Review of Lumine Group Inc.

SEP 11, 2025 - Despite recent weakness and concerns about AI threats, we are fairly confident these companies still have good long-term potential. CSU’s ability to keep up with an M&A strategy is widely recognized. Management indicates that there are still thousands of possible deals that all CSU entities can do within the VMS business universe. AI worries may actually increase the deal pool as well. The market has placed a premium valuation multiple on LMN relative to other CSU entities due to its smaller size, and it already has a larger pool of potential acquisitions than CSU. We think LMN’s story remains intact, and we expect the company to continue to compound free cash flow per share at a healthy rate going forward - we are maintaining our rating at B+.

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Topicus.com Inc. (TOI $161.31)
- $161.31 P/E (TTM): 78.79X Cap: $13.78B
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Lumine Group Inc. (LMN $45.41)
- $45.41 P/E (TTM): 173.32X Cap: $11.88B
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Q: I know both are spinoffs from CSU and involved in “vertical” software. And both have done well.

What is the difference between the 2 companies?
Do they compete against each other in any way?
Which of the 2 should have the better growth prospects?

Thanks.

Read Answer Asked by Donald on September 15, 2025

Algonquin Power & Utilities Corp. (AQN $7.59)
- $7.59 Cap: $5.91B
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.33)
- $47.33 Cap: $17.85B
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Lumine Group Inc. (LMN $45.41)
- $45.41 P/E (TTM): 173.32X Cap: $11.88B
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Q: Hello Peter,
These two stocks are the dogs in my portfolio and am not sure they will recover in a few years to get my money back. I was thinking of adding to BN, but was wondering if gold would be a better choice. I am just worried as gold is quite high and it could do the same as two i own when the whole world was talking about green energy. Gold could do a reversal .Instead of adding to BN, what would you recommend for gold exposure.. any thoughts please? Also, any comments on why Lumine group continues to slide? Appreciate it

Read Answer Asked by umedali on September 15, 2025

Canadian Utilities Limited Class A Non-Voting Shares (CU $37.57)
- $37.57 P/E (TTM): 23.24X Cap: $10.31B
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Brookfield Corporation Class A Limited Voting Shares (BN $96.04)
- $96.04 P/E (TTM): 157.67X Cap: $142.95B
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Lumine Group Inc. (LMN $45.41)
- $45.41 P/E (TTM): 173.32X Cap: $11.88B
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Nebius Group N.V. (NBIS $89.33)
- $89.33 Cap: $21.65B
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Q: Yesterday you answered a question regarding three companies you would buy for growth for five years, asked by Judith. You gave the first three and left out your favourite company of all time, CSU. I imagine that is because we are focusing on growth and CSU, being bigger than the others will likely grow less. I tend to be a little leery of lmn and don’t have a high percentage. But, where would it fit, and what would your choices be, if the question was asked in such a way that growth was important but also relative safety? Safety, not in the sense of say, the banks, but something with good prospects for above average growth?

Read Answer Asked by joseph on September 12, 2025