2025 Q4 -tulosraportti
84 päivää sitten
‧1 t 0 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 755 | - | - | ||
| 413 | - | - | ||
| 765 | - | - | ||
| 731 | - | - | ||
| 755 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. | 5 päivää |
| 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
·5 t sittenLast week's share price development in LINK is starting to become very interesting. The stock has shown strength while many are still heavily short. At the same time, we see that several international CPaaS competitors like Twilio and Sinch have had significantly better development recently, which may indicate that sentiment in the sector is about to turn. Perhaps the most interesting thing is the reaction after the share price drop on May 5. When the buyback program was completed, it might have seemed like the short sellers would regain full control of the price, but the subsequent recovery suggests the opposite. Buyers have quickly returned, and the stock has shown significantly stronger resilience than many expected. At the same time, LINK now holds around 7.7 % of its own shares after the buybacks. This means fewer available shares in the market precisely while short interest still appears high. When combining: * low free float, * high short interest, * improved sector sentiment, * and a price that refuses to stay down, this is increasingly starting to resemble a situation where short sellers no longer have the same upper hand as before. It is often precisely then that things can move very quickly. 🚀
·8 t sittenNow, I'm no Wernher von Braun, but I'm a bit surprised that there are so many positive analyses, AT THE SAME TIME as there is such a high short. I understand, in principle, how shorting works and actually have nothing against it (if a stock is heavily shorted, it's not the short sellers one should be angry at, but the management and board of the company being shorted..but I digress), so it's not that in itself I wonder about but the following: If a stock is shorted SO much, then it's more than one person or one company participating in the short. This implies that it's possible for others to find information that would indicate whether the price is short-worthy or not. If such information existed, the professional analysts should have been able to find it. If they did that, it would be highly reprehensible if they didn't update their analyses when they received it. But this hasn't happened. The opposite has actually happened, they have confirmed their analyses. So, how can two truths exist simultaneously without one of them being exceptionally wrong? In my mind, then, either the analysts are completely incompetent or/and are deliberately misinforming. OR the short sellers are deliberately engaging in price manipulation, which is illegal. So....what's actually happening?
·7 t sittenI fully understand the puzzlement you express; I have been thinking along the same lines. Now it perhaps seems that the short trend may have turned somewhat and that some have started covering a bit quietly. The registers at least show a slight decline after the short interest peaked around 14.3% (>0.5).
·1 päivä sittenPotential Bird/MessageBird-LINK merger? This is the new hypothesis that Dana Majid's appointment forces forward. Bird is valued at $3.8 bn (vs LINK's ~$1 bn). Bird has the messaging software stack; LINK has the carrier relations and enterprise customers. A merger would create Europe's clearly largest CPaaS player. The mechanism could be: Bird owners (Accel, Atomico, Spark Capital, Y Combinator) roll their value into a combined entity via JPMorgan-facilitated financing. LINK issues consideration shares (they just asked for 20% authorization!). Dana Majid on the board provides technical continuity and signals upcoming integration. Anita Huun provides Norwegian regulatory understanding and a manager's perspective. This will explain: • Why JPMorgan has 43% physical shares (they might need them for a deal structure) • Why the board explicitly asks for merger authorization • Why Bird/MessageBird's former CTO is suddenly on the board • Why the M&A authorization includes "contribution in kind other than cash" Why the Bird/MessageBird merger is the most interesting new hypothesis: Consider what would create the most value for ABRY (LINK's largest shareholder) and for Bird's owners (Accel, Atomico, etc.): For ABRY: a merger with Bird provides a company large enough to IPO on NASDAQ or LSE, a much better exit than Oslo Børs. Or alternatively, a company attractive enough that a strategic buyer like Salesforce, Twilio, or Cisco would really pay. For Bird's owners: They have been in Bird since the early 2010s. Bird has struggled to reach profitability despite a $3.8 bn valuation. Merging with a profitable LINK gives Bird immediate EBITDA backbone and better exit opportunities.
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
84 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
- ·5 t sittenLast week's share price development in LINK is starting to become very interesting. The stock has shown strength while many are still heavily short. At the same time, we see that several international CPaaS competitors like Twilio and Sinch have had significantly better development recently, which may indicate that sentiment in the sector is about to turn. Perhaps the most interesting thing is the reaction after the share price drop on May 5. When the buyback program was completed, it might have seemed like the short sellers would regain full control of the price, but the subsequent recovery suggests the opposite. Buyers have quickly returned, and the stock has shown significantly stronger resilience than many expected. At the same time, LINK now holds around 7.7 % of its own shares after the buybacks. This means fewer available shares in the market precisely while short interest still appears high. When combining: * low free float, * high short interest, * improved sector sentiment, * and a price that refuses to stay down, this is increasingly starting to resemble a situation where short sellers no longer have the same upper hand as before. It is often precisely then that things can move very quickly. 🚀
- ·8 t sittenNow, I'm no Wernher von Braun, but I'm a bit surprised that there are so many positive analyses, AT THE SAME TIME as there is such a high short. I understand, in principle, how shorting works and actually have nothing against it (if a stock is heavily shorted, it's not the short sellers one should be angry at, but the management and board of the company being shorted..but I digress), so it's not that in itself I wonder about but the following: If a stock is shorted SO much, then it's more than one person or one company participating in the short. This implies that it's possible for others to find information that would indicate whether the price is short-worthy or not. If such information existed, the professional analysts should have been able to find it. If they did that, it would be highly reprehensible if they didn't update their analyses when they received it. But this hasn't happened. The opposite has actually happened, they have confirmed their analyses. So, how can two truths exist simultaneously without one of them being exceptionally wrong? In my mind, then, either the analysts are completely incompetent or/and are deliberately misinforming. OR the short sellers are deliberately engaging in price manipulation, which is illegal. So....what's actually happening?·7 t sittenI fully understand the puzzlement you express; I have been thinking along the same lines. Now it perhaps seems that the short trend may have turned somewhat and that some have started covering a bit quietly. The registers at least show a slight decline after the short interest peaked around 14.3% (>0.5).
- ·1 päivä sittenPotential Bird/MessageBird-LINK merger? This is the new hypothesis that Dana Majid's appointment forces forward. Bird is valued at $3.8 bn (vs LINK's ~$1 bn). Bird has the messaging software stack; LINK has the carrier relations and enterprise customers. A merger would create Europe's clearly largest CPaaS player. The mechanism could be: Bird owners (Accel, Atomico, Spark Capital, Y Combinator) roll their value into a combined entity via JPMorgan-facilitated financing. LINK issues consideration shares (they just asked for 20% authorization!). Dana Majid on the board provides technical continuity and signals upcoming integration. Anita Huun provides Norwegian regulatory understanding and a manager's perspective. This will explain: • Why JPMorgan has 43% physical shares (they might need them for a deal structure) • Why the board explicitly asks for merger authorization • Why Bird/MessageBird's former CTO is suddenly on the board • Why the M&A authorization includes "contribution in kind other than cash" Why the Bird/MessageBird merger is the most interesting new hypothesis: Consider what would create the most value for ABRY (LINK's largest shareholder) and for Bird's owners (Accel, Atomico, etc.): For ABRY: a merger with Bird provides a company large enough to IPO on NASDAQ or LSE, a much better exit than Oslo Børs. Or alternatively, a company attractive enough that a strategic buyer like Salesforce, Twilio, or Cisco would really pay. For Bird's owners: They have been in Bird since the early 2010s. Bird has struggled to reach profitability despite a $3.8 bn valuation. Merging with a profitable LINK gives Bird immediate EBITDA backbone and better exit opportunities.
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 |
|---|---|---|---|---|
| 755 | - | - | ||
| 413 | - | - | ||
| 765 | - | - | ||
| 731 | - | - | ||
| 755 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. | 5 päivää |
| 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
84 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. | 5 päivää |
| 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
- ·5 t sittenLast week's share price development in LINK is starting to become very interesting. The stock has shown strength while many are still heavily short. At the same time, we see that several international CPaaS competitors like Twilio and Sinch have had significantly better development recently, which may indicate that sentiment in the sector is about to turn. Perhaps the most interesting thing is the reaction after the share price drop on May 5. When the buyback program was completed, it might have seemed like the short sellers would regain full control of the price, but the subsequent recovery suggests the opposite. Buyers have quickly returned, and the stock has shown significantly stronger resilience than many expected. At the same time, LINK now holds around 7.7 % of its own shares after the buybacks. This means fewer available shares in the market precisely while short interest still appears high. When combining: * low free float, * high short interest, * improved sector sentiment, * and a price that refuses to stay down, this is increasingly starting to resemble a situation where short sellers no longer have the same upper hand as before. It is often precisely then that things can move very quickly. 🚀
- ·8 t sittenNow, I'm no Wernher von Braun, but I'm a bit surprised that there are so many positive analyses, AT THE SAME TIME as there is such a high short. I understand, in principle, how shorting works and actually have nothing against it (if a stock is heavily shorted, it's not the short sellers one should be angry at, but the management and board of the company being shorted..but I digress), so it's not that in itself I wonder about but the following: If a stock is shorted SO much, then it's more than one person or one company participating in the short. This implies that it's possible for others to find information that would indicate whether the price is short-worthy or not. If such information existed, the professional analysts should have been able to find it. If they did that, it would be highly reprehensible if they didn't update their analyses when they received it. But this hasn't happened. The opposite has actually happened, they have confirmed their analyses. So, how can two truths exist simultaneously without one of them being exceptionally wrong? In my mind, then, either the analysts are completely incompetent or/and are deliberately misinforming. OR the short sellers are deliberately engaging in price manipulation, which is illegal. So....what's actually happening?·7 t sittenI fully understand the puzzlement you express; I have been thinking along the same lines. Now it perhaps seems that the short trend may have turned somewhat and that some have started covering a bit quietly. The registers at least show a slight decline after the short interest peaked around 14.3% (>0.5).
- ·1 päivä sittenPotential Bird/MessageBird-LINK merger? This is the new hypothesis that Dana Majid's appointment forces forward. Bird is valued at $3.8 bn (vs LINK's ~$1 bn). Bird has the messaging software stack; LINK has the carrier relations and enterprise customers. A merger would create Europe's clearly largest CPaaS player. The mechanism could be: Bird owners (Accel, Atomico, Spark Capital, Y Combinator) roll their value into a combined entity via JPMorgan-facilitated financing. LINK issues consideration shares (they just asked for 20% authorization!). Dana Majid on the board provides technical continuity and signals upcoming integration. Anita Huun provides Norwegian regulatory understanding and a manager's perspective. This will explain: • Why JPMorgan has 43% physical shares (they might need them for a deal structure) • Why the board explicitly asks for merger authorization • Why Bird/MessageBird's former CTO is suddenly on the board • Why the M&A authorization includes "contribution in kind other than cash" Why the Bird/MessageBird merger is the most interesting new hypothesis: Consider what would create the most value for ABRY (LINK's largest shareholder) and for Bird's owners (Accel, Atomico, etc.): For ABRY: a merger with Bird provides a company large enough to IPO on NASDAQ or LSE, a much better exit than Oslo Børs. Or alternatively, a company attractive enough that a strategic buyer like Salesforce, Twilio, or Cisco would really pay. For Bird's owners: They have been in Bird since the early 2010s. Bird has struggled to reach profitability despite a $3.8 bn valuation. Merging with a profitable LINK gives Bird immediate EBITDA backbone and better exit opportunities.
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 |
|---|---|---|---|---|
| 755 | - | - | ||
| 413 | - | - | ||
| 765 | - | - | ||
| 731 | - | - | ||
| 755 | - | - |
Välittäjätilasto
Dataa ei löytynyt