2025 Q4 -tulosraportti
79 päivää sitten
‧1 t 0 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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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
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sitten · MuokattuTwilio was up another 24% yesterday and has thus risen closer to 30% since trading in Link closed Thursday afternoon. It will be exciting to see how this affects Link's share price on Monday. Not least, it will be interesting to see if the short sellers' algorithms take this into account or if they exclusively look at company-specific conditions in Link and remain patient through the Q1 figures🤔
1 päivä sitten1 päivä sittenTwilio Inc. 148.06 +7.15 (+5.07%) At close: April 30 at 4:00:02 PM EDT 178.70 +30.74 (+20.78%) Pre-Market: 4:18:45 AM EDT Dollars in millions, except per share amounts Q1 2026 Guidance | Q1 Print | Q2 Outlook Revenue $1,335 - $1,345 | $1,407 | $1,420 - $1,430 Y/Y Revenue Growth 14% - 15% | 20% | 15.5% - 16.5% Y/Y Organic Revenue Growth 10% - 11% | 16% | 10% - 11% Non-GAAP income from operations $240 - $250 | $279 | $250 - $260 Non-GAAP diluted earnings per share $1.21 - $1.26 | $1.50 | $1.27 - $1.32 Non-GAAP weighted average diluted shares outstanding 158 | 157.8 | 157 Bottom line Twilio didn’t just beat — it invalidated the “sector is weak” narrative. For Link Mobility, that means: This is no longer a macro story — it’s an execution story And that’s why the setup is interesting: If Link disappoints → downside is more justified (it’s them, not the market) If Link is even decent → you get a sharp re-rating + short covering- ·2 päivää sitten · MuokattuI see that some are selling out for fear that the short sellers might be right. So, it might be fun to ask Copilot for examples where the short sellers WERE right and the share price plummeted. The answer was as follows: ********************************************************************** Yes – high short‑interest often ends with a price increase, but there are also many clear examples where the short‑sold got it right and the share price fell sharply. The common denominator in these cases is that fundamental problems materialized, and that no positive trigger (event, recall, capital injection) came in time. Below are relevant and instructive examples, also from the Oslo Stock Exchange. Cases where high short‑interest → sharp price fall 1. Norwegian Air Shuttle (2018–2020) Short‑interest: 15–25 % in several periods Outcome: Price fall >90 % What happened? The short‑thesis was fundamentally correct: high debt, weak cash flow, complex structure Several short‑term rallies and “mini‑squeezes” But every positive movement was used for new shorting Why did short win? Capital requirements were continuous No sustained positive cash flow Ultimately: restructuring and massive dilution 📌 Learning: High short + structural financing risk = short has long‑term advantage 2. ESA Group / PetroNor / IOX Explorers (small OSE‑shares) Short‑interest: 10–20 % Outcome: Price fall 70–100 % What happened? Short selling signaled low confidence in accounting, governance or assets Small rallies were met by capital raises Fatal individual announcements (delays, lost licenses) 📌 Learning: In illiquid shares, high short is often an early warning, not a squeeze‑setup 3. Seadrill (2015–2017) Short‑interest: High in periods (10–20 %) Outcome: Bankruptcy / restructuring What happened? Short warned of unsustainable debt Temporary upturns during oil price rallies Ultimately, the equity was worthless 📌 Learning: Short only loses if the timeline is broken – here they were right in the end 4. SAS (2019–2023) Short‑interest: High repeatedly Outcome: Near total equity wipeout What happened? Often repriced on “turnaround‑hope” But cash flow and cost base never matched the narrative 📌 Learning: High short + chronically low profitability → shareholders lose over time 5. Wirecard (Frankfurt, but illustrative) Short‑interest: Extremely high Outcome: Share to zero Ironically: Short‑sellers were viewed with suspicion Turned out to be completely right 📌 Learning: High short can be the market's best investigation What distinguishes these from the LINK‑situation? Factor Fall‑cases Link Mobility Cash flow Negative / unstable Positive and stable✅ Capital requirements Repeated capital raises No capital raise distress ✅ Debt risk High / unbalanced Manageable ✅ Business model Cyclical / weak Structural growth (CPaaS) ✅ Event‑risk for short Low High (GF, buyback, recall) ✅ Important conclusion High short‑interest is not bullish in itself. It is bullish only when these three are met: ✅ The company survives without new capital ✅ Short lacks an “exit‑event” on the downside ✅ There are concrete triggers (GF, buyback, recalls) In: Norwegian / SAS / Seadrill → ✅(3), ❌(1) Link Mobility → ✅✅✅ Briefly summarized: Yes, many high‑short‑shares have collapsed In almost all such cases there was: - structural financing weakness - debt or need for capital raise Link lacks these characteristics Thus, Link is in the same short‑category as: Kahoot / NEL / REC (before turnaround) and not like Norwegian / SAS / Seadrill.
·1 päivä sittenGreat post mister. Now it only remains for link to show organic growth! 
·2 päivää sittenShorts remain stable and are gradually increasing. It seems they are determined to hold through Q1. I reduced my position today, based on the short positions remaining so strong leading up to the report.
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
79 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 sitten · MuokattuTwilio was up another 24% yesterday and has thus risen closer to 30% since trading in Link closed Thursday afternoon. It will be exciting to see how this affects Link's share price on Monday. Not least, it will be interesting to see if the short sellers' algorithms take this into account or if they exclusively look at company-specific conditions in Link and remain patient through the Q1 figures🤔
- 1 päivä sitten1 päivä sittenTwilio Inc. 148.06 +7.15 (+5.07%) At close: April 30 at 4:00:02 PM EDT 178.70 +30.74 (+20.78%) Pre-Market: 4:18:45 AM EDT Dollars in millions, except per share amounts Q1 2026 Guidance | Q1 Print | Q2 Outlook Revenue $1,335 - $1,345 | $1,407 | $1,420 - $1,430 Y/Y Revenue Growth 14% - 15% | 20% | 15.5% - 16.5% Y/Y Organic Revenue Growth 10% - 11% | 16% | 10% - 11% Non-GAAP income from operations $240 - $250 | $279 | $250 - $260 Non-GAAP diluted earnings per share $1.21 - $1.26 | $1.50 | $1.27 - $1.32 Non-GAAP weighted average diluted shares outstanding 158 | 157.8 | 157 Bottom line Twilio didn’t just beat — it invalidated the “sector is weak” narrative. For Link Mobility, that means: This is no longer a macro story — it’s an execution story And that’s why the setup is interesting: If Link disappoints → downside is more justified (it’s them, not the market) If Link is even decent → you get a sharp re-rating + short covering
- ·2 päivää sitten · MuokattuI see that some are selling out for fear that the short sellers might be right. So, it might be fun to ask Copilot for examples where the short sellers WERE right and the share price plummeted. The answer was as follows: ********************************************************************** Yes – high short‑interest often ends with a price increase, but there are also many clear examples where the short‑sold got it right and the share price fell sharply. The common denominator in these cases is that fundamental problems materialized, and that no positive trigger (event, recall, capital injection) came in time. Below are relevant and instructive examples, also from the Oslo Stock Exchange. Cases where high short‑interest → sharp price fall 1. Norwegian Air Shuttle (2018–2020) Short‑interest: 15–25 % in several periods Outcome: Price fall >90 % What happened? The short‑thesis was fundamentally correct: high debt, weak cash flow, complex structure Several short‑term rallies and “mini‑squeezes” But every positive movement was used for new shorting Why did short win? Capital requirements were continuous No sustained positive cash flow Ultimately: restructuring and massive dilution 📌 Learning: High short + structural financing risk = short has long‑term advantage 2. ESA Group / PetroNor / IOX Explorers (small OSE‑shares) Short‑interest: 10–20 % Outcome: Price fall 70–100 % What happened? Short selling signaled low confidence in accounting, governance or assets Small rallies were met by capital raises Fatal individual announcements (delays, lost licenses) 📌 Learning: In illiquid shares, high short is often an early warning, not a squeeze‑setup 3. Seadrill (2015–2017) Short‑interest: High in periods (10–20 %) Outcome: Bankruptcy / restructuring What happened? Short warned of unsustainable debt Temporary upturns during oil price rallies Ultimately, the equity was worthless 📌 Learning: Short only loses if the timeline is broken – here they were right in the end 4. SAS (2019–2023) Short‑interest: High repeatedly Outcome: Near total equity wipeout What happened? Often repriced on “turnaround‑hope” But cash flow and cost base never matched the narrative 📌 Learning: High short + chronically low profitability → shareholders lose over time 5. Wirecard (Frankfurt, but illustrative) Short‑interest: Extremely high Outcome: Share to zero Ironically: Short‑sellers were viewed with suspicion Turned out to be completely right 📌 Learning: High short can be the market's best investigation What distinguishes these from the LINK‑situation? Factor Fall‑cases Link Mobility Cash flow Negative / unstable Positive and stable✅ Capital requirements Repeated capital raises No capital raise distress ✅ Debt risk High / unbalanced Manageable ✅ Business model Cyclical / weak Structural growth (CPaaS) ✅ Event‑risk for short Low High (GF, buyback, recall) ✅ Important conclusion High short‑interest is not bullish in itself. It is bullish only when these three are met: ✅ The company survives without new capital ✅ Short lacks an “exit‑event” on the downside ✅ There are concrete triggers (GF, buyback, recalls) In: Norwegian / SAS / Seadrill → ✅(3), ❌(1) Link Mobility → ✅✅✅ Briefly summarized: Yes, many high‑short‑shares have collapsed In almost all such cases there was: - structural financing weakness - debt or need for capital raise Link lacks these characteristics Thus, Link is in the same short‑category as: Kahoot / NEL / REC (before turnaround) and not like Norwegian / SAS / Seadrill.·1 päivä sittenGreat post mister. Now it only remains for link to show organic growth!
- ·2 päivää sittenShorts remain stable and are gradually increasing. It seems they are determined to hold through Q1. I reduced my position today, based on the short positions remaining so strong leading up to the report.
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 |
|---|---|---|---|---|
| - | - | - | - |
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
79 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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sitten · MuokattuTwilio was up another 24% yesterday and has thus risen closer to 30% since trading in Link closed Thursday afternoon. It will be exciting to see how this affects Link's share price on Monday. Not least, it will be interesting to see if the short sellers' algorithms take this into account or if they exclusively look at company-specific conditions in Link and remain patient through the Q1 figures🤔
- 1 päivä sitten1 päivä sittenTwilio Inc. 148.06 +7.15 (+5.07%) At close: April 30 at 4:00:02 PM EDT 178.70 +30.74 (+20.78%) Pre-Market: 4:18:45 AM EDT Dollars in millions, except per share amounts Q1 2026 Guidance | Q1 Print | Q2 Outlook Revenue $1,335 - $1,345 | $1,407 | $1,420 - $1,430 Y/Y Revenue Growth 14% - 15% | 20% | 15.5% - 16.5% Y/Y Organic Revenue Growth 10% - 11% | 16% | 10% - 11% Non-GAAP income from operations $240 - $250 | $279 | $250 - $260 Non-GAAP diluted earnings per share $1.21 - $1.26 | $1.50 | $1.27 - $1.32 Non-GAAP weighted average diluted shares outstanding 158 | 157.8 | 157 Bottom line Twilio didn’t just beat — it invalidated the “sector is weak” narrative. For Link Mobility, that means: This is no longer a macro story — it’s an execution story And that’s why the setup is interesting: If Link disappoints → downside is more justified (it’s them, not the market) If Link is even decent → you get a sharp re-rating + short covering
- ·2 päivää sitten · MuokattuI see that some are selling out for fear that the short sellers might be right. So, it might be fun to ask Copilot for examples where the short sellers WERE right and the share price plummeted. The answer was as follows: ********************************************************************** Yes – high short‑interest often ends with a price increase, but there are also many clear examples where the short‑sold got it right and the share price fell sharply. The common denominator in these cases is that fundamental problems materialized, and that no positive trigger (event, recall, capital injection) came in time. Below are relevant and instructive examples, also from the Oslo Stock Exchange. Cases where high short‑interest → sharp price fall 1. Norwegian Air Shuttle (2018–2020) Short‑interest: 15–25 % in several periods Outcome: Price fall >90 % What happened? The short‑thesis was fundamentally correct: high debt, weak cash flow, complex structure Several short‑term rallies and “mini‑squeezes” But every positive movement was used for new shorting Why did short win? Capital requirements were continuous No sustained positive cash flow Ultimately: restructuring and massive dilution 📌 Learning: High short + structural financing risk = short has long‑term advantage 2. ESA Group / PetroNor / IOX Explorers (small OSE‑shares) Short‑interest: 10–20 % Outcome: Price fall 70–100 % What happened? Short selling signaled low confidence in accounting, governance or assets Small rallies were met by capital raises Fatal individual announcements (delays, lost licenses) 📌 Learning: In illiquid shares, high short is often an early warning, not a squeeze‑setup 3. Seadrill (2015–2017) Short‑interest: High in periods (10–20 %) Outcome: Bankruptcy / restructuring What happened? Short warned of unsustainable debt Temporary upturns during oil price rallies Ultimately, the equity was worthless 📌 Learning: Short only loses if the timeline is broken – here they were right in the end 4. SAS (2019–2023) Short‑interest: High repeatedly Outcome: Near total equity wipeout What happened? Often repriced on “turnaround‑hope” But cash flow and cost base never matched the narrative 📌 Learning: High short + chronically low profitability → shareholders lose over time 5. Wirecard (Frankfurt, but illustrative) Short‑interest: Extremely high Outcome: Share to zero Ironically: Short‑sellers were viewed with suspicion Turned out to be completely right 📌 Learning: High short can be the market's best investigation What distinguishes these from the LINK‑situation? Factor Fall‑cases Link Mobility Cash flow Negative / unstable Positive and stable✅ Capital requirements Repeated capital raises No capital raise distress ✅ Debt risk High / unbalanced Manageable ✅ Business model Cyclical / weak Structural growth (CPaaS) ✅ Event‑risk for short Low High (GF, buyback, recall) ✅ Important conclusion High short‑interest is not bullish in itself. It is bullish only when these three are met: ✅ The company survives without new capital ✅ Short lacks an “exit‑event” on the downside ✅ There are concrete triggers (GF, buyback, recalls) In: Norwegian / SAS / Seadrill → ✅(3), ❌(1) Link Mobility → ✅✅✅ Briefly summarized: Yes, many high‑short‑shares have collapsed In almost all such cases there was: - structural financing weakness - debt or need for capital raise Link lacks these characteristics Thus, Link is in the same short‑category as: Kahoot / NEL / REC (before turnaround) and not like Norwegian / SAS / Seadrill.·1 päivä sittenGreat post mister. Now it only remains for link to show organic growth!
- ·2 päivää sittenShorts remain stable and are gradually increasing. It seems they are determined to hold through Q1. I reduced my position today, based on the short positions remaining so strong leading up to the report.
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 |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt