Fonterra
Fonterra seen as having to lower its milk price forecast soon, as one major bank economist slashes his forecast price by over a dollar
26th Jul 23, 1:13pm
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Fonterra seen as having to lower its milk price forecast soon, as one major bank economist slashes his forecast price by over a dollar
Alex Duncan & Tom McClurg want the fishing industry to move to a more productive and sustainable future, using elements of the Fonterra model as a useful and proven pathway
26th Jul 23, 12:16pm
9
Alex Duncan & Tom McClurg want the fishing industry to move to a more productive and sustainable future, using elements of the Fonterra model as a useful and proven pathway
Fonterra gets $90 million from the Government's decarbonisation fund to lower its carbon emissions by the equivalent of 120,000 cars
20th Jul 23, 1:32pm
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Fonterra gets $90 million from the Government's decarbonisation fund to lower its carbon emissions by the equivalent of 120,000 cars
ANZ economists expect a gradual lift in dairy commodity prices - but not before a large proportion of the new NZ season's supply has already been traded; they have cut their forecast milk price
20th Jul 23, 12:04pm
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ANZ economists expect a gradual lift in dairy commodity prices - but not before a large proportion of the new NZ season's supply has already been traded; they have cut their forecast milk price
Details of a complicated capital return plan involving both a share buyback and a share split have been sent to Fonterra shareholders
21st Jun 23, 3:13pm
2
Details of a complicated capital return plan involving both a share buyback and a share split have been sent to Fonterra shareholders
ASB economists estimate higher interest rates have added an average of 60 cents per kilogram of milk solids to debt servicing costs for dairy farmers over the past year
14th Jun 23, 10:40am
9
ASB economists estimate higher interest rates have added an average of 60 cents per kilogram of milk solids to debt servicing costs for dairy farmers over the past year
Westpac economists bemoan our inability to export enough cheese at a time of soaring global prices and have downgraded their forecast for Fonterra's milk price this season
7th Jun 23, 2:56pm
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Westpac economists bemoan our inability to export enough cheese at a time of soaring global prices and have downgraded their forecast for Fonterra's milk price this season
With just days to go to the end of the current season, Fonterra has downgraded its milk price forecast to an implied $8.20, while its first forecast price for the new season implies a price of $8; is promising a 'strong' dividend
25th May 23, 10:01am
14
With just days to go to the end of the current season, Fonterra has downgraded its milk price forecast to an implied $8.20, while its first forecast price for the new season implies a price of $8; is promising a 'strong' dividend
What recession? New Zealand is still adding jobs, Statistics NZ's March employment indicator shows
28th Apr 23, 1:29pm
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What recession? New Zealand is still adding jobs, Statistics NZ's March employment indicator shows
[updated]
Call in the lawyers: New Zealand's largest firms face scrutiny over market power
14th Apr 23, 12:40pm
3
Call in the lawyers: New Zealand's largest firms face scrutiny over market power
Fonterra revises down its milk price forecast for the second time in little over a month - to an implied price of $8.30 - which is now some $1.20 lower than forecasts earlier in the season
3rd Apr 23, 9:43am
4
Fonterra revises down its milk price forecast for the second time in little over a month - to an implied price of $8.30 - which is now some $1.20 lower than forecasts earlier in the season
Fonterra says earnings strong despite lower NZ milk volumes and ongoing market volatility. They say success is coming from scale and ability to shift milk to higher earning segments and products
16th Mar 23, 9:20am
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Fonterra says earnings strong despite lower NZ milk volumes and ongoing market volatility. They say success is coming from scale and ability to shift milk to higher earning segments and products
Guy Trafford explores what might happen now with the damaged forestry land, consequences for its owners, and asks why the existing rules and penalties seemed to be ignored by regulators
1st Mar 23, 9:49am
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Guy Trafford explores what might happen now with the damaged forestry land, consequences for its owners, and asks why the existing rules and penalties seemed to be ignored by regulators
Guy Trafford wraps up the key changes affecting the New Zealand dairy industry, including prices, payouts, marketing strategies, and China's pivot to GM animal feed
24th Feb 23, 11:16am
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Guy Trafford wraps up the key changes affecting the New Zealand dairy industry, including prices, payouts, marketing strategies, and China's pivot to GM animal feed
Fonterra cuts its milk payout forecast for the current season by -50c to a narrower mid-point of $8.50/kgMS
24th Feb 23, 9:31am
2
Fonterra cuts its milk payout forecast for the current season by -50c to a narrower mid-point of $8.50/kgMS
Two major bank economists have lowered their milk price forecasts as dairy prices hover near two-year lows
24th Jan 23, 2:03pm
17
Two major bank economists have lowered their milk price forecasts as dairy prices hover near two-year lows
Fonterra says good margins in their ingredients business is driving a better profit performance, and it has upgraded current year earnings. But it has trimmed its payout milk price slightly
8th Dec 22, 9:07am
1
Fonterra says good margins in their ingredients business is driving a better profit performance, and it has upgraded current year earnings. But it has trimmed its payout milk price slightly
Fonterra finally quits its Soprole business in Chile for about NZ$1 bln, and this will bring "a significant capital return to our shareholders and unitholders"
18th Nov 22, 8:42am
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Fonterra finally quits its Soprole business in Chile for about NZ$1 bln, and this will bring "a significant capital return to our shareholders and unitholders"
Guy Trafford assesses where dairy companies ended up with their 2021/2022 season milk payout levels, with variations not as wide as previously
5th Oct 22, 10:49am
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Guy Trafford assesses where dairy companies ended up with their 2021/2022 season milk payout levels, with variations not as wide as previously
Fonterra reports 3% drop in after tax earnings to $583 million; retains forecast 2022/23 milk price range of $8.50–$10.00, with a midpoint of $9.25; will keep full ownership of Australian business
22nd Sep 22, 9:04am
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Fonterra reports 3% drop in after tax earnings to $583 million; retains forecast 2022/23 milk price range of $8.50–$10.00, with a midpoint of $9.25; will keep full ownership of Australian business
Unlike most analysts, Tony Morgan is not jaded on Fonterra and its endless history of under-performance. He sees a corner turned with NZ's largest corporate returning to more normal corporate health. He sees opportunity for investors
18th Sep 22, 2:06pm
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Unlike most analysts, Tony Morgan is not jaded on Fonterra and its endless history of under-performance. He sees a corner turned with NZ's largest corporate returning to more normal corporate health. He sees opportunity for investors
Recent storms have reduced Fonterra's milk flows, but they now expect earnings for the 2023 season to rise and to be at the top of their guidance for 2022
9th Sep 22, 8:48am
5
Recent storms have reduced Fonterra's milk flows, but they now expect earnings for the 2023 season to rise and to be at the top of their guidance for 2022
Allan Barber reports that sharply fewer calves are being sold for rearing this year, the impact of which won't show up for two years. The dairy industry is finding out how much it needs the meat industry
31st Aug 22, 9:34am
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Allan Barber reports that sharply fewer calves are being sold for rearing this year, the impact of which won't show up for two years. The dairy industry is finding out how much it needs the meat industry
Fonterra says inflation is affecting their customer's purchasing behaviour and global demand is softening. They have cut their 2022/23 milk payout forecast by -25c/kgMS
26th Aug 22, 8:52am
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Fonterra says inflation is affecting their customer's purchasing behaviour and global demand is softening. They have cut their 2022/23 milk payout forecast by -25c/kgMS
Government's plan to develop a comprehensive New Zealand freight and supply chain strategy questioned
9th Jul 22, 9:27am
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Government's plan to develop a comprehensive New Zealand freight and supply chain strategy questioned