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Link Mobility Group - en vekstvinner i en vekstbransje
Kjell T. Ringen
21.03.2016 21:40
#13108

Endre
Ser ikke ut til at det er noen andre enn jeg som er interessert i denne aksjen her på ST.... Eller?
Tar med en liten kommentar fra Swedbank i forbindelse med det nylige oppkjøpet i Danmark. Meldingen fra Swedbank kom som dere ser i dag.


21.03.16 11:25 - LINK: Consolidator premium awarded

The accretive Responsfabrikken acquisition adds NOK 7/share to our target
The likely acquisition of Responsfabrikken is highly accretive on a 2015 EV/EBITDA multiple of 5.3x compared to LINK, trading at 11.9x. Given a deal close in late May 2016, we see the transaction adding NOK 7/share on the multiple expansion of Responsfabrikken's NOK 11.7m EBITDA alone. On top of this, LINK should benefit from strengthening its foothold in the Danish marketplace.
LINK has increased its net value NOK 22/share in 24 months through accretive acquisitions
During the last two years, LINK has lifted its EBITDA by NOK 45m at an average EV/EBITDA multiple of 6.2x - adding a net value to its market cap of NOK 218m or NOK 22/share. The accretive Nordic acquisitions of Cool Group, PS WinCom, InTouch, Fivestarday and now Responsfabrikken have all been funded by an attractive combination of seller's credit (5% interests), cash and LINK shares and we expect LINK to continue to deliver on its consolidation strategy in the years to come.
Target up to NOK 86/share reflecting Responsfabrikken and higher growth multiple
We raise our 12m target to NOK 86/share (NOK 68) to reflect both the added NOK 7/share of Responsfabrikken and a higher multiple from accretive inorganic growth. As accretive acquisitions going forward is not reflected in our estimates - we raise our 2016 EV/EBITDA target multiple to 13.4x (10.8x). This is equivalent of a NOK 11/share consolidator premium - which is what LINK has been able to generate in value added acquisitions per annum for the last two years.
Kjell T. Ringen
30.06.2016 08:13
#13134

Endre
Veldig spennende!

30/06-2016 07:30:21: (LINK.OAX) LINK Mobility Group ASA signs Term Sheet regarding acquisition of the German group of companies, Whatever Mobile
LINK Mobility Group ASA (LINK) has entered into a term sheet regarding the
acquisition of Germany's leading provider of mobile messaging services, the
Whatever Mobile group of companies (Whatever Mobile).

LINK will acquire all shares in the companies Whatever Mobile GmbH, GfMB
Gesellschaft für Mobiles Bezahlen mbH and Whatever SIM GmbH. The sellers are
SPARK Consult GmbH, PlusCon Beratungsgesellschaft GmbH, Thomas Zahari and Yves
Corssen.

LINK is prior to the acquisition of Whatever Mobile the leading provider of B2C
mobile messaging and mobile services in the Scandinavia and Baltic markets. LINK
will through the planned acquisition of Whatever Mobile continue its expansion
to new markets.

Whatever Mobile was established in 2002, has 50 employees and is located in
Hamburg, Germany. In 2015 Whatever Mobile reported revenues of EURO 23.1 million
and EBITDA of EURO 2.7 million. Whatever Mobile has approximately 40 per cent of
the market for mobile messaging services for the German financial sector.

"We, at Whatever Mobile have always wanted to be a part of an international
organization within mobile messaging and mobile solutions. We believe that
geographical reach is key in our mobile industry. And that becoming part of the
LINK Mobility Group will accelerate our geographical expansion and give us a
strong base to continue to innovate attractive mobile messaging and solutions to
our existing and new customers." says Michael Lutzenkirchen, the Founder and
Managing Director of Whatever Mobile.

"Link Mobility has a clear strategy to become the leading mobile messaging and
mobile solutions company in the Nordic Region and selected large European
markets. We see the acquisition of Whatever Mobile as a strong strategic fit
for our expansion plans. With Whatever Mobile we will in one stroke become the
leading player in the large and untapped potential of the German Market. Many
of the innovative mobile solutions that we have developed for our Nordic
customers will be very attractive also for businesses in the German market. We
are the mobilizing experts in the Nordic Region and with this acquisition we
have taken our first steps into Europe." says Arild E.Hustad, CEO Link Mobility
Group.

The agreed enterprise value of Whatever Mobile is EURO 20.1 million, on a cash
-free and debt-free basis and assuming a normalized level of net working
capital. The purchase price under the transaction will, subject to customary
adjustments, be settled as follows:

· 1/3 of the purchasing price in cash upon closing
· 1/3 of the purchasing price in shares in LINK Mobilty Group ASA valued at
the closing share price at the Oslo Stock Exchange the day of the signing of the
Term Sheet, NOK 79,50 per share
· 1/3 of the purchasing price as sellers' credit to be paid back no later than
36 months from closing. The sellers' credit will earn 5 per cent interest,
payable by LINK in quarterly arrears

The acquisition is conditional upon a satisfactory result of the confirmatory
due diligence process to be performed, and upon LINK Mobility Group ASA and
SPARK Consult GmbH, PlusCon Beratungsgeschellschaft GmbH, Thomas Zahari and Yves
Corssen agreeing on the terms and conditions of a legally binding share purchase
agreement for the consummation of the transaction, containing, inter alia,
customary closing conditions. The acquisition is furthermore subject to approval
of the Board of Directors of LINK Mobility Group ASA.

The transaction is expected to close on 1 October 2016.

Kjell T. Ringen
23.07.2016 08:29
#13138

Endre
Link ukens selskap i Finansavisen.

Kursmål fra Swedbank er 140, og lavt sammenlignet med potensialet til Link sies det.



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