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
·4 t sittenGoldman 5.21 % in LINK and people still think this is a coincidence? The more I look at this, the more it reminds me of Kahoot before the bid. Goldman Sachs Asset Management assisted General Atlantic with others and took Kahoot private at 35 kroner, a ~53 % premium from ~23. Look at LINK now: 1. Goldman crosses 5 % for the first time ever ~94 % of the exposure via derivatives 2. GSAM is in the structure 3. Price ~22–23 kroner 4. A bid around 35 gives an almost identical premium as Kahoot And at the same time, this is happening: 1. ABRY cleans up, leaves the board and still holds a significant stake 2. Founder is completely out 3. The company buys back its own shares and says the price is too low 4. ABRY does not sell in the market These are not random data points. This is the same type of setup we have seen before in other cases. Yes, it could be trading. Yes, it could be a coincidence. But when you have: 1. an exit-ready major shareholder 2. a stock that is sharply down 3. a company in a consolidating sector 4. and Goldman building exposure via swaps ...then it starts to become difficult to dismiss. And if this is actually a structured process: Who are the natural buyers? Twilio Sinch Infobip PE / GSAM / GA All lack or want a stronger European footprint. This is not a “bull case”. This is an asymmetric setup where something can happen quickly if one piece falls into place. The question is not if something can happen. The question is if the market is completely unprepared if it does. I can be wrong. But this is starting to look very little like coincidence. Disclosure: Long LINK- ·1 päivä 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!
·1 päivä 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
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
- ·4 t sittenGoldman 5.21 % in LINK and people still think this is a coincidence? The more I look at this, the more it reminds me of Kahoot before the bid. Goldman Sachs Asset Management assisted General Atlantic with others and took Kahoot private at 35 kroner, a ~53 % premium from ~23. Look at LINK now: 1. Goldman crosses 5 % for the first time ever ~94 % of the exposure via derivatives 2. GSAM is in the structure 3. Price ~22–23 kroner 4. A bid around 35 gives an almost identical premium as Kahoot And at the same time, this is happening: 1. ABRY cleans up, leaves the board and still holds a significant stake 2. Founder is completely out 3. The company buys back its own shares and says the price is too low 4. ABRY does not sell in the market These are not random data points. This is the same type of setup we have seen before in other cases. Yes, it could be trading. Yes, it could be a coincidence. But when you have: 1. an exit-ready major shareholder 2. a stock that is sharply down 3. a company in a consolidating sector 4. and Goldman building exposure via swaps ...then it starts to become difficult to dismiss. And if this is actually a structured process: Who are the natural buyers? Twilio Sinch Infobip PE / GSAM / GA All lack or want a stronger European footprint. This is not a “bull case”. This is an asymmetric setup where something can happen quickly if one piece falls into place. The question is not if something can happen. The question is if the market is completely unprepared if it does. I can be wrong. But this is starting to look very little like coincidence. Disclosure: Long LINK
- ·1 päivä 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!·1 päivä 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
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
- ·4 t sittenGoldman 5.21 % in LINK and people still think this is a coincidence? The more I look at this, the more it reminds me of Kahoot before the bid. Goldman Sachs Asset Management assisted General Atlantic with others and took Kahoot private at 35 kroner, a ~53 % premium from ~23. Look at LINK now: 1. Goldman crosses 5 % for the first time ever ~94 % of the exposure via derivatives 2. GSAM is in the structure 3. Price ~22–23 kroner 4. A bid around 35 gives an almost identical premium as Kahoot And at the same time, this is happening: 1. ABRY cleans up, leaves the board and still holds a significant stake 2. Founder is completely out 3. The company buys back its own shares and says the price is too low 4. ABRY does not sell in the market These are not random data points. This is the same type of setup we have seen before in other cases. Yes, it could be trading. Yes, it could be a coincidence. But when you have: 1. an exit-ready major shareholder 2. a stock that is sharply down 3. a company in a consolidating sector 4. and Goldman building exposure via swaps ...then it starts to become difficult to dismiss. And if this is actually a structured process: Who are the natural buyers? Twilio Sinch Infobip PE / GSAM / GA All lack or want a stronger European footprint. This is not a “bull case”. This is an asymmetric setup where something can happen quickly if one piece falls into place. The question is not if something can happen. The question is if the market is completely unprepared if it does. I can be wrong. But this is starting to look very little like coincidence. Disclosure: Long LINK
- ·1 päivä 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!·1 päivä 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
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