Funnily enough I have in PAS Group in my portfolio.
Needless to say, I enjoyed Friday quite well (SBB and PGR up 22% and 37% respectively) ...
But you are right, both companies are similar in certain respects and huge SP re-rating candidates. In fact PGR has zero debt and about $8m in cash, so they have more in common than you might think.
I also have more SBB in my portfolio simply because I think they have the much better future.
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