Dairy prices

23 Apr 18, 11:43am
Roger J Kerr says the unwinding of speculative currency market positions is now threatening to send the Kiwi dollar lower still in the near term
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18 Apr 18, 11:45am
ASB economists see soaring butter prices as possibly giving more upside to the milk price for farmers
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16 Apr 18, 9:58am
Roger J Kerr says offshore investors looking to put capital into New Zealand would be fully justified in hesitating from doing so in the current political and regulatory environment
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12 Apr 18, 4:56pm
Dairy Report: Fonterra not gun-shy in South America. Mingling with Ministers. Exploring artisan cheesemaking. Opportunites to buy low
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9 Apr 18, 9:07am
Roger J Kerr says the foreign exchange markets have been slow to recognise the downside to the NZ economy from the escalating US/China trade war
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4 Apr 18, 5:14pm
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
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3 Apr 18, 10:39am
Roger J Kerr says expected gains in the value of the US currency should be sufficient to cause a more permanent 'step down' in the value of the Kiwi dollar against its American counterpart
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26 Mar 18, 8:23am
Roger J Kerr says for an export/import economy like New Zealand relying on free global trading conditions, the recent development toward outright trade wars is very bad news indeed
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22 Mar 18, 9:26am
Dairy Report: Fonterra's woes overshadow Synlait's records. But share prices of both rise. MPB now looks unstoppable
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21 Mar 18, 2:51pm
Fonterra's orchestration of the announcement of CEO Theo Spierings departure was symphony-like. Here's hoping its next moves around a new CEO and board refreshment are as convincing
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21 Mar 18, 11:18am
Fonterra says its board and CEO Theo Spierings 'have agreed' he will leave later this year; international search under way for replacement and candidates now shortlisted
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21 Mar 18, 9:00am
Dairy giant Fonterra lifts milk price forecast to $6.55 from $6.40, but forecasts lower dividend; takes $405 mln write-down on value of its Beingmate shareholding
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19 Mar 18, 9:01am
Roger J Kerr says escalating global trade tensions are weighing the New Zealand dollar down
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16 Mar 18, 10:04am
Dairy Report: Irrigation in the South Island insulated dairy farms from drought this year allowing maintained production. North Island makes a fast recovery
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15 Mar 18, 2:20pm
David Hargreaves fears Fonterra will again 'leave the crowd wanting more' when it fronts for its half-year results next week
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14 Mar 18, 3:45pm
UBS analyst forecasts Fonterra will take a writedown of $160 million on its Chinese Beingmate shareholding and reduce dividend payment this year to 32c from 40c last year
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12 Mar 18, 9:24am
Roger J Kerr says in the very short term the release of GDP figures this week could drive the New Zealand dollar lower
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9 Mar 18, 8:30am
Dairy Report: Surprises in the detail of the last dairy auction. Fonterra head-scratcher. Scale of MPB challenge clearer. Competition hots up for sexed semen
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5 Mar 18, 9:29am
Roger J Kerr says further NZ dollar depreciation to 0.7100 is a greater probability than renewed strength in the current economic and financial market environment
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1 Mar 18, 3:10pm
The legacy of the mycoplasma bovis outbreak may be upgraded on-farm bio-hazard risk prevention, the way herds are managed, and the way farm systems are structured
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