2025 Q4 -tulosraportti
88 päivää sitten
‧1 t 0 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 574 | - | - | ||
| 5 000 | - | - | ||
| 1 048 | - | - | ||
| 109 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. | 1 päivä |
| 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
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenFrom Petter Kongslie SP1M: Link Mobility Group | LINK NO Marginal deviations vs. consensus, but positive peer reporting (=) Link Mobility is set to report its 1Q26 figures tomorrow and on Thursday, we received updated consensus, which show marginal deviations vs. our estimates. Our estimates model with 0% organic gross profit growth and when we add South Africa, group gross profit amount to NOK491.3m - in line with consensus. Coupled with limited surprises on costs, we see that our EBITDA reported (a very good proxy on cash flow from operations over time) is also in line with consensus (NOK229.5m vs. consensus at NOK234m) and the same goes for capex (-NOK43m vs. consensus at -NOK46m). Only thing to keep in mind ahead of the figures tomorrow and that we argue its fair to reiterate, is that the tax-payment from the option program from 2022 is set to fall due in 1Q26. Hence, we model with cash flow from operations of -NOK36.4m, which it seems that consensus has also included (-NOK55m). Nevertheless, when we accumulate EBITDA reported and cash flow from operations since 2013 and include 2026 (to account for taxes related to the option program), cash conversion is still just shy of 100%. Bottom line: we find marginal deviations vs. consensus ahead of 1Q26, but note that both Twilio (poor read to Link Mobility) and Sinch (normally good read to Link Mobility) has delivered decent reports ahead of Link Mobility 1Q26 reporting and its share prices has climbed signifcantly. Sinch is up 54% last month, Twilio is up 70% and Link Mobility is up 11% and there is ~20% short interest in Link Mobility. Tomorrow, we will look specifically for organic gross profit development in the Enterprise part of the business (80% of revenues), run-rate in South Africa, order intake on CPaaS solutions and LTM gross margin development. The company have (very) easy comps in 2H26 and we expect the company to outperform our current estimates for the year.
·2 t sittenI actually think we will get a good jump tomorrow, yes.
·2 päivää sittenOne should not disregard that a part of the short trading in Link is structured as a spread bet. I.e., one shorts Link and buys other players that are in better momentum than Link - e.g., have a stronger USA weighting. If so, such things tend to even out, either by the geographical markets adjusting themselves or that the strong momentum in the long stock(s) decreases. Only then does short decrease, something that can also of course happen by the relative difference becoming smaller by Link delivering better than expected. It is therefore not certain that short sellers are so negative towards Link in the longer picture, but believes that relatively to some others the picture is weaker for Link at the moment.
·2 päivää sittenWhat can we expect on Tuesday? Any views?
·4 t sittenThe guidance will be important, weak Q1 is known. They must prove that this was a one-off case and not structural/company-specific problems.
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.
2025 Q4 -tulosraportti
88 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenFrom Petter Kongslie SP1M: Link Mobility Group | LINK NO Marginal deviations vs. consensus, but positive peer reporting (=) Link Mobility is set to report its 1Q26 figures tomorrow and on Thursday, we received updated consensus, which show marginal deviations vs. our estimates. Our estimates model with 0% organic gross profit growth and when we add South Africa, group gross profit amount to NOK491.3m - in line with consensus. Coupled with limited surprises on costs, we see that our EBITDA reported (a very good proxy on cash flow from operations over time) is also in line with consensus (NOK229.5m vs. consensus at NOK234m) and the same goes for capex (-NOK43m vs. consensus at -NOK46m). Only thing to keep in mind ahead of the figures tomorrow and that we argue its fair to reiterate, is that the tax-payment from the option program from 2022 is set to fall due in 1Q26. Hence, we model with cash flow from operations of -NOK36.4m, which it seems that consensus has also included (-NOK55m). Nevertheless, when we accumulate EBITDA reported and cash flow from operations since 2013 and include 2026 (to account for taxes related to the option program), cash conversion is still just shy of 100%. Bottom line: we find marginal deviations vs. consensus ahead of 1Q26, but note that both Twilio (poor read to Link Mobility) and Sinch (normally good read to Link Mobility) has delivered decent reports ahead of Link Mobility 1Q26 reporting and its share prices has climbed signifcantly. Sinch is up 54% last month, Twilio is up 70% and Link Mobility is up 11% and there is ~20% short interest in Link Mobility. Tomorrow, we will look specifically for organic gross profit development in the Enterprise part of the business (80% of revenues), run-rate in South Africa, order intake on CPaaS solutions and LTM gross margin development. The company have (very) easy comps in 2H26 and we expect the company to outperform our current estimates for the year.·2 t sittenI actually think we will get a good jump tomorrow, yes.
- ·2 päivää sittenOne should not disregard that a part of the short trading in Link is structured as a spread bet. I.e., one shorts Link and buys other players that are in better momentum than Link - e.g., have a stronger USA weighting. If so, such things tend to even out, either by the geographical markets adjusting themselves or that the strong momentum in the long stock(s) decreases. Only then does short decrease, something that can also of course happen by the relative difference becoming smaller by Link delivering better than expected. It is therefore not certain that short sellers are so negative towards Link in the longer picture, but believes that relatively to some others the picture is weaker for Link at the moment.
- ·2 päivää sittenWhat can we expect on Tuesday? Any views?·4 t sittenThe guidance will be important, weak Q1 is known. They must prove that this was a one-off case and not structural/company-specific problems.
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 |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 574 | - | - | ||
| 5 000 | - | - | ||
| 1 048 | - | - | ||
| 109 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. | 1 päivä |
| 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
88 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. | 1 päivä |
| 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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenFrom Petter Kongslie SP1M: Link Mobility Group | LINK NO Marginal deviations vs. consensus, but positive peer reporting (=) Link Mobility is set to report its 1Q26 figures tomorrow and on Thursday, we received updated consensus, which show marginal deviations vs. our estimates. Our estimates model with 0% organic gross profit growth and when we add South Africa, group gross profit amount to NOK491.3m - in line with consensus. Coupled with limited surprises on costs, we see that our EBITDA reported (a very good proxy on cash flow from operations over time) is also in line with consensus (NOK229.5m vs. consensus at NOK234m) and the same goes for capex (-NOK43m vs. consensus at -NOK46m). Only thing to keep in mind ahead of the figures tomorrow and that we argue its fair to reiterate, is that the tax-payment from the option program from 2022 is set to fall due in 1Q26. Hence, we model with cash flow from operations of -NOK36.4m, which it seems that consensus has also included (-NOK55m). Nevertheless, when we accumulate EBITDA reported and cash flow from operations since 2013 and include 2026 (to account for taxes related to the option program), cash conversion is still just shy of 100%. Bottom line: we find marginal deviations vs. consensus ahead of 1Q26, but note that both Twilio (poor read to Link Mobility) and Sinch (normally good read to Link Mobility) has delivered decent reports ahead of Link Mobility 1Q26 reporting and its share prices has climbed signifcantly. Sinch is up 54% last month, Twilio is up 70% and Link Mobility is up 11% and there is ~20% short interest in Link Mobility. Tomorrow, we will look specifically for organic gross profit development in the Enterprise part of the business (80% of revenues), run-rate in South Africa, order intake on CPaaS solutions and LTM gross margin development. The company have (very) easy comps in 2H26 and we expect the company to outperform our current estimates for the year.·2 t sittenI actually think we will get a good jump tomorrow, yes.
- ·2 päivää sittenOne should not disregard that a part of the short trading in Link is structured as a spread bet. I.e., one shorts Link and buys other players that are in better momentum than Link - e.g., have a stronger USA weighting. If so, such things tend to even out, either by the geographical markets adjusting themselves or that the strong momentum in the long stock(s) decreases. Only then does short decrease, something that can also of course happen by the relative difference becoming smaller by Link delivering better than expected. It is therefore not certain that short sellers are so negative towards Link in the longer picture, but believes that relatively to some others the picture is weaker for Link at the moment.
- ·2 päivää sittenWhat can we expect on Tuesday? Any views?·4 t sittenThe guidance will be important, weak Q1 is known. They must prove that this was a one-off case and not structural/company-specific problems.
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 |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 574 | - | - | ||
| 5 000 | - | - | ||
| 1 048 | - | - | ||
| 109 | - | - |
Välittäjätilasto
Dataa ei löytynyt