Q: I've held LMN for a number of months and, as noted in other questions, it seems to have stalled. Do you believe TVK would offer greater returns over a three year period? Thank you.
5i Research Answer:
Such predictions are hard, and with LMN very much acquisition-driven it will depend on its M&A activity. From current levels, we would see it as a bit of a wash. TVK could do better in the short term with recent momentum, but they could even out over the longer term.