Silver Fern Farms
Allan Barber now thinks 100% overseas acquisition of a local business is generally the first step on a path to closing local processing. But there are notable exceptions, who commit to long-term local positions
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Allan Barber now thinks 100% overseas acquisition of a local business is generally the first step on a path to closing local processing. But there are notable exceptions, who commit to long-term local positions
Alliance shareholders decide 35% of their company dominated by a savvy global player will be worth a lot more than 100% plus the need for huge new capital
Alliance shareholders decide 35% of their company dominated by a savvy global player will be worth a lot more than 100% plus the need for huge new capital
Government will rely on export businesses, such as Fonterra, to push farmers to reduce emissions by paying low-methane producers higher prices
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Government will rely on export businesses, such as Fonterra, to push farmers to reduce emissions by paying low-methane producers higher prices
Allan Barber bemoans our collective inability to build, develop and hold on to our iconic brands, especially by our co-operatives
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Allan Barber bemoans our collective inability to build, develop and hold on to our iconic brands, especially by our co-operatives
Rob Reynish says the cooperative model is failing in the capital intensive meat industry, because farmer-shareholders prioritise their on-farm returns over their shareholder returns
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Rob Reynish says the cooperative model is failing in the capital intensive meat industry, because farmer-shareholders prioritise their on-farm returns over their shareholder returns
Allan Barber notes that 2024 was yet another tough year for the capital intensive red-meat processing industry. He suggests the cooperatives make it hard for themselves by not being as disciplined as they should be with procurement
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Allan Barber notes that 2024 was yet another tough year for the capital intensive red-meat processing industry. He suggests the cooperatives make it hard for themselves by not being as disciplined as they should be with procurement
Even if the Alliance Group adds to the disappeared co-operatives list, the co-op model remains resilient elsewhere
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Even if the Alliance Group adds to the disappeared co-operatives list, the co-op model remains resilient elsewhere
Allan Barber says overcapacity in older South Island processing facilities is bringing a reckoning, challenges the red meat sector must face even though regulatory roll-back is taking place
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Allan Barber says overcapacity in older South Island processing facilities is bringing a reckoning, challenges the red meat sector must face even though regulatory roll-back is taking place
Allan Barber says other than a white knight emerging, Alliance will have to rely on the tolerance of its bankers, more focus on costs and working capital, and praying for a substantial improvement in market conditions
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Allan Barber says other than a white knight emerging, Alliance will have to rely on the tolerance of its bankers, more focus on costs and working capital, and praying for a substantial improvement in market conditions
Allan Barber says the red meat processing problem will be tough to solve by combining businesses lacking basic profitability
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Allan Barber says the red meat processing problem will be tough to solve by combining businesses lacking basic profitability
Alliance Group chairman acknowledges 'disappointing' financial result, but says meat co-operative is approaching better times
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Alliance Group chairman acknowledges 'disappointing' financial result, but says meat co-operative is approaching better times
Allan Barber digs in to why meat company profits have varied so much. The industry is moving through a transition period where more focus is going on innovation in marketing and a shift to added-value food and healthcare products
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Allan Barber digs in to why meat company profits have varied so much. The industry is moving through a transition period where more focus is going on innovation in marketing and a shift to added-value food and healthcare products
The Alliance Group is asking its farmers to supply more capital in the wake of lower global meat prices
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The Alliance Group is asking its farmers to supply more capital in the wake of lower global meat prices
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
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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
Allan Barber says the predicted benefit of the major Chinese investment in Silver Fern Farms, strongly resisted at the time by a minority of supplier shareholders, has now become crystal clear
3
Allan Barber says the predicted benefit of the major Chinese investment in Silver Fern Farms, strongly resisted at the time by a minority of supplier shareholders, has now become crystal clear