Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?
5i Research Answer:
LNR has much better momentum and while we like MG for now we would still be OK with a switch. MG does have potential in a re-rating, however. CLS may be of interest, as it manufactures for tech companies.