Milk Payout
Infometric's Nick Brunsdon is watching the milk payout fall below breakeven for the average dairy farmer, but he sees this as normal volatility in an industry used to volatility
29th Aug 23, 2:23pm
8
Infometric's Nick Brunsdon is watching the milk payout fall below breakeven for the average dairy farmer, but he sees this as normal volatility in an industry used to volatility
Guy Trafford assesses where dairy companies ended up with their 2021/2022 season milk payout levels, with variations not as wide as previously
5th Oct 22, 10:49am
4
Guy Trafford assesses where dairy companies ended up with their 2021/2022 season milk payout levels, with variations not as wide as previously
Strong dairy prices sees dairy giant Fonterra raise its forecast 2021/22 milk price payout by 30 cents, but trim its earnings forecast
3rd Dec 21, 9:38am
18
Strong dairy prices sees dairy giant Fonterra raise its forecast 2021/22 milk price payout by 30 cents, but trim its earnings forecast
Fonterra raises its 2020/2021 milk payout forecast to a mid-point of $7.00/kgMS, also says earnings rise on strong recovery in China's foodservice sector
4th Dec 20, 9:02am
3
Fonterra raises its 2020/2021 milk payout forecast to a mid-point of $7.00/kgMS, also says earnings rise on strong recovery in China's foodservice sector
The GDT continues to slide but China is doing its bit to hold prices. Milk companies share values bounce around. And the UK soap opera continues
6th Sep 19, 4:20pm
The GDT continues to slide but China is doing its bit to hold prices. Milk companies share values bounce around. And the UK soap opera continues
Keith Woodford explains some complexities of Fonterra’s capital structure, and how this plays out both over the short and long term
7th Jul 19, 6:31am
25
Keith Woodford explains some complexities of Fonterra’s capital structure, and how this plays out both over the short and long term
Keith Woodford explains why Fonterra’s strategic reset depends on board personalities as well as strategy
10th Dec 18, 5:11pm
22
Keith Woodford explains why Fonterra’s strategic reset depends on board personalities as well as strategy
Global dairy commodities market forces reduction of payout prediction at Westland Milk despite strong milk flows, as they move to access new capital and reduce debt
31st Oct 18, 1:43pm
Global dairy commodities market forces reduction of payout prediction at Westland Milk despite strong milk flows, as they move to access new capital and reduce debt
Keith Woodford explains why lack of retained earnings combined with flawed investment strategies is at the heart of both the Fonterra and Westland Dairy capital constraints
24th Sep 18, 11:19am
5
Keith Woodford explains why lack of retained earnings combined with flawed investment strategies is at the heart of both the Fonterra and Westland Dairy capital constraints
Rabobank says New Zealand's dairy exports are facing brighter export prospects as prices rally on unfavourable weather in other countries, and trade frictions damage supply
22nd Jun 18, 1:00pm
2
Rabobank says New Zealand's dairy exports are facing brighter export prospects as prices rally on unfavourable weather in other countries, and trade frictions damage supply
Rabobank says new dairy season should be the third in a row with the payout price 'starting with a six' – a shaky start possible but a strong finish anticipated
10th May 18, 11:23am
Rabobank says new dairy season should be the third in a row with the payout price 'starting with a six' – a shaky start possible but a strong finish anticipated
Keith Woodford says Synlait’s purchase of canning and blending facilities is driven by exponential demand for a2 Platinum infant formula
30th May 17, 2:23pm
3
Keith Woodford says Synlait’s purchase of canning and blending facilities is driven by exponential demand for a2 Platinum infant formula
While NZ$6/kgMS will probably stay the NZ payout this season, lower global milk output, especially in China, and rising global demand is likely to provide upside for next season
18th Apr 17, 10:35am
While NZ$6/kgMS will probably stay the NZ payout this season, lower global milk output, especially in China, and rising global demand is likely to provide upside for next season
Keith Woodford says that Synlait is about to become the dominant New Zealand producer of infant formula
12th Apr 17, 8:31am
9
Keith Woodford says that Synlait is about to become the dominant New Zealand producer of infant formula
Keith Woodford says Fonterra’s half-year results are solid but it is not all plain sailing ahead
27th Mar 17, 8:13pm
3
Keith Woodford says Fonterra’s half-year results are solid but it is not all plain sailing ahead
Keith Woodford says the latest downturn in milk powder prices suggests considerable caution is appropriate for next season’s budgets
13th Mar 17, 10:42am
9
Keith Woodford says the latest downturn in milk powder prices suggests considerable caution is appropriate for next season’s budgets
Unexpectedly, Fonterra doesn't raise farmgate milk price from $6/kgMS in latest update
23rd Feb 17, 8:47am
2
Unexpectedly, Fonterra doesn't raise farmgate milk price from $6/kgMS in latest update
Allan Barber wonders if Fonterra has actually captured the 'value' and 'velocity' gains from its new focus on value extraction
27th May 16, 1:35pm
5
Allan Barber wonders if Fonterra has actually captured the 'value' and 'velocity' gains from its new focus on value extraction
Higher European dairy production is bad news for New Zealand with no tapering off evident, and their cranking up of WMP production
29th Apr 16, 11:17am
8
Higher European dairy production is bad news for New Zealand with no tapering off evident, and their cranking up of WMP production
Keith Woodford says predicting a specific season's milk payout price will always mislead; the best we can do is target a range over a longer time period
21st Apr 16, 7:23am
18
Keith Woodford says predicting a specific season's milk payout price will always mislead; the best we can do is target a range over a longer time period
Keith Woodford sees the huge dairy operations in the US being globally competitive but not focused on commodity markets
8th Apr 16, 9:03am
6
Keith Woodford sees the huge dairy operations in the US being globally competitive but not focused on commodity markets
Keith Woodford says it is wrong to say that the European industry survives only because of subsidies
24th Mar 16, 2:50pm
21
Keith Woodford says it is wrong to say that the European industry survives only because of subsidies
Keith Woodford gets under the hood of Fonterra's half year profit announcement and looks at what some of the figures tell us
23rd Mar 16, 2:52pm
12
Keith Woodford gets under the hood of Fonterra's half year profit announcement and looks at what some of the figures tell us
Keith Woodford wants Fonterra to get rid of the spin, communicate with its shareholders and other stakeholders with transparency, through good times and bad
17th Mar 16, 8:18am
36
Keith Woodford wants Fonterra to get rid of the spin, communicate with its shareholders and other stakeholders with transparency, through good times and bad
Keith Woodford finds no silver bullet on how to make the right choices in the cost control battle - but he does find 'lots of little things' will give cost efficiency
9th Mar 16, 4:56pm
23
Keith Woodford finds no silver bullet on how to make the right choices in the cost control battle - but he does find 'lots of little things' will give cost efficiency