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Synlait Milk

Keith Woodford provides an update on A2 milk, noting good science always wins out in the long run, but this can require a long journey with many twists and turns
6th Mar 24, 10:56am
27
Keith Woodford provides an update on A2 milk, noting good science always wins out in the long run, but this can require a long journey with many twists and turns
Keith Woodford says Synlait is in big trouble with losses mounting up and no easy answers
20th Feb 24, 9:44am
13
Keith Woodford says Synlait is in big trouble with losses mounting up and no easy answers
Synlait says while it is confident in its strategy 'to right-size its cost base', the uncertainty of 'broader macroeconomic factors' means the company is not providing result guidance for the coming year at this stage
25th Sep 23, 11:02am
3
Synlait says while it is confident in its strategy 'to right-size its cost base', the uncertainty of 'broader macroeconomic factors' means the company is not providing result guidance for the coming year at this stage
Rapid changes and sudden storms are not only a weather feature. Guy Trafford finds commercial pressures can inflict them on 'friends' too
23rd Sep 23, 9:30am
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Rapid changes and sudden storms are not only a weather feature. Guy Trafford finds commercial pressures can inflict them on 'friends' too
[updated]
Synlait’s 'delivery in full and on time performance' of its manufacturing and supply agreement with a2 Milk has fallen 'below the level required', according to a2
18th Sep 23, 11:53am
6
Synlait’s 'delivery in full and on time performance' of its manufacturing and supply agreement with a2 Milk has fallen 'below the level required', according to a2
Guy Trafford reviews the ups and downs at the a2 milk processor Synlait, tracking mistakes and misdirections that oddly mirror Fonterra
8th Jun 23, 9:57am
45
Guy Trafford reviews the ups and downs at the a2 milk processor Synlait, tracking mistakes and misdirections that oddly mirror Fonterra
'Sustainable' fresh milk comes with costs that will challenge consumers' natural preference for low prices, despite what they tell pollsters
8th Oct 21, 9:17am
19
'Sustainable' fresh milk comes with costs that will challenge consumers' natural preference for low prices, despite what they tell pollsters
Dairy company Synlait sees return to 'similar levels' of profits as prior to this year by 2023
27th Sep 21, 9:01am
1
Dairy company Synlait sees return to 'similar levels' of profits as prior to this year by 2023
Dairy company Synlait has reached a sale-and-leaseback agreement on its Mangere property that it paid $12.4 mln for in 2017
9th Sep 21, 10:10am
1
Dairy company Synlait has reached a sale-and-leaseback agreement on its Mangere property that it paid $12.4 mln for in 2017
Dairy company Synlait is signalling the cutting of perhaps 200 staff, through which it aims to save $10 mln-$12 mln a year
8th Sep 21, 9:22am
9
Dairy company Synlait is signalling the cutting of perhaps 200 staff, through which it aims to save $10 mln-$12 mln a year
Dairy company Synlait says it has been given a waiver on its banking covenants for the current financial year as it continues to be hit by ongoing shipping delays
24th May 21, 9:33am
2
Dairy company Synlait says it has been given a waiver on its banking covenants for the current financial year as it continues to be hit by ongoing shipping delays
Guy Trafford struggles with the inconsistent reasons for special restrictions on some religious holidays. He also reviews the latest dairy prices, and notes Synlait Milk's unique issues with supplying A2 Milk
8th Apr 21, 9:14am
21
Guy Trafford struggles with the inconsistent reasons for special restrictions on some religious holidays. He also reviews the latest dairy prices, and notes Synlait Milk's unique issues with supplying A2 Milk
Dairy company Synlait says it is 'continuing to experience significant uncertainty' within its business; has 'proactively engaged' with bankers to increase leverage ratios on its covenants
29th Mar 21, 11:08am
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Dairy company Synlait says it is 'continuing to experience significant uncertainty' within its business; has 'proactively engaged' with bankers to increase leverage ratios on its covenants
Guy Trafford tracks the recent rises in farm gate milk prices, what the upgraded China FTA means for us, and how meat and wool prices are faring in early 2021
29th Jan 21, 10:31am
Guy Trafford tracks the recent rises in farm gate milk prices, what the upgraded China FTA means for us, and how meat and wool prices are faring in early 2021
As part of its ongoing review of capital structure Fonterra's surveying its farmer shareholders - and one question dips its toe into the vexed issue of non-farmer investment in the co-operative
26th Jan 21, 3:16pm
6
As part of its ongoing review of capital structure Fonterra's surveying its farmer shareholders - and one question dips its toe into the vexed issue of non-farmer investment in the co-operative
The food trade now important for both China and New Zealand as it reaches world-scale. Venison's woes deepen. A2 milk's advantages build impressively, analysts raise farmgate milk payout estimates as season peak passes positively
22nd Nov 19, 9:19am
40
The food trade now important for both China and New Zealand as it reaches world-scale. Venison's woes deepen. A2 milk's advantages build impressively, analysts raise farmgate milk payout estimates as season peak passes positively
Ripples from changing Chinese regulation cause sharp reactions in dairy markets. New markets open up in other Asian countries. MPB compensation lag exposed
5th Jun 19, 10:53am
10
Ripples from changing Chinese regulation cause sharp reactions in dairy markets. New markets open up in other Asian countries. MPB compensation lag exposed
There have been plenty of bumps in the road for the dairy industry this week with the latest being the payout cut from Westland milk
28th Mar 19, 9:16am
3
There have been plenty of bumps in the road for the dairy industry this week with the latest being the payout cut from Westland milk
It has been a big week for the dairy industry, Fonterra especially. Guy Trafford surveys the signals coming from management and what they might mean for the future
20th Mar 19, 5:33pm
4
It has been a big week for the dairy industry, Fonterra especially. Guy Trafford surveys the signals coming from management and what they might mean for the future
The Weekly Dairy Report: A small lift in the milk auction welcome, but the dry and lower production could influence the year's profits more significantly
6th Dec 17, 11:39am
10
The Weekly Dairy Report: A small lift in the milk auction welcome, but the dry and lower production could influence the year's profits more significantly
The Weekly Dairy Report: Another fall in dairy prices at auction puts in question this years milk forecast levels
8th Nov 17, 1:52pm
The Weekly Dairy Report: Another fall in dairy prices at auction puts in question this years milk forecast levels
The Weekly Dairy Report: Synlaits result good, Fonterra's average, but the weak milk supply from the wet spring is everyone's concern
27th Sep 17, 1:33pm
1
The Weekly Dairy Report: Synlaits result good, Fonterra's average, but the weak milk supply from the wet spring is everyone's concern
The Weekly Dairy Report: Wet conditions keep soil temperatures cold in the south and slow feed surpluses being made into silage in the north
20th Sep 17, 10:19am
1
The Weekly Dairy Report: Wet conditions keep soil temperatures cold in the south and slow feed surpluses being made into silage in the north
The Weekly Dairy Report: Worries peak milk may flatten with the wet weather, as the myco plasma outbreak infection grows
30th Aug 17, 2:01pm
The Weekly Dairy Report: Worries peak milk may flatten with the wet weather, as the myco plasma outbreak infection grows
Keith Woodford analyses the drivers behind the a2 Milk Company’s remarkable performance and looks to the future
28th Aug 17, 8:27am
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Keith Woodford analyses the drivers behind the a2 Milk Company’s remarkable performance and looks to the future