Category Archives: Dairy

Fonterra moves on strategy and stucture

Fonterra pulls up the wagons to defend its territory, but is also hoping to sortie out with new nutritional endeavours Fonterra’s release of its 2020/21 annual report has occurred in association with an additional big dump of information laying out … Continue reading

Posted in Dairy, Fonterra, Uncategorized | 4 Comments

Fonterra’s restructure proposal risks the co-operative

Fonterra’s decision on 6 May to present an alternative capital structure has opened a can of worms.  The shares have dropped around 15 percent and investor units are down 13 percent. There are no immediate cash implications, but Fonterra’s capital … Continue reading

Posted in Dairy, Fonterra, Uncategorized | 7 Comments

A2 moves from a brand to a category

Many more A2 milk and A2 infant formula brands are now emerging across the globe but market leader The a2 milk Company is struggling A notable change has been occurring recently with A2 milk products now available from multiple manufacturers. … Continue reading

Posted in A1 and A2 milk, Dairy, Uncategorized | 9 Comments

Dairy markets have hit a sweet spot but big challenges remain

 Global dairy markets continue to grow despite negative sentiment in some quarters. The Climate Change Commission expects less cows to be balanced by more milk per cow. Man-made ‘udder factories’ are yet to emerge. The combined effect of the three … Continue reading

Posted in Composting mootels, Dairy, greenhouse gases, Uncategorized | 6 Comments

Farewell to Sir Bob Elliott

When I wrote the book ‘Devil in the Milk’ back in 2007, I introduced Bob Elliott in the first paragraph. Bob was the Auckland paediatrician who first identified A1 beta-casein from milk as a big risk factor for Type 1 … Continue reading

Posted in A1 and A2 milk, Dairy, Uncategorized | 2 Comments

It’s time for Fonterra to define the new path ahead

Fonterra has spent nearly three years stabilising its finances. The focus now has to be on finding the path ahead It is now approaching three years since Theo Spierings’ departure from Fonterra was announced. The focus ever since has been … Continue reading

Posted in Agribusiness, Dairy, Fonterra, Uncategorized | 16 Comments

Agriculture will change but pastoral agriculture will survive and prosper

Agriculture will change but pastoral agriculture will survive and prosper.  It is all about international competitive advantage, new technologies and managing the environment. It can be done but it won’t be easy. One of the regular questions I am asked … Continue reading

Posted in Agribusiness, Dairy, Land and water, Uncategorized | 12 Comments

Composting mootels can transform dairy, but only if we get things right

Some readers will know that I have been writing about composting mootels for the last three years. I have been suggesting that these mootels can transform New Zealand dairy.   I remain of that perspective, but only if we get things … Continue reading

Posted in Composting mootels, Dairy, Uncategorized | 11 Comments

Fonterra stabilises finances with back to basics model, selling assets and retaining profits

Fonterra has stabilised its finances with more asset sales forthcoming. It now operates a conservative model supported by its farmer members. But the model will not create the ‘national champion’ that the Labour Government has always hoped for Fonterra’s annual … Continue reading

Posted in Dairy, Fonterra | 4 Comments

Big win for Fonterra from latest DIRA amendments

New DIRA settings give Fonterra what it wanted but make life much more challenging for any new dairy processors. Fonterra will be feeling very pleased with the final outcomes from the much drawn-out 2018-2020 review of the Dairy Industry Restructuring … Continue reading

Posted in A1 and A2 milk, Dairy, Fonterra | 6 Comments