I like the price action in OTH, it has run up impulsively from mid 50's to low 70's, the current little pullback could be shaping up for a continuation pattern of some sort.
On the house is definately in the right sector at the right time. Just look at the recent performances of IPP and REA.
There wouldnt be too many dotcoms with annual sales of nearly half their current market cap. OTH looks quite cheap and I bet REA would be watching it quite closely too.
OTH Price at posting:
67.0¢ Sentiment: LT Buy Disclosure: Held