2025 Q4 -tulosraportti
83 päivää sitten
‧1 t 0 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 211 | - | - | ||
| 355 | - | - | ||
| 28 | - | - | ||
| 596 | - | - | ||
| 529 | - | - |
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
·11 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.
·9 min sittenHere is what FTF voted against last year; https://www.folketrygdfondet.no/ansvarlig-forvaltning/stemmegivning/link-mobility-asa-1136 They can of course choose not to recall and just cast votes for the roughly 1% that they have not lent out, instead of recalling and being able to vote for their entire shareholding.- ·11 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.
·57 min sittenInteresting and good thoughts @Tankster. Apart from recall for Trygda, I don't think that will happen. 
·18 t sittenWhat happened today? After such a nice yesterday?
·19 t sittenDare we hope for a bottom here🙄·18 t sittenNo, I'm not investing in this stock anymore. It can go down quickly here.- ·21 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·21 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
- ·11 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.·9 min sittenHere is what FTF voted against last year; https://www.folketrygdfondet.no/ansvarlig-forvaltning/stemmegivning/link-mobility-asa-1136 They can of course choose not to recall and just cast votes for the roughly 1% that they have not lent out, instead of recalling and being able to vote for their entire shareholding.
- ·11 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.·57 min sittenInteresting and good thoughts @Tankster. Apart from recall for Trygda, I don't think that will happen.
- ·18 t sittenWhat happened today? After such a nice yesterday?
- ·19 t sittenDare we hope for a bottom here🙄·18 t sittenNo, I'm not investing in this stock anymore. It can go down quickly here.
- ·21 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·21 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 |
|---|---|---|---|---|
| 211 | - | - | ||
| 355 | - | - | ||
| 28 | - | - | ||
| 596 | - | - | ||
| 529 | - | - |
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
- ·11 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.·9 min sittenHere is what FTF voted against last year; https://www.folketrygdfondet.no/ansvarlig-forvaltning/stemmegivning/link-mobility-asa-1136 They can of course choose not to recall and just cast votes for the roughly 1% that they have not lent out, instead of recalling and being able to vote for their entire shareholding.
- ·11 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.·57 min sittenInteresting and good thoughts @Tankster. Apart from recall for Trygda, I don't think that will happen.
- ·18 t sittenWhat happened today? After such a nice yesterday?
- ·19 t sittenDare we hope for a bottom here🙄·18 t sittenNo, I'm not investing in this stock anymore. It can go down quickly here.
- ·21 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·21 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 |
|---|---|---|---|---|
| 211 | - | - | ||
| 355 | - | - | ||
| 28 | - | - | ||
| 596 | - | - | ||
| 529 | - | - |
Välittäjätilasto
Dataa ei löytynyt