Link Mobility (LINK)

TekBot · januar 3, 2024, 8:05pm

LINK Mobility - Closing of Message Broadcast divestment

Reference is made to the announcement by LINK Mobility (LINK) on 7 November 2023 regarding the divestment of Message Broadcast. LINK has today closed the transaction in accordance with previous communication and completed the divestment.

Message Broadcast was divested at an enterprise value of USD 260 million, including an earnout of up to USD 30 million. The purchase price payable at closing was USD 214,6 million in cash after customary closing adjustments related to customer prepayments on long-term contracts and a USD 10 million seller note with a cash interest of 5% p.a. maturing in the summer of 2025. In addition, LINK is entitled to up to USD 30 million in a cash earnout based on Message Broadcast’s 2024 performance. The earnout is linear from USD 7.5 million and increasing with revenue growth. The starting point reflects modest growth expectations, whilst the end point requires growth in-line with historic performance for Message Broadcast.
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AGP Advokater (Norway) and Paul Hastings LLP (US) acted as legal advisors to LINK in connection with the transaction.

For further information, please contact

Tom Rogn, VP Investor Relations
+47 94 85 56 59
tom.rogn@linkmobility.com

About LINK Mobility

LINK is an award-winning, leading global provider of mobile messaging and communications platform as a service (CPaaS) solutions for increased engagement. The company serves enterprise, SME and government customers. LINK offers a wide range of innovative and scalable mobile solutions, creating valuable digital convergence between businesses and customers, governments and citizens, platforms and users. LINK has 50 thousand active customer accounts globally and exchanges 17 billion messages a year. LINK is listed on the Oslo Stock Exchange under the ticker LINK. For more information about LINK, please see www.linkmobility.com and follow LINK Mobility on LinkedIn.

This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.

Kilde

Andre10k · januar 12, 2024, 9:51am

LINK Mobility

– Selskapet leverer kommunikasjonsløsninger til bedrifter i Europa. De har slitt med en høy gjeldsgrad som bedres betydelig etter salg av et datterselskap i USA. Jeg tror på god inntektsvekst fremover med mulige innvinnende oppkjøp på toppen etter hvert. Inntektsveksten er støttet av voksende ordrebok som inkluderer både eksisterende og nye kunder.

Andre10k · januar 16, 2024, 1:18pm

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zappa66 · januar 22, 2024, 9:17am

LINK: PARETO STARTER DEKNING MED KJØP, KURSMÅL 25

22.1.2024 09:48 • TDN Finans •

Kopier link

Oslo (Infront TDN Direkt): Pareto Securities starter dekning av Link Mobility Group med kjøpsanbefaling og kursmål på 25 kroner pr aksje, ifølge en analyse mandag.

“Vi ser på Link som lavrisiko «sticky» virksomhet, med en sterk posisjon på det europeiske markedet, klar til å dra nytte av økende adopsjonsrater i kjerneområdene. Med begrenset estimatrisiko i 2024-estimater, samtidig som at Link handles til 11 ganger 2024-estimert kontant-EPS, finner vi den organiske delen av egenkapitalcaset tiltalende i seg selv”, skriver meglerhuset, som viser til at sammenlignbare selskaper handles til en P/E på rundt 22 ganger basert på 2024-estimater.

“Kjernevirksomheten bedres, og innvannende M&A er nå tilbake på bordet”, skriver Pareto Securities i analysen.

Andre10k · februar 1, 2024, 2:16pm

Screenshot_20240201_145550_Samsung Internet1080×952 145 KB

Andre10k · februar 1, 2024, 3:13pm

Merkelig bevegelse

anon50125742 · februar 1, 2024, 3:16pm

Hva skjer her? 12-13% ned på en drøy time.

Andre10k · februar 1, 2024, 4:28pm

Noen store som lemper ut i stor stil.
Trigga en haug med stoplosser?

Brukte muligheten og kjøpte litt

Fant dette

Savepig · februar 1, 2024, 8:26pm

Interessant å se enda en aksje der folketrygd fondet har redusert, spent på å se shortlisten i morgen

Do2Do · februar 2, 2024, 11:31am

Interessant at analytikerne så glatt avviser hva konkurrentene sier skal skje med marginene.

Do2Do · februar 2, 2024, 11:33am

TekBot · februar 6, 2024, 8:06am

Flaggemelding Link Mobility

TekBot · februar 8, 2024, 7:01am

LINK Mobility - Invitation to fourth quarter results 2023

LINK Mobility (LINK) will publish its fourth quarter results for 2023 on Thursday, February 15th at 06:00 CET. An audio webcast will take place on the same day at 10:00 CET.

The audio webcast targets investors, analysts and media. Attendees will be able to post questions in a Q&A session following the webcast.
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Vis børsmeldingen

For further information, please contact

Tom Rogn, VP Investor Relations
+47 94 85 56 59
tom.rogn@linkmobility.com

About LINK Mobility

LINK is an award-winning, leading global provider of mobile messaging and communications platform as a service (CPaaS) solutions for increased engagement. The company serves enterprise, SME and government customers. LINK offers a wide range of innovative and scalable mobile solutions, creating valuable digital convergence between businesses and customers, governments and citizens, platforms and users. LINK has 50 thousand customer accounts globally and exchanges 17 billion messages a year. LINK is listed on the Oslo Stock Exchange under the ticker LINK. For more information about LINK, please see www.linkmobility.com and follow LINK Mobility on LinkedIn.

This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.

Kilde

TekBot · februar 15, 2024, 5:00am

LINK Mobility - Q4 23 - Strong organic growth

LINK Mobility (LINK) reported revenue of NOK 1,796 million, growing 26% in fourth quarter 2023 with strong FX tailwind. Organic revenue growth in fixed currency was 14%. Gross profit and adjusted EBITDA were reported at NOK 385 million and NOK 181 million respectively, with organic growth in fixed FX of 13% and 24% at the high end of expectations. FY 23 organic growth in fixed FX was 7% and 15% respectively. Cost reductions completed early 2023 supported full year scalability. The divestment of the US subsidiary, closed 3 January 2024, resulted in a significant cash balance, providing opportunity for bond and potentially share buybacks in addition to accretive M&A. The remaining EUR bond, maturing in December 2025, is to be refinanced with net debt in the 2 - 2.5x adjusted EBITDA range, a more conservative policy than previously.

After close of the fourth quarter, LINK finalized the divestiture of its US subsidiary for an enterprise value of USD 260 million, including a 2024 performance pending cash earnout of up to USD 30 million. The transaction resulted in a cash reserve of NOK 3.4 billion after closing, providing ample financing capacity for inorganic growth through M&A.
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LINK’s recurring and growing business is driven by 50 thousand loyal customers continuing to increase their usage. The industry is currently observing increased adoption rates for digital messaging and traction on higher margin CPaaS solutions. A highly scalable business model ensures adjusted EBITDA continues to grow faster than gross profit.

“We are very happy to report growth at the high end of expectations in the final quarter of 2023. Our commercial refocus has increased the contract backlog and completed cost reductions further support scalability. A strong cash position of NOK 3.4 billion provides financial capacity to strengthen acquisition activity with a significant scope for inorganic growth as the M&A pipeline in Europe alone exceeds NOK 200 million in additional EBITDA potential”, says Thomas Berge, CEO of LINK.

The quarterly results will be presented in a short audio webcast at 10:00 CET today by Thomas Berge, CEO and Morten Edvardsen, CFO.

The audio webcast targets investors, analysts and media. Attendees will be able to both post and ask questions directly in a Q&A session following the webcast.

To join the audio webcast and post questions, please go to https://channel.royalcast.com/landingpage/hegnarmedia/20240215_17/

The webcast is also available from LINK’s investor relations pages
https://linkmobility.com/investor-relations/

For further information, please contact

Tom Rogn, VP Investor Relations
+47 94 85 56 59
tom.rogn@linkmobility.com

About LINK Mobility

LINK is an award-winning, leading global provider of mobile messaging and communications platform as a service (CPaaS) solutions for increased engagement. The company serves enterprise, SME and government customers. LINK offers a wide range of innovative and scalable mobile solutions, creating valuable digital convergence between businesses and customers, governments and citizens, platforms and users. LINK has 50 thousand active customer accounts globally and exchanges 17 billion messages a year. LINK is listed on the Oslo Stock Exchange under the ticker LINK. For more information about LINK, please see www.linkmobility.com and follow LINK Mobility on LinkedIn.

This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.

Kilde

Andre10k · februar 17, 2024, 2:32pm

TekBot · februar 19, 2024, 7:37am

Flaggemelding Link Mobility

TekBot · mars 1, 2024, 7:44am

Flaggemelding Link Mobility

TekBot · mars 1, 2024, 10:30am

LINK Mobility - Exercise of LTI share options into shares

Oslo, 1 March 2024: Reference is made to the announcement by LINK Mobility Group Holding ASA (the “Company” and together with its consolidated subsidiaries, the “Group”) on 1 June 2023 regarding the implementation and amendment of the Company’s LTI Program for management and key employees (2022 LTIP), and on 3 January 2024 regarding closing of Message Broadcast divestment.

In accordance with the 2022 LTIP vesting schedule, the first 1/3 of the granted share options vested on 7 December 2023 (Tranche 1) at an exercise price of NOK 8.11.
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In addition, as a result of the completed divestment of Message Broadcast, employees of Message Broadcast (former employees of the Group), are entitled to exercise their remaining 2/3 of the share options under Tranche 2 and Tranche 3 during a 12-month period from the closing date as follows:

Tranche 2: 1/3 of the share options at an exercise price of NOK 9.08, and
Tranche 3: 1/3 of the share options at an exercise price of NOK 10.17.

Upon expiry of the current exercise window, a total of 1,667,163 share options have been exercised at the exercise prices set out above, resulting in a total of 1,667,163 new shares to be issued by the Company.

Following the LTIP exercise, the Board of Directors have pursuant to authorization granted by the Company’s Annual General Meeting 31 May 2023, resolved to increase the Company’s share capital with up to NOK 8,335.815 by issuing up to 1,667,163 new shares, each with a nominal value NOK 0.005.

For further information, please contact

Tom Rogn, VP Investor Relations
+47 94 85 56 59
tom.rogn@linkmobility.com

About LINK Mobility

LINK is an award-winning, leading global provider of mobile messaging and communications platform as a service (CPaaS) solutions for increased engagement. The company serves enterprise, SME and government customers. LINK offers a wide range of innovative and scalable mobile solutions, creating valuable digital convergence between businesses and customers, governments and citizens, platforms and users. LINK has 50 thousand active customer accounts globally and exchanges 17 billion messages a year. LINK is listed on the Oslo Stock Exchange under the ticker LINK. For more information about LINK, please see www.linkmobility.com and follow LINK Mobility on LinkedIn.

This information is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act and Oslo Rulebook II.

Kilde

TekBot · mars 11, 2024, 6:01am

LINK Mobility Group Holding initiates share repurchase program

Oslo, Norway, 11 March 2024. LINK Mobility Holding ASA (“LINK Mobility” or the “Company”) (OSE: LINK) has authorized a share repurchase program that allows the Company to repurchase up to 17 million of its outstanding shares. The Company is not obligated to repurchase any shares under the program. The program will be conducted during the period from 11 March 2024 until 29 May 2024. LINK Mobility may, however, at any time suspend or terminate the program.

The share repurchase program has been resolved by the Board of Directors of LINK Mobility and is in accordance with the authorization granted to the Board by the Annual General Meeting of LINK Mobility on 31 May 2023.
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In furtherance of the program, LINK Mobility announces today that it has put in place an agreement with Arctic Securities AS (“Arctic”) for the repurchase of the Company’s shares in open market transactions on the Oslo Stock Exchange. Under this agreement, Arctic will make its own trading decisions independently of, and uninfluenced by, LINK Mobility.

In order to comply with the Market Abuse Regulation (EU) No 596/2014 (“MAR”) and Commission Delegated Regulation (EU) No 2016/1052 (collectively the “Safe Harbour Rules”), the Company has provided the following required information: (i) under the repurchase program, as may be effected under the Arctic agreement, the Company may repurchase shares of an value up to NOK 400 million during the period from 11 March 2024 until 29 May 2024 (subject also to a maximum limit of 17 million shares), (ii) the maximum number of shares to be repurchased any trading day is 381,052 shares, corresponding to 25% of the average daily trading volume on the OSE during the month of February, being the month preceding the month of this disclosure, and (iii) the purpose of the repurchase program is to meet obligations arising from share option programs to employees and members of the administrative, management or supervisory bodies of LINK Mobility. The Company cannot predict how many shares will be repurchased, if any, under the agreement with Arctic, or the timing of any repurchase or the price that will be paid for any shares repurchased under the agreement.

The repurchase program will be completed in accordance with the Safe Harbour Rules as further set out in the Norwegian Securities Trading Act of 2007 and the Oslo Stock Exchange’s Guidelines for buy-back programs and price stabilization.

For further information, please contact

Tom Rogn, VP Investor Relations
+47 94 85 56 59
tom.rogn@linkmobility.com

About LINK Mobility

LINK is an award-winning, leading global provider of mobile messaging and communications platform as a service (CPaaS) solutions for increased engagement. The company serves enterprise, SME and government customers. LINK offers a wide range of innovative and scalable mobile solutions, creating valuable digital convergence between businesses and customers, governments and citizens, platforms and users. LINK has 50 thousand active customer accounts globally and exchanges 17 billion messages a year. LINK is listed on the Oslo Stock Exchange under the ticker LINK. For more information about LINK, please see www.linkmobility.com and follow LINK Mobility on LinkedIn.

This information is subject of the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act and article 5 of the European Market Abuse Regulation.

Kilde

TekBot · mars 13, 2024, 12:20pm

Link Mobility (LINK)

LINK Mobility - Closing of Message Broadcast divestment

LINK: PARETO STARTER DEKNING MED KJØP, KURSMÅL 25

Flaggemelding Link Mobility

LINK Mobility - Invitation to fourth quarter results 2023

LINK Mobility - Q4 23 - Strong organic growth

Flaggemelding Link Mobility

Flaggemelding Link Mobility

LINK Mobility - Exercise of LTI share options into shares

LINK Mobility Group Holding initiates share repurchase program

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