Experience Co ready for reopening | Is cash king?

The borders are opening! We speak with the CEO of Experience Co (EXP) John O'Sullivan who also happens to be the former MD of Tourism Australia. He's thrilled tourists will return from the 21st of February, but explains they're all not going to return at once. That's why he's pleased Experience Co is a better business now, as compared to pre-pandemic. The company is extracting higher yields from its existing business, and is incorporating its acquisition of Wild Bush Luxury and the Maria Island Walk. | And fundie Dean Fergie tells us sometimes, cash is king. But beyond that we discuss why Pinnacle (PNN), Magellan (MFG), VGI Partners (VGI) and GQG Partners (GQG) are having a tougher time of it as of late, and whether there are any lessons for small cap investors. Dean weighs in on Meta's results, and why it's got him even more enthusiastic about a small Aussie tech company called XPON (XPN) Dean also tells us whether Playside (PLY) is investable in his books...