They breed them tough in Ranfurly - at -9.1C they might almost be considering putting on a woolen jumper....
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We are at peak cow according to labour. Shareprice has peaked and cows have peaked
You should not be "thinking". You should know.
I'm back to being a happy camper again as I have heard from Synlait again this morning. They say some suppliers are located in areas affected by M bovis and currently there is no material impact on Synlait milk supply. Also M Bovis does not affect their ability to meet demand.
So I am no longer operating in an information vacuum - I feel this has now been de risked to some extent.
Good on Synlait for keeping me updated.
Did you ask the question as a shareholder or just a general public enquiry? I thought they can fully ignore you if they want/like either way.
Could be interesting times if they can squeeze numbers. More stainless being added in Southland with Mataura Valley and in the North with Happy Valley, so if numbers start to level off/drift down, then pressure could start to come on supply, a la the Meat Industry.
However having said that, performance per cow could increase, or more emphasis on added value than added quantity.
I guess the optics of this thing is right in your face down there so I understand your need for more clarity and colour around this issue and its good that Synlait are responsive to shareholder enquiries.
I think "peak cow" is a figment of some greenie politicians imagination.
Milk supply will be sourced from the Waikato region from 1 June 2019 and
Synlait will grow their a2 Milk(TM) and Lead With Pride(TM) programmes
through new suppliers.
Love this bit in their announcement
https://www.nzx.com/announcements/319620
Increased capacity of Pokeno facility to meet demand also caught my attention. Excellent growth prospects over the years ahead, from among other things, more and more disenfranchised Fonterra suppliers jumping ship. Don't you just love love the call center contact number for interested farmers looking to supply Synlait
0800 ADD VALUE...I got a huge smile from that, really made my morning so far :)