Dairy prices
Westpac senior agri economist Nathan Penny says Fonterra's reduction of milk price forecast for the current season is 'anticlimactic'
26th May 21, 11:00am
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Westpac senior agri economist Nathan Penny says Fonterra's reduction of milk price forecast for the current season is 'anticlimactic'
Fonterra has trimmed its milk price forecast for the current season slightly and sees 'significant pressure on earnings' in the last quarter of the financial year
26th May 21, 9:05am
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Fonterra has trimmed its milk price forecast for the current season slightly and sees 'significant pressure on earnings' in the last quarter of the financial year
Roger J Kerr says the Labour Government are implementing their ideological programmes without any real understanding of the drivers at the coalface of the economy
24th May 21, 8:42am
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Roger J Kerr says the Labour Government are implementing their ideological programmes without any real understanding of the drivers at the coalface of the economy
ASB economists now see a milk price for farmers next year of $8.20 per kilogram of milk solids, which if achieved would be the second best price ever
19th May 21, 2:47pm
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ASB economists now see a milk price for farmers next year of $8.20 per kilogram of milk solids, which if achieved would be the second best price ever
Keith Woodford says the Fonterra capital proposals will make the forward journey more difficult, running counter to the intent
19th May 21, 8:33am
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Keith Woodford says the Fonterra capital proposals will make the forward journey more difficult, running counter to the intent
Roger J Kerr, who says the Robertson 'wellbeing' Budget will be all about re-distributing the pie rather than growing the pie, offers his thoughts about what should be in the Budget
17th May 21, 8:57am
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Roger J Kerr, who says the Robertson 'wellbeing' Budget will be all about re-distributing the pie rather than growing the pie, offers his thoughts about what should be in the Budget
One time glamour stock a2 Milk Company has announced massive stock write-offs for the year of over $100 mln and slashed its earnings guidance
10th May 21, 11:01am
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One time glamour stock a2 Milk Company has announced massive stock write-offs for the year of over $100 mln and slashed its earnings guidance
Roger J Kerr says there are a number of handbrakes adversely impacting on the NZ economy
10th May 21, 8:27am
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Roger J Kerr says there are a number of handbrakes adversely impacting on the NZ economy
Fonterra’s capital structure proposals are the biggest since its formation in 2001. The devil is in the detail, says Keith Woodford
6th May 21, 3:48pm
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Fonterra’s capital structure proposals are the biggest since its formation in 2001. The devil is in the detail, says Keith Woodford
Fonterra launches consultation on capital restructure proposals that appear to close the door on any non-farmer investment in the co-operative
6th May 21, 9:22am
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Fonterra launches consultation on capital restructure proposals that appear to close the door on any non-farmer investment in the co-operative
Giant dairy co-operative Fonterra is to launch what it terms a 'comprehensive consultation process' to seek feedback from its farmer shareholders on options for changing its capital structure
5th May 21, 8:59am
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Giant dairy co-operative Fonterra is to launch what it terms a 'comprehensive consultation process' to seek feedback from its farmer shareholders on options for changing its capital structure
Roger J Kerr says the March slide in the Kiwi dollar is shaping up to be repeated if the US dollar returns to its appreciating trend on the back of stronger US economic data and rising long-term US interest rates
3rd May 21, 8:20am
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Roger J Kerr says the March slide in the Kiwi dollar is shaping up to be repeated if the US dollar returns to its appreciating trend on the back of stronger US economic data and rising long-term US interest rates
Roger J Kerr points out where the US dollar is heading, seeing a stronger period ahead. He also sees cracks appearing in overstretched speculative markets
26th Apr 21, 8:36am
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Roger J Kerr points out where the US dollar is heading, seeing a stronger period ahead. He also sees cracks appearing in overstretched speculative markets
Westpac economists see buoyant dairy prices flowing through next season and have hiked their milk price forecast for next year by 75c to $8 per kilogram of milk solids
21st Apr 21, 3:50pm
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Westpac economists see buoyant dairy prices flowing through next season and have hiked their milk price forecast for next year by 75c to $8 per kilogram of milk solids
Roger J Kerr says the contrast between the current US and New Zealand economic trends is stark, worrying and negative for the NZ dollar
19th Apr 21, 8:45am
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Roger J Kerr says the contrast between the current US and New Zealand economic trends is stark, worrying and negative for the NZ dollar
Roger J Kerr says the Government will struggle to understand the current deteriorating economic situation, let alone devise new policies to improve the economy’s performance
12th Apr 21, 8:28am
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Roger J Kerr says the Government will struggle to understand the current deteriorating economic situation, let alone devise new policies to improve the economy’s performance
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
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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
Roger J Kerr says as the halo has signs of starting to slip off PM Jacinda Ardern’s head, the Kiwi dollar is also now slipping in value in the unforgiving theatre of global currency markets
6th Apr 21, 7:59am
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Roger J Kerr says as the halo has signs of starting to slip off PM Jacinda Ardern’s head, the Kiwi dollar is also now slipping in value in the unforgiving theatre of global currency markets
Roger J Kerr says the Govt's 'draconian' tax change around housing has 'dramatically eliminated' the prospect of New Zealand's monetary stimulus being unwound ahead of Australia
29th Mar 21, 8:34am
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Roger J Kerr says the Govt's 'draconian' tax change around housing has 'dramatically eliminated' the prospect of New Zealand's monetary stimulus being unwound ahead of Australia
Roger J Kerr says the Government's purported 'shovel ready' projects to replace the loss of activity in the tourism sector have not happened and don't look like happening any time soon
22nd Mar 21, 8:44am
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Roger J Kerr says the Government's purported 'shovel ready' projects to replace the loss of activity in the tourism sector have not happened and don't look like happening any time soon
Guy Trafford raises an eyebrow over how conflicted farmers are on Fonterra's capital structure. He is watching for carbon price gaming. And he is also watching insects being added to animal food
18th Mar 21, 12:00pm
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Guy Trafford raises an eyebrow over how conflicted farmers are on Fonterra's capital structure. He is watching for carbon price gaming. And he is also watching insects being added to animal food
Dairy co-operative Fonterra has improved 'normalised' profit by 43% and paid a dividend of 5c but says the second half of the year will be affected by the rising costs of dairy products
17th Mar 21, 9:02am
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Dairy co-operative Fonterra has improved 'normalised' profit by 43% and paid a dividend of 5c but says the second half of the year will be affected by the rising costs of dairy products
Fonterra farmers have given a resounding thumbs down to any suggestion of bringing outside shareholders into the dairy co-operative
15th Mar 21, 3:40pm
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Fonterra farmers have given a resounding thumbs down to any suggestion of bringing outside shareholders into the dairy co-operative
Roger J Kerr says the Aussie Government is decisive while our Government makes announcements about future announcements; an NZ win in the America's Cup won't necessarily spark a Kiwi dollar rally
15th Mar 21, 8:46am
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Roger J Kerr says the Aussie Government is decisive while our Government makes announcements about future announcements; an NZ win in the America's Cup won't necessarily spark a Kiwi dollar rally
Roger J Kerr says forex investors and traders are focused on the US dollar and not keen to buy the NZ currency at such high levels
8th Mar 21, 8:27am
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Roger J Kerr says forex investors and traders are focused on the US dollar and not keen to buy the NZ currency at such high levels