I'd like to see less reliance on income from government contracts, although Konekt are diversifying through differing government contracts, which is good. Increasing income diversity from a variety of corporate contacts would be good to see and possibly an exposure to international markets in the future.
I'd also like to see a further push into the employment services/recruitment sector through Mission Providence. The recruitment sector especially, as it gives the potential for decent recurring revenue.
But overall, it's difficult to find a company like Konekt in the sub-100m market cap category. They have a solid history (being around since 1992), they continually make logically sound acquisitions and they've consistently increased their revenue and profitability. I believe this company has great potential and I'm looking forward to holding this company for years to come.
KKT Price at posting:
46.5¢ Sentiment: Hold Disclosure: Held
