The Experience Co AGM today didn’t provide much new trading information to follow the recent update: Another Bad Experience. However, as part of a strategic review they have flagged helicopters, canyoning, rafting and ballooning as non core with an overweight position in FNQ.
The CEO presentation contains an interesting graphic:
A quite frank summary. Will come back and have another look at that rainfall issue though in a separate post as I make the annual moving average below the Yasi year in 2011 when Anna Bligh famously declared Queensland underwater.
Chairman address and CEO presentation can be found at the Experience Co investor page.