skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. LMN: I was wondering what your thoughts are regarding the acquisition announced today. [Lumine Group Inc.]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: I was wondering what your thoughts are regarding the acquisition announced today. This is Lumine's first public company acquisition and is an interesting strategic shift which could make it an even more acquisitive company. Can I get your thoughts on this acquisition and Lumine going forward.

thank you
Asked by Frank on December 04, 2025
5i Research Answer:

At enterprise value of $258M, it is not a huge deal against LMN's market cap of $7.3B, but is significant. It is also quite a large premium (70%) but LMN must feel it can work at this price. Assuming future deals can be done at lower premiums (probable), it does open up new opportunities for LMN, if they can make more publci company transactions. Now, LMN has bought divisions from SNCR in the past (2023) so it is a known entity, so it likely had more confidence in rolling the balance of the company into its fold. But the market likes the deal, and it looks good to us as well (as usual, financial metrics were not disclosed). SNCR has a 25-year history and we would expect a smooth integration. One deal does not make a trend, but overall this looks positive to us on many levels.