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Recent Posts
- COVID-19 is a black swan
- Declining dairy assets, high debt and land-use change
- Dairy debt and declining values create an equity pincer
- Artificial-food debate needs science, not science fiction
- Declining dairy farm values are likely to continue
- Fonterra resolves Chilean dispute with buy-out
- 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
