Bombora Group CIO talking up PKS, page-3

ah yeah seems to have been censored.

Here is the text:
Money Talks is *’s regular drill down into what stocks investors are looking at right now. We’ll tap our extensive list of experts to see what’s hot, their top picks and what they’re looking out for.Today, we hear from Gregg Taylor, chief investment officer and portfolio manager at Bombora Group. What’s hot right now?When it comes to tech stocks, Bombora looks for those that have globally competitive intellectual property (IP) — and therefore have global opportunities for growth.IP is the legal ownership of an idea — aka patents, copyrights, trademarks, and trade secrets.“Our view is that, in the tech space, it’s a global economy,” Taylor says.“So these businesses need to have clear monetisation opportunities on a global scale.“Everyone says they are going to the US, or are going to take on the world, but not many companies succeed at it.”Bombora favours software businesses, among other things. Specifically, Bombora looks for high revenues from software that is embedded into customer ecosystems.“This means they can demand a higher price for a product because it is critical to a client’s day-to-day operations,” Taylor says.“As a result of that, you have a high repeatable income stream and very low customer churn.”
Top picksPacific Knowledge Systems (ASXKS)Market Cap: $22.5m“PKS created software that automates pathology testing in labs, and things like patient alerts and reports in hospitals,” Taylor says.“We like this business because it hasn’t lost a customer in the seven years since this technology was commercialised.“Once it is embedded the customer becomes very reliant on the technology, and it’s very difficult for PKS to be removed or replaced because they are the leading technology partner [in the space].“This is an Australian business that is now going global through a partnership with one of the world’s largest healthcare technology distributors called Abbott Labs (NYSE:ABT), a $US150 billion ($218.4 billion) US-based business.“We like putting growth capital into businesses that have exciting opportunities like this.“The pipeline of global opportunities that PKS has via Abbott could increase the size of this business many times over.”

for context Bombora are a fund that chance high growth and already did 44% growth P.A in their first year (2018-19 FY), they've done very well on EML and UWL. The CEO of Bombora, Mike Hill, sits on the PKS Board. Very smart people heavily involved in PKS.