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Recent Posts
- Wrestling with forestry decisions
- The COVID trajectory has taken off
- New Zealand needs a COVID reset
- Post-1989 forest owners face complex decisions
- Fonterra moves on strategy and stucture
- The ETS is both a goldmine and a minefield
- Carbon farming will determine the future of sheep, beef and production forestry
- Institutional investors outgun Government at carbon auction
- Food-derived opioids are a medical frontier
- Carbon farmers need to understand the ETS
- Carbon-farming economics are also attractive on easier country
- Carbon farming steps forward on the North Island hard-hill country
- The big picture with sheep
- Sheep remain dominant on South Island hill and high country
- Intensive sheep and beef provide cash but wealth depends on capital gain
- Searching for the future on the North Island hills
- Fonterra’s restructure proposal risks the co-operative
- Fonterra heads towards a new capital structure with scope for unintended consequences
- Sheep and beef farms are getting squeezed
- A2 moves from a brand to a category
- Pastoral Lands Bill hits rocky ground
- The NZ system for GHG reporting will be crucial
- Forestry issues still need much debate
- Zespri faces a China conundrum
- New Zealand’s internal inflation is not benign
- Dairy markets have hit a sweet spot but big challenges remain
- The winding path of COVID-19
- Rolleston Rescue 1968
- Farewell to Sir Bob Elliott
- Pivoting from production to permanent forests
- House-price inflation and interest rates are bound at the hip
- Regenerative agriculture is not redundant but can be misguided
- It’s time for Fonterra to define the new path ahead
- Agriculture will change but pastoral agriculture will survive and prosper
- Reserve Bank drives economic policy
- Green-lipped mussels are becoming heavy lifters
- Composting mootels can transform dairy, but only if we get things right
- Fonterra stabilises finances with back to basics model, selling assets and retaining profits
- Coronavirus border policies need a deeper rethink
- Green vegetables grow at the feet of big mountains
- Big win for Fonterra from latest DIRA amendments
- A resource-based perspective on immigration
- Can strong wool find a new El Dorado?
- Is regenerative agriculture the real deal
- Can low interest rates really stimulate the economy?
- Government’s food and fibre reset report lacks a core
- Seeking new markets in the West
- Quantitative easing floods capital markets
- The ongoing search for new markets – India and beyond
- Rugby’s role in a greater South Pacific strategic reset
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
