Dairy prices
Roger J Kerr says it will take some 'extraordinarily positive' news to propel the Kiwi dollar through the US70c barrier in coming months
25th Mar 19, 9:04am
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Roger J Kerr says it will take some 'extraordinarily positive' news to propel the Kiwi dollar through the US70c barrier in coming months
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
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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
Rising global dairy prices are increasing Fonterra's chances of being able to pay a farmgate milk price at the top end of its current forecast range
20th Mar 19, 3:50pm
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Rising global dairy prices are increasing Fonterra's chances of being able to pay a farmgate milk price at the top end of its current forecast range
Guy Trafford reviews what the TDB Advisory report reveals about Fonterra's performance and strategy, and wonders what the new risk-averse, back-to-basics strategy will do to the cooperative
20th Mar 19, 9:24am
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Guy Trafford reviews what the TDB Advisory report reveals about Fonterra's performance and strategy, and wonders what the new risk-averse, back-to-basics strategy will do to the cooperative
Fonterra's new chief executive says the co-operative needs to put New Zealand 'front and centre' and extract the maximum value from milk produced here
20th Mar 19, 8:49am
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Fonterra's new chief executive says the co-operative needs to put New Zealand 'front and centre' and extract the maximum value from milk produced here
Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
18th Mar 19, 8:16am
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Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
The new leadership of Fonterra will need to demonstrate at next week's half-year result announcement that they are getting a handle on the giant dairy co-operative's many problems and issues
11th Mar 19, 3:35pm
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The new leadership of Fonterra will need to demonstrate at next week's half-year result announcement that they are getting a handle on the giant dairy co-operative's many problems and issues
Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
11th Mar 19, 8:22am
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Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
Guy Trafford wraps up some topical issues for dairy darmers, including the chance prices will stay high, and the work being done using a seaweed diet to control methane
8th Mar 19, 12:21pm
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Guy Trafford wraps up some topical issues for dairy darmers, including the chance prices will stay high, and the work being done using a seaweed diet to control methane
Ratings agency Fitch says Fonterra has structural issues it needs to address; expects Fonterra to prioritise the strength of its balance sheet over payments to farmer shareholders; Hurrell gets Fonterra CEO job permanently
5th Mar 19, 10:09am
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Ratings agency Fitch says Fonterra has structural issues it needs to address; expects Fonterra to prioritise the strength of its balance sheet over payments to farmer shareholders; Hurrell gets Fonterra CEO job permanently
Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
4th Mar 19, 8:33am
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Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
Very mixed news for farmers as Fonterra increases the milk price forecast by possibly as much as 60c, but slashes the earnings forecast possibly more than in half; no interim dividend
28th Feb 19, 9:09am
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Very mixed news for farmers as Fonterra increases the milk price forecast by possibly as much as 60c, but slashes the earnings forecast possibly more than in half; no interim dividend
After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
25th Feb 19, 8:36am
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After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
Guy Trafford reviews the big issues in the dairy industry, where the pressures are both here and internationally, and how prices are moving
21st Feb 19, 11:17am
Guy Trafford reviews the big issues in the dairy industry, where the pressures are both here and internationally, and how prices are moving
Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
18th Feb 19, 8:25am
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Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
Guy Trafford finds that innovation in markets we don't have a cultural affinity for is possible, despite Fonterra's China mis-steps - and it will essential to capture better returns for producers
18th Feb 19, 7:44am
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Guy Trafford finds that innovation in markets we don't have a cultural affinity for is possible, despite Fonterra's China mis-steps - and it will essential to capture better returns for producers
Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
11th Feb 19, 8:27am
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Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
The British obsession with food production vs obesity and climate may hurt their local producers and help NZ farmers. Saputo shakes things up. China infant formula market changes
8th Feb 19, 8:10am
The British obsession with food production vs obesity and climate may hurt their local producers and help NZ farmers. Saputo shakes things up. China infant formula market changes
Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
4th Feb 19, 8:01am
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Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
Guy Trafford rounds up the week's dairy issues on the value of irrigation as a climate adaption, black beetles, sheep dairying, & more
3rd Feb 19, 8:29am
Guy Trafford rounds up the week's dairy issues on the value of irrigation as a climate adaption, black beetles, sheep dairying, & more
Roger J Kerr says low local inflation has reduced the risk of a NZD selloff, the NZD won't fall relative to the major currencies, and the gloomy AUD view is overdone
28th Jan 19, 8:13am
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Roger J Kerr says low local inflation has reduced the risk of a NZD selloff, the NZD won't fall relative to the major currencies, and the gloomy AUD view is overdone
Guy Trafford assess the consequences of heightened American competition in the dairy export trade, and looks at their staying power. Westland Coop draws Saputo interest
24th Jan 19, 9:50am
Guy Trafford assess the consequences of heightened American competition in the dairy export trade, and looks at their staying power. Westland Coop draws Saputo interest
Roger J Kerr says the NZD isn't rising on improving global risk tolerance, and upcoming inflation figures will be key to the Kiwi's direction
21st Jan 19, 7:50am
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Roger J Kerr says the NZD isn't rising on improving global risk tolerance, and upcoming inflation figures will be key to the Kiwi's direction
Guy Trafford looks at what is on the dairy agenda at the start of the new year, on-farm, at the dairy companies, the weather, and in the trade arena
17th Jan 19, 5:53pm
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Guy Trafford looks at what is on the dairy agenda at the start of the new year, on-farm, at the dairy companies, the weather, and in the trade arena
Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift
14th Jan 19, 8:12am
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Roger J Kerr sees the neagtives accumulating for the US dollar allowing the Kiwi dollar to rise along with a global sentiment shift