Alliance Group
The Alliance Group is asking its farmers to supply more capital in the wake of lower global meat prices
26th Apr 24, 4:06pm
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The Alliance Group is asking its farmers to supply more capital in the wake of lower global meat prices
Allan Barber assesses how the first 30 years of the European Union has worked out, a formation that has had an impact New Zealand's trade with Europe
19th Jan 24, 9:46am
3
Allan Barber assesses how the first 30 years of the European Union has worked out, a formation that has had an impact New Zealand's trade with Europe
The change of Government has brought a change in the ministers of trade and agriculture, but it is veterans replacing veterans. Allan Barber assesses past performance and likely future performance, but notes change is not likely to be major
19th Dec 23, 9:02am
2
The change of Government has brought a change in the ministers of trade and agriculture, but it is veterans replacing veterans. Allan Barber assesses past performance and likely future performance, but notes change is not likely to be major
Allan Barber reviews Alliance Group's poor trading result and tries to make sense of the company's optimism in light of some strong market headwinds, as well as their capital structure that is not bolstered by others
5th Dec 23, 4:05pm
Allan Barber reviews Alliance Group's poor trading result and tries to make sense of the company's optimism in light of some strong market headwinds, as well as their capital structure that is not bolstered by others
Guy Trafford says although an El Niño drought in northern and eastern areas is not yet here, there is much already here to worry livestock farmers
21st Nov 23, 2:28pm
10
Guy Trafford says although an El Niño drought in northern and eastern areas is not yet here, there is much already here to worry livestock farmers
The interdependence of livestock farmers and meat processors has been on full display following the cyclone damage, a time when loyalty can be rewarded in many important ways
28th Mar 23, 10:23am
3
The interdependence of livestock farmers and meat processors has been on full display following the cyclone damage, a time when loyalty can be rewarded in many important ways
The 2022 meat season was a good one for the whole industry with farmer suppliers receiving substantial loyalty rewards. But 2023 will bring fewer opportunities for meat marketing, which means suppliers won’t receive as much for their livestock
6th Dec 22, 11:58am
1
The 2022 meat season was a good one for the whole industry with farmer suppliers receiving substantial loyalty rewards. But 2023 will bring fewer opportunities for meat marketing, which means suppliers won’t receive as much for their livestock
A new comprehensive review surveying the whole primary sector comes to the unsurprising conclusion that climate change is the biggest issue facing agribusiness. But ideas for practical application are thin
11th Jun 22, 9:49am
18
A new comprehensive review surveying the whole primary sector comes to the unsurprising conclusion that climate change is the biggest issue facing agribusiness. But ideas for practical application are thin
Processing and marketing red meat is now a strong industry, in a stunning reversal of decades of underperformance. The secret? delivering on efficiency and product innovation
24th May 22, 4:19pm
Processing and marketing red meat is now a strong industry, in a stunning reversal of decades of underperformance. The secret? delivering on efficiency and product innovation
Allan Barber takes stock of a resilient meat processing industry, one that still has a low cost, bare-bones major involved, but is increasingly represented by sophisticated marketers going for high end customers based on science & intense market research
10th May 22, 1:50pm
1
Allan Barber takes stock of a resilient meat processing industry, one that still has a low cost, bare-bones major involved, but is increasingly represented by sophisticated marketers going for high end customers based on science & intense market research
Although demand from all red meat markets seems to be firing at the same time, supply chain logistics and pandemic risks are taking the shine off this demand, and unsettling the prospects for 2022
21st Dec 21, 9:43am
4
Although demand from all red meat markets seems to be firing at the same time, supply chain logistics and pandemic risks are taking the shine off this demand, and unsettling the prospects for 2022
Allan Barber assesses the financial health of the red meat sector by running his rule over a declining set of public annual reports. Alliance Group is the latest one, and it shows an improving trend
14th Dec 21, 10:38am
Allan Barber assesses the financial health of the red meat sector by running his rule over a declining set of public annual reports. Alliance Group is the latest one, and it shows an improving trend
Nimble adjustment in the pandemic, focused marketing, targeted investments, smarter buying, better capital arrangements all contributed to better meat industry returns in 2021. But they remain low for the capital invested
16th Jun 21, 9:22am
Nimble adjustment in the pandemic, focused marketing, targeted investments, smarter buying, better capital arrangements all contributed to better meat industry returns in 2021. But they remain low for the capital invested
The pandemic shock to consumers is changing their meat buying habits very quickly and our processors are moving rapidly to respond to a significantly different 'new normal', reports Allan Barber
20th May 20, 10:12am
2
The pandemic shock to consumers is changing their meat buying habits very quickly and our processors are moving rapidly to respond to a significantly different 'new normal', reports Allan Barber
The traffic lights are changing in the world's major meat markets, some have turned green, notably China, others amber, while others, notably the USA, are turning red. Overall however, our redmeat sector can still sell what it produces
30th Apr 20, 10:19am
1
The traffic lights are changing in the world's major meat markets, some have turned green, notably China, others amber, while others, notably the USA, are turning red. Overall however, our redmeat sector can still sell what it produces
Allan Barber assesses progress after four years of 'transformation' at the Alliance Group and finds only modest interim gains in a period of high market demand
11th Dec 19, 9:52am
1
Allan Barber assesses progress after four years of 'transformation' at the Alliance Group and finds only modest interim gains in a period of high market demand
Allan Barber reports that from a successful long-term market building strategy, New Zealand lamb exports to the USA have now grown to exceed those to the UK
13th Nov 19, 9:42am
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Allan Barber reports that from a successful long-term market building strategy, New Zealand lamb exports to the USA have now grown to exceed those to the UK
Allan Barber points out supplier owned cooperatives are not the ideal structure for large scale commodity processing and international marketing because of the inherent tension between essential future investment and payments to shareholders
7th May 19, 12:18pm
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Allan Barber points out supplier owned cooperatives are not the ideal structure for large scale commodity processing and international marketing because of the inherent tension between essential future investment and payments to shareholders
Allan Barber surveys the practical Brexit risk for our meat trade and finds it is too soon to panic; we must keep talking to trading partners, hold our breath and wait
14th Feb 19, 9:49am
Allan Barber surveys the practical Brexit risk for our meat trade and finds it is too soon to panic; we must keep talking to trading partners, hold our breath and wait
Suppliers do well, investors not so, raising questions about the sustainability of the co-operative model as its customers and markets change fast. Brexit update. Market reports
27th Nov 18, 11:06am
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Suppliers do well, investors not so, raising questions about the sustainability of the co-operative model as its customers and markets change fast. Brexit update. Market reports
Allan Barber sees silly procurement competition as the bane of the meat industry, distorting signals to producers, and roiling industry sustainability
27th Oct 18, 10:16am
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Allan Barber sees silly procurement competition as the bane of the meat industry, distorting signals to producers, and roiling industry sustainability
Suppliers face offers from fewer, stronger, nimble processors, focused on doing a few things really well, and responding to changes in consumer trends. There are positive options
9th Dec 17, 8:58am
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Suppliers face offers from fewer, stronger, nimble processors, focused on doing a few things really well, and responding to changes in consumer trends. There are positive options
Allan Barber looks closer at the financial results of the Alliance Group and finds plenty of operating improvement, but the profit gains touted look minor given the size of their business
2nd Dec 16, 12:29pm
Allan Barber looks closer at the financial results of the Alliance Group and finds plenty of operating improvement, but the profit gains touted look minor given the size of their business
An aggressive efficiency program has brought a dramatic reduction in debt, lower operating costs, and better customer engagement. Alliance is in its best shape in years
12th Nov 16, 8:38am
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An aggressive efficiency program has brought a dramatic reduction in debt, lower operating costs, and better customer engagement. Alliance is in its best shape in years
Allan Barber takes a look at how the value of meat products are shared between producer, processor, retailer and all intermediaries on the way
27th Oct 16, 8:20am
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Allan Barber takes a look at how the value of meat products are shared between producer, processor, retailer and all intermediaries on the way