Letters by company
Experience Co Ltd
2 letters discussing EXP. Everything written about it on this site is on its ticker page.
- Forager Funds Management Forager Australian Shares Fund Monthly Report | July 2026 Forager Australian Shares Fund cited Bravura’s earnings upgrade and cost discipline as evidence that established software providers can still expand margins and generate cash. It assessed OFX’s proposed acquisition of Equals Group and Experience Co’s planned sale of its Australasian skydive operations to Inflite as credible, though conditional, strategic outcomes. July 2026 BVS $1BEXP $52MOFX $138M
- Forager Funds Management Monthly Report July 2026 Forager Australian Shares Fund discussed Bravura’s upgraded cash-profit guidance and argued that stronger software incumbents can still expand margins through cost discipline. It reviewed OFX’s proposed acquisition of Equals Group and Experience Co’s potential sale of its Australasian skydive operations to Inflite. July 2026 BVS $1B
