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

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
08:13 30.06.2016
#13134

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
08:29 23.07.2016
#13138

Link ukens selskap i Finansavisen.

Kursmål fra Swedbank er 140, og lavt sammenlignet med potensialet til Link sies det.
Savepig
12:05 03.12.2017
#562

Har vært en veldig lang konsolidering fra ATH, med emisjon og innsidesalg, men nå har faktisk aksjen startet et sideveis brudd med den nedadgående trenden.

Verd å putte på watch list.
highlander
04:21 14.12.2017
#7753

Denne kom i går:

13/12-2017 15:25:32: (LINK) LINK Mobility Group ASA enters the Swiss market by acquiring the SMS messaging business in Switzerland currently operated by Horisen AG

LINK Mobility Group ASA ("LINK"), one of Europe's leading and fastest growing
providers of B2C mobile messaging and mobile services, has today entered into a
definitive agreement for the acquisition of the Swiss mobile messaging business
("Horisen Messaging") from the Swiss mobile messaging company Horisen AG.

Horisen AG was established in 2001, and is located in Rorschach, Switzerland.
Horisen Messaging has a strong position in the Swiss market and is one of the
leading mobile messaging providers in Switzerland with a strong footprint
delivering services to more than 175 countries globally.

"I am really happy to announce that we have acquired Horisen Messaging the
leading mobile messaging provider in Switzerland with more than 30% market share
and a strong international network. We look forward to become the leading mobile
messaging and solutions provider in Switzerland and to continue developing the
Swiss market with existing and new services going forward." says Arild E.
Hustad, CEO of LINK.

"I am very happy that our messaging customers will be in very good hands with
LINK Mobility in the future and that HORISEN AG can now focus 100% on its
software business. This transaction is a real win-win situation for LINK
Mobility and HORISEN AG. I am also very pleased that LINK Mobility decided to
continue using for HORISEN Messaging AG the award-winning messaging platform
software of HORISEN AG, to take advantage of its powerful features thus
strengthen its competitiveness in the messaging business" says Fabrizio
Salanitri, CEO of HORISEN AG.

The transaction will be structured as an acquisition by LINK of Horisen
Messaging AG, a carve-out from Horisen AG, that upon closing will hold the
Horisen Messaging business. The agreed enterprise value of the transaction is
EUR 9.0 million, on a cash-free and debt-free basis. The enterprise value is
based on a normalized EBITDA for 2017 of EUR 1.8 million multiplied by a factor
of 5.

The purchase price under the transaction will, subject to customary adjustments,
be settled as follows:

- 57% of the purchase price in cash upon closing,

- 43% of the purchase price in shares upon closing

The transaction is expected to close on 5 January 2018.

The cash part of the transaction will be fully financed through LINK's corporate
fund and bond.
highlander
14:31 21.12.2017
#7788

21/12-2017 11:38:51: (LINK) Signing completed in connection with aqcuisition of Totalconnect in Italy

Reference is made to the stock exchange announcement from LINK Mobility Group
ASA on the 22th of September 2017 regarding the signing of a term sheet for the
acquisition of Italian mobile messaging company Archynet s.r.l.
("Totalconnect").

Totalconnect was established in 1998, and is located in Turin in Italy.
Totalconnect has a strong position in the Italian mobile messaging market with
direct interconnect with the Italian mobile operators. It is one of the leading
mobile messaging and marketing providers in Italy and has launched many
attractive new services within this space over the last years.

LINK has today signed a final Share and Purchase agreement for the acquisition
of all the shares in Totalconnect from the seller Claudio Gioiosa. The
acquisition is based on an agreed enterprise value of EUR 2,475 million on a
cash-free and debt-free basis. The enterprise value is based on an estimated
EBITDA for 2017 of EUR 0,450 million multiplied by a factor of 5.5.
The Totalconnect business expects to generate pro forma revenues of
approximately EUR 2 million, in 2017.

LINK has a solid cash position consisting from a strong cash flow from its
operations and the successful tap of EURO 30 million from the LINK bond facility
totalling EURO 175 (of which a total of EURO 80 million has been tapped), the
cash part of the transaction will thus be fully financed through LINKŽs
corporate funds.

The transaction will be closed on 31st January 2018 and settled as follows:

1/3 cash on closing

1/3 sellers credit

1/3 shares in LINK.

Aabø-Evensen & Co Advokatfirma AS and DLAPiper Italy is acting as legal advisors
to LINK in connection with the above mentioned transactions.
For further information, please contact:

Arild Hustad, CEO
LINK Mobility Group ASA
arild.hustad@linkmobility.com
Mob: +47 95 24 19 30
About LINK Mobility Group ASA
highlander
09:29 09.02.2018
#8169

– Samlet sett bekrefter kvartalsrapporten at selskapet er på riktig spor for å innfri sine mål, skriver Arctic Securities-analytiker Henriette Trondsen i en oppdatering etter at Link Mobility slapp kvartalstallene sine fredag morgen.

Link Mobility hadde et mål om en omsetning på 1,6-1,7 milliarder og et brutto driftsresultat (EBITDA) på 195-210 millioner for 2017, og regner man inn oppkjøpene som er gjort i løpet av året hadde Link Mobility en pro-forma omsetning på 1,75 milliarder og brutto driftsresultat på 206 millioner, påpeker Trondsen.

For 2018 har Link Mobility et relativt hårete mål om å vokse omsetningen rundt en milliard til 2,7 milliarder og et brutto driftsresultat på 400 millioner. Link Mobility hadde en egenvekst (organisk) i omsetningen på 25 prosent i fjerde kvartal, men selv den veksttakten er ikke nok for å nå 2018-målet og dermed må det også flere oppkjøp til:

– 2018-målene inkluderer en oppkjøpsplan som vi tror kan inkludere selskaper i Frankrike og Italia, skriver analytikeren.

Ifølge Arctic leverte Link Mobility en høyere omsetning og brutto driftsresultat (EBITDA) enn de og konsensus ventet, mens EBIT (netto resultat) endte noe lavere enn ventet grunnet blant annet restuktureringskostnader, oppkjøpskostnader og noen andre faktorer.

Total omsetning endte på rekordhøye 485,77 millioner kroner i kvartalet, mot 256,39 millioner på samme tid året før. Brutto driftsresultat før skatt (EBIDTA) var på 38,29 millioner kroner, opp fra 22,41 millioner i samme kvartal året før.

Bunnlinjen falt imidlertid noe, ettersom rentekostnadene økte i kvartalet. For 2017 som helhet endte resultat etter skatt på -5,4 millioner mot 4,67 millioner i 2016. (Kilde: E24)
highlander
11:19 17.04.2018
#9212

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highlander
13:20 30.04.2018
#9626

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highlander
20:08 09.05.2018
#9907

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highlander
14:16 28.05.2018
#10240

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