Company Lumine Group Inc.

Equities

LMN

CA55027C1068

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sales per Business

Sales per region

Quarterly revenue - Rate of surprise

Sector Investment Management

Market Closed - Toronto S.E. Other stock markets 04:00:00 2024-05-10 pm EDT			5-day change	1st Jan Change
37.84 ^CAD	+0.91%		-0.42%	+26.56%

May. 01	Lumine Group Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024	CI
Apr. 30	Lumine Group Completes Acquisition of Certain Casa Systems Assets	MT

Lumine Group Inc. is a Canada-based company. The Company is engaged in acquiring and growing vertical market software businesses in the communications and media industry. It is engaged principally in the development, installation, and customization of software and in the provision of related professional services and support for customers globally. It also provides access to capital for organic and merger & acquisition (M&A)-related investments and assist with the professional development and training of management teams. The Company's portfolio of companies consists of Axyom.Core, Motive, RazorFlow, SpatialNetworX, Openwave, Titan.ium platfom, WideOrbit, Wiztivi, TOMIA, Incognito Software Systems, MDS Global, Ubersmith, WDS mobile, Lifecycle Software, Velovix, NetEngage, Tarantula, Flash Networks, TransMedia Dynamics, VAS-X, Collab, Neural Technologies, Telepin, Netadmin Systems, Sicap, Advantage 360, Kansys, Aleyant, Avance Metering, and Symbrio.

CAD in Million	2022	Weight	2023	Weight	Delta
Maintenance and Other Recurring 68.9 %	208	62.6 %	465	68.9 %	+123.17%
Professional Services 17.9 %	65	19.5 %	121	17.9 %	+86.04%
License 9.2 %	50	15.1 %	62	9.2 %	+23.51%
Hardware and Other 4.0 %	9	2.8 %	27	4.0 %	+183.15%

CAD in Million	2022	Weight	2023	Weight	Delta
Americas 53.8 %	98	29.5 %	363	53.8 %	+269.79%
EMEA 43.6 %	216	64.9 %	294	43.6 %	+36.30%
APAC 2.6 %	19	5.7 %	17	2.6 %	-8.41%

Managers	Title	Age	Since
David Nyland CEO	Chief Executive Officer	57	22-09-02
Brian Beattie DFI	Director of Finance/CFO	57	22-09-02
Caroline Khachehtoori LAW	General Counsel	-	-
Elliot Yunger PRN	Corporate Officer/Principal	-	20-09-30

Members of the board	Title	Age	Since
Eric R. Mathewson BRD	Director/Board Member	-	-
David Nyland CEO	Chief Executive Officer	57	22-09-02
Mark Miller CHM	Chairman	62	22-09-02
Robin van Poelje BRD	Director/Board Member	-	21-12-31
Brian Beattie DFI	Director of Finance/CFO	57	22-09-02
Paul Cowling BRD	Director/Board Member	-	23-02-06
Lucie Laplante BRD	Director/Board Member	-	23-02-06

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	256,620,388	67,916,228 ( 26.47 %)	0	26.47 %

Name	Equities	%	Valuation
Baillie Gifford & Co. 9.903 %	6,336,838	9.903 %	170 M $
Blacksheep Fund Management Ltd 9.884 %	6,324,624	9.884 %	170 M $
Dexter Jonas Salna 1.181 %	756,028	1.181 %	20 M $
Bernard Anzarouth 0.6966 %	445,742	0.6966 %	12 M $
Manulife Investment Management Ltd. 0.5157 %	329,997	0.5157 %	9 M $
FMR Investment Management (UK) Ltd. 0.2652 %	169,735	0.2652 %	5 M $
John Billowits 0.1768 %	113,106	0.1768 %	3 M $
IA Clarington Investments, Inc. 0.1578 %	100,953	0.1578 %	3 M $
Liontrust Investment Management Ltd. 0.1563 %	100,000	0.1563 %	3 M $
Brian Beattie 0.1040 %	66,557	0.1040 %	2 M $

Name	Equities	%	Valuation
CONSTELLATION SOFTWARE INC. 100.00 %	1	100.00 %	27 $

Name	Equities	%	Valuation
Blacksheep Fund Management Ltd 11.24 %	7,146,094	11.24 %	192 M $
Mark Miller 1.324 %	841,653	1.324 %	23 M $
Barry Symons 0.7234 %	459,985	0.7234 %	12 M $
Jeffrey James Bender 0.3142 %	199,792	0.3142 %	5 M $
John Billowits 0.1779 %	113,105	0.1779 %	3 M $
Brian Beattie 0.1047 %	66,548	0.1047 %	2 M $
Mark Dennison 0.0150 %	9,539	0.0150 %	256 408 $
Robin van Poelje 0.0149 %	9,488	0.0149 %	255 037 $
David Sharpley 0.0133 %	8,457	0.0133 %	227 324 $
David Nyland 0.0132 %	8,420	0.0132 %	226 330 $

Lumine Group, Inc.

5060 Spectrum Way Suite 100

L4W 5N5, Mississauga

http://www.luminegroup.com

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

37.84 CAD

Average target price

40 CAD

Spread / Average Target

+5.71%

Consensus

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Investment Management

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Investment Management