Hva er kilden til dette - har ikke lest noe (børsmelding, tdn, etc.) som helst i hele dag.
Edit: fikk ikke svar på emi spørsmålet.
Det er nok tweeten fra svensken fra 8.april det vises til når dei snakkar om evt ny emisjon. Sjå over.
Han meiner at ut fra økt rente på obligasjonslånet og tilgjengelig kapital så kjem det truleg ein emisjon, om ikkje selskapet klarer å snu om på situasjonen. No har jo selskapet signalisert ein del grep for å redusere utgifter/auke inntekter så det gjenstår å sjå om dette vil gi stor nok effekt til at ei kapitalinnhenting blir unødvendig… Me får jo ein viss oversikt ved Q1.
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Nå er jeg spent på om Mercell har klart å implementere prisøkninger på en like god måte som ØRN 
Sammenligner litt disse selskapene da de har flere likheter som blant annet:
- aggressiv oppkjøpsstrategi
- høy giring
- Viking Venture som største aksjonær
- satser på å bli bransjeledende i Europa
De guidet vel om en solid cash flow i Q1? Selv tror jeg MRCELL kan overraske positivt på onsdag
Har for øvrig ingen aksjer her.
Jeg har aksjer her og en litt tung nedtur (-30%). Tror dagens nivåer er bra. Selv har de skrinlagt den agressive oppkjøpsstragetien ( i 2022) pga kursen er så lav (at eksisternede majoritetseiere ikke vil bli vannet ut på dette kursnivået).
Håper de klarer å drive etter målene og konsolidere på den nye plattformen sin. Ellers håper jeg på stabile inntekter i AAR. Årsrapporten gav ikke noe nytt så Q1 er det vi venter på. Stiger rentene kraftig så blir det tungt for selskapet å drive.
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Sitter lastet selv med ca 30 prosent nedgang! Kostnadskuttene vil vel først ha virkning i q2 så jeg forventer ikke all verdien av cashlow på q1 . Q2 går nok ok i pluss og deretter blir det spennende å se q3 og q4 . De er avhengig å dra igang positiv cashlow nå fra og med q2 , samt konsolidering som er nevnt . Er glad de begynte å rydde opp internt, samt har startet med noe mer pressemeldinger igjen. Kan bli bra og sitter long med noen 100 000 aksjer som mange andre vil gjøre her. Spilles korta riktig nå er denne markedsverdien latterlig lav når tek/it sektoren vinner terreng igjen , samt at rentene ikke går helt bananas da.
PAS-oppdatering, så får vi se om Mercell overrasker 
Mercell - Q1’22 preview
We make small changes ahead of Mercell’s Q1’22 report, expecting ARR to reach NOK 817m (up 29% y/y / up 13% y/y organic), an EBITDA margin 26% and a largely unchanged cash position q/q (~100m). The latter would be an improvement from previous quarters, which have included high cash burn (~40m in Q4). For now, our previous take remains – we view Mercell’s business moat and market position as highly attractive, and see large long-term upside potential. However, with the current liquidity risk, we have a Hold rec. until we see signs of I) solid cash generation combined with II) healthy organic growth, effectively de-risking the equity. Mercell trades at ~14x ‘22e EV/EBITDA and ~30x ‘22e EV/(EBITDA-Capex).
https://newsweb.oslobors.no/message/563267
Mercell Q1 2022: Continued ARR growth and improved margins and cash flow
First quarter 2022 highlights:
• Continued ARR growth to NOK 817 million, +29% year-on-year
• Organic ARR growth of +17.5% last twelve months and +4% in Q1, in line with the target level of 15-20% annual growth
• Q1 revenue +36% to NOK 202 million
• Reported EBITDA of NOK 51.6 million with EBITDA-margin of 26%
• Adjusted EBITDA of NOK 57.5 million with adjusted EBITDA margin of 29%
• Focus remains on enabling continued strong and profitable growth in the existing businesses
• Cost efficiencies set to reduce IT spend by ~24% to NOK 170 - 185 million in 2022
• Expecting improved EBITDA-margins from 2021 to 2022, and solid free cash flow after investments and interest payments from 2022 onwards
Q1/2022
Mercell Q1 Quarterly Report 25 May 2022.pdf (1,1 MB)
Investor Presentation
Mercell Q1 2022 Presentation 25 May.pdf (989,2 KB)
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En oppløftende rapport ift. Q4. I tråd med Paretos forventninger mtp ARR og EBITDA, men betydelig bedre cash flow enn forventet. Tror Mercell har kommet over kneika nå. Fortjener et løft idag
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Haha, grattis til dere som er inne, tilbud på 6,3 kr per aksje:
https://newsweb.oslobors.no/message/563269
The Board of Mercell Holding ASA unanimously recommends a contemplated voluntary cash offer from Spring Cayman Bidco, LLC to acquire all shares of Mercell Holding ASA
The Board of Mercell Holding ASA unanimously recommends a contemplated voluntary cash offer from Spring Cayman Bidco, LLC to acquire all shares of Mercell Holding ASA
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, INTO OR WITHIN THE UNITED STATES, CANADA, AUSTRALIA, JAPAN OR ANY OTHER JURISDICTION IN WHICH THE DISTRIBUTION OR RELEASE WOULD BE UNLAWFUL
The Board of Mercell Holding ASA has unanimously resolved that it will recommend a contemplated voluntary cash offer from Spring Cayman Bidco, LLC to acquire all shares of Mercell Holding ASA. The Offer is a result of a strategic process conducted by the Board of Mercell Holding ASA in consultation with ABG Sundal Collier ASA and JP Morgan.
Oslo, 25 May 2022
The Board (the “Board”) of Mercell Holding ASA (“Mercell”) today announces an agreement with Spring Cayman Bidco, LLC (the “Offeror”) whereby the Offeror (through an affiliated Norwegian company to be incorporated) on certain terms and conditions will put forward a voluntary cash offer (the “Offer”) to acquire 100% of the shares of Mercell at an offer price of NOK 6.30 per share (the “Offer Price”).
The Offer Price represents a premium of:
• 110% above the Mercell shares closing price of NOK 3.005 on Oslo Børs on 24 May 2022;
• 120% above the volume weighted average price (“VWAP”) of the Mercell shares for the three-month period ending on 24 May 2022; and
• 58% above the VWAP of the Mercell shares for the six-month period ending on 24 May 2022.
The Offeror and Mercell have entered into a transaction agreement regarding the Offer (the “Transaction Agreement”) and the Board has unanimously decided to recommend the Offer. Funds managed by Viking Venture AS and Luxor Capital Group, who combined own 24.04% of the Shares, have entered into irrevocable undertakings to accept the Offer. The pre-acceptances cannot be withdrawn irrespective of whether a competing offer is made.
About the Offeror:
The Offeror is a limited liability company formed and registered pursuant to the Cayman Law, and indirectly wholly owned by funds advised or managed by Thoma Bravo Global, LLC and its affiliates (“Thoma Bravo”). Thoma Bravo is one of the largest private equity firms in the world, with more than USD 103 billion in assets under management as of 31 December 2021. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. Leveraging the firm’s deep sector expertise and proven strategic and operational capabilities, Thoma Bravo collaborates with its portfolio companies to implement operating best practices, drive growth initiatives and make accretive acquisitions intended to accelerate revenue and earnings. Over the past 20 years, the firm has acquired or invested in more than 375 companies representing over USD 190 billion in enterprise value.
“Mercell has built an outstanding SaaS network of buyers and suppliers in the Nordic region for public tendering. As a private company, we believe Mercell will benefit from our knowledge, network and resources to better achieve its long-term potential and continued growth trajectory. We are truly thrilled to work in partnership with Terje and his team to continue to expand globally, to further invest in product development, and to continue to make strategic acquisitions,” said George Jaber, a Senior Vice President at Thoma Bravo.
“Mercell represents an important continued expansion for us into the European SaaS market. We see a major market opportunity for us across the continent and abroad, and working together in partnership with management to scale this great platform is a task we’re eager to tackle,” said A.J. Rohde, a Senior Partner at Thoma Bravo.
Key terms and conditions of the Offer:
The Offer Price of NOK 6.30 per share of Mercell values the total share capital of Mercell at a market capitalization of approximately NOK 3,168 million. The Offer Price represents:
• 110% above the Mercell shares closing price of NOK 3.005 on Oslo Børs on 24 May 2022;
• 120% above the VWAP of the Mercell shares for the three-month period ending on 24 May 2022; and
• 58% above the VWAP of the Mercell shares for the six-month period ending on 24 May 2022.
The Offer Price shall be adjusted to compensate for the effects of any resolution by Mercell to distribute dividend or make any other distribution to Mercell’s shareholders with a record date prior to completion of the Offer.
Completion of the Offer will be subject to the following main conditions being satisfied or waived by the Offeror:
• shareholders representing more than 90% have accepted the Offer;
• the Board shall not have amended or withdrawn its recommendation of the Offer;
• relevant regulatory approvals have been obtained;
• Mercell has in all material respects conducted its business in the ordinary course;
• no breach by Mercell which entitles the Offeror to terminate the Transaction Agreement; and
• no material adverse change shall have occurred.
The Board shall not amend, modify or withdraw its recommendation of the Offer unless it receives a bona fide superior competing offer that satisfies certain criteria. If the Offer is not completed due to a breach by Mercell that entitles the Offeror to terminate the Transaction Agreement, or the Board withdraws or amends its recommendation of the Offer, Mercell will compensate the Offeror for its external advisors costs up to a maximum amount of NOK 10 million.
The complete details of the Offer will be set out in an offer document which will be published after approval of Oslo Børs. The offer period is expected to commence in mid-June 2022.
Background and strategic rationale:
The Offeror believes that Mercell represents a unique market leading software franchise in the Nordic region which as demonstrated consistent growth both organically and through acquisitions. Mercell represents an exact match for the interests and investment thesis of the Offeror. As a platform-centric investor who focus on investing in businesses with market-leading positions, multiple organic and inorganic growth opportunities, and strong management teams, Mercell fits exceptionally well with the investment strategy of the Offeror.
The Offeror and Mercell are highly excited about the potential transaction and believe that the transaction represents an opportunity to accelerate the growth of the business, continue to pursue strategic M&A and to capitalize on the opportunity to seamlessly integrate the numerous acquisitions Mercell and its affiliates have completed to-date.
Advisors:
Skandinaviska Enskilda Banken AB (publ), Oslo Branch, is acting as financial advisor to the Offeror and Thoma Bravo in connection with the Offer. Advokatfirmaet Schjødt AS and Kirkland & Ellis LLP are acting as legal advisors to the Offeror and Thoma Bravo.
ABG Sundal Collier ASA and JP Morgan are acting as financial advisors and Advokatfirmaet Thommessen AS as legal advisor to Mercell.
Contact info:
Megan Frank, Thoma Bravo Communications
Phone: +1 212 731 4778
Email: mfrank@thomabravo.com
or
Alexandra Barganowski, Fogel & Partners
Phone: +46 72 0832750
Email: alexandra.barganowski@fogelpartners.se
Joar Welde, Chairman of the Board of Mercell
Phone: +47 982 06 930
Email: joar.welde@vikingventure.com
Terje Wibe, CEO of Mercell
Phone: +47 90 83 79 98
Email: terje.wibe@mercell.com
Important notice:
This information is considered to be inside information pursuant to the EU Market Abuse Regulation and is subject to the disclosure requirements according to section 5-12 of the Norwegian Securities Trading Act. The information was submitted for publication by Erik Hokholt, interim CFO, on behalf of the Company on 25 May 2022 at 07:55 CEST.
The Offer and the distribution of this announcement and other information in connection with the Offer may be restricted by law in certain jurisdictions. The Offeror and Mercell assume no responsibility in the event there is a violation by any person of such restrictions. Persons into whose possession this announcement or such other information should come are required to inform themselves about and to observe any such restrictions.
This release contains certain forward-looking statements within the meaning of the securities laws and regulations of various international, federal, and state jurisdictions. All statements, other than statements of historical fact, included herein, including without limitation, statements regarding the Offer, future plans and objectives of Mercell or the Offeror are forward-looking statements that involve risk and uncertainties. There can be no assurances that such statements will prove to be accurate and actual results could differ materially from those anticipated in such statements.
Pen dag da i dag🍾
Rumors were correct then 
Still think there would have been more to gain on the long term. Turn around on profitability just got proven on Q1.
But well, good news for once anyways 
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Haha, yeah, they had the finger on the “offer-button”, they just wanted to see the Q1-numbers first
Har vært trofast aksjonær her med snittinngang på 6,08, men selger nok nå.
Kan noen si meg hvordan jeg selger i en slik situasjon? Vil kursen stige til tilbudsprisen og så selger jeg på det åpne markedet? Eller hvordan gjøres dette?
Som regel legger kursen seg et par øre under tilbudsprisen, og de som vil ha penger med en gang får solgt; til gjengjeld tjener de som kjøper aksjene noen ørsmå desimaler.
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Takk for svar😊
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Men nå ligger kursen på 6.0 som vil si 0.3 under budpris, som vil si at om man kjøper nå så får man faktisk 5% avkastning når man får innløst de til 6.3 ila juni/juli. Ganske greit om man har tro på at det går gjennom?
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“Shareholders representing at least 90 percent of the Mercell shares must accept the offer for the sale to take place.”
There is a risk involved that the offer is not accepted. Also it takes time to get offer accepted. June/July likely
But there is a possibility for higher offer from some other party or even raise from current buyer.
Market seems to be prizing risk higher possibility than higher offer since stock is trading just above 6NOK.
Disclaimer: I sold 50% of my stake and keep rest waiting for higher bid.
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Yes, Nattopharma got a couple of extra bids with higher price. The same happend to old Wov as well I believe?
Smart move - a bit sad that this most likely will end the chance of owning Mercell onwards.
I was hoping the bid would come in after the market somewhat rebounded from the recent tech devaluation we have seen.
But a great chance for them to pay less premium - as this most likely will be a great investment in the future!
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Noen som har peiling på om det finnes noen slags indikasjoner på at minst 20% av aksjonærene ikke vil godta budet?
Er det forresten 80% som er grensen for å bli tvangsinnløst? Eller er det 90%?