2025 Q4 -tulosraportti
Vain PDF
24 päivää sitten
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
2 419
Myynti
Määrä
1 759
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 190 | - | - | ||
| 131 | - | - | ||
| 135 | - | - | ||
| 52 | - | - | ||
| 119 | - | - |
Ylin
64,8VWAP
Alin
63,9VaihtoMäärä
2,4 36 709
VWAP
Ylin
64,8Alin
63,9VaihtoMäärä
2,4 36 709
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 22.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 23.4.2025 | ||
2024 Q4 -tulosraportti 23.1.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 päivää sitten · MuokattuOne of the good things currently about this stock is that one doesn't need to be nervous about a diluted preferential rights issue occurring, as we have seen in e.g. Karolinska Development and First Venture. On the contrary. The cash box is full to the brim. And the discount is currently so large that you get all unlisted shares for free. Even if you only take the starting point from the way bindex.se calculates the discount (currently well over 10%). I calculate the real substance discount in a different way, as can be seen in previous posts.- ·23.1. · MuokattuABG lowers price target to 65. That sounds completely idiotic. SEB lowered yesterday to 82, which sounds more reasonable long-term viewed from a historical perspective in relation to how much discount there should be on the stock. Ibindex prices the intrinsic value as of today's date at 74, so the intrinsic value discount has never been higher than right now. You might want to see the analysis further down in the discussion thread. There is no reason for such a low price as 65.
- ·22.1.The Q4 announcement hit the share price hard today, even though Linc's share price has never been more favorable than right now, and even though all other shares have risen quite nicely today - including the underlying shares in Linc. It is not insignificant how the information is conveyed in a press release.
- ·22.1. · MuokattuThe discount has never been higher. No worries with the announcement from Linc regarding the analysis I wrote the other day. On the contrary, the huge discount has only increased with today's price drop. Here's what I wrote the other day, updated in relation to today's additional discount: Updated 22.01.2026 Right now, you get all unlisted shares in Linc's portfolio completely free and at the same time get an 8 % discount on both cash holdings and listed shares. The discount has never been this high before. The official NAV discount calculated by ibindex.se is currently just over 17 %. But that's not how I calculate the discount, as I instead use what I call the real NAV. I calculate the real NAV discount solely in relation to the unlisted shares, as I first fully offset the value of the listed shares and positive capital including receivables (and offset any debt.) PGN63 estimates here on Shareville on January 19, 2026, that the positive capital has fallen 3 % compared to the statement on October 23, 2025, on ibindex.se due to exchange rate changes, which I have taken into account in the calculation. PGN63 also estimates that since 30 % of the positive capital is placed in American funds with pharmaceutical stocks (”läkemedelsinriktning”), this part of the capital is exposed to market risk, which is difficult to assess. (I fortunately also note that PGN's largest stock investment shown on Shareville on January 19, 2026, is Linc.) The real NAV discount in Linc thus goes far over 100 %, which it cannot, but then the remaining discount must be distributed among the listed shares and cash, which are then currently obtained with an 8 % discount on top of the free unlisted shares – calculated based on the current share price of 60 SEK. After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But since the unlisted shares in Linc only constitute 9.6 % of the total NAV, it doesn't really matter in this stock if one or two shares were priced too high or went bankrupt. Another prerequisite is, of course, that one is comfortable with whether the current price of the listed shares will hold up in the future to the same extent as other shares on the market, or whether one assesses that some of them have serious skeletons in the closet. Others than I may have greater abilities to assess the value of the underlying unlisted companies. But an important detail is that Medcap accounts for 1/3 of the value in the Linc share. Medcap is relatively undervalued at the moment, which can provide upside potential. If, on the other hand, one assesses that it can go bankrupt and end at 0 SEK, then it corresponds to the price of Linc being 20 % too high. Or put another way: The price of Medcap can fall to half of today's price – and the NAV will still be intact in Linc. I myself think it's an advantage to be invested in Medcap via Linc, so I have a large insurance through the diversification in Linc instead of being directly invested in Medcap myself – but that's probably a matter of taste. Linc is a somewhat strange stock. In some periods, you pay an overprice, and in other periods, you get a large discount. There are no fundamental reasons for the fluctuations, so one simply has to get used to them - and use them in one's buying and selling strategy.·22.1.One can distribute the discount as one wishes. But I see no reason for a discount on cash and listed shares, which have a daily value. An analysis of the discount on unlisted shares provides an assessment of risk in relation to their pricing. The interesting thing at Linc right now, however, is that an analysis of "the real substance discount" shows that one gets an 8 % discount on both cash and listed shares even if one sets the value of all unlisted shares to 0 kr.
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
Vain PDF
24 päivää sitten
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
- ·3 päivää sitten · MuokattuOne of the good things currently about this stock is that one doesn't need to be nervous about a diluted preferential rights issue occurring, as we have seen in e.g. Karolinska Development and First Venture. On the contrary. The cash box is full to the brim. And the discount is currently so large that you get all unlisted shares for free. Even if you only take the starting point from the way bindex.se calculates the discount (currently well over 10%). I calculate the real substance discount in a different way, as can be seen in previous posts.
- ·23.1. · MuokattuABG lowers price target to 65. That sounds completely idiotic. SEB lowered yesterday to 82, which sounds more reasonable long-term viewed from a historical perspective in relation to how much discount there should be on the stock. Ibindex prices the intrinsic value as of today's date at 74, so the intrinsic value discount has never been higher than right now. You might want to see the analysis further down in the discussion thread. There is no reason for such a low price as 65.
- ·22.1.The Q4 announcement hit the share price hard today, even though Linc's share price has never been more favorable than right now, and even though all other shares have risen quite nicely today - including the underlying shares in Linc. It is not insignificant how the information is conveyed in a press release.
- ·22.1. · MuokattuThe discount has never been higher. No worries with the announcement from Linc regarding the analysis I wrote the other day. On the contrary, the huge discount has only increased with today's price drop. Here's what I wrote the other day, updated in relation to today's additional discount: Updated 22.01.2026 Right now, you get all unlisted shares in Linc's portfolio completely free and at the same time get an 8 % discount on both cash holdings and listed shares. The discount has never been this high before. The official NAV discount calculated by ibindex.se is currently just over 17 %. But that's not how I calculate the discount, as I instead use what I call the real NAV. I calculate the real NAV discount solely in relation to the unlisted shares, as I first fully offset the value of the listed shares and positive capital including receivables (and offset any debt.) PGN63 estimates here on Shareville on January 19, 2026, that the positive capital has fallen 3 % compared to the statement on October 23, 2025, on ibindex.se due to exchange rate changes, which I have taken into account in the calculation. PGN63 also estimates that since 30 % of the positive capital is placed in American funds with pharmaceutical stocks (”läkemedelsinriktning”), this part of the capital is exposed to market risk, which is difficult to assess. (I fortunately also note that PGN's largest stock investment shown on Shareville on January 19, 2026, is Linc.) The real NAV discount in Linc thus goes far over 100 %, which it cannot, but then the remaining discount must be distributed among the listed shares and cash, which are then currently obtained with an 8 % discount on top of the free unlisted shares – calculated based on the current share price of 60 SEK. After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But since the unlisted shares in Linc only constitute 9.6 % of the total NAV, it doesn't really matter in this stock if one or two shares were priced too high or went bankrupt. Another prerequisite is, of course, that one is comfortable with whether the current price of the listed shares will hold up in the future to the same extent as other shares on the market, or whether one assesses that some of them have serious skeletons in the closet. Others than I may have greater abilities to assess the value of the underlying unlisted companies. But an important detail is that Medcap accounts for 1/3 of the value in the Linc share. Medcap is relatively undervalued at the moment, which can provide upside potential. If, on the other hand, one assesses that it can go bankrupt and end at 0 SEK, then it corresponds to the price of Linc being 20 % too high. Or put another way: The price of Medcap can fall to half of today's price – and the NAV will still be intact in Linc. I myself think it's an advantage to be invested in Medcap via Linc, so I have a large insurance through the diversification in Linc instead of being directly invested in Medcap myself – but that's probably a matter of taste. Linc is a somewhat strange stock. In some periods, you pay an overprice, and in other periods, you get a large discount. There are no fundamental reasons for the fluctuations, so one simply has to get used to them - and use them in one's buying and selling strategy.·22.1.One can distribute the discount as one wishes. But I see no reason for a discount on cash and listed shares, which have a daily value. An analysis of the discount on unlisted shares provides an assessment of risk in relation to their pricing. The interesting thing at Linc right now, however, is that an analysis of "the real substance discount" shows that one gets an 8 % discount on both cash and listed shares even if one sets the value of all unlisted shares to 0 kr.
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
Nasdaq Stockholm
Määrä
Osto
2 419
Myynti
Määrä
1 759
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 190 | - | - | ||
| 131 | - | - | ||
| 135 | - | - | ||
| 52 | - | - | ||
| 119 | - | - |
Ylin
64,8VWAP
Alin
63,9VaihtoMäärä
2,4 36 709
VWAP
Ylin
64,8Alin
63,9VaihtoMäärä
2,4 36 709
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 22.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 23.4.2025 | ||
2024 Q4 -tulosraportti 23.1.2025 |
2025 Q4 -tulosraportti
Vain PDF
24 päivää sitten
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 22.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 23.4.2025 | ||
2024 Q4 -tulosraportti 23.1.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sitten · MuokattuOne of the good things currently about this stock is that one doesn't need to be nervous about a diluted preferential rights issue occurring, as we have seen in e.g. Karolinska Development and First Venture. On the contrary. The cash box is full to the brim. And the discount is currently so large that you get all unlisted shares for free. Even if you only take the starting point from the way bindex.se calculates the discount (currently well over 10%). I calculate the real substance discount in a different way, as can be seen in previous posts.
- ·23.1. · MuokattuABG lowers price target to 65. That sounds completely idiotic. SEB lowered yesterday to 82, which sounds more reasonable long-term viewed from a historical perspective in relation to how much discount there should be on the stock. Ibindex prices the intrinsic value as of today's date at 74, so the intrinsic value discount has never been higher than right now. You might want to see the analysis further down in the discussion thread. There is no reason for such a low price as 65.
- ·22.1.The Q4 announcement hit the share price hard today, even though Linc's share price has never been more favorable than right now, and even though all other shares have risen quite nicely today - including the underlying shares in Linc. It is not insignificant how the information is conveyed in a press release.
- ·22.1. · MuokattuThe discount has never been higher. No worries with the announcement from Linc regarding the analysis I wrote the other day. On the contrary, the huge discount has only increased with today's price drop. Here's what I wrote the other day, updated in relation to today's additional discount: Updated 22.01.2026 Right now, you get all unlisted shares in Linc's portfolio completely free and at the same time get an 8 % discount on both cash holdings and listed shares. The discount has never been this high before. The official NAV discount calculated by ibindex.se is currently just over 17 %. But that's not how I calculate the discount, as I instead use what I call the real NAV. I calculate the real NAV discount solely in relation to the unlisted shares, as I first fully offset the value of the listed shares and positive capital including receivables (and offset any debt.) PGN63 estimates here on Shareville on January 19, 2026, that the positive capital has fallen 3 % compared to the statement on October 23, 2025, on ibindex.se due to exchange rate changes, which I have taken into account in the calculation. PGN63 also estimates that since 30 % of the positive capital is placed in American funds with pharmaceutical stocks (”läkemedelsinriktning”), this part of the capital is exposed to market risk, which is difficult to assess. (I fortunately also note that PGN's largest stock investment shown on Shareville on January 19, 2026, is Linc.) The real NAV discount in Linc thus goes far over 100 %, which it cannot, but then the remaining discount must be distributed among the listed shares and cash, which are then currently obtained with an 8 % discount on top of the free unlisted shares – calculated based on the current share price of 60 SEK. After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I do not have the prerequisites to know that, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But since the unlisted shares in Linc only constitute 9.6 % of the total NAV, it doesn't really matter in this stock if one or two shares were priced too high or went bankrupt. Another prerequisite is, of course, that one is comfortable with whether the current price of the listed shares will hold up in the future to the same extent as other shares on the market, or whether one assesses that some of them have serious skeletons in the closet. Others than I may have greater abilities to assess the value of the underlying unlisted companies. But an important detail is that Medcap accounts for 1/3 of the value in the Linc share. Medcap is relatively undervalued at the moment, which can provide upside potential. If, on the other hand, one assesses that it can go bankrupt and end at 0 SEK, then it corresponds to the price of Linc being 20 % too high. Or put another way: The price of Medcap can fall to half of today's price – and the NAV will still be intact in Linc. I myself think it's an advantage to be invested in Medcap via Linc, so I have a large insurance through the diversification in Linc instead of being directly invested in Medcap myself – but that's probably a matter of taste. Linc is a somewhat strange stock. In some periods, you pay an overprice, and in other periods, you get a large discount. There are no fundamental reasons for the fluctuations, so one simply has to get used to them - and use them in one's buying and selling strategy.·22.1.One can distribute the discount as one wishes. But I see no reason for a discount on cash and listed shares, which have a daily value. An analysis of the discount on unlisted shares provides an assessment of risk in relation to their pricing. The interesting thing at Linc right now, however, is that an analysis of "the real substance discount" shows that one gets an 8 % discount on both cash and listed shares even if one sets the value of all unlisted shares to 0 kr.
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
Nasdaq Stockholm
Määrä
Osto
2 419
Myynti
Määrä
1 759
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 190 | - | - | ||
| 131 | - | - | ||
| 135 | - | - | ||
| 52 | - | - | ||
| 119 | - | - |
Ylin
64,8VWAP
Alin
63,9VaihtoMäärä
2,4 36 709
VWAP
Ylin
64,8Alin
63,9VaihtoMäärä
2,4 36 709
Välittäjätilasto
Dataa ei löytynyt