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B+

Review of Lumine Group Inc.

OCT 24, 2023 - LMN owns a portfolio of high-quality VMS software with a 90% gross margin, well-run by a management
team with a decent track record of value creation and industry insight. The company is still quite small, but we think there is still a long runway for LMN to compound capital at high rates. Given management’s execution and the attractive economics of VMS businesses. Rating initiated at “B+”.

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5i Recent Questions
Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.

Tom
Read Answer Asked by Tom on April 25, 2024
Q: What is your latest idea that you think is as good as when you initially identified LMN? Thank you!
Read Answer Asked by Judith on April 24, 2024
Q: Good afternoon all;

I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.

My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).

Thanks as always,

Dave

Read Answer Asked by Dave on April 22, 2024
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