Milk Payout

7th Jul 19, 6:31am
Keith Woodford explains some complexities of Fonterra’s capital structure, and how this plays out both over the short and long term
Keith Woodford explains some complexities of Fonterra’s capital structure, and how this plays out both over the short and long term
7th Jul 19, 6:31am
10th Dec 18, 5:11pm
Keith Woodford explains why Fonterra’s strategic reset depends on board personalities as well as strategy
Keith Woodford explains why Fonterra’s strategic reset depends on board personalities as well as strategy
10th Dec 18, 5:11pm
31st Oct 18, 1:43pm
by admin
Global dairy commodities market forces reduction of payout prediction at Westland Milk despite strong milk flows, as they move to access new capital and reduce debt
Global dairy commodities market forces reduction of payout prediction at Westland Milk despite strong milk flows, as they move to access new capital and reduce debt
31st Oct 18, 1:43pm
24th Sep 18, 11:19am
Keith Woodford explains why lack of retained earnings combined with flawed investment strategies is at the heart of both the Fonterra and Westland Dairy capital constraints
Keith Woodford explains why lack of retained earnings combined with flawed investment strategies is at the heart of both the Fonterra and Westland Dairy capital constraints
24th Sep 18, 11:19am
22nd Jun 18, 1:00pm
by Guest
Rabobank says New Zealand's dairy exports are facing brighter export prospects as prices rally on unfavourable weather in other countries, and trade frictions damage supply
Rabobank says New Zealand's dairy exports are facing brighter export prospects as prices rally on unfavourable weather in other countries, and trade frictions damage supply
22nd Jun 18, 1:00pm
10th May 18, 11:23am
by Guest
Rabobank says new dairy season should be the third in a row with the payout price 'starting with a six' – a shaky start possible but a strong finish anticipated
Rabobank says new dairy season should be the third in a row with the payout price 'starting with a six' – a shaky start possible but a strong finish anticipated
10th May 18, 11:23am
30th May 17, 2:23pm
Keith Woodford says Synlait’s purchase of canning and blending facilities is driven by exponential demand for a2 Platinum infant formula
Keith Woodford says Synlait’s purchase of canning and blending facilities is driven by exponential demand for a2 Platinum infant formula
30th May 17, 2:23pm
18th Apr 17, 10:35am
by Guest
While NZ$6/kgMS will probably stay the NZ payout this season, lower global milk output, especially in China, and rising global demand is likely to provide upside for next season
While NZ$6/kgMS will probably stay the NZ payout this season, lower global milk output, especially in China, and rising global demand is likely to provide upside for next season
18th Apr 17, 10:35am
12th Apr 17, 8:31am
Keith Woodford says that Synlait is about to become the dominant New Zealand producer of infant formula
Keith Woodford says that Synlait is about to become the dominant New Zealand producer of infant formula
12th Apr 17, 8:31am
27th Mar 17, 8:13pm
Keith Woodford says Fonterra’s half-year results are solid but it is not all plain sailing ahead
Keith Woodford says Fonterra’s half-year results are solid but it is not all plain sailing ahead
27th Mar 17, 8:13pm
13th Mar 17, 10:42am
Keith Woodford says the latest downturn in milk powder prices suggests considerable caution is appropriate for next season’s budgets
Keith Woodford says the latest downturn in milk powder prices suggests considerable caution is appropriate for next season’s budgets
13th Mar 17, 10:42am
23rd Feb 17, 8:47am
by admin
Unexpectedly, Fonterra doesn't raise farmgate milk price from $6/kgMS in latest update
Unexpectedly, Fonterra doesn't raise farmgate milk price from $6/kgMS in latest update
23rd Feb 17, 8:47am
27th May 16, 1:35pm
Allan Barber wonders if Fonterra has actually captured the 'value' and 'velocity' gains from its new focus on value extraction
Allan Barber wonders if Fonterra has actually captured the 'value' and 'velocity' gains from its new focus on value extraction
27th May 16, 1:35pm
29th Apr 16, 11:17am
Higher European dairy production is bad news for New Zealand with no tapering off evident, and their cranking up of WMP production
Higher European dairy production is bad news for New Zealand with no tapering off evident, and their cranking up of WMP production
29th Apr 16, 11:17am
21st Apr 16, 7:23am
Keith Woodford says predicting a specific season's milk payout price will always mislead; the best we can do is target a range over a longer time period
Keith Woodford says predicting a specific season's milk payout price will always mislead; the best we can do is target a range over a longer time period
21st Apr 16, 7:23am
8th Apr 16, 9:03am
Keith Woodford sees the huge dairy operations in the US being globally competitive but not focused on commodity markets
Keith Woodford sees the huge dairy operations in the US being globally competitive but not focused on commodity markets
8th Apr 16, 9:03am
24th Mar 16, 2:50pm
Keith Woodford says it is wrong to say that the European industry survives only because of subsidies
Keith Woodford says it is wrong to say that the European industry survives only because of subsidies
24th Mar 16, 2:50pm
23rd Mar 16, 2:52pm
Keith Woodford gets under the hood of Fonterra's half year profit announcement and looks at what some of the figures tell us
Keith Woodford gets under the hood of Fonterra's half year profit announcement and looks at what some of the figures tell us
23rd Mar 16, 2:52pm
17th Mar 16, 8:18am
Keith Woodford wants Fonterra to get rid of the spin, communicate with its shareholders and other stakeholders with transparency, through good times and bad
Keith Woodford wants Fonterra to get rid of the spin, communicate with its shareholders and other stakeholders with transparency, through good times and bad
17th Mar 16, 8:18am
9th Mar 16, 4:56pm
Keith Woodford finds no silver bullet on how to make the right choices in the cost control battle - but he does find 'lots of little things' will give cost efficiency
Keith Woodford finds no silver bullet on how to make the right choices in the cost control battle - but he does find 'lots of little things' will give cost efficiency
9th Mar 16, 4:56pm

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