strategy committee with a fixed fee should be established, in line with the audit and remuneration committees. Board members who want “skin in the game” should buy shares. We recommend our own analysis of the company if you are wondering whether there is more upside 😊 Hvaler Invest owns approximately 6 million shares in LINK and is a long-term shareholder. We encourage other shareholders to vote against the proposal before the deadline. Best regards, David and Sverre”
The central question is: Why can't management take responsibility for developing a strategy, which after all is normal in other companies?
1 päivä sittenJulkaisu on poistettu.
If Q3 is not "fantastic" I am afraid we will stay at this level for a while.
·9.10.It is getting closer to Q3 which is presented on November 4 What do you think we can expect of the share price then? Are we seeing the 30s again?
Following the surprising customer losses, Link has now delivered two good quarters without negative surprises. If we get a third, I expect we will start to catch up on the loss against peers that have performed very well this year after an AI rebound.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
56 päivää sitten
‧56 min
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
- ·8 t sittenIt is quite unbelievable that a board of directors must be motivated to contribute to growth, this underpins a poor attitude towards board work and strategy for the company. Furthermore, it says something about the board's composition and internal challenges within the board.
- ·18 t sittenEnig med Bjerkeli, ingen tydelig why og slik det foreligger nå stemmer jeg også nei. «NO to spending NOK 5m on board members as “AI consultants” LINK Mobility will hold an extraordinary general meeting on October 19th. The Nomination Committee proposes to grant options to the board members in a new “strategy group”, which is to work on an agenda related to AI, products and technology. The chair of the group would receive 150,000 options and each member 75,000. Hvaler Invest will vote against. Our reasons are as follows: Options measure the wrong thing. The share price is affected by the market, by the results management delivers and by many other factors that the strategy group does not control. We believe LINK is currently priced below its underlying value. That means the options have significant upside before the group has done anything at all. The result is payment for share price appreciation, not for work performed. If our target price is reached, the company and we as shareholders will have given away approximately NOK 5m to this group through the options. In our view, this is a rather idiotic way of compensating ordinary board work. We do not see the need. We have confidence in Thomas Berge and the management team, and they are delivering. In Q2, organic gross profit returned to growth, and things are moving in the right direction after a couple of rough quarters. AI is an important topic, but it does not turn every industry upside down. For LINK, it is by no means obvious that major changes are needed beyond efficiency improvements, and management has already started that work. Strategy is management’s responsibility. The board is of course responsible for the company’s strategy, but we believe the CEO and management should drive the strategy work. Thomas has 20+ years of industry experience and has served as both CEO and CFO of LINK for a long time. The board should challenge, decide on and anchor the strategy. Reversing that order risks a strategy that is detached from operations. This could lead to a plan that is put in a drawer and never used (best case), or to a strategy that does not work in practice and an attempt to implement it that takes time and focus away from key resources in the company (worst case). In addition, this board of seven is entirely new to the company. That increases the risk of a poor process and a poor outcome. Our alternative: If additional capacity is needed from the board, a strategy committee with a fixed fee should be established, in line with the audit and remuneration committees. Board members who want “skin in the game” should buy shares. We recommend our own analysis of the company if you are wondering whether there is more upside 😊 Hvaler Invest owns approximately 6 million shares in LINK and is a long-term shareholder. We encourage other shareholders to vote against the proposal before the deadline. Best regards, David and Sverre”The central question is: Why can't management take responsibility for developing a strategy, which after all is normal in other companies?
- 1 päivä sittenJulkaisu on poistettu.If Q3 is not "fantastic" I am afraid we will stay at this level for a while.
- ·9.10.It is getting closer to Q3 which is presented on November 4 What do you think we can expect of the share price then? Are we seeing the 30s again?Following the surprising customer losses, Link has now delivered two good quarters without negative surprises. If we get a third, I expect we will start to catch up on the loss against peers that have performed very well this year after an AI rebound.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 65 | - | - | ||
| 159 | - | - | ||
| 352 | - | - | ||
| 31 | - | - | ||
| 73 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
ODIN Norge C EUR
3,48%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 20.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
56 päivää sitten
‧56 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 19.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 20.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·8 t sittenIt is quite unbelievable that a board of directors must be motivated to contribute to growth, this underpins a poor attitude towards board work and strategy for the company. Furthermore, it says something about the board's composition and internal challenges within the board.
- ·18 t sittenEnig med Bjerkeli, ingen tydelig why og slik det foreligger nå stemmer jeg også nei. «NO to spending NOK 5m on board members as “AI consultants” LINK Mobility will hold an extraordinary general meeting on October 19th. The Nomination Committee proposes to grant options to the board members in a new “strategy group”, which is to work on an agenda related to AI, products and technology. The chair of the group would receive 150,000 options and each member 75,000. Hvaler Invest will vote against. Our reasons are as follows: Options measure the wrong thing. The share price is affected by the market, by the results management delivers and by many other factors that the strategy group does not control. We believe LINK is currently priced below its underlying value. That means the options have significant upside before the group has done anything at all. The result is payment for share price appreciation, not for work performed. If our target price is reached, the company and we as shareholders will have given away approximately NOK 5m to this group through the options. In our view, this is a rather idiotic way of compensating ordinary board work. We do not see the need. We have confidence in Thomas Berge and the management team, and they are delivering. In Q2, organic gross profit returned to growth, and things are moving in the right direction after a couple of rough quarters. AI is an important topic, but it does not turn every industry upside down. For LINK, it is by no means obvious that major changes are needed beyond efficiency improvements, and management has already started that work. Strategy is management’s responsibility. The board is of course responsible for the company’s strategy, but we believe the CEO and management should drive the strategy work. Thomas has 20+ years of industry experience and has served as both CEO and CFO of LINK for a long time. The board should challenge, decide on and anchor the strategy. Reversing that order risks a strategy that is detached from operations. This could lead to a plan that is put in a drawer and never used (best case), or to a strategy that does not work in practice and an attempt to implement it that takes time and focus away from key resources in the company (worst case). In addition, this board of seven is entirely new to the company. That increases the risk of a poor process and a poor outcome. Our alternative: If additional capacity is needed from the board, a strategy committee with a fixed fee should be established, in line with the audit and remuneration committees. Board members who want “skin in the game” should buy shares. We recommend our own analysis of the company if you are wondering whether there is more upside 😊 Hvaler Invest owns approximately 6 million shares in LINK and is a long-term shareholder. We encourage other shareholders to vote against the proposal before the deadline. Best regards, David and Sverre”The central question is: Why can't management take responsibility for developing a strategy, which after all is normal in other companies?
- 1 päivä sittenJulkaisu on poistettu.If Q3 is not "fantastic" I am afraid we will stay at this level for a while.
- ·9.10.It is getting closer to Q3 which is presented on November 4 What do you think we can expect of the share price then? Are we seeing the 30s again?Following the surprising customer losses, Link has now delivered two good quarters without negative surprises. If we get a third, I expect we will start to catch up on the loss against peers that have performed very well this year after an AI rebound.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 65 | - | - | ||
| 159 | - | - | ||
| 352 | - | - | ||
| 31 | - | - | ||
| 73 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
ODIN Norge C EUR
3,48%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt