2025 Q4 -tulosraportti
83 päivää sitten
‧1 t 0 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 500 | - | - | ||
| 13 | - | - | ||
| 5 631 | - | - | ||
| 4 392 | - | - | ||
| 9 997 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. | 6 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
·4 t 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.
·3 t sittenVery interesting! Should we hold onto the shares until 27 May and the annual meeting? Potential big upside if @tankster is right and one gets a bid. "LINK Mobility Group Holding ASA will hold its annual general meeting (AGM) on 27 May 2026 at 10:00 CEST at the Company's offices, Gullhaug Torg 5, 0484 Oslo."- ·5 t sitten · MuokattuThe notice of the ordinary general meeting on May 27 is now published. There are several things worth noting. The board is expanded from 4 to 7 members. Per Kristian Hove takes over as chairman of the board after André Christensen. Three new members are proposed for election: • Lee Clancy — Operating Partner at Samaipata VC, formerly SVP Product & Growth at Prosus/Naspers. Strong M&A and product background. • Dana Majid — formerly CTO at Bird (MessageBird), one of LINK's direct CPaaS competitors. Built Bird to $3.8 bn valuation. Direct CPaaS technological expertise. • Anita Huun — manager at the Ministry of Trade, Industry and Fisheries, formerly CFO at Microsoft Norway and Techstep. She also served on LINK's board last time, until ABRY took the company private in 2018. The latter is the most striking. LINK brings in a former board member who was there during the previous take-private. She has been through the process before. In addition, the board requests authorization to issue up to 20% of the share capital in connection with acquisitions, including consideration shares and merger, where shareholders' pre-emptive rights may be waived. They also propose to cancel 20.9M own shares (6.8% of total). The share buyback authorization is set with a ceiling of NOK 200 per share. The board explicitly states: "the current share price does not fully reflect the Company's long-term value creation potential." A board that is expanded with a competitor's former CTO, a VC operator with M&A background, and a former LINK board member who was part of the previous take-private, combined with expanded M&A authorization and merger language, is not a standard board change.·3 t sitten@nieto yes, I would actually be surprised if they don't initiate a recall now during this week or at the latest during Monday/Tuesday next week. Matters where FTF historically and structurally will want to vote: Item 5 — Remuneration to the board. Proposed: chairman NOK 775,000 (up from 750,000), board member NOK 475,000 (up from 460,000). Combined with an expansion from 4 to 7 members, this means that total board remuneration increases significantly. FTF has historically been skeptical of board salaries growing faster than comparable companies. They did not vote against this in 2025, but they evaluate every time. Item 6 — Remuneration to committee members. Also an increase. Routine matter but FTF votes. Item 8 — Advisory vote on the remuneration report. This is the big one. FTF voted against item 9 (executive pay) in 2025. When looking at the report for 2025, there are several things that will concern FTF: CEO Thomas Berge received total compensation of NOK 21.4M in 2025 (up from 16.7M in 2024) — an increase of 28%. LTIP exercise values were NOK 14.8M for the CEO alone. Ina Rasmussen (COO Nord-Europa) went from NOK 8.9M to NOK 12.2M — 38% increase. The extraordinary cashless exercise window in December resulted in management receiving 9.45M shares Compared to employees generally who had 4.0% salary growth, management received a 27-83% increase. FTF will almost certainly have an opinion on this. They said no to the remuneration report in 2025, and the 2025 report is, if possible, even more generous towards management. Item 10 — Board election. Three new board members. FTF has a policy of evaluating nominations — they are not automatic yes-voters. The fact that one of the new ones (Anita Huun) is from their "sister organization" (Ministry of Trade, Industry and Fisheries' ownership department) probably means that FTF will vote yes, but they must actively vote. Item 12 — Board authorization 20% capital increase including M&A and merger, with waivable pre-emptive rights. This is clearly the most important matter from an owner's perspective. As I pointed out earlier — any active institutional owner must vote on this. Item 13 — Capital reduction via cancellation of 20.9M own shares. Requires 2/3 majority. Positive for shareholders (reduces share capital, increases EPS), but FTF must actively vote for it to pass with a sufficient margin. Item 14 — Share buyback authorization with a cap of NOK 200/share. FTF has generally been positive about buybacks, but they will have an opinion on the high cap of NOK 200. This is 9x the current price, and the authorization gives the board enormous flexibility. What this means for the recall probability: There isn't a single argument for recall, there are eight separate matters where FTF has historical or structural reason to vote. If you add up: Point 8 (remuneration report) — they voted against in 2025 Point 10 (board election) — requires active evaluation Point 12 (M&A authorization) — requires a vote on governance grounds Point 13 (capital reduction) — requires 2/3 majority, FTF must vote yes Point 14 (buyback) — high cap requires evaluation ...then it is practically unthinkable that FTF will not recall. They have at least five major reasons to vote. Recall is not just about one matter, it is about them losing their voting rights at the entire AGM if they do not recall. Practical implication: The recall window is probably May 5-12 given that standard recall deadlines are 5-10 business days before record date May 19. This means shorts must start covering from around Monday, May 4. The Q1 report on May 12 falls in the middle of this window.
·12 t sittenWhat happened today? After such a nice yesterday?
·13 t sittenDare we hope for a bottom here🙄·12 t sittenNo, I'm not investing in this stock anymore. It can go down quickly here.
·15 t sittenI asked ChatGPT what he thought about the new board composition: 4) Overall picture: What kind of board this actually becomes If you put this together with: * Per Kristian Hove (chair, operational/strategic) * André Christensen (continuity / owner link) * Viksaas / Forste (existing breadth) → you get three clear axes: 🔹 1. Commercial scaling * Clancy * Hove 🔹 2. Product and platform * Majid 🔹 3. Control and capital discipline * Huun ⸻ 5) What this says about the strategy (the actual insight) This is not randomly put together. It points towards LINK to: From: * acquisition-driven growth * fragmented organization * volume focus To: * integrated European platform * higher margins * more software- and API-driven business·15 t sittenThe question is probably how long the transition takes and whether new technology (RCS/CpPaaS) grows faster than old (SMS).
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
83 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
- ·4 t 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.·3 t sittenVery interesting! Should we hold onto the shares until 27 May and the annual meeting? Potential big upside if @tankster is right and one gets a bid. "LINK Mobility Group Holding ASA will hold its annual general meeting (AGM) on 27 May 2026 at 10:00 CEST at the Company's offices, Gullhaug Torg 5, 0484 Oslo."
- ·5 t sitten · MuokattuThe notice of the ordinary general meeting on May 27 is now published. There are several things worth noting. The board is expanded from 4 to 7 members. Per Kristian Hove takes over as chairman of the board after André Christensen. Three new members are proposed for election: • Lee Clancy — Operating Partner at Samaipata VC, formerly SVP Product & Growth at Prosus/Naspers. Strong M&A and product background. • Dana Majid — formerly CTO at Bird (MessageBird), one of LINK's direct CPaaS competitors. Built Bird to $3.8 bn valuation. Direct CPaaS technological expertise. • Anita Huun — manager at the Ministry of Trade, Industry and Fisheries, formerly CFO at Microsoft Norway and Techstep. She also served on LINK's board last time, until ABRY took the company private in 2018. The latter is the most striking. LINK brings in a former board member who was there during the previous take-private. She has been through the process before. In addition, the board requests authorization to issue up to 20% of the share capital in connection with acquisitions, including consideration shares and merger, where shareholders' pre-emptive rights may be waived. They also propose to cancel 20.9M own shares (6.8% of total). The share buyback authorization is set with a ceiling of NOK 200 per share. The board explicitly states: "the current share price does not fully reflect the Company's long-term value creation potential." A board that is expanded with a competitor's former CTO, a VC operator with M&A background, and a former LINK board member who was part of the previous take-private, combined with expanded M&A authorization and merger language, is not a standard board change.·3 t sitten@nieto yes, I would actually be surprised if they don't initiate a recall now during this week or at the latest during Monday/Tuesday next week. Matters where FTF historically and structurally will want to vote: Item 5 — Remuneration to the board. Proposed: chairman NOK 775,000 (up from 750,000), board member NOK 475,000 (up from 460,000). Combined with an expansion from 4 to 7 members, this means that total board remuneration increases significantly. FTF has historically been skeptical of board salaries growing faster than comparable companies. They did not vote against this in 2025, but they evaluate every time. Item 6 — Remuneration to committee members. Also an increase. Routine matter but FTF votes. Item 8 — Advisory vote on the remuneration report. This is the big one. FTF voted against item 9 (executive pay) in 2025. When looking at the report for 2025, there are several things that will concern FTF: CEO Thomas Berge received total compensation of NOK 21.4M in 2025 (up from 16.7M in 2024) — an increase of 28%. LTIP exercise values were NOK 14.8M for the CEO alone. Ina Rasmussen (COO Nord-Europa) went from NOK 8.9M to NOK 12.2M — 38% increase. The extraordinary cashless exercise window in December resulted in management receiving 9.45M shares Compared to employees generally who had 4.0% salary growth, management received a 27-83% increase. FTF will almost certainly have an opinion on this. They said no to the remuneration report in 2025, and the 2025 report is, if possible, even more generous towards management. Item 10 — Board election. Three new board members. FTF has a policy of evaluating nominations — they are not automatic yes-voters. The fact that one of the new ones (Anita Huun) is from their "sister organization" (Ministry of Trade, Industry and Fisheries' ownership department) probably means that FTF will vote yes, but they must actively vote. Item 12 — Board authorization 20% capital increase including M&A and merger, with waivable pre-emptive rights. This is clearly the most important matter from an owner's perspective. As I pointed out earlier — any active institutional owner must vote on this. Item 13 — Capital reduction via cancellation of 20.9M own shares. Requires 2/3 majority. Positive for shareholders (reduces share capital, increases EPS), but FTF must actively vote for it to pass with a sufficient margin. Item 14 — Share buyback authorization with a cap of NOK 200/share. FTF has generally been positive about buybacks, but they will have an opinion on the high cap of NOK 200. This is 9x the current price, and the authorization gives the board enormous flexibility. What this means for the recall probability: There isn't a single argument for recall, there are eight separate matters where FTF has historical or structural reason to vote. If you add up: Point 8 (remuneration report) — they voted against in 2025 Point 10 (board election) — requires active evaluation Point 12 (M&A authorization) — requires a vote on governance grounds Point 13 (capital reduction) — requires 2/3 majority, FTF must vote yes Point 14 (buyback) — high cap requires evaluation ...then it is practically unthinkable that FTF will not recall. They have at least five major reasons to vote. Recall is not just about one matter, it is about them losing their voting rights at the entire AGM if they do not recall. Practical implication: The recall window is probably May 5-12 given that standard recall deadlines are 5-10 business days before record date May 19. This means shorts must start covering from around Monday, May 4. The Q1 report on May 12 falls in the middle of this window.
- ·12 t sittenWhat happened today? After such a nice yesterday?
- ·13 t sittenDare we hope for a bottom here🙄·12 t sittenNo, I'm not investing in this stock anymore. It can go down quickly here.
- ·15 t sittenI asked ChatGPT what he thought about the new board composition: 4) Overall picture: What kind of board this actually becomes If you put this together with: * Per Kristian Hove (chair, operational/strategic) * André Christensen (continuity / owner link) * Viksaas / Forste (existing breadth) → you get three clear axes: 🔹 1. Commercial scaling * Clancy * Hove 🔹 2. Product and platform * Majid 🔹 3. Control and capital discipline * Huun ⸻ 5) What this says about the strategy (the actual insight) This is not randomly put together. It points towards LINK to: From: * acquisition-driven growth * fragmented organization * volume focus To: * integrated European platform * higher margins * more software- and API-driven business·15 t sittenThe question is probably how long the transition takes and whether new technology (RCS/CpPaaS) grows faster than old (SMS).
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 |
|---|---|---|---|---|
| 4 500 | - | - | ||
| 13 | - | - | ||
| 5 631 | - | - | ||
| 4 392 | - | - | ||
| 9 997 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. | 6 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
83 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. | 6 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
- ·4 t 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.·3 t sittenVery interesting! Should we hold onto the shares until 27 May and the annual meeting? Potential big upside if @tankster is right and one gets a bid. "LINK Mobility Group Holding ASA will hold its annual general meeting (AGM) on 27 May 2026 at 10:00 CEST at the Company's offices, Gullhaug Torg 5, 0484 Oslo."
- ·5 t sitten · MuokattuThe notice of the ordinary general meeting on May 27 is now published. There are several things worth noting. The board is expanded from 4 to 7 members. Per Kristian Hove takes over as chairman of the board after André Christensen. Three new members are proposed for election: • Lee Clancy — Operating Partner at Samaipata VC, formerly SVP Product & Growth at Prosus/Naspers. Strong M&A and product background. • Dana Majid — formerly CTO at Bird (MessageBird), one of LINK's direct CPaaS competitors. Built Bird to $3.8 bn valuation. Direct CPaaS technological expertise. • Anita Huun — manager at the Ministry of Trade, Industry and Fisheries, formerly CFO at Microsoft Norway and Techstep. She also served on LINK's board last time, until ABRY took the company private in 2018. The latter is the most striking. LINK brings in a former board member who was there during the previous take-private. She has been through the process before. In addition, the board requests authorization to issue up to 20% of the share capital in connection with acquisitions, including consideration shares and merger, where shareholders' pre-emptive rights may be waived. They also propose to cancel 20.9M own shares (6.8% of total). The share buyback authorization is set with a ceiling of NOK 200 per share. The board explicitly states: "the current share price does not fully reflect the Company's long-term value creation potential." A board that is expanded with a competitor's former CTO, a VC operator with M&A background, and a former LINK board member who was part of the previous take-private, combined with expanded M&A authorization and merger language, is not a standard board change.·3 t sitten@nieto yes, I would actually be surprised if they don't initiate a recall now during this week or at the latest during Monday/Tuesday next week. Matters where FTF historically and structurally will want to vote: Item 5 — Remuneration to the board. Proposed: chairman NOK 775,000 (up from 750,000), board member NOK 475,000 (up from 460,000). Combined with an expansion from 4 to 7 members, this means that total board remuneration increases significantly. FTF has historically been skeptical of board salaries growing faster than comparable companies. They did not vote against this in 2025, but they evaluate every time. Item 6 — Remuneration to committee members. Also an increase. Routine matter but FTF votes. Item 8 — Advisory vote on the remuneration report. This is the big one. FTF voted against item 9 (executive pay) in 2025. When looking at the report for 2025, there are several things that will concern FTF: CEO Thomas Berge received total compensation of NOK 21.4M in 2025 (up from 16.7M in 2024) — an increase of 28%. LTIP exercise values were NOK 14.8M for the CEO alone. Ina Rasmussen (COO Nord-Europa) went from NOK 8.9M to NOK 12.2M — 38% increase. The extraordinary cashless exercise window in December resulted in management receiving 9.45M shares Compared to employees generally who had 4.0% salary growth, management received a 27-83% increase. FTF will almost certainly have an opinion on this. They said no to the remuneration report in 2025, and the 2025 report is, if possible, even more generous towards management. Item 10 — Board election. Three new board members. FTF has a policy of evaluating nominations — they are not automatic yes-voters. The fact that one of the new ones (Anita Huun) is from their "sister organization" (Ministry of Trade, Industry and Fisheries' ownership department) probably means that FTF will vote yes, but they must actively vote. Item 12 — Board authorization 20% capital increase including M&A and merger, with waivable pre-emptive rights. This is clearly the most important matter from an owner's perspective. As I pointed out earlier — any active institutional owner must vote on this. Item 13 — Capital reduction via cancellation of 20.9M own shares. Requires 2/3 majority. Positive for shareholders (reduces share capital, increases EPS), but FTF must actively vote for it to pass with a sufficient margin. Item 14 — Share buyback authorization with a cap of NOK 200/share. FTF has generally been positive about buybacks, but they will have an opinion on the high cap of NOK 200. This is 9x the current price, and the authorization gives the board enormous flexibility. What this means for the recall probability: There isn't a single argument for recall, there are eight separate matters where FTF has historical or structural reason to vote. If you add up: Point 8 (remuneration report) — they voted against in 2025 Point 10 (board election) — requires active evaluation Point 12 (M&A authorization) — requires a vote on governance grounds Point 13 (capital reduction) — requires 2/3 majority, FTF must vote yes Point 14 (buyback) — high cap requires evaluation ...then it is practically unthinkable that FTF will not recall. They have at least five major reasons to vote. Recall is not just about one matter, it is about them losing their voting rights at the entire AGM if they do not recall. Practical implication: The recall window is probably May 5-12 given that standard recall deadlines are 5-10 business days before record date May 19. This means shorts must start covering from around Monday, May 4. The Q1 report on May 12 falls in the middle of this window.
- ·12 t sittenWhat happened today? After such a nice yesterday?
- ·13 t sittenDare we hope for a bottom here🙄·12 t sittenNo, I'm not investing in this stock anymore. It can go down quickly here.
- ·15 t sittenI asked ChatGPT what he thought about the new board composition: 4) Overall picture: What kind of board this actually becomes If you put this together with: * Per Kristian Hove (chair, operational/strategic) * André Christensen (continuity / owner link) * Viksaas / Forste (existing breadth) → you get three clear axes: 🔹 1. Commercial scaling * Clancy * Hove 🔹 2. Product and platform * Majid 🔹 3. Control and capital discipline * Huun ⸻ 5) What this says about the strategy (the actual insight) This is not randomly put together. It points towards LINK to: From: * acquisition-driven growth * fragmented organization * volume focus To: * integrated European platform * higher margins * more software- and API-driven business·15 t sittenThe question is probably how long the transition takes and whether new technology (RCS/CpPaaS) grows faster than old (SMS).
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 |
|---|---|---|---|---|
| 4 500 | - | - | ||
| 13 | - | - | ||
| 5 631 | - | - | ||
| 4 392 | - | - | ||
| 9 997 | - | - |
Välittäjätilasto
Dataa ei löytynyt