This summary was created by AI, based on 14 opinions in the last 12 months.
Lumine Group (LMN-X) has garnered attention as a significant player following its spin-off from Constellation Software (CSU). Experts highlight its successful integration of acquisitions and robust business model, boasting exceptional growth with returns on invested capital exceeding 25%. While there are calls for strong buying at current levels, some analysts caution that the stock’s valuation has surged, making it appear rich compared to its peers, notably CSU and TOI. Despite a few warnings about potential high valuations and short-term setbacks, the overall sentiment remains optimistic, with expectations of further acquisitions and substantial growth opportunities within the communications and media industries. The stock has shown impressive performance, but analysts suggest being strategic about entry points and taking profits where appropriate.
(Note the short timeframe.)
Just getting started. Just announced phenomenal growth and results. Demonstrated proof of the business model by making highly accretive acquisitions and integrating well. ROIC can be more than 25%. Will keep acquiring at high rates of return, which increases intrinsic value per share. Absolutely would still buy here.
Spun off from Constellation Software. Focus on communications and the media industries. Have a huge addressable market. New capital deployed returns at least 25%. Top managers. He sees Constellation-like returns for years, maybe higher. Are in a red-hot market to make acquisitions and expects a large one to come.
(Analysts’ price target is $38.50)He sold and put proceeds back into CSU, the mother ship. Reasons included CSU still owning part of the spinoff. So when you own CSU, you still own part of TOI and LMN. Plus, analysis became simpler. CSU will probably do further spinoffs.
Now, stock price of CSU is high if you aren't awash in funds. His kids collect bottles and cans for extra money, and they can afford and own TOI shares, but not CSU. They eat their own cooking in the Del Vicario family ;)
It was spun off from Constellation Software about a year ago. It is in the same business of Vertical Market Software but differs in that it focuses on media and telecommunications and does larger deals. It also specializes in corporate carve-outs, buying a division of a big company. Its pace of acquisitions is good and the CEO talks to the street more than CSU or TOI. We can expect returns similar to those of CSU
Lumine Group is a Canadian stock, trading under the symbol LMN-X on the TSX Venture Exchange (LMN-CV). It is usually referred to as TSXV:LMN or LMN-X
In the last year, 13 stock analysts published opinions about LMN-X. 7 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Lumine Group.
Lumine Group was recommended as a Top Pick by on . Read the latest stock experts ratings for Lumine Group.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
13 stock analysts on Stockchase covered Lumine Group In the last year. It is a trending stock that is worth watching.
On 2025-04-16, Lumine Group (LMN-X) stock closed at a price of $41.5.
Acquisition integrated extremely well. Has proven whole business model. One of the bests compounders in Canada. Increasing opportunities to deploy capital. Expecting another acquisition this year. Very strong buy at these levels.
Ideal would be to own the whole ecosystem of LMN, TOI, and CSU. But LMN is the most exciting one today.