Q: With the bump in position size in Topicus would members take this as 5i beieng more favorable towards Europe and a vote of confidence over Lumine.
Thx
Thx
5i Research Answer:
Yes but also no. We continue to like LMN a lot, and with its relative underperformance the stock may still have good potential. But we like momentum and TOI has more, and we also like its recent acquisitions. The CEO has also now returned to action from his temporary absence.