View Financial HealthLINK Mobility Group Holding 配当と自社株買い配当金 基準チェック /06LINK Mobility Group Holding配当金を支払った記録がありません。主要情報n/a配当利回り1.4%バイバック利回り総株主利回り1.4%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • May 15An undisclosed buyer acquired 13.3% stake in LINK Mobility Group Holding ASA (OB:LINK) from Victory Partners Viii Limited for NOK 1.1 billion.An undisclosed buyer acquired 13.3% stake in LINK Mobility Group Holding ASA (OB:LINK) from Victory Partners Viii Limited for NOK 1.1 billion on May 13, 2026. A cash consideration valued at NOK 26.75 per share will be paid for 40.540774 million shares. Following completion of the Transaction, the Seller holds no shares in LINK Mobility Group. An undisclosed buyer completed the acquisition of 13.3% stake in LINK Mobility Group Holding ASA (OB:LINK) from Victory Partners Viii Limited for NOK 1.1 billion on May 13, 2026.Reported Earnings • May 13First quarter 2026 earnings released: EPS: kr0.28 (vs kr0.13 in 1Q 2025)First quarter 2026 results: EPS: kr0.28 (up from kr0.13 in 1Q 2025). Revenue: kr2.00b (up 22% from 1Q 2025). Net income: kr84.7m (up 116% from 1Q 2025). Profit margin: 4.2% (up from 2.4% in 1Q 2025). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.New Risk • Feb 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Feb 13Full year 2025 earnings released: EPS: kr0.28 (vs kr0.57 in FY 2024)Full year 2025 results: EPS: kr0.28 (down from kr0.57 in FY 2024). Revenue: kr7.08b (up 1.3% from FY 2024). Net income: kr87.1m (down 49% from FY 2024). Profit margin: 1.2% (down from 2.5% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to kr26.53, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Software industry in the United Kingdom. Total returns to shareholders of 172% over the past three years.お知らせ • Jan 13LINK Mobility Group Holding ASA Announces Board ResignationLINK Mobility Group Holding ASA announced that Jens Rugseth, Sabrina Gosman and Robert Joseph Nicewicz Jr. wish to resign as board members.お知らせ • Dec 19LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2026LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2026.お知らせ • Dec 18+ 4 more updatesLINK Mobility Group Holding ASA to Report Q3, 2026 Results on Nov 04, 2026LINK Mobility Group Holding ASA announced that they will report Q3, 2026 results on Nov 04, 2026Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: kr0.06 (vs kr0.069 in 3Q 2024)Third quarter 2025 results: EPS: kr0.06 (down from kr0.069 in 3Q 2024). Revenue: kr1.69b (up 2.2% from 3Q 2024). Net income: kr17.1m (down 17% from 3Q 2024). Profit margin: 1.0% (down from 1.2% in 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 12An undisclosed buyer acquired 5.31% stake in LINK Mobility Group Holding ASA (OB:LINK) from Karbon Invest AS for approximately NOK 520 million.An undisclosed buyer acquired 5.31% stake in LINK Mobility Group Holding ASA (OB:LINK) from Karbon Invest AS for approximately NOK 520 million on September 11, 2025. A cash consideration valued at NOK 33.5 per share will be paid by the buyer. An undisclosed buyer completed the acquisition of 5.31% stake in LINK Mobility Group Holding ASA (OB:LINK) from Karbon Invest AS on September 11, 2025.Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: kr0 (vs kr0.21 in 2Q 2024)Second quarter 2025 results: EPS: kr0 (down from kr0.21 in 2Q 2024). Revenue: kr1.76b (down 3.2% from 2Q 2024). Net loss: kr54.0k (down 100% from profit in 2Q 2024). Profit margin: 0% (down from 3.4% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 62% per year whereas the company’s share price has increased by 61% per year.お知らせ • Jun 24LINK Mobility Group Holding ASA (OB:LINK) agreed to acquire SMS Portal (Pty) Ltd. for approximately $150 millionLINK Mobility Group Holding ASA (OB:LINK) agreed to acquire SMS Portal (Pty) Ltd. for approximately $150 million on June 24, 2025. A cash consideration of $100 million will be paid by LINK Mobility Group Holding ASA. The consideration consists of 5.9 million common equity of LINK Mobility Group Holding ASA to be issued for common equity of SMS Portal (Pty) Ltd. LINK Mobility Group Holding ASA will pay an earnout/contingent payment of $30 million cash. As part of consideration, $130 million is paid towards common equity of SMS Portal (Pty) Ltd. For the period ending December 31, 2024, SMS Portal (Pty) Ltd. reported total revenue of $112 million and EBITDA of $25 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is Q3, 2025.New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 4.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).Reported Earnings • May 02Full year 2024 earnings released: EPS: kr0.57 (vs kr0.13 in FY 2023)Full year 2024 results: EPS: kr0.57 (up from kr0.13 in FY 2023). Revenue: kr6.99b (up 11% from FY 2023). Net income: kr171.5m (up 347% from FY 2023). Profit margin: 2.5% (up from 0.6% in FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 15LINK Mobility Group Holding ASA (OB:LINK) acquired FireText Communications Limited for £9.7 million.LINK Mobility Group Holding ASA (OB:LINK) acquired FireText Communications Limited for £9.7 million on April 14, 2025. The transaction values FireText at an enterprise value of £9.7 million, reflecting an EV/LTM Dec-24 cash EBITDA multiple of 6.5x. The acquisition includes an earn out of £2.3 million at similar valuation. The purchase price will be settled through a combination of £2 million in LINK shares, a seller credit equal to 10% of the enterprise value, and the remaining amount in cash. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of FireText Communications Limited on April 14, 2025.お知らせ • Apr 02LINK Mobility Group Holding ASA (OB:LINK) acquired The SMS Works for an enterprise value of £4 million.LINK Mobility Group Holding ASA (OB:LINK) acquired The SMS Works for an enterprise value of £4 million on April 1, 2025. The purchase price was settled fully in cash. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of The SMS Works for an enterprise value of £4 million on April 1, 2025.Reported Earnings • Feb 14Full year 2024 earnings released: EPS: kr0.57 (vs kr0.13 in FY 2023)Full year 2024 results: EPS: kr0.57 (up from kr0.13 in FY 2023). Revenue: kr6.99b (up 11% from FY 2023). Net income: kr171.5m (up 347% from FY 2023). Profit margin: 2.5% (up from 0.6% in FY 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Chairman of the Board Andre Christensen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 12LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2025LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2025.お知らせ • Dec 11+ 4 more updatesLINK Mobility Group Holding ASA to Report Q4, 2025 Results on Feb 12, 2026LINK Mobility Group Holding ASA announced that they will report Q4, 2025 results on Feb 12, 2026Buy Or Sell Opportunity • Nov 05Now 29% undervaluedOver the last 90 days, the stock has risen 21% to kr24.05. The fair value is estimated to be kr33.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.お知らせ • Oct 30LINK Mobility Group Holding ASA (OB:LINK) acquired Reach-Data Ltd at an enterprise value of £3 million.LINK Mobility Group Holding ASA (OB:LINK) acquired Reach-Data Ltd at an enterprise value of £3 million on October 30, 2024. The transaction values Reach-Data at an enterprise value of GBP 3 million, implying an LTM EV/adj.EBITDA multiple of 6.3x. The purchase price was settled fully in cash. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of Reach-Data Ltd on October 30, 2024.お知らせ • Sep 24LINK Mobility Group Holding ASA (OB:LINK) acquired Net Real Solutions Slu for enterprise value €9.5 million.LINK Mobility Group Holding ASA (OB:LINK) acquired Net Real Solutions Slu for enterprise value €9.5 million on September 24, 2024. The purchase price was settled fully in cash. The transaction also comprises an earnout of up to €1 million. The transaction reflects TEV/EBITDA multiple of 6.4x. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of Net Real Solutions Slu on September 24, 2024.Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: kr0.21 (vs kr0.053 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.21 (up from kr0.053 loss in 2Q 2023). Revenue: kr1.82b (up 17% from 2Q 2023). Net income: kr62.0m (up kr77.6m from 2Q 2023). Profit margin: 3.4% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 29LINK Mobility Group Holding ASA (OB:LINK) acquired EZ4U for enterprise value of €3.5 million.LINK Mobility Group Holding ASA (OB:LINK) acquired EZ4U for enterprise value of €3.5 million on May 28, 2024. The transaction values EZ4U at an enterprise value of €3.5 million, implying an LTM EV/EBITDA multiple of 7x. The purchase price was settled fully in cash. Pending future growth, the transaction also comprises an earnout of up to €2 million.LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of EZ4U on May 28, 2024.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: kr0.13 (vs kr0.65 loss in FY 2022)Full year 2023 results: EPS: kr0.13 (up from kr0.65 loss in FY 2022). Revenue: kr6.28b (up 28% from FY 2022). Net income: kr38.4m (up kr231.9m from FY 2022). Profit margin: 0.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Apr 11OceanSound Partners, LP and Energy Impact Partners LLC acquired Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK).OceanSound Partners, LP and Energy Impact Partners LLC acquired Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) on April 11, 2024. Maulik Datanwala has joined the Company as its Chief Executive Officer to lead these efforts. Skadden, Arps, Slate, Meagher & Flom LLP and Advokatfirmaet Schjødt As acted as legal advisor to OceanSound Partners, LP. Kirkland & Ellis LLP and Reitler Kailas & Rosenblatt LLC acted as legal advisor to Energy Impact Partners LLC. OceanSound Partners, LP and Energy Impact Partners LLC completed the acquisition of Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) on April 11, 2024.Reported Earnings • Feb 16Full year 2023 earnings released: kr0.16 loss per share (vs kr0.51 loss in FY 2022)Full year 2023 results: kr0.16 loss per share (improved from kr0.51 loss in FY 2022). Revenue: kr6.28b (up 21% from FY 2022). Net loss: kr48.7m (loss narrowed 68% from FY 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.お知らせ • Jan 06An Unknown buyer completed the acquisition of Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK).An Unknown buyer entered into a definitive agreement to acquire Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) for $260 million on November 7, 2023. Under the terms of the transaction, Message Broadcast is divested at an enterprise value of $260 million, implying a LTM Q3 23 EV / EBITDA multiple of 14.1x. The purchase price will be paid $220 million in cash at close, a $10 million seller note with a cash interest of 5% p.a. maturing in the summer of 2025 and a $30 million cash earnout based on Message Broadcast’s 2024 performance. The earnout is linear from $7.5 million and increasing with revenue growth. The agreement is subject to customary closing conditions and is expected to close before year-end or early next year. AGP Advokater (Norway) and Paul Hastings LLP (US) acted as legal advisors to LINK in connection with the transaction.An Unknown buyer completed the acquisition of Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) on January 4, 2024.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2024The analyst covering LINK Mobility Group Holding previously expected the company to break even in 2023. New forecast suggests the company will make a profit of kr168.8m in 2024. Average annual earnings growth of 109% is required to achieve expected profit on schedule.お知らせ • Dec 12+ 5 more updatesLINK Mobility Group Holding ASA to Report Q4, 2024 Results on Feb 13, 2025LINK Mobility Group Holding ASA announced that they will report Q4, 2024 results on Feb 13, 2025Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: kr0.005 (vs kr0.14 in 3Q 2022)Third quarter 2023 results: EPS: kr0.005 (down from kr0.14 in 3Q 2022). Revenue: kr1.60b (up 30% from 3Q 2022). Net income: kr1.37m (down 97% from 3Q 2022). Profit margin: 0.1% (down from 3.5% in 3Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • Nov 09An Unknown buyer entered into a definitive agreement to acquire Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) for $260 million.An Unknown buyer entered into a definitive agreement to acquire Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) for $260 million on November 7, 2023. Under the terms of the transaction, Message Broadcast is divested at an enterprise value of $260 million, implying a LTM Q3 23 EV / EBITDA multiple of 14.1x. The purchase price will be paid $220 million in cash at close, a $10 million seller note with a cash interest of 5% p.a. maturing in the summer of 2025 and a $30 million cash earnout based on Message Broadcast’s 2024 performance. The earnout is linear from $7.5 million and increasing with revenue growth. The agreement is subject to customary closing conditions and is expected to close before year-end or early next year.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 17Second quarter 2023 earnings released: kr0.05 loss per share (vs kr0.13 profit in 2Q 2022)Second quarter 2023 results: kr0.05 loss per share (down from kr0.13 profit in 2Q 2022). Revenue: kr1.65b (up 40% from 2Q 2022). Net loss: kr16.0m (down 142% from profit in 2Q 2022).Reported Earnings • May 03Full year 2022 earnings released: kr0.51 loss per share (vs kr0.26 loss in FY 2021)Full year 2022 results: kr0.51 loss per share (further deteriorated from kr0.26 loss in FY 2021). Revenue: kr5.19b (up 18% from FY 2021). Net loss: kr151.1m (loss widened 95% from FY 2021).Breakeven Date Change • Feb 18Forecast breakeven date pushed back to 2023The 2 analysts covering LINK Mobility Group Holding previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of kr123.9m in 2023. Earnings growth of 76% is required to achieve expected profit on schedule.お知らせ • Feb 17LINK Mobility Group Holding ASA Provides Earnings Guidance for the Year 2023Link Mobility Group Holding ASA provided earnings guidance for the year 2023. The company expects improved growth and profitability in 2023 with accelerated momentum for new business wins during 2022 and previously announced cost reduction initiatives partly offset ing underlying cost increases.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to kr11.37, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total loss to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr15.81 per share.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr9.25, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total loss to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr14.23 per share.お知らせ • Dec 16+ 5 more updatesLINK Mobility Group Holding ASA to Report Fiscal Year 2022 Final Results on Apr 28, 2023LINK Mobility Group Holding ASA announced that they will report fiscal year 2022 final results on Apr 28, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Board Member Grethe Viksaas was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: kr0.30 (vs kr0.27 loss in 3Q 2021)Third quarter 2022 results: EPS: kr0.30 (up from kr0.27 loss in 3Q 2021). Revenue: kr1.31b (up 18% from 3Q 2021). Net income: kr88.5m (up kr166.1m from 3Q 2021). Profit margin: 6.7% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in the United Kingdom.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 24% share price gain to kr8.50, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total loss to shareholders of 71% over the past year.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: kr0.13 (vs kr0.18 loss in 2Q 2021)Second quarter 2022 results: EPS: kr0.13 (up from kr0.18 loss in 2Q 2021). Revenue: kr1.18b (up 12% from 2Q 2021). Net income: kr38.3m (up kr92.3m from 2Q 2021). Profit margin: 3.3% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the Software industry in the United Kingdom.Buying Opportunity • Aug 16Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be kr13.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 60%.Reported Earnings • May 02Full year 2021 earnings released: kr0.26 loss per share (vs kr1.21 loss in FY 2020)Full year 2021 results: kr0.26 loss per share (up from kr1.21 loss in FY 2020). Revenue: kr4.41b (up 25% from FY 2020). Net loss: kr77.6m (loss narrowed 76% from FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 16% growth forecast for the industry in the United Kingdom.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Breakeven Date Change • Feb 15Forecast breakeven date pushed back to 2023The 2 analysts covering LINK Mobility Group Holding previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 69% to 2022. The company is expected to make a profit of kr138.3m in 2023. Average annual earnings growth of 135% is required to achieve expected profit on schedule.Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: kr0.26 loss per share (up from kr1.21 loss in FY 2020). Revenue: kr4.41b (up 25% from FY 2020). Net loss: kr77.8m (loss narrowed 76% from FY 2020). Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 17%, compared to a 29% growth forecast for the industry in the United Kingdom.Reported Earnings • Nov 05Third quarter 2021 earnings released: kr0.27 loss per shareThe company reported a solid third quarter result with improved revenues and control over costs, although losses increased. Third quarter 2021 results: Revenue: kr1.11b (up 34% from 3Q 2020). Net loss: kr77.6m (loss widened 13% from 3Q 2020).Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 2 analysts covering LINK Mobility Group Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of kr284.0m in 2022. Average annual earnings growth of 108% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 19Forecast breakeven pushed back to 2022The 2 analysts covering LINK Mobility Group Holding previously expected the company to break even in 2021. New consensus forecast suggests losses will reduce by 80% to 2021. The company is expected to make a profit of kr284.0m in 2022. Average annual earnings growth of 97% is required to achieve expected profit on schedule.Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 18%, compared to a 8.0% growth forecast for the Software industry in the United Kingdom.Reported Earnings • Feb 19Full year 2020 earnings releasedThe company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: kr3.54b (up 21% from FY 2019). Net loss: kr398.5m (loss widened 71% from FY 2019).Is New 90 Day High Low • Feb 06New 90-day high: kr56.60The company is up 3.0% from its price of kr55.10 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr60.55 per share.決済の安定と成長配当データの取得安定した配当: 0A5Qの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 0A5Qの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場LINK Mobility Group Holding 配当利回り対市場0A5Q 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (0A5Q)n/a市場下位25% (GB)2.2%市場トップ25% (GB)5.6%業界平均 (Software)2.6%アナリスト予想 (0A5Q) (最長3年)0%注目すべき配当: 0A5Qは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 0A5Qは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 0A5Qの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 0A5Qが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YGB 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 21:10終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LINK Mobility Group Holding ASA 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関null nullABG Sundal CollierRayan SayyahDanske BankHenriette TrondsenDanske Bank5 その他のアナリストを表示
お知らせ • May 15An undisclosed buyer acquired 13.3% stake in LINK Mobility Group Holding ASA (OB:LINK) from Victory Partners Viii Limited for NOK 1.1 billion.An undisclosed buyer acquired 13.3% stake in LINK Mobility Group Holding ASA (OB:LINK) from Victory Partners Viii Limited for NOK 1.1 billion on May 13, 2026. A cash consideration valued at NOK 26.75 per share will be paid for 40.540774 million shares. Following completion of the Transaction, the Seller holds no shares in LINK Mobility Group. An undisclosed buyer completed the acquisition of 13.3% stake in LINK Mobility Group Holding ASA (OB:LINK) from Victory Partners Viii Limited for NOK 1.1 billion on May 13, 2026.
Reported Earnings • May 13First quarter 2026 earnings released: EPS: kr0.28 (vs kr0.13 in 1Q 2025)First quarter 2026 results: EPS: kr0.28 (up from kr0.13 in 1Q 2025). Revenue: kr2.00b (up 22% from 1Q 2025). Net income: kr84.7m (up 116% from 1Q 2025). Profit margin: 4.2% (up from 2.4% in 1Q 2025). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: kr0.28 (vs kr0.57 in FY 2024)Full year 2025 results: EPS: kr0.28 (down from kr0.57 in FY 2024). Revenue: kr7.08b (up 1.3% from FY 2024). Net income: kr87.1m (down 49% from FY 2024). Profit margin: 1.2% (down from 2.5% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to kr26.53, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Software industry in the United Kingdom. Total returns to shareholders of 172% over the past three years.
お知らせ • Jan 13LINK Mobility Group Holding ASA Announces Board ResignationLINK Mobility Group Holding ASA announced that Jens Rugseth, Sabrina Gosman and Robert Joseph Nicewicz Jr. wish to resign as board members.
お知らせ • Dec 19LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2026LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2026.
お知らせ • Dec 18+ 4 more updatesLINK Mobility Group Holding ASA to Report Q3, 2026 Results on Nov 04, 2026LINK Mobility Group Holding ASA announced that they will report Q3, 2026 results on Nov 04, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: kr0.06 (vs kr0.069 in 3Q 2024)Third quarter 2025 results: EPS: kr0.06 (down from kr0.069 in 3Q 2024). Revenue: kr1.69b (up 2.2% from 3Q 2024). Net income: kr17.1m (down 17% from 3Q 2024). Profit margin: 1.0% (down from 1.2% in 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 12An undisclosed buyer acquired 5.31% stake in LINK Mobility Group Holding ASA (OB:LINK) from Karbon Invest AS for approximately NOK 520 million.An undisclosed buyer acquired 5.31% stake in LINK Mobility Group Holding ASA (OB:LINK) from Karbon Invest AS for approximately NOK 520 million on September 11, 2025. A cash consideration valued at NOK 33.5 per share will be paid by the buyer. An undisclosed buyer completed the acquisition of 5.31% stake in LINK Mobility Group Holding ASA (OB:LINK) from Karbon Invest AS on September 11, 2025.
Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: kr0 (vs kr0.21 in 2Q 2024)Second quarter 2025 results: EPS: kr0 (down from kr0.21 in 2Q 2024). Revenue: kr1.76b (down 3.2% from 2Q 2024). Net loss: kr54.0k (down 100% from profit in 2Q 2024). Profit margin: 0% (down from 3.4% in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 62% per year whereas the company’s share price has increased by 61% per year.
お知らせ • Jun 24LINK Mobility Group Holding ASA (OB:LINK) agreed to acquire SMS Portal (Pty) Ltd. for approximately $150 millionLINK Mobility Group Holding ASA (OB:LINK) agreed to acquire SMS Portal (Pty) Ltd. for approximately $150 million on June 24, 2025. A cash consideration of $100 million will be paid by LINK Mobility Group Holding ASA. The consideration consists of 5.9 million common equity of LINK Mobility Group Holding ASA to be issued for common equity of SMS Portal (Pty) Ltd. LINK Mobility Group Holding ASA will pay an earnout/contingent payment of $30 million cash. As part of consideration, $130 million is paid towards common equity of SMS Portal (Pty) Ltd. For the period ending December 31, 2024, SMS Portal (Pty) Ltd. reported total revenue of $112 million and EBITDA of $25 million. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is Q3, 2025.
New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 4.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).
Reported Earnings • May 02Full year 2024 earnings released: EPS: kr0.57 (vs kr0.13 in FY 2023)Full year 2024 results: EPS: kr0.57 (up from kr0.13 in FY 2023). Revenue: kr6.99b (up 11% from FY 2023). Net income: kr171.5m (up 347% from FY 2023). Profit margin: 2.5% (up from 0.6% in FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 15LINK Mobility Group Holding ASA (OB:LINK) acquired FireText Communications Limited for £9.7 million.LINK Mobility Group Holding ASA (OB:LINK) acquired FireText Communications Limited for £9.7 million on April 14, 2025. The transaction values FireText at an enterprise value of £9.7 million, reflecting an EV/LTM Dec-24 cash EBITDA multiple of 6.5x. The acquisition includes an earn out of £2.3 million at similar valuation. The purchase price will be settled through a combination of £2 million in LINK shares, a seller credit equal to 10% of the enterprise value, and the remaining amount in cash. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of FireText Communications Limited on April 14, 2025.
お知らせ • Apr 02LINK Mobility Group Holding ASA (OB:LINK) acquired The SMS Works for an enterprise value of £4 million.LINK Mobility Group Holding ASA (OB:LINK) acquired The SMS Works for an enterprise value of £4 million on April 1, 2025. The purchase price was settled fully in cash. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of The SMS Works for an enterprise value of £4 million on April 1, 2025.
Reported Earnings • Feb 14Full year 2024 earnings released: EPS: kr0.57 (vs kr0.13 in FY 2023)Full year 2024 results: EPS: kr0.57 (up from kr0.13 in FY 2023). Revenue: kr6.99b (up 11% from FY 2023). Net income: kr171.5m (up 347% from FY 2023). Profit margin: 2.5% (up from 0.6% in FY 2023). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Chairman of the Board Andre Christensen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 12LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2025LINK Mobility Group Holding ASA, Annual General Meeting, May 27, 2025.
お知らせ • Dec 11+ 4 more updatesLINK Mobility Group Holding ASA to Report Q4, 2025 Results on Feb 12, 2026LINK Mobility Group Holding ASA announced that they will report Q4, 2025 results on Feb 12, 2026
Buy Or Sell Opportunity • Nov 05Now 29% undervaluedOver the last 90 days, the stock has risen 21% to kr24.05. The fair value is estimated to be kr33.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.
お知らせ • Oct 30LINK Mobility Group Holding ASA (OB:LINK) acquired Reach-Data Ltd at an enterprise value of £3 million.LINK Mobility Group Holding ASA (OB:LINK) acquired Reach-Data Ltd at an enterprise value of £3 million on October 30, 2024. The transaction values Reach-Data at an enterprise value of GBP 3 million, implying an LTM EV/adj.EBITDA multiple of 6.3x. The purchase price was settled fully in cash. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of Reach-Data Ltd on October 30, 2024.
お知らせ • Sep 24LINK Mobility Group Holding ASA (OB:LINK) acquired Net Real Solutions Slu for enterprise value €9.5 million.LINK Mobility Group Holding ASA (OB:LINK) acquired Net Real Solutions Slu for enterprise value €9.5 million on September 24, 2024. The purchase price was settled fully in cash. The transaction also comprises an earnout of up to €1 million. The transaction reflects TEV/EBITDA multiple of 6.4x. LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of Net Real Solutions Slu on September 24, 2024.
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: kr0.21 (vs kr0.053 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.21 (up from kr0.053 loss in 2Q 2023). Revenue: kr1.82b (up 17% from 2Q 2023). Net income: kr62.0m (up kr77.6m from 2Q 2023). Profit margin: 3.4% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 29LINK Mobility Group Holding ASA (OB:LINK) acquired EZ4U for enterprise value of €3.5 million.LINK Mobility Group Holding ASA (OB:LINK) acquired EZ4U for enterprise value of €3.5 million on May 28, 2024. The transaction values EZ4U at an enterprise value of €3.5 million, implying an LTM EV/EBITDA multiple of 7x. The purchase price was settled fully in cash. Pending future growth, the transaction also comprises an earnout of up to €2 million.LINK Mobility Group Holding ASA (OB:LINK) completed the acquisition of EZ4U on May 28, 2024.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: kr0.13 (vs kr0.65 loss in FY 2022)Full year 2023 results: EPS: kr0.13 (up from kr0.65 loss in FY 2022). Revenue: kr6.28b (up 28% from FY 2022). Net income: kr38.4m (up kr231.9m from FY 2022). Profit margin: 0.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Apr 11OceanSound Partners, LP and Energy Impact Partners LLC acquired Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK).OceanSound Partners, LP and Energy Impact Partners LLC acquired Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) on April 11, 2024. Maulik Datanwala has joined the Company as its Chief Executive Officer to lead these efforts. Skadden, Arps, Slate, Meagher & Flom LLP and Advokatfirmaet Schjødt As acted as legal advisor to OceanSound Partners, LP. Kirkland & Ellis LLP and Reitler Kailas & Rosenblatt LLC acted as legal advisor to Energy Impact Partners LLC. OceanSound Partners, LP and Energy Impact Partners LLC completed the acquisition of Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) on April 11, 2024.
Reported Earnings • Feb 16Full year 2023 earnings released: kr0.16 loss per share (vs kr0.51 loss in FY 2022)Full year 2023 results: kr0.16 loss per share (improved from kr0.51 loss in FY 2022). Revenue: kr6.28b (up 21% from FY 2022). Net loss: kr48.7m (loss narrowed 68% from FY 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
お知らせ • Jan 06An Unknown buyer completed the acquisition of Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK).An Unknown buyer entered into a definitive agreement to acquire Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) for $260 million on November 7, 2023. Under the terms of the transaction, Message Broadcast is divested at an enterprise value of $260 million, implying a LTM Q3 23 EV / EBITDA multiple of 14.1x. The purchase price will be paid $220 million in cash at close, a $10 million seller note with a cash interest of 5% p.a. maturing in the summer of 2025 and a $30 million cash earnout based on Message Broadcast’s 2024 performance. The earnout is linear from $7.5 million and increasing with revenue growth. The agreement is subject to customary closing conditions and is expected to close before year-end or early next year. AGP Advokater (Norway) and Paul Hastings LLP (US) acted as legal advisors to LINK in connection with the transaction.An Unknown buyer completed the acquisition of Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) on January 4, 2024.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2024The analyst covering LINK Mobility Group Holding previously expected the company to break even in 2023. New forecast suggests the company will make a profit of kr168.8m in 2024. Average annual earnings growth of 109% is required to achieve expected profit on schedule.
お知らせ • Dec 12+ 5 more updatesLINK Mobility Group Holding ASA to Report Q4, 2024 Results on Feb 13, 2025LINK Mobility Group Holding ASA announced that they will report Q4, 2024 results on Feb 13, 2025
Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: kr0.005 (vs kr0.14 in 3Q 2022)Third quarter 2023 results: EPS: kr0.005 (down from kr0.14 in 3Q 2022). Revenue: kr1.60b (up 30% from 3Q 2022). Net income: kr1.37m (down 97% from 3Q 2022). Profit margin: 0.1% (down from 3.5% in 3Q 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09An Unknown buyer entered into a definitive agreement to acquire Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) for $260 million.An Unknown buyer entered into a definitive agreement to acquire Message Broadcast, LLC from LINK Mobility Group Holding ASA (OB:LINK) for $260 million on November 7, 2023. Under the terms of the transaction, Message Broadcast is divested at an enterprise value of $260 million, implying a LTM Q3 23 EV / EBITDA multiple of 14.1x. The purchase price will be paid $220 million in cash at close, a $10 million seller note with a cash interest of 5% p.a. maturing in the summer of 2025 and a $30 million cash earnout based on Message Broadcast’s 2024 performance. The earnout is linear from $7.5 million and increasing with revenue growth. The agreement is subject to customary closing conditions and is expected to close before year-end or early next year.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 17Second quarter 2023 earnings released: kr0.05 loss per share (vs kr0.13 profit in 2Q 2022)Second quarter 2023 results: kr0.05 loss per share (down from kr0.13 profit in 2Q 2022). Revenue: kr1.65b (up 40% from 2Q 2022). Net loss: kr16.0m (down 142% from profit in 2Q 2022).
Reported Earnings • May 03Full year 2022 earnings released: kr0.51 loss per share (vs kr0.26 loss in FY 2021)Full year 2022 results: kr0.51 loss per share (further deteriorated from kr0.26 loss in FY 2021). Revenue: kr5.19b (up 18% from FY 2021). Net loss: kr151.1m (loss widened 95% from FY 2021).
Breakeven Date Change • Feb 18Forecast breakeven date pushed back to 2023The 2 analysts covering LINK Mobility Group Holding previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of kr123.9m in 2023. Earnings growth of 76% is required to achieve expected profit on schedule.
お知らせ • Feb 17LINK Mobility Group Holding ASA Provides Earnings Guidance for the Year 2023Link Mobility Group Holding ASA provided earnings guidance for the year 2023. The company expects improved growth and profitability in 2023 with accelerated momentum for new business wins during 2022 and previously announced cost reduction initiatives partly offset ing underlying cost increases.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to kr11.37, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total loss to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr15.81 per share.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr9.25, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 28x in the Software industry in the United Kingdom. Total loss to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr14.23 per share.
お知らせ • Dec 16+ 5 more updatesLINK Mobility Group Holding ASA to Report Fiscal Year 2022 Final Results on Apr 28, 2023LINK Mobility Group Holding ASA announced that they will report fiscal year 2022 final results on Apr 28, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Board Member Grethe Viksaas was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: kr0.30 (vs kr0.27 loss in 3Q 2021)Third quarter 2022 results: EPS: kr0.30 (up from kr0.27 loss in 3Q 2021). Revenue: kr1.31b (up 18% from 3Q 2021). Net income: kr88.5m (up kr166.1m from 3Q 2021). Profit margin: 6.7% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 24% share price gain to kr8.50, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total loss to shareholders of 71% over the past year.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: kr0.13 (vs kr0.18 loss in 2Q 2021)Second quarter 2022 results: EPS: kr0.13 (up from kr0.18 loss in 2Q 2021). Revenue: kr1.18b (up 12% from 2Q 2021). Net income: kr38.3m (up kr92.3m from 2Q 2021). Profit margin: 3.3% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the Software industry in the United Kingdom.
Buying Opportunity • Aug 16Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be kr13.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last year. Earnings per share has grown by 60%.
Reported Earnings • May 02Full year 2021 earnings released: kr0.26 loss per share (vs kr1.21 loss in FY 2020)Full year 2021 results: kr0.26 loss per share (up from kr1.21 loss in FY 2020). Revenue: kr4.41b (up 25% from FY 2020). Net loss: kr77.6m (loss narrowed 76% from FY 2020). Over the next year, revenue is forecast to grow 18%, compared to a 16% growth forecast for the industry in the United Kingdom.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Breakeven Date Change • Feb 15Forecast breakeven date pushed back to 2023The 2 analysts covering LINK Mobility Group Holding previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 69% to 2022. The company is expected to make a profit of kr138.3m in 2023. Average annual earnings growth of 135% is required to achieve expected profit on schedule.
Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: kr0.26 loss per share (up from kr1.21 loss in FY 2020). Revenue: kr4.41b (up 25% from FY 2020). Net loss: kr77.8m (loss narrowed 76% from FY 2020). Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 17%, compared to a 29% growth forecast for the industry in the United Kingdom.
Reported Earnings • Nov 05Third quarter 2021 earnings released: kr0.27 loss per shareThe company reported a solid third quarter result with improved revenues and control over costs, although losses increased. Third quarter 2021 results: Revenue: kr1.11b (up 34% from 3Q 2020). Net loss: kr77.6m (loss widened 13% from 3Q 2020).
Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 2 analysts covering LINK Mobility Group Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of kr284.0m in 2022. Average annual earnings growth of 108% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 19Forecast breakeven pushed back to 2022The 2 analysts covering LINK Mobility Group Holding previously expected the company to break even in 2021. New consensus forecast suggests losses will reduce by 80% to 2021. The company is expected to make a profit of kr284.0m in 2022. Average annual earnings growth of 97% is required to achieve expected profit on schedule.
Analyst Estimate Surprise Post Earnings • Feb 19Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 18%, compared to a 8.0% growth forecast for the Software industry in the United Kingdom.
Reported Earnings • Feb 19Full year 2020 earnings releasedThe company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: kr3.54b (up 21% from FY 2019). Net loss: kr398.5m (loss widened 71% from FY 2019).
Is New 90 Day High Low • Feb 06New 90-day high: kr56.60The company is up 3.0% from its price of kr55.10 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Software industry, which is also up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr60.55 per share.