Fonterra
Following another strong dairy auction, Westpac economists now have the highest milk price forecast; ASB economists have also raised their forecast as a record payout for this season looks ever more likely
20th Nov 24, 3:05pm
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Following another strong dairy auction, Westpac economists now have the highest milk price forecast; ASB economists have also raised their forecast as a record payout for this season looks ever more likely
Here are the key changes to know about in the New Zealand equity market; NZX edges down -0.2% as Stride Property, NZX, Oceania, and Gentrack rise; Kiwi Property, Serko, Fletcher Building, and Vulcan Steel decline
14th Nov 24, 3:00pm
Here are the key changes to know about in the New Zealand equity market; NZX edges down -0.2% as Stride Property, NZX, Oceania, and Gentrack rise; Kiwi Property, Serko, Fletcher Building, and Vulcan Steel decline
Fonterra chairman Peter McBride pushes the case with farmer-shareholders for why the co-operative wants to sell household name brands such as Anchor and Mainland
14th Nov 24, 2:07pm
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Fonterra chairman Peter McBride pushes the case with farmer-shareholders for why the co-operative wants to sell household name brands such as Anchor and Mainland
BNZ economists raise their forecast farmgate milk price to $9.75 on the back of buoyant global prices and a dip in the value of the NZ dollar
13th Nov 24, 2:52pm
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BNZ economists raise their forecast farmgate milk price to $9.75 on the back of buoyant global prices and a dip in the value of the NZ dollar
Fonterra's now forecasting a potential record $9.50 farmgate milk price and says it will go ahead with plans to sell its consumer businesses including household name brands such as Anchor and Mainland
11th Nov 24, 9:32am
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Fonterra's now forecasting a potential record $9.50 farmgate milk price and says it will go ahead with plans to sell its consumer businesses including household name brands such as Anchor and Mainland
Corporate advisers Northington Partners say Fonterra shareholders could reap as much as $2 per share in cash from a successful asset sell-off
5th Nov 24, 1:48pm
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Corporate advisers Northington Partners say Fonterra shareholders could reap as much as $2 per share in cash from a successful asset sell-off
Here are the key changes to know about in the New Zealand equity market; F&P Healthcare and Skellerup lead the gainers, PFI and Kathmandu (again) are the main laggards
10th Oct 24, 3:00pm
Here are the key changes to know about in the New Zealand equity market; F&P Healthcare and Skellerup lead the gainers, PFI and Kathmandu (again) are the main laggards
Fonterra says by streamlining its operations and focusing on its ingredients and food services business it can grow greater value for farmer shareholders and unit holders
30th Sep 24, 10:43am
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Fonterra says by streamlining its operations and focusing on its ingredients and food services business it can grow greater value for farmer shareholders and unit holders
Here are the key changes to know about in the New Zealand equity market today; Tourism Holdings & Serko show some rare life, Turners & Infratil slip
25th Sep 24, 3:00pm
Here are the key changes to know about in the New Zealand equity market today; Tourism Holdings & Serko show some rare life, Turners & Infratil slip
[updated]
Fonterra is now forecasting a milk price of $9 for the current year; reported earnings for the latest full financial year fell to $1.128b from $1.577b last year
25th Sep 24, 9:56am
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Fonterra is now forecasting a milk price of $9 for the current year; reported earnings for the latest full financial year fell to $1.128b from $1.577b last year
Food industry treading carefully over the use of precision fermentation as a substitute for traditional production
9th Sep 24, 2:19pm
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Food industry treading carefully over the use of precision fermentation as a substitute for traditional production
Fonterra increases 2024/25 forecast farmgate milk price midpoint by 50 cents to $8.50 per kgMS
23rd Aug 24, 8:44am
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Fonterra increases 2024/25 forecast farmgate milk price midpoint by 50 cents to $8.50 per kgMS
Fonterra's picking a slightly higher milk price for the coming season, while increasing its earnings forecast for the current financial year; says 'high volume of interest' in potential sale of consumer brands
29th May 24, 9:12am
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Fonterra's picking a slightly higher milk price for the coming season, while increasing its earnings forecast for the current financial year; says 'high volume of interest' in potential sale of consumer brands
Keith Woodford asks whether Fonterra’s proposed structural u-turn will be its final move away from consumer brands and the associated value-add
21st May 24, 2:08pm
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Keith Woodford asks whether Fonterra’s proposed structural u-turn will be its final move away from consumer brands and the associated value-add
David Hargreaves fully understands why Fonterra's looking to take the money and exit the consumer business. But such a sale is going to leave a very empty feeling
21st May 24, 10:15am
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David Hargreaves fully understands why Fonterra's looking to take the money and exit the consumer business. But such a sale is going to leave a very empty feeling
Forsyth Barr analysts think Fonterra's consumer business might fetch about $3 billion with the potential for 'material capital returns' to shareholders
20th May 24, 11:34am
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Forsyth Barr analysts think Fonterra's consumer business might fetch about $3 billion with the potential for 'material capital returns' to shareholders
In a surprising announcement, dairy giant Fonterra plans to divest its consumer business, along with operations in Australia and Sri Lanka
16th May 24, 9:35am
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In a surprising announcement, dairy giant Fonterra plans to divest its consumer business, along with operations in Australia and Sri Lanka
Keith Woodford reveals a rather remarkable transition underway where A2 beta-casein milk from 2024-born calves will exceed 85%. He calls for a full-industry review of how we can benefit from the unique advantage that gives our dairy sector
14th May 24, 10:29am
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Keith Woodford reveals a rather remarkable transition underway where A2 beta-casein milk from 2024-born calves will exceed 85%. He calls for a full-industry review of how we can benefit from the unique advantage that gives our dairy sector
Dairy giant Fonterra has paid its shareholder farmers a 15c interim dividend and now narrowed its forecast milk price range - although the 'midpoint' for this is still $7.80
21st Mar 24, 9:44am
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Dairy giant Fonterra has paid its shareholder farmers a 15c interim dividend and now narrowed its forecast milk price range - although the 'midpoint' for this is still $7.80
Patience required as China's economy, like much of the world, deals with a Covid-19 hangover, says David Mahon in our Of Interest podcast
3rd Mar 24, 6:00am
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Patience required as China's economy, like much of the world, deals with a Covid-19 hangover, says David Mahon in our Of Interest podcast
Shane Jones says weaponisation of Maori culture, unelected judges and irrational politicians are blocking essential development
15th Feb 24, 11:23am
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Shane Jones says weaponisation of Maori culture, unelected judges and irrational politicians are blocking essential development
One of NZ’s most contentious climate cases is moving forward. And the world is watching
13th Feb 24, 11:45am
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One of NZ’s most contentious climate cases is moving forward. And the world is watching
Dairy co-operative Fonterra raises its milk price for farmers by an implied 30 cents to $7.80 per kilogram of milk solids - meaning the early season slump in prices has been almost completely reversed
12th Feb 24, 9:13am
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Dairy co-operative Fonterra raises its milk price for farmers by an implied 30 cents to $7.80 per kilogram of milk solids - meaning the early season slump in prices has been almost completely reversed
Westpac economists react to the latest dairy prices surge by raising their forecast for the milk price to $7.90 - which is close to the top end of Fonterra's forecast guidance range to farmers
7th Feb 24, 2:11pm
Westpac economists react to the latest dairy prices surge by raising their forecast for the milk price to $7.90 - which is close to the top end of Fonterra's forecast guidance range to farmers
[updated]
Allan Barber wonders if Fonterra's lock on large scale supply is inhibiting competitors who need volume to make the most of higher value product opportunities
30th Jan 24, 11:17am
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Allan Barber wonders if Fonterra's lock on large scale supply is inhibiting competitors who need volume to make the most of higher value product opportunities