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Recent Posts
- Carbon neutrality requires permanent forests not production forests
- Government is losing the forestry debate with rural New Zealand
- Conversion of farms to forestry is now ramping up
- Mycoplasma bovis eradication assessed as still feasible but with major caveats
- Chilean Dairy and Fonterra
- Agricultural GDP leaves out more than it includes
- Fonterra’s new strategy
- Fonterra’s company culture lies at the heart of the matter
- Fonterra’s capital structure is no longer fit for purpose
- Fonterra has milked dry its Chilean cash cow
- Is there a future for Oz Fonterra as Fonterra’s finances unravel?
- Fonterra’s losses provide more questions than answers
- Forestry decisions need to be made now
- New A2 milk research provides digestive and cognitive evidence in young children
- It’s time for a stocktake on Mycoplasma bovis
- Uncertainty plus unique ownership structure drive Fonterra share volatility
- Decision time at Westland for Yili bid
- Carbon farming has hidden consequences
- DIRA review nibbles at the status quo and avoids the big questions
- Why methane is different
- Fonterra’s strategic reset is up against headwinds.
- Zero Carbon Bill is just the start for agriculture’s greenhouse gas adaptation
- The big get bigger in American agriculture
- Where to for Chiwi agrifood
- Westland Co-operative Dairy demise is self-inflicted
- Farming for cash and capital gain: the rules have changed
- Mycoplasma bovis eradication risks are much greater than admitted
- The pain of Mycoplasma bovis is not being shared fairly
- Dairy debt an outcome of wayward policy and land-banking
- Finding the path for dairy
- Wilding pines march across the Wakatipu landscape
- Mycoplasma bovis eradication is far from done and dusted
- Fonterra’s strategic reset interacts with new Board dynamics.
- Does Russia belong in the West or the East?
- It’s different in Russia
- Mycoplasma communication team needs to play with a straight bat
- The sun must never set on New Zealand’s agriculture
- A2 becomes a global dairy disruptor
- Mycoplasma bovis compensation mired in delays as plot thickens
- Fonterra has three alternatives for its China Farms and none are attractive
- Fonterra’s China Farms are a target for asset sales
- Dairy co-operatives struggle without retained earnings
- Scratching beneath the surface of Fonterra’s accounts
- China is the key market for New Zealand sheepmeats
- Methane narrative changes with less need for drastic reduction
- MPI needs new thinking and more transparency
- Exchange rate reset will breathe new life to agriculture
- Why is Fonterra so bad at international ventures?
- Sheep meats are in a sweet spot
- Mycoplasma bovis compensation is a mixed bag with big delays and lots of angst
Category Archives: Dairy
Mycoplasma bovis eradication assessed as still feasible but with major caveats
The Mycoplasma bovis Technical Advisory Group (TAG), in its latest report released today (30 October 2019), has made a judgement that eradication of the disease remains feasible. As such, the national eradication program will undoubtedly continue. However, within its report … Continue reading
Posted in Agribusiness, Dairy, Mycoplasma bovis
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Chilean Dairy and Fonterra
I wrote this article in Santiago Airport, waiting for a rescheduled flight to New Zealand. It had been a long night with flights cancelled because of the tragic Santiago riots, and thousands of stranded passengers sleeping on chairs and on … Continue reading
Posted in Agribusiness, Dairy, Fonterra
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Agricultural GDP leaves out more than it includes
Agricultural GDP catches well under one quarter of the agribusiness system. As such it fails to capture the importance of agribusiness to the economy. One of the problems facing New Zealand’s agriculture is a widespread urban perspective that agriculture is … Continue reading
Posted in Agribusiness, Dairy, Meat Industry
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Fonterra’s new strategy
Fonterra’s annual report contains no big surprises. The strategy is one of stepping back from consumer brands and global milk pools. This has been driven by necessity. As such, it is a move towards a little Fonterra and away from … Continue reading
Fonterra’s company culture lies at the heart of the matter
In my last article I wrote about Fonterra’s capital structure, how it operates, and how it is no longer fit for purpose. This article here explores aspects of how Fonterra got into its structural dilemma. The starting point is to … Continue reading
Posted in Dairy, Fonterra
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Fonterra’s capital structure is no longer fit for purpose
Fonterra’s delay in announcing its results, driven by Fonterra’s need for discussions with its auditors about appropriate asset values, provides an opportunity to reflect on Fonterra’s capital structure and whether it is still fit for purpose. The simple answer is … Continue reading
Posted in Dairy, Fonterra
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Fonterra has milked dry its Chilean cash cow
With Fonterra announcing big write-downs on its asset values in China, Brazil, Venezuela and New Zealand, it is a fair question to ask what other assets elsewhere in the world might also need to be written down? Have we heard … Continue reading
Posted in Dairy, Fonterra
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