Synlait
Here are the key changes to know about in the New Zealand equity market; NZX50 falls -0.5% as Gentrack, Mercury, Skellerup and Turners rise, while a2 Milk, Freightways, Summerset and Air NZ retreat
Here are the key changes to know about in the New Zealand equity market; NZX50 falls -0.5% as Gentrack, Mercury, Skellerup and Turners rise, while a2 Milk, Freightways, Summerset and Air NZ retreat
Keith Woodford takes a detailed look at the possible ways the Synlait mess will get resolved. Its shareholders may lose everything but the business will continue in some form
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Keith Woodford takes a detailed look at the possible ways the Synlait mess will get resolved. Its shareholders may lose everything but the business will continue in some form
Synlait is in critical financial trouble with big consequences of past strategic and operational disasters, says Keith Woodford
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Synlait is in critical financial trouble with big consequences of past strategic and operational disasters, says Keith Woodford
Guy Trafford assesses where dairy companies ended up with their 2021/2022 season milk payout levels, with variations not as wide as previously
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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
Despite the lure of high prices, dairy farmers may be accepting lower production levels, by being less tempted to use off-farm feed supplements like PKE. High prices make that choice easier
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Despite the lure of high prices, dairy farmers may be accepting lower production levels, by being less tempted to use off-farm feed supplements like PKE. High prices make that choice easier
The higher farm gate milk prices go, the more challenging it is for Fonterra to operate profitably. Profitability is an issue for other dairy companies too at these milk prices. Early season indicators are milk volumes will be strong
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The higher farm gate milk prices go, the more challenging it is for Fonterra to operate profitably. Profitability is an issue for other dairy companies too at these milk prices. Early season indicators are milk volumes will be strong
International dairy prices are looking sound, however not everything is rosy in the US. Meanwhile the local dry spell is starting to get serious and may impact commodity prices, while the coronavirus has everyone watching
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International dairy prices are looking sound, however not everything is rosy in the US. Meanwhile the local dry spell is starting to get serious and may impact commodity prices, while the coronavirus has everyone watching
Guy Trafford says The Collective faces an uncertain future on the back of falsifying food testing records. In the meantime Synlait’s expansion continues. And has Fonterra (finally) made some good choices?
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Guy Trafford says The Collective faces an uncertain future on the back of falsifying food testing records. In the meantime Synlait’s expansion continues. And has Fonterra (finally) made some good choices?
The GDT continues to slide but China is doing its bit to hold prices. Milk companies share values bounce around. And the UK soap opera continues
The GDT continues to slide but China is doing its bit to hold prices. Milk companies share values bounce around. And the UK soap opera continues
Guy Trafford rounds up the week's dairy issues on the value of irrigation as a climate adaption, black beetles, sheep dairying, & more
Guy Trafford rounds up the week's dairy issues on the value of irrigation as a climate adaption, black beetles, sheep dairying, & more
BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
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BNZ senior economist Doug Steel sees Fonterra's $6.75 milk price forecast as difficult to achieve without an improvement in international product prices
Dairy Report: Competition ramps up for A2 milk and infant formula products, all for China markets. MPB focus changes with eradication still a goal, GDT auction shows little change
Dairy Report: Competition ramps up for A2 milk and infant formula products, all for China markets. MPB focus changes with eradication still a goal, GDT auction shows little change
Dairy Report: Fonterra's woes overshadow Synlait's records. But share prices of both rise. MPB now looks unstoppable
Dairy Report: Fonterra's woes overshadow Synlait's records. But share prices of both rise. MPB now looks unstoppable
Guy Trafford questions Synlait's decision to further expand in the North Island
The Weekly Dairy Report: The global dairy market weakens further but dry conditions may trim milk flows to tighten future supply
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The Weekly Dairy Report: The global dairy market weakens further but dry conditions may trim milk flows to tighten future supply