FSF - Fonterra

[bull....]

They have retained the Brand. But a brand is useless unless you produce something under it. I dont see anywhere where Froneri is compelled to produce Kapiti branded ice cream product.

yes your right they have the brand but may have lost control of the product

[macduffy]

I would think that retention of the brand is essential if they are to keep producing Kapiti cheeses. Mind you, that may be the next added value bit of the business to go on the block!

[winner69]

Another earnings downgrade


As a result, Fonterra is revising its earnings guidance range from 15 - 25 cents per share to 10 - 15 cents per share

And can’t hack in Australia

http://nzx-prod-s7fsd7f98s.s3-websit...900/300327.pdf

[bull....]

Another earnings downgrade


As a result, Fonterra is revising its earnings guidance range from 15 - 25 cents per share to 10 - 15 cents per share

And can’t hack in Australia

http://nzx-prod-s7fsd7f98s.s3-websit...900/300327.pdf

not a surprise , they dont want to make the hard decisions around capital structure which would enable growth.

See dean foods in the US the biggest milk producer is on the verge of going bust.