roadshow, page-6

You have inside knowledge of the roadshow Gotta?

This is what Intersuisse said about the sector and OKN:-
"OKN is a leading IT consultancy services group, providing business consulting,
IT strategy, project management, information management, integration and application development, package solutions, contracting and managed services. It is building great momentum as a leading Australian player in ten defined areas showing strong growth as clients look for competitive advantage
through application of IT. The industry looks set for strong growth for a number of years and its importance and relevance should persist through any economic slowdown that may occur. OKN as an Australian-based group with scale and proven expertise across a number of areas is carving a strong
position and reputation at the top of the food chain. The latest and largest of a series of acquisitions, Acumen Alliance, and an Indian operation set OKN up to continue rapid growth. Strong dividend and proven competence attract."

I reckon the low price is due to the gearing level and the expectation that anticipated growth may dissipate along with the economy especially with the slowdown in government spending. The report above suggests that IT is immune from a slowdown and I hope they're right. Defence spending might hold up OK.
I don't hold OKN having sold earlier. I hold SMX which is in a better financial position.