2025 Q4 -tulosraportti
49 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
·20 t sitten · MuokattuBid underway? Goldman Sachs has now exceeded 5% in LINK and what is interesting is not just the size, but how the position is built. Only ~0.3% are actual shares. The rest (~4.9%) is via financial instruments, mainly securities lending and cash-settled swaps. In other words, significant economic exposure without being heavily on the shareholder list. And this is not short-term, the swaps extend several years into the future. Putting this into context, the picture starts to become quite clear: 1. ABRY has sold one block, but still holds approx 40 million shares 2. Founder is completely out 3. ABRY has withdrawn from the board 4. The company is buying back shares and says the price itself is too low 5. And now Goldman enters above 5%, mainly via derivatives ABRY could easily have sold into the buyback if they just wanted out. They are not doing that. It is an active choice. The simple explanation is trading/prime brokerage, but the structure also opens up for something more interesting. This type of setup makes it possible for a potential buyer to build economic exposure without becoming visible on the shareholder list or having to flag in the same way. If one looks at previous processes on the Oslo Stock Exchange (Kahoot, Meltwater), this is not unknown. I'm not saying that's what's happening here, but it's hard to overlook the parallels. And if one starts thinking in that direction, there are several natural candidates in the market. A) Industrial players like Twilio, Sinch, Infobip who lack or desire a stronger European footprint. B) Financial buyers / PE who see value in a consolidating CPaaS market. At the same time, LINK is priced around 21-22 kroner, against a consensus of around 30+. EBITDA ~800 MNOK. The sector is consolidating. LINK has the most attractive position in Europe. This is starting to look like a classic setup where much seems quiet, until it no longer is. It will be very interesting to follow further, especially new flaggings and any blocks. «Time will show…»
·1 päivä sittenGoldman crosses the 5% threshold!
·20 t sittenI have significant positions in Link, but that's because it's a good company. When they have money to buy shares in their own company, even when mathematical historical algorithms say otherwise, I wake up. It's all about narrative and psychology. Now the wind has shifted, and covering is happening in a controlled manner, and some big players are naturally picking up in dark pools. But are there enough buyers in dark pools? It could easily be 30-45 million shares....good luck- ·1 päivä sittenSaw today that Magenta (Deutsche Telekom) has launched RCS on iPhone in Austria via iOS 26.4. This is not the first time in Europe, but it feels like a step forward from a few pilot markets to a more real rollout with more countries. What's interesting for LINK is actually quite simple: They are already reporting 100%+ growth in RCS, and in practice, that's mostly Android. When iPhone opens up more, the market doesn't just increase a little, it jumps quite significantly. iPhone accounts for around 40–55 % of the base in Europe, and over 50 % in the Nordics. Approx 46-47% in Austria. So this is not “a little extra volume”, it's a quite clear structural driver once it scales, and LINK probably has the strongest position in Europe and the Nordics among CPaaS players. I also saw that a LINK employee posted this on LinkedIn today. It could, of course, just be internal hype, but it could also indicate that they are already connected to this and have started selling it. The Nordics are still a bit behind (talk is about autumn 2026), but the direction seems quite clear now. For me, this is not about who is first, but that this is actually starting to roll out commercially in several markets. And then LINK already has: – operator relations – platform – customers
·1 päivä sittenI have never experienced a company where nearly 20% of the shares are shorted at the same time as the company has an ongoing share repurchase program.
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
49 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
- ·20 t sitten · MuokattuBid underway? Goldman Sachs has now exceeded 5% in LINK and what is interesting is not just the size, but how the position is built. Only ~0.3% are actual shares. The rest (~4.9%) is via financial instruments, mainly securities lending and cash-settled swaps. In other words, significant economic exposure without being heavily on the shareholder list. And this is not short-term, the swaps extend several years into the future. Putting this into context, the picture starts to become quite clear: 1. ABRY has sold one block, but still holds approx 40 million shares 2. Founder is completely out 3. ABRY has withdrawn from the board 4. The company is buying back shares and says the price itself is too low 5. And now Goldman enters above 5%, mainly via derivatives ABRY could easily have sold into the buyback if they just wanted out. They are not doing that. It is an active choice. The simple explanation is trading/prime brokerage, but the structure also opens up for something more interesting. This type of setup makes it possible for a potential buyer to build economic exposure without becoming visible on the shareholder list or having to flag in the same way. If one looks at previous processes on the Oslo Stock Exchange (Kahoot, Meltwater), this is not unknown. I'm not saying that's what's happening here, but it's hard to overlook the parallels. And if one starts thinking in that direction, there are several natural candidates in the market. A) Industrial players like Twilio, Sinch, Infobip who lack or desire a stronger European footprint. B) Financial buyers / PE who see value in a consolidating CPaaS market. At the same time, LINK is priced around 21-22 kroner, against a consensus of around 30+. EBITDA ~800 MNOK. The sector is consolidating. LINK has the most attractive position in Europe. This is starting to look like a classic setup where much seems quiet, until it no longer is. It will be very interesting to follow further, especially new flaggings and any blocks. «Time will show…»
- ·1 päivä sittenGoldman crosses the 5% threshold!·20 t sittenI have significant positions in Link, but that's because it's a good company. When they have money to buy shares in their own company, even when mathematical historical algorithms say otherwise, I wake up. It's all about narrative and psychology. Now the wind has shifted, and covering is happening in a controlled manner, and some big players are naturally picking up in dark pools. But are there enough buyers in dark pools? It could easily be 30-45 million shares....good luck
- ·1 päivä sittenSaw today that Magenta (Deutsche Telekom) has launched RCS on iPhone in Austria via iOS 26.4. This is not the first time in Europe, but it feels like a step forward from a few pilot markets to a more real rollout with more countries. What's interesting for LINK is actually quite simple: They are already reporting 100%+ growth in RCS, and in practice, that's mostly Android. When iPhone opens up more, the market doesn't just increase a little, it jumps quite significantly. iPhone accounts for around 40–55 % of the base in Europe, and over 50 % in the Nordics. Approx 46-47% in Austria. So this is not “a little extra volume”, it's a quite clear structural driver once it scales, and LINK probably has the strongest position in Europe and the Nordics among CPaaS players. I also saw that a LINK employee posted this on LinkedIn today. It could, of course, just be internal hype, but it could also indicate that they are already connected to this and have started selling it. The Nordics are still a bit behind (talk is about autumn 2026), but the direction seems quite clear now. For me, this is not about who is first, but that this is actually starting to roll out commercially in several markets. And then LINK already has: – operator relations – platform – customers
- ·1 päivä sittenI have never experienced a company where nearly 20% of the shares are shorted at the same time as the company has an ongoing share repurchase program.
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
49 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
- ·20 t sitten · MuokattuBid underway? Goldman Sachs has now exceeded 5% in LINK and what is interesting is not just the size, but how the position is built. Only ~0.3% are actual shares. The rest (~4.9%) is via financial instruments, mainly securities lending and cash-settled swaps. In other words, significant economic exposure without being heavily on the shareholder list. And this is not short-term, the swaps extend several years into the future. Putting this into context, the picture starts to become quite clear: 1. ABRY has sold one block, but still holds approx 40 million shares 2. Founder is completely out 3. ABRY has withdrawn from the board 4. The company is buying back shares and says the price itself is too low 5. And now Goldman enters above 5%, mainly via derivatives ABRY could easily have sold into the buyback if they just wanted out. They are not doing that. It is an active choice. The simple explanation is trading/prime brokerage, but the structure also opens up for something more interesting. This type of setup makes it possible for a potential buyer to build economic exposure without becoming visible on the shareholder list or having to flag in the same way. If one looks at previous processes on the Oslo Stock Exchange (Kahoot, Meltwater), this is not unknown. I'm not saying that's what's happening here, but it's hard to overlook the parallels. And if one starts thinking in that direction, there are several natural candidates in the market. A) Industrial players like Twilio, Sinch, Infobip who lack or desire a stronger European footprint. B) Financial buyers / PE who see value in a consolidating CPaaS market. At the same time, LINK is priced around 21-22 kroner, against a consensus of around 30+. EBITDA ~800 MNOK. The sector is consolidating. LINK has the most attractive position in Europe. This is starting to look like a classic setup where much seems quiet, until it no longer is. It will be very interesting to follow further, especially new flaggings and any blocks. «Time will show…»
- ·1 päivä sittenGoldman crosses the 5% threshold!·20 t sittenI have significant positions in Link, but that's because it's a good company. When they have money to buy shares in their own company, even when mathematical historical algorithms say otherwise, I wake up. It's all about narrative and psychology. Now the wind has shifted, and covering is happening in a controlled manner, and some big players are naturally picking up in dark pools. But are there enough buyers in dark pools? It could easily be 30-45 million shares....good luck
- ·1 päivä sittenSaw today that Magenta (Deutsche Telekom) has launched RCS on iPhone in Austria via iOS 26.4. This is not the first time in Europe, but it feels like a step forward from a few pilot markets to a more real rollout with more countries. What's interesting for LINK is actually quite simple: They are already reporting 100%+ growth in RCS, and in practice, that's mostly Android. When iPhone opens up more, the market doesn't just increase a little, it jumps quite significantly. iPhone accounts for around 40–55 % of the base in Europe, and over 50 % in the Nordics. Approx 46-47% in Austria. So this is not “a little extra volume”, it's a quite clear structural driver once it scales, and LINK probably has the strongest position in Europe and the Nordics among CPaaS players. I also saw that a LINK employee posted this on LinkedIn today. It could, of course, just be internal hype, but it could also indicate that they are already connected to this and have started selling it. The Nordics are still a bit behind (talk is about autumn 2026), but the direction seems quite clear now. For me, this is not about who is first, but that this is actually starting to roll out commercially in several markets. And then LINK already has: – operator relations – platform – customers
- ·1 päivä sittenI have never experienced a company where nearly 20% of the shares are shorted at the same time as the company has an ongoing share repurchase program.
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