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Link Mobility G...

Link Mobility Group Holding ASA: 1 director

A director at Link Mobility Group Holding ASA maiden bought 500,000 shares at 19.660NOK and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...

LINK MOBILITY GROUP ASA
11/29/21 November 29, 2021 1 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - Becomes a truly global player

Acquires Soprano Design at 19.7x EV/cash EBITDA Expands outside Europe to APAC, US and Lat. Am. Lifts cons 2022e sales by ~15%, adj. EBITDA up 31-34%

LINK MOBILITY GROUP ASA
05/18/21 May 18, 2021 4 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - Organic growth to rebound in Q2

Soft organic growth, but strong margins in Q1 Q2 likely to be a trigger due to better organic growth ~46% discount to key peer and 4.4% ‘22e FCF yield

LINK MOBILITY GROUP ASA
05/14/21 May 14, 2021 1 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - 8% org. growth in Q1, strong start to Q2

8% organic growth, adj. EBITDA 7% above Messaging volumes up 31% y-o-y in April Cons to lift ’21-‘22e adj. EBITDA by 2-3%, share up

LINK MOBILITY GROUP ASA
05/11/21 May 11, 2021 4 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - Q1 weakness creates an opportunity

Q1 likely to be soft with 5% org. growth… …but organic growth rates set to improve from Q2’21e BUY: ~40% discount to key peer and ~4% FCF yield

LINK MOBILITY GROUP ASA
05/06/21 May 6, 2021 17 EN
Aksel Øverland Engebakken ... (+3)
  • Aksel Øverland Engebakken
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - Strong Q4 improves our confidence in 2021

+21% adj. EBITDA beat, specifies long-term target Q4 beat + M&A: lift ‘21-‘22e adj. EBITDA by 5-6% +40% discount to key peer: BUY with TP of NOK 75

LINK MOBILITY GROUP ASA
02/16/21 February 16, 2021 13 EN
Rikard Magnus Braaten
  • Rikard Magnus Braaten
PREMIUM
Link Mobility G...

Link Mobility - Solid report with refreshed long-term guidance

Good momentum in Q4 Refreshing its long-term guidance Expect more M&A activity in 2021

LINK MOBILITY GROUP ASA
02/16/21 February 16, 2021 6 EN
Aksel Øverland Engebakken ... (+3)
  • Aksel Øverland Engebakken
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - 21% adj. EBITDA beat driven by Enterprise

21% beat on adj. EBITDA, largely driven by Enterprise Positive clarifications on long-term targets Cons to lift ’21e adj. EBITDA by 2-3%, share up 3-4%

LINK MOBILITY GROUP ASA
02/16/21 February 16, 2021 5 EN
Aksel Øverland Engebakken ... (+3)
  • Aksel Øverland Engebakken
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - Finishing ahead

Q4e sales +4% vs. cons, +3% vs. mid-point of guidance Org. growth to accelerate to 17% in ‘21e (15% in ‘20e) Reiterate BUY, TP NOK 75 (65) ahead of results 16 Feb

LINK MOBILITY GROUP ASA
02/05/21 February 5, 2021 13 EN
Adam Karlsson ... (+3)
  • Adam Karlsson
  • Aksel Øverland Engebakken
  • Jan Erik Gjerland
PREMIUM
DNB DNB ASA
Link Mobility G... ... (+3)

Talking Points - DNB: Hooked up with the oil price, again – SELL

Trim adj. EPS on AT1 and higher tax guidance (23%) Expensive in absolute & relative terms – SELL (Hold)

DNB DNB ASA
LINK MOBILITY GROUP ASA
PCIB PCI BIOTECH HOLDING ASA
12/10/20 December 10, 2020 5 EN
Aksel Øverland Engebakken ... (+3)
  • Aksel Øverland Engebakken
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
Link Mobility G...

Link Mobility - Linking society together

European leader within mobile customer communication 20% growth + M&A (’20e-’23e), based on proven strategy Initiate with BUY, TP NOK 65, ~50% upside

LINK MOBILITY GROUP ASA
12/10/20 December 10, 2020 96 EN
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