Silver Fern Farms
Allan Barber digs in to why meat company profits have varied so much. The industry is moving through a transition period where more focus is going on innovation in marketing and a shift to added-value food and healthcare products
3rd Jun 24, 11:53am
1
Allan Barber digs in to why meat company profits have varied so much. The industry is moving through a transition period where more focus is going on innovation in marketing and a shift to added-value food and healthcare products
The Alliance Group is asking its farmers to supply more capital in the wake of lower global meat prices
26th Apr 24, 4:06pm
41
The Alliance Group is asking its farmers to supply more capital in the wake of lower global meat prices
Guy Trafford says although an El Niño drought in northern and eastern areas is not yet here, there is much already here to worry livestock farmers
21st Nov 23, 2:28pm
10
Guy Trafford says although an El Niño drought in northern and eastern areas is not yet here, there is much already here to worry livestock farmers
Allan Barber says the predicted benefit of the major Chinese investment in Silver Fern Farms, strongly resisted at the time by a minority of supplier shareholders, has now become crystal clear
26th Apr 23, 8:39am
3
Allan Barber says the predicted benefit of the major Chinese investment in Silver Fern Farms, strongly resisted at the time by a minority of supplier shareholders, has now become crystal clear
The interdependence of livestock farmers and meat processors has been on full display following the cyclone damage, a time when loyalty can be rewarded in many important ways
28th Mar 23, 10:23am
3
The interdependence of livestock farmers and meat processors has been on full display following the cyclone damage, a time when loyalty can be rewarded in many important ways
The 2022 meat season was a good one for the whole industry with farmer suppliers receiving substantial loyalty rewards. But 2023 will bring fewer opportunities for meat marketing, which means suppliers won’t receive as much for their livestock
6th Dec 22, 11:58am
1
The 2022 meat season was a good one for the whole industry with farmer suppliers receiving substantial loyalty rewards. But 2023 will bring fewer opportunities for meat marketing, which means suppliers won’t receive as much for their livestock
[updated]
Carbon offsets are a mix, some official and others unofficial, and certified to different rules. This creates confusion in the market place
13th Sep 22, 1:20pm
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Carbon offsets are a mix, some official and others unofficial, and certified to different rules. This creates confusion in the market place
A new comprehensive review surveying the whole primary sector comes to the unsurprising conclusion that climate change is the biggest issue facing agribusiness. But ideas for practical application are thin
11th Jun 22, 9:49am
18
A new comprehensive review surveying the whole primary sector comes to the unsurprising conclusion that climate change is the biggest issue facing agribusiness. But ideas for practical application are thin
Processing and marketing red meat is now a strong industry, in a stunning reversal of decades of underperformance. The secret? delivering on efficiency and product innovation
24th May 22, 4:19pm
Processing and marketing red meat is now a strong industry, in a stunning reversal of decades of underperformance. The secret? delivering on efficiency and product innovation
Allan Barber takes stock of a resilient meat processing industry, one that still has a low cost, bare-bones major involved, but is increasingly represented by sophisticated marketers going for high end customers based on science & intense market research
10th May 22, 1:50pm
1
Allan Barber takes stock of a resilient meat processing industry, one that still has a low cost, bare-bones major involved, but is increasingly represented by sophisticated marketers going for high end customers based on science & intense market research
Omicron is likely to affect meat supplies as workers will need to stand down in plant outbreaks. The current Australian situation signals the likely issues. Processors here are looking for ways to avoid the worst of what is coming
1st Feb 22, 12:09pm
1
Omicron is likely to affect meat supplies as workers will need to stand down in plant outbreaks. The current Australian situation signals the likely issues. Processors here are looking for ways to avoid the worst of what is coming
Although demand from all red meat markets seems to be firing at the same time, supply chain logistics and pandemic risks are taking the shine off this demand, and unsettling the prospects for 2022
21st Dec 21, 9:43am
4
Although demand from all red meat markets seems to be firing at the same time, supply chain logistics and pandemic risks are taking the shine off this demand, and unsettling the prospects for 2022
Allan Barber assesses the financial health of the red meat sector by running his rule over a declining set of public annual reports. Alliance Group is the latest one, and it shows an improving trend
14th Dec 21, 10:38am
Allan Barber assesses the financial health of the red meat sector by running his rule over a declining set of public annual reports. Alliance Group is the latest one, and it shows an improving trend
Farmers turn less optimistic despite good market and product signals, mainly because of adverse government policy and a view the economy will deteriorate from here. Rising costs aren't helping, but the new visa release does
1st Oct 21, 10:58am
15
Farmers turn less optimistic despite good market and product signals, mainly because of adverse government policy and a view the economy will deteriorate from here. Rising costs aren't helping, but the new visa release does
Nimble adjustment in the pandemic, focused marketing, targeted investments, smarter buying, better capital arrangements all contributed to better meat industry returns in 2021. But they remain low for the capital invested
16th Jun 21, 9:22am
Nimble adjustment in the pandemic, focused marketing, targeted investments, smarter buying, better capital arrangements all contributed to better meat industry returns in 2021. But they remain low for the capital invested
Allan Barber says nothing will be easy for the foreseeable future for red meat processors, prices will struggle to match the last 12 months, but exporters know that tension in the China market means alternatives are crucial
1st Dec 20, 9:05am
Allan Barber says nothing will be easy for the foreseeable future for red meat processors, prices will struggle to match the last 12 months, but exporters know that tension in the China market means alternatives are crucial
Allan Barber sees a clear divide between meat processors who have and haven't taken the COVID-19 wage subsidy, one that comes down to philosophy as much as economics
6th May 20, 9:04am
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Allan Barber sees a clear divide between meat processors who have and haven't taken the COVID-19 wage subsidy, one that comes down to philosophy as much as economics
The traffic lights are changing in the world's major meat markets, some have turned green, notably China, others amber, while others, notably the USA, are turning red. Overall however, our redmeat sector can still sell what it produces
30th Apr 20, 10:19am
1
The traffic lights are changing in the world's major meat markets, some have turned green, notably China, others amber, while others, notably the USA, are turning red. Overall however, our redmeat sector can still sell what it produces
Allan Barber offers some more detail and context around the very good profit result from newly debt-free Silver Fern Farms - and he sees it on track to power on from here
17th Apr 20, 3:45pm
4
Allan Barber offers some more detail and context around the very good profit result from newly debt-free Silver Fern Farms - and he sees it on track to power on from here
Lockdown issues are compounded by the extended dry weather making farm livestock decisions hard, and in the face of a fast-changing farm labour situation
17th Apr 20, 10:08am
44
Lockdown issues are compounded by the extended dry weather making farm livestock decisions hard, and in the face of a fast-changing farm labour situation
Allan Barber sees the intricately interwoven global supply chains having to develop a whole new way of interacting with their customer base to survive. But our rural products will be in better shape than most
26th Mar 20, 10:07am
3
Allan Barber sees the intricately interwoven global supply chains having to develop a whole new way of interacting with their customer base to survive. But our rural products will be in better shape than most
The food trade now important for both China and New Zealand as it reaches world-scale. Venison's woes deepen. A2 milk's advantages build impressively, analysts raise farmgate milk payout estimates as season peak passes positively
22nd Nov 19, 9:19am
40
The food trade now important for both China and New Zealand as it reaches world-scale. Venison's woes deepen. A2 milk's advantages build impressively, analysts raise farmgate milk payout estimates as season peak passes positively
Allan Barber reports that from a successful long-term market building strategy, New Zealand lamb exports to the USA have now grown to exceed those to the UK
13th Nov 19, 9:42am
5
Allan Barber reports that from a successful long-term market building strategy, New Zealand lamb exports to the USA have now grown to exceed those to the UK
Allan Barber assesses the long and short term risk factors for New Zealand from Brexit for meat exporters who must get on with winning orders and satisfying customer demand in Europe. China is the relief valve
19th Sep 19, 8:51am
3
Allan Barber assesses the long and short term risk factors for New Zealand from Brexit for meat exporters who must get on with winning orders and satisfying customer demand in Europe. China is the relief valve
Guy Trafford muses on the role of foreign ownership in New Zealand, and the offshore market access advantage it has which is vital for how our agricultural commodity exports are sold
15th May 19, 4:48pm
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Guy Trafford muses on the role of foreign ownership in New Zealand, and the offshore market access advantage it has which is vital for how our agricultural commodity exports are sold