Short Term Trading Week Starting: 04 Feb, page-144

Hesitate to give advice, but since you asked

With PBP to me just mathematical, metrics increasingly good, no of shares increasingly down, therefore SP over time UP.

It's a model I look for and in PBP case buyback has only just got underway.
(best be wary of buybacks, mostly positive as in theory just a divvy in another form but good to be aware of when things start and end)

Good company well managed, the lack of momentum I put down to macro equity weakness in last 6 mths.

Remember this co MC < 100m.

Only negative I can see in medium term (other than DOW carking it) is potential acquisition not being judged kindly by market.

Like you have had exposure in both to varying degrees.