Dairy prices

25 Mar 19, 9:04am
Roger J Kerr says it will take some 'extraordinarily positive' news to propel the Kiwi dollar through the US70c barrier in coming months
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20 Mar 19, 5:33pm
It has been a big week for the dairy industry, Fonterra especially. Guy Trafford surveys the signals coming from management and what they might mean for the future
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20 Mar 19, 3:50pm
Rising global dairy prices are increasing Fonterra's chances of being able to pay a farmgate milk price at the top end of its current forecast range
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20 Mar 19, 9:24am
Guy Trafford reviews what the TDB Advisory report reveals about Fonterra's performance and strategy, and wonders what the new risk-averse, back-to-basics strategy will do to the cooperative
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20 Mar 19, 8:49am
Fonterra's new chief executive says the co-operative needs to put New Zealand 'front and centre' and extract the maximum value from milk produced here
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18 Mar 19, 8:16am
Roger J Kerr says the stage is set for a big turnaround in the Australian exchange rate and when that happens the NZ dollar-Aussie dollar cross-rate will reverse back towards A93c 'as it always does'
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11 Mar 19, 3:35pm
The new leadership of Fonterra will need to demonstrate at next week's half-year result announcement that they are getting a handle on the giant dairy co-operative's many problems and issues
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11 Mar 19, 8:22am
Roger J Kerr says the current pessimism around the Australian and New Zealand currencies is not justified
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8 Mar 19, 12:21pm
Guy Trafford wraps up some topical issues for dairy darmers, including the chance prices will stay high, and the work being done using a seaweed diet to control methane
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5 Mar 19, 10:09am
Ratings agency Fitch says Fonterra has structural issues it needs to address; expects Fonterra to prioritise the strength of its balance sheet over payments to farmer shareholders; Hurrell gets Fonterra CEO job permanently
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4 Mar 19, 8:33am
Roger J Kerr says being over-reliant on a particular exchange forecast when managing FX risks has its own dangers when those forecasts suddenly change or are extreme and thus seem a long way from reality
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28 Feb 19, 9:09am
Very mixed news for farmers as Fonterra increases the milk price forecast by possibly as much as 60c, but slashes the earnings forecast possibly more than in half; no interim dividend
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25 Feb 19, 8:36am
After a wild week for the NZ dollar, Roger J Kerr says a positive trade outcome between the US and China would be good for the Kiwi currency
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21 Feb 19, 11:17am
Guy Trafford reviews the big issues in the dairy industry, where the pressures are both here and internationally, and how prices are moving
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18 Feb 19, 8:25am
Roger J Kerr says the 'reef fish' are still with us in the foreign exchange market and they've been forced to hastily swim back the other way
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18 Feb 19, 7:44am
Guy Trafford finds that innovation in markets we don't have a cultural affinity for is possible, despite Fonterra's China mis-steps - and it will essential to capture better returns for producers
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11 Feb 19, 8:27am
Roger J Kerr says the latest unemployment figure seems like a 'rogue' number and he believes in time it will be proven that the labour market did not suddenly turn soft in the December quarter
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8 Feb 19, 8:10am
The British obsession with food production vs obesity and climate may hurt their local producers and help NZ farmers. Saputo shakes things up. China infant formula market changes
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4 Feb 19, 8:01am
Roger J Kerr says a combination of a recovering Australian dollar and a weaker American currency has helped to push the NZ dollar higher; sees further gains for the Kiwi in coming weeks and months
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3 Feb 19, 8:29am
Guy Trafford rounds up the week's dairy issues on the value of irrigation as a climate adaption, black beetles, sheep dairying, & more
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