2025 Q4 -tulosraportti
34 päivää sitten
‧1 t 0 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 941 | - | - | ||
| 59 | - | - | ||
| 290 | - | - | ||
| 831 | - | - | ||
| 4 377 | - | - |
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
·9 t sitten · MuokattuWhy a low share price can be ABRY's best friend and why the window potentially closes on May 12 I think many misunderstand one thing in LINK right now. A low share price is not necessarily a problem for ABRY; it can actually be an advantage. LINK is actively buying back its own shares. At the same time, ABRY holds 40 million shares they obviously intend to sell. If they just wanted out quickly, they could have sold directly into the buyback program. They are not doing that. In my opinion, it's a conscious choice and one of the strongest signals in the case. Timeline for some context: • Jan 2025 – ABRY representative leaves • Aug 2025 – Sells 45M shares at NOK 30 • Sep 2025 – Rugseth sells everything • Nov 2025 – Lock-up expires – ABRY does not sell • Jan 2026 – ABRY board members resign • Mar 2026 – LINK starts 300 MNOK buyback • Now – still no sell-down This doesn't look random. It looks structured. Here's an interesting detail: • ABRY's holding company (Victory Partners VIII) is a pure holding company for the LINK shares. • In December 2025, they tidied up 7-year-old documentation at Companies House. You normally don't do that unless you are preparing something. Status now: • Lock-up expired – did not sell • Clearance period finished – did not sell • LINK buys shares in the market – does not sell into That leaves two alternatives: 1) They are waiting for a better price 2) They have been waiting for a structured exit If the price is low, the premium argument becomes extremely strong. Example: • Price 21 → bid 38–40 = ~80–90 % premium • Price 30 → same premium requires 45–55 That's a completely different deal to get through. A low price makes it easier to: • get acceptance from shareholders • secure financing • complete a transaction The structure of a potential deal ABRY (~13 %) must bring along more: • institutional owners (Odin, Hvaler, Sundt, Trygda) • strategic buyer Realistic pre-acceptance 25–30 % upon announcement. Several of the largest owners entered around NOK 30+. This practically sets a natural floor price. What can close the window • Q1 (May 12) – the market starts looking towards Q2 and improvement • Capital Markets Day – can lift the price alone • RCS on iOS in Europe – structural driver • Generally better sentiment in tech If something is to happen at these levels, the timing is good now. My take: • ABRY is technically free to sell • They are not selling • LINK buys its own shares • The price is low, the premium argument is strong • Several triggers are approaching I don't think this is random. Anyone seeing other signals for or against?
·1 t sitten · MuokattuThe challenge is probably that it is difficult to sell the company when they have increasing complexity and falling results over several quarters, so the company must first show that they manage to become more efficient (cost/consolidation) and that they have control over earnings.
·18 t sittenArrowstreet Capital has as of 16.3 5 516 410 in a short position. Over 60 % of this has been sold at prices from 35-28 kr. Upon covering at 25-28, they will be solidly in profit. Several of the other players are in similar positions but not as favorable. It can quickly become crowded at the doors when some feel they should start covering their positions.
·19 t sitten · MuokattuTelevox Expands Secure, Interactive RCS Messaging with Twilio to Power the Next Generation of Regulated Customer Engagement Through WestCX - LINK related (competitor)
·18 t sittenWhy is this good?·18 t sittenWhether it is good or bad, you will have to interpret that yourself.
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
34 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
- ·9 t sitten · MuokattuWhy a low share price can be ABRY's best friend and why the window potentially closes on May 12 I think many misunderstand one thing in LINK right now. A low share price is not necessarily a problem for ABRY; it can actually be an advantage. LINK is actively buying back its own shares. At the same time, ABRY holds 40 million shares they obviously intend to sell. If they just wanted out quickly, they could have sold directly into the buyback program. They are not doing that. In my opinion, it's a conscious choice and one of the strongest signals in the case. Timeline for some context: • Jan 2025 – ABRY representative leaves • Aug 2025 – Sells 45M shares at NOK 30 • Sep 2025 – Rugseth sells everything • Nov 2025 – Lock-up expires – ABRY does not sell • Jan 2026 – ABRY board members resign • Mar 2026 – LINK starts 300 MNOK buyback • Now – still no sell-down This doesn't look random. It looks structured. Here's an interesting detail: • ABRY's holding company (Victory Partners VIII) is a pure holding company for the LINK shares. • In December 2025, they tidied up 7-year-old documentation at Companies House. You normally don't do that unless you are preparing something. Status now: • Lock-up expired – did not sell • Clearance period finished – did not sell • LINK buys shares in the market – does not sell into That leaves two alternatives: 1) They are waiting for a better price 2) They have been waiting for a structured exit If the price is low, the premium argument becomes extremely strong. Example: • Price 21 → bid 38–40 = ~80–90 % premium • Price 30 → same premium requires 45–55 That's a completely different deal to get through. A low price makes it easier to: • get acceptance from shareholders • secure financing • complete a transaction The structure of a potential deal ABRY (~13 %) must bring along more: • institutional owners (Odin, Hvaler, Sundt, Trygda) • strategic buyer Realistic pre-acceptance 25–30 % upon announcement. Several of the largest owners entered around NOK 30+. This practically sets a natural floor price. What can close the window • Q1 (May 12) – the market starts looking towards Q2 and improvement • Capital Markets Day – can lift the price alone • RCS on iOS in Europe – structural driver • Generally better sentiment in tech If something is to happen at these levels, the timing is good now. My take: • ABRY is technically free to sell • They are not selling • LINK buys its own shares • The price is low, the premium argument is strong • Several triggers are approaching I don't think this is random. Anyone seeing other signals for or against?·1 t sitten · MuokattuThe challenge is probably that it is difficult to sell the company when they have increasing complexity and falling results over several quarters, so the company must first show that they manage to become more efficient (cost/consolidation) and that they have control over earnings.
- ·18 t sittenArrowstreet Capital has as of 16.3 5 516 410 in a short position. Over 60 % of this has been sold at prices from 35-28 kr. Upon covering at 25-28, they will be solidly in profit. Several of the other players are in similar positions but not as favorable. It can quickly become crowded at the doors when some feel they should start covering their positions.
- ·19 t sitten · MuokattuTelevox Expands Secure, Interactive RCS Messaging with Twilio to Power the Next Generation of Regulated Customer Engagement Through WestCX - LINK related (competitor)·18 t sittenWhy is this good?·18 t sittenWhether it is good or bad, you will have to interpret that yourself.
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 |
|---|---|---|---|---|
| 4 941 | - | - | ||
| 59 | - | - | ||
| 290 | - | - | ||
| 831 | - | - | ||
| 4 377 | - | - |
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
34 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
- ·9 t sitten · MuokattuWhy a low share price can be ABRY's best friend and why the window potentially closes on May 12 I think many misunderstand one thing in LINK right now. A low share price is not necessarily a problem for ABRY; it can actually be an advantage. LINK is actively buying back its own shares. At the same time, ABRY holds 40 million shares they obviously intend to sell. If they just wanted out quickly, they could have sold directly into the buyback program. They are not doing that. In my opinion, it's a conscious choice and one of the strongest signals in the case. Timeline for some context: • Jan 2025 – ABRY representative leaves • Aug 2025 – Sells 45M shares at NOK 30 • Sep 2025 – Rugseth sells everything • Nov 2025 – Lock-up expires – ABRY does not sell • Jan 2026 – ABRY board members resign • Mar 2026 – LINK starts 300 MNOK buyback • Now – still no sell-down This doesn't look random. It looks structured. Here's an interesting detail: • ABRY's holding company (Victory Partners VIII) is a pure holding company for the LINK shares. • In December 2025, they tidied up 7-year-old documentation at Companies House. You normally don't do that unless you are preparing something. Status now: • Lock-up expired – did not sell • Clearance period finished – did not sell • LINK buys shares in the market – does not sell into That leaves two alternatives: 1) They are waiting for a better price 2) They have been waiting for a structured exit If the price is low, the premium argument becomes extremely strong. Example: • Price 21 → bid 38–40 = ~80–90 % premium • Price 30 → same premium requires 45–55 That's a completely different deal to get through. A low price makes it easier to: • get acceptance from shareholders • secure financing • complete a transaction The structure of a potential deal ABRY (~13 %) must bring along more: • institutional owners (Odin, Hvaler, Sundt, Trygda) • strategic buyer Realistic pre-acceptance 25–30 % upon announcement. Several of the largest owners entered around NOK 30+. This practically sets a natural floor price. What can close the window • Q1 (May 12) – the market starts looking towards Q2 and improvement • Capital Markets Day – can lift the price alone • RCS on iOS in Europe – structural driver • Generally better sentiment in tech If something is to happen at these levels, the timing is good now. My take: • ABRY is technically free to sell • They are not selling • LINK buys its own shares • The price is low, the premium argument is strong • Several triggers are approaching I don't think this is random. Anyone seeing other signals for or against?·1 t sitten · MuokattuThe challenge is probably that it is difficult to sell the company when they have increasing complexity and falling results over several quarters, so the company must first show that they manage to become more efficient (cost/consolidation) and that they have control over earnings.
- ·18 t sittenArrowstreet Capital has as of 16.3 5 516 410 in a short position. Over 60 % of this has been sold at prices from 35-28 kr. Upon covering at 25-28, they will be solidly in profit. Several of the other players are in similar positions but not as favorable. It can quickly become crowded at the doors when some feel they should start covering their positions.
- ·19 t sitten · MuokattuTelevox Expands Secure, Interactive RCS Messaging with Twilio to Power the Next Generation of Regulated Customer Engagement Through WestCX - LINK related (competitor)·18 t sittenWhy is this good?·18 t sittenWhether it is good or bad, you will have to interpret that yourself.
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 |
|---|---|---|---|---|
| 4 941 | - | - | ||
| 59 | - | - | ||
| 290 | - | - | ||
| 831 | - | - | ||
| 4 377 | - | - |
Välittäjätilasto
Dataa ei löytynyt