Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Constellation Software Inc. (CSU $2,434.02)
- $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Kraken Robotics Inc. (PNG $8.10)
- $8.10 P/E (TTM): 126.67X Cap: $2.48B
- View PNG Profile
- View Questions on PNG
- View Reports on PNG
Topicus.com Inc. (TOI $94.72)
- $94.72 P/E (TTM): 833.17X Cap: $7.88B
- View TOI Profile
- View Questions on TOI
- View Reports on TOI
Lumine Group Inc. (LMN $20.00)
- $20.00 P/E (TTM): 77.81X Cap: $5.13B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

Q: PNG questions:

- What was the catalyst in mid-2024 that finally created a break-out in stock price?

- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?

- Do we know anything about the quality of management?

- What is the quality of the balance sheet ?

- How out of line is the current valuation of this stock ?

- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.

Asked by James on July 03, 2025

5i Research Answer:

1) 2023 to 2024 saw a big bump in sales and a transition to profitability. The company also...

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