Q3-osavuosiraportti
15 päivää sitten‧1 t 5 min
Tarjoustasot
Oslo Børs
Määrä
Osto
600
Myynti
Määrä
1 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 428 | - | - | ||
| 1 518 | - | - | ||
| 1 518 | - | - | ||
| 291 | - | - | ||
| 3 343 | - | - |
Ylin
28,55VWAP
Alin
28,05VaihtoMäärä
20 706 892
VWAP
Ylin
28,55Alin
28,05VaihtoMäärä
20 706 892
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 5.11. | |
| 2025 Q2-osavuosiraportti | 20.8. | |
| 2024 Yhtiökokous | 27.5. | |
| 2025 Q1-osavuosiraportti | 14.5. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·10 t sittenIs it just SMS Potalen? Who else is a candidate for acquisition?
·10 t sitten · MuokattuDid they mention in the last report that they already have 6 possible acquisitions that are in a due diligence process? And that these are larger than what they normally work with?- ·11 t sittenDoes anyone have any insight into what the SMSPortal acquisition actually means for LINK? LINK is approaching the “closing” of the SMSPortal acquisition, but I'm struggling a bit to understand how big this really is. I've read a bit about the company, but I'm still a bit unsure: – Is SMSPortal just a “regular” SMS provider, or do they have something more in their toolbox? – How big are they in their market? – And most importantly: do you think this can actually affect the LINK share price when the acquisition is formally completed? Maybe I'm overthinking, but it seems like this could be a bigger deal than what's being discussed in here. Does anyone have more insight or thoughts on what this could mean going forward? I'd appreciate all input – both positive and skeptical 👍
·11 t sittenAlso no expert in telecom. But Perplexity answers: "The acquisition of SMS Portal is of great significance for the LINK share because it gives LINK Mobility access to the South African market and strengthens the company's position in business messaging globally. This is particularly important because SMS Portal is a leading player in Application-to-Person (A2P) SMS services in South Africa, with a solid customer base and good profitability. Financial impact and market outlook SMS Portal had a revenue of 112 million dollars and an EBITDA of 25 million dollars (EBITDA margin of 22%), which provides a solid contribution to LINK's profitability and revenue. The acquisition is financed with both cash and shares and occurs at a multiple of 4.6x EBITDA (potentially up to 5.8x upon full payout of contingent earn-outs), and is therefore considered favorable. The acquisition is expected to be immediately positive for LINK's financials – EBITDA is strengthened and growth potential increases in an attractive market. Strategic importance for shareholders LINK is now expanding its global footprint outside Europe, gaining higher exposure to emerging markets, and can sell more services to new and existing customers. SMS Portal will continue to operate as an independent entity with the same management, ensuring continuity and local expertise. Profitable revenues from SMS Portal, along with the opportunity to offer LINK's high-margin CPaaS products (for example, WhatsApp and RCS solutions), provide further upside for the share. In summary: The acquisition is seen as a growth driver for LINK, strengthens operating margins, and provides increased international exposure. This is considered positive for the share, both in a short-term and long-term perspective."
·7 t sittenAll that is referred to above is well-known and is already priced into the market. The acquisition has been completed, the delay that caused it not to be accounted for until Q4 is that a formal approval was needed from the telecom authorities in SA - no risk that this would not be given, but it has just taken a couple of months longer than expected. Approx 30% EBITDA uplift is not far from what the market has discounted in the LINK share price. 
·16 t sittenThe short position has been reduced (was probably around 6.1m) to 4,577,378 shares. Perhaps that will have a positive impact on the price. Perhaps... 🤔🍺
·10 t sitten · MuokattuRidiculous system for transparency on this in Norway. On the long side there is full disclosure, the short side enjoys a high threshold value for what is shown.·9 t sittenIt's a shame that the knowledge of economics in Norway is just as ridiculous. In the State, everything is about taxing/levying as much as possible. So sad that one doesn't get anything back for putting money in the piggy bank in this country. Did I mention anything about a nice nick? No, now that's also done, greetings from an old whale steak! 🙂🐋
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 ja analyysit
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.
Q3-osavuosiraportti
15 päivää sitten‧1 t 5 min
Uutiset ja analyysit
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
- ·10 t sittenIs it just SMS Potalen? Who else is a candidate for acquisition?·10 t sitten · MuokattuDid they mention in the last report that they already have 6 possible acquisitions that are in a due diligence process? And that these are larger than what they normally work with?
- ·11 t sittenDoes anyone have any insight into what the SMSPortal acquisition actually means for LINK? LINK is approaching the “closing” of the SMSPortal acquisition, but I'm struggling a bit to understand how big this really is. I've read a bit about the company, but I'm still a bit unsure: – Is SMSPortal just a “regular” SMS provider, or do they have something more in their toolbox? – How big are they in their market? – And most importantly: do you think this can actually affect the LINK share price when the acquisition is formally completed? Maybe I'm overthinking, but it seems like this could be a bigger deal than what's being discussed in here. Does anyone have more insight or thoughts on what this could mean going forward? I'd appreciate all input – both positive and skeptical 👍·11 t sittenAlso no expert in telecom. But Perplexity answers: "The acquisition of SMS Portal is of great significance for the LINK share because it gives LINK Mobility access to the South African market and strengthens the company's position in business messaging globally. This is particularly important because SMS Portal is a leading player in Application-to-Person (A2P) SMS services in South Africa, with a solid customer base and good profitability. Financial impact and market outlook SMS Portal had a revenue of 112 million dollars and an EBITDA of 25 million dollars (EBITDA margin of 22%), which provides a solid contribution to LINK's profitability and revenue. The acquisition is financed with both cash and shares and occurs at a multiple of 4.6x EBITDA (potentially up to 5.8x upon full payout of contingent earn-outs), and is therefore considered favorable. The acquisition is expected to be immediately positive for LINK's financials – EBITDA is strengthened and growth potential increases in an attractive market. Strategic importance for shareholders LINK is now expanding its global footprint outside Europe, gaining higher exposure to emerging markets, and can sell more services to new and existing customers. SMS Portal will continue to operate as an independent entity with the same management, ensuring continuity and local expertise. Profitable revenues from SMS Portal, along with the opportunity to offer LINK's high-margin CPaaS products (for example, WhatsApp and RCS solutions), provide further upside for the share. In summary: The acquisition is seen as a growth driver for LINK, strengthens operating margins, and provides increased international exposure. This is considered positive for the share, both in a short-term and long-term perspective."·7 t sittenAll that is referred to above is well-known and is already priced into the market. The acquisition has been completed, the delay that caused it not to be accounted for until Q4 is that a formal approval was needed from the telecom authorities in SA - no risk that this would not be given, but it has just taken a couple of months longer than expected. Approx 30% EBITDA uplift is not far from what the market has discounted in the LINK share price.
- ·16 t sittenThe short position has been reduced (was probably around 6.1m) to 4,577,378 shares. Perhaps that will have a positive impact on the price. Perhaps... 🤔🍺·10 t sitten · MuokattuRidiculous system for transparency on this in Norway. On the long side there is full disclosure, the short side enjoys a high threshold value for what is shown.·9 t sittenIt's a shame that the knowledge of economics in Norway is just as ridiculous. In the State, everything is about taxing/levying as much as possible. So sad that one doesn't get anything back for putting money in the piggy bank in this country. Did I mention anything about a nice nick? No, now that's also done, greetings from an old whale steak! 🙂🐋
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
600
Myynti
Määrä
1 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 428 | - | - | ||
| 1 518 | - | - | ||
| 1 518 | - | - | ||
| 291 | - | - | ||
| 3 343 | - | - |
Ylin
28,55VWAP
Alin
28,05VaihtoMäärä
20 706 892
VWAP
Ylin
28,55Alin
28,05VaihtoMäärä
20 706 892
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 5.11. | |
| 2025 Q2-osavuosiraportti | 20.8. | |
| 2024 Yhtiökokous | 27.5. | |
| 2025 Q1-osavuosiraportti | 14.5. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
15 päivää sitten‧1 t 5 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 5.11. | |
| 2025 Q2-osavuosiraportti | 20.8. | |
| 2024 Yhtiökokous | 27.5. | |
| 2025 Q1-osavuosiraportti | 14.5. | |
| 2024 Q4-osavuosiraportti | 13.2. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·10 t sittenIs it just SMS Potalen? Who else is a candidate for acquisition?·10 t sitten · MuokattuDid they mention in the last report that they already have 6 possible acquisitions that are in a due diligence process? And that these are larger than what they normally work with?
- ·11 t sittenDoes anyone have any insight into what the SMSPortal acquisition actually means for LINK? LINK is approaching the “closing” of the SMSPortal acquisition, but I'm struggling a bit to understand how big this really is. I've read a bit about the company, but I'm still a bit unsure: – Is SMSPortal just a “regular” SMS provider, or do they have something more in their toolbox? – How big are they in their market? – And most importantly: do you think this can actually affect the LINK share price when the acquisition is formally completed? Maybe I'm overthinking, but it seems like this could be a bigger deal than what's being discussed in here. Does anyone have more insight or thoughts on what this could mean going forward? I'd appreciate all input – both positive and skeptical 👍·11 t sittenAlso no expert in telecom. But Perplexity answers: "The acquisition of SMS Portal is of great significance for the LINK share because it gives LINK Mobility access to the South African market and strengthens the company's position in business messaging globally. This is particularly important because SMS Portal is a leading player in Application-to-Person (A2P) SMS services in South Africa, with a solid customer base and good profitability. Financial impact and market outlook SMS Portal had a revenue of 112 million dollars and an EBITDA of 25 million dollars (EBITDA margin of 22%), which provides a solid contribution to LINK's profitability and revenue. The acquisition is financed with both cash and shares and occurs at a multiple of 4.6x EBITDA (potentially up to 5.8x upon full payout of contingent earn-outs), and is therefore considered favorable. The acquisition is expected to be immediately positive for LINK's financials – EBITDA is strengthened and growth potential increases in an attractive market. Strategic importance for shareholders LINK is now expanding its global footprint outside Europe, gaining higher exposure to emerging markets, and can sell more services to new and existing customers. SMS Portal will continue to operate as an independent entity with the same management, ensuring continuity and local expertise. Profitable revenues from SMS Portal, along with the opportunity to offer LINK's high-margin CPaaS products (for example, WhatsApp and RCS solutions), provide further upside for the share. In summary: The acquisition is seen as a growth driver for LINK, strengthens operating margins, and provides increased international exposure. This is considered positive for the share, both in a short-term and long-term perspective."·7 t sittenAll that is referred to above is well-known and is already priced into the market. The acquisition has been completed, the delay that caused it not to be accounted for until Q4 is that a formal approval was needed from the telecom authorities in SA - no risk that this would not be given, but it has just taken a couple of months longer than expected. Approx 30% EBITDA uplift is not far from what the market has discounted in the LINK share price.
- ·16 t sittenThe short position has been reduced (was probably around 6.1m) to 4,577,378 shares. Perhaps that will have a positive impact on the price. Perhaps... 🤔🍺·10 t sitten · MuokattuRidiculous system for transparency on this in Norway. On the long side there is full disclosure, the short side enjoys a high threshold value for what is shown.·9 t sittenIt's a shame that the knowledge of economics in Norway is just as ridiculous. In the State, everything is about taxing/levying as much as possible. So sad that one doesn't get anything back for putting money in the piggy bank in this country. Did I mention anything about a nice nick? No, now that's also done, greetings from an old whale steak! 🙂🐋
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
600
Myynti
Määrä
1 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 428 | - | - | ||
| 1 518 | - | - | ||
| 1 518 | - | - | ||
| 291 | - | - | ||
| 3 343 | - | - |
Ylin
28,55VWAP
Alin
28,05VaihtoMäärä
20 706 892
VWAP
Ylin
28,55Alin
28,05VaihtoMäärä
20 706 892
Välittäjätilasto
Dataa ei löytynyt