2026 Q2 - rapport
55 dager siden
‧56min
Ordredybde
Antall
Kjøp
-
Selg
Antall
-
Siste handler
| Tid | Pris | Antall | Kjøpere | Selger |
|---|---|---|---|---|
| 65 | - | - | ||
| 159 | - | - | ||
| 352 | - | - | ||
| 31 | - | - | ||
| 73 | - | - |
Det er viktig at du er klar over at aksjemarkedet kan både øke og minke i verdi. Selv om sparing i aksjer historisk sett har gitt god avkastning over tid, er det ingen garanti for fremtidig utvikling. Det er alltid en risiko for at du ikke får tilbake pengene du har investert.
Fond og ETF-er med aksjen
Kunder besøkte også
Selskapshendelser
Data hentes fra Quartr| Kommende | |
|---|---|
2026 Q3 - rapport 4. nov. |
| Historisk | ||
|---|---|---|
2026 Q2 - rapport 19. aug. | ||
2026 Q1 - rapport 12. mai | ||
2025 Q4 - rapport 12. feb. | ||
2025 Q3 - rapport 5. nov. 2025 | ||
2025 Q2 - rapport 20. aug. 2025 |
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
Forum
Bli med i samtalen på Nordnet Social
for 2 t sidenHelt utrolig at et styre må motiveres for å bidra til vekst, dette underbygger en dårlig holdning til styre arbeid og strategi for selskapet. Videre sier det noe om styrets sammensetning og interne utfordringer i styre.
for 13 t sidenEnig med Bjerkeli, ingen tydelig why og slik det foreligger nå stemmer jeg også nei. «NO to spending NOK 5m on board members as “AI consultants” LINK Mobility will hold an extraordinary general meeting on October 19th. The Nomination Committee proposes to grant options to the board members in a new “strategy group”, which is to work on an agenda related to AI, products and technology. The chair of the group would receive 150,000 options and each member 75,000. Hvaler Invest will vote against. Our reasons are as follows: Options measure the wrong thing. The share price is affected by the market, by the results management delivers and by many other factors that the strategy group does not control. We believe LINK is currently priced below its underlying value. That means the options have significant upside before the group has done anything at all. The result is payment for share price appreciation, not for work performed. If our target price is reached, the company and we as shareholders will have given away approximately NOK 5m to this group through the options. In our view, this is a rather idiotic way of compensating ordinary board work. We do not see the need. We have confidence in Thomas Berge and the management team, and they are delivering. In Q2, organic gross profit returned to growth, and things are moving in the right direction after a couple of rough quarters. AI is an important topic, but it does not turn every industry upside down. For LINK, it is by no means obvious that major changes are needed beyond efficiency improvements, and management has already started that work. Strategy is management’s responsibility. The board is of course responsible for the company’s strategy, but we believe the CEO and management should drive the strategy work. Thomas has 20+ years of industry experience and has served as both CEO and CFO of LINK for a long time. The board should challenge, decide on and anchor the strategy. Reversing that order risks a strategy that is detached from operations. This could lead to a plan that is put in a drawer and never used (best case), or to a strategy that does not work in practice and an attempt to implement it that takes time and focus away from key resources in the company (worst case). In addition, this board of seven is entirely new to the company. That increases the risk of a poor process and a poor outcome. Our alternative: If additional capacity is needed from the board, a strategy committee with a fixed fee should be established, in line with the audit and remuneration committees. Board members who want “skin in the game” should buy shares. We recommend our own analysis of the company if you are wondering whether there is more upside 😊 Hvaler Invest owns approximately 6 million shares in LINK and is a long-term shareholder. We encourage other shareholders to vote against the proposal before the deadline. Best regards, David and Sverre”
for 4 t sidenDet sentrale spørsmålet er: Hvorfor kan ikke ledelsen ta ansvar for utarbeidelse av strategi som tross alt er normalt i andre bedrifter?
for 23 t sidenInnlegget er slettet.
for 1 døgn sidenHvis ikke Q3 blir "fantastisk" er jeg redd vi forblir på dette nivået en stund.
9. okt.Det nærmer seg Q3 som legges frem den 4 november Hva tror dere vi kan forvente av kurs da? Ser vi 30 tallet igjen?
9. okt.Etter de overraskende kundetapene, har Link nå levert to gode kvartal uten negative overraskelser. Får vi en tredje, forventer jeg at vi begynner å ta igjen tapet mot peers som har gått veldig bra i år etter en AI rebound.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Nordnet Social og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Relaterte produkter
Meglerstatistikk
Fant ingen data
2026 Q2 - rapport
55 dager siden
‧56min
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
Forum
Bli med i samtalen på Nordnet Social
- for 2 t sidenHelt utrolig at et styre må motiveres for å bidra til vekst, dette underbygger en dårlig holdning til styre arbeid og strategi for selskapet. Videre sier det noe om styrets sammensetning og interne utfordringer i styre.
- for 13 t sidenEnig med Bjerkeli, ingen tydelig why og slik det foreligger nå stemmer jeg også nei. «NO to spending NOK 5m on board members as “AI consultants” LINK Mobility will hold an extraordinary general meeting on October 19th. The Nomination Committee proposes to grant options to the board members in a new “strategy group”, which is to work on an agenda related to AI, products and technology. The chair of the group would receive 150,000 options and each member 75,000. Hvaler Invest will vote against. Our reasons are as follows: Options measure the wrong thing. The share price is affected by the market, by the results management delivers and by many other factors that the strategy group does not control. We believe LINK is currently priced below its underlying value. That means the options have significant upside before the group has done anything at all. The result is payment for share price appreciation, not for work performed. If our target price is reached, the company and we as shareholders will have given away approximately NOK 5m to this group through the options. In our view, this is a rather idiotic way of compensating ordinary board work. We do not see the need. We have confidence in Thomas Berge and the management team, and they are delivering. In Q2, organic gross profit returned to growth, and things are moving in the right direction after a couple of rough quarters. AI is an important topic, but it does not turn every industry upside down. For LINK, it is by no means obvious that major changes are needed beyond efficiency improvements, and management has already started that work. Strategy is management’s responsibility. The board is of course responsible for the company’s strategy, but we believe the CEO and management should drive the strategy work. Thomas has 20+ years of industry experience and has served as both CEO and CFO of LINK for a long time. The board should challenge, decide on and anchor the strategy. Reversing that order risks a strategy that is detached from operations. This could lead to a plan that is put in a drawer and never used (best case), or to a strategy that does not work in practice and an attempt to implement it that takes time and focus away from key resources in the company (worst case). In addition, this board of seven is entirely new to the company. That increases the risk of a poor process and a poor outcome. Our alternative: If additional capacity is needed from the board, a strategy committee with a fixed fee should be established, in line with the audit and remuneration committees. Board members who want “skin in the game” should buy shares. We recommend our own analysis of the company if you are wondering whether there is more upside 😊 Hvaler Invest owns approximately 6 million shares in LINK and is a long-term shareholder. We encourage other shareholders to vote against the proposal before the deadline. Best regards, David and Sverre”for 4 t sidenDet sentrale spørsmålet er: Hvorfor kan ikke ledelsen ta ansvar for utarbeidelse av strategi som tross alt er normalt i andre bedrifter?
- for 23 t sidenInnlegget er slettet.for 1 døgn sidenHvis ikke Q3 blir "fantastisk" er jeg redd vi forblir på dette nivået en stund.
- 9. okt.Det nærmer seg Q3 som legges frem den 4 november Hva tror dere vi kan forvente av kurs da? Ser vi 30 tallet igjen?9. okt.Etter de overraskende kundetapene, har Link nå levert to gode kvartal uten negative overraskelser. Får vi en tredje, forventer jeg at vi begynner å ta igjen tapet mot peers som har gått veldig bra i år etter en AI rebound.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Nordnet Social og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Ordredybde
Antall
Kjøp
-
Selg
Antall
-
Siste handler
| Tid | Pris | Antall | Kjøpere | Selger |
|---|---|---|---|---|
| 65 | - | - | ||
| 159 | - | - | ||
| 352 | - | - | ||
| 31 | - | - | ||
| 73 | - | - |
Det er viktig at du er klar over at aksjemarkedet kan både øke og minke i verdi. Selv om sparing i aksjer historisk sett har gitt god avkastning over tid, er det ingen garanti for fremtidig utvikling. Det er alltid en risiko for at du ikke får tilbake pengene du har investert.
Fond og ETF-er med aksjen
Kunder besøkte også
Selskapshendelser
Data hentes fra Quartr| Kommende | |
|---|---|
2026 Q3 - rapport 4. nov. |
| Historisk | ||
|---|---|---|
2026 Q2 - rapport 19. aug. | ||
2026 Q1 - rapport 12. mai | ||
2025 Q4 - rapport 12. feb. | ||
2025 Q3 - rapport 5. nov. 2025 | ||
2025 Q2 - rapport 20. aug. 2025 |
Relaterte produkter
Meglerstatistikk
Fant ingen data
2026 Q2 - rapport
55 dager siden
‧56min
Nyheter og/eller generelle investeringsanbefalinger, eller utdrag av disse på denne siden og øvrige lenker, er produsert og levert av den spesifiserte leverandøren. Nordnet har ikke deltatt i utarbeidelsen, og har ikke gjennomgått eller gjort endringer i materialet. Les mer om investeringsanbefalinger.
Selskapshendelser
Data hentes fra Quartr| Kommende | |
|---|---|
2026 Q3 - rapport 4. nov. |
| Historisk | ||
|---|---|---|
2026 Q2 - rapport 19. aug. | ||
2026 Q1 - rapport 12. mai | ||
2025 Q4 - rapport 12. feb. | ||
2025 Q3 - rapport 5. nov. 2025 | ||
2025 Q2 - rapport 20. aug. 2025 |
Relaterte produkter
Forum
Bli med i samtalen på Nordnet Social
- for 2 t sidenHelt utrolig at et styre må motiveres for å bidra til vekst, dette underbygger en dårlig holdning til styre arbeid og strategi for selskapet. Videre sier det noe om styrets sammensetning og interne utfordringer i styre.
- for 13 t sidenEnig med Bjerkeli, ingen tydelig why og slik det foreligger nå stemmer jeg også nei. «NO to spending NOK 5m on board members as “AI consultants” LINK Mobility will hold an extraordinary general meeting on October 19th. The Nomination Committee proposes to grant options to the board members in a new “strategy group”, which is to work on an agenda related to AI, products and technology. The chair of the group would receive 150,000 options and each member 75,000. Hvaler Invest will vote against. Our reasons are as follows: Options measure the wrong thing. The share price is affected by the market, by the results management delivers and by many other factors that the strategy group does not control. We believe LINK is currently priced below its underlying value. That means the options have significant upside before the group has done anything at all. The result is payment for share price appreciation, not for work performed. If our target price is reached, the company and we as shareholders will have given away approximately NOK 5m to this group through the options. In our view, this is a rather idiotic way of compensating ordinary board work. We do not see the need. We have confidence in Thomas Berge and the management team, and they are delivering. In Q2, organic gross profit returned to growth, and things are moving in the right direction after a couple of rough quarters. AI is an important topic, but it does not turn every industry upside down. For LINK, it is by no means obvious that major changes are needed beyond efficiency improvements, and management has already started that work. Strategy is management’s responsibility. The board is of course responsible for the company’s strategy, but we believe the CEO and management should drive the strategy work. Thomas has 20+ years of industry experience and has served as both CEO and CFO of LINK for a long time. The board should challenge, decide on and anchor the strategy. Reversing that order risks a strategy that is detached from operations. This could lead to a plan that is put in a drawer and never used (best case), or to a strategy that does not work in practice and an attempt to implement it that takes time and focus away from key resources in the company (worst case). In addition, this board of seven is entirely new to the company. That increases the risk of a poor process and a poor outcome. Our alternative: If additional capacity is needed from the board, a strategy committee with a fixed fee should be established, in line with the audit and remuneration committees. Board members who want “skin in the game” should buy shares. We recommend our own analysis of the company if you are wondering whether there is more upside 😊 Hvaler Invest owns approximately 6 million shares in LINK and is a long-term shareholder. We encourage other shareholders to vote against the proposal before the deadline. Best regards, David and Sverre”for 4 t sidenDet sentrale spørsmålet er: Hvorfor kan ikke ledelsen ta ansvar for utarbeidelse av strategi som tross alt er normalt i andre bedrifter?
- for 23 t sidenInnlegget er slettet.for 1 døgn sidenHvis ikke Q3 blir "fantastisk" er jeg redd vi forblir på dette nivået en stund.
- 9. okt.Det nærmer seg Q3 som legges frem den 4 november Hva tror dere vi kan forvente av kurs da? Ser vi 30 tallet igjen?9. okt.Etter de overraskende kundetapene, har Link nå levert to gode kvartal uten negative overraskelser. Får vi en tredje, forventer jeg at vi begynner å ta igjen tapet mot peers som har gått veldig bra i år etter en AI rebound.
Kommentarene ovenfor kommer fra brukere på Nordnets sosiale nettverk Nordnet Social og er verken redigert eller forhåndsvist av Nordnet. De innebærer ikke at Nordnet gir investeringsråd eller investeringsanbefalinger. Nordnet påtar seg ikke ansvar for kommentarene.
Ordredybde
Antall
Kjøp
-
Selg
Antall
-
Siste handler
| Tid | Pris | Antall | Kjøpere | Selger |
|---|---|---|---|---|
| 65 | - | - | ||
| 159 | - | - | ||
| 352 | - | - | ||
| 31 | - | - | ||
| 73 | - | - |
Det er viktig at du er klar over at aksjemarkedet kan både øke og minke i verdi. Selv om sparing i aksjer historisk sett har gitt god avkastning over tid, er det ingen garanti for fremtidig utvikling. Det er alltid en risiko for at du ikke får tilbake pengene du har investert.
Fond og ETF-er med aksjen
Kunder besøkte også
Meglerstatistikk
Fant ingen data