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Thread: FSF - Fonterra

  1. #71
    ShareTrader Legend bull....'s Avatar
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    Mercury rises in race for Fonterra's Tip Top ice cream


    Tip Top has a strong history and brand in its own right, and the private equiteers reckon it could flourish again with some special attention and capital support.

    https://www.afr.com/business/banking...0190422-p51g49

    capital support sums it up exactly


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  2. #72
    Speedy Az winner69's Avatar
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    Tip Top sold for $380m

    What a load of the proverbial this signoff is “Tip Top has always listened to consumers and cared about their changing tastes,.....”

    Hope new owners put Cookies and Cream back in 2l packs .....mind you Moore’s isn’t too bad.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #73
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    "340 serves of every minute of every day". That's about 178m serves a year.
    At a required return of say 7.5% p.a., you need to earn $28.5m p.a. to cover the cost of your investment ($380m), or only about 16 cents profit per serve. On those modest metrics, Tip Top is a steal IMHO. (All that ignores any growth Tiptop might make)

    Fonterra's excessive debt, has lead them to sell a value add business (with growth potential), for a song. Instead, the press release crows that "signedan agreement with the new owners to supply milk … [so] …Fonterra farmers willcontinue to be part of the Tip Top story …” Jesus wept.
    Last edited by jg8512; 13-05-2019 at 08:22 AM. Reason: correction

  4. #74
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    Quote Originally Posted by jg8512 View Post
    "340 serves of every minute of every day". That's about 178m serves a year.
    At a required return of say 7.5% p.a., you need to earn $28.5m p.a. to cover the cost of your investment ($380m), or only about 16 cents profit per serve. On those modest metrics, Tip Top is a steal IMHO. (All that ignores any growth Tiptop might make)

    Fonterra's excessive debt, has lead them to sell a value add business (with growth potential), for a song. Instead, the press release crows that "signedan agreement with the new owners to supply milk … [so] …Fonterra farmers willcontinue to be part of the Tip Top story …” Jesus wept.
    poorly run business with to much debt always end up selling good assets at fire sale prices
    one step ahead of the herd

  5. #75
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    +++++ All Fonterra shareholders to!Management are a b####y disgrace

  6. #76
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    wonder how negotiations went on about Fonterra's other ice cream brand @ Kapiti,anyone know if there is any restraint of trade,if so it could well be an own goal

  7. #77
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    Quote Originally Posted by steveb View Post
    wonder how negotiations went on about Fonterra's other ice cream brand @ Kapiti,anyone know if there is any restraint of trade,if so it could well be an own goal
    kapiti looks to be part of the sale , news artle from reuters refers to kapiti and tip top , trumpet as the leading brands in the sale
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  8. #78
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    Quote Originally Posted by bull.... View Post
    kapiti looks to be part of the sale , news artle from reuters refers to kapiti and tip top , trumpet as the leading brands in the sale
    “We will also retain full global ownership of the Kāpiti brand and will be licencing its use for ice cream to Froneri. This means our popular Kāpiti cheese isn’t going anywhere.”
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #79
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    Quote Originally Posted by bull.... View Post
    kapiti looks to be part of the sale , news artle from reuters refers to kapiti and tip top , trumpet as the leading brands in the sale
    Quote Originally Posted by winner69 View Post
    “We will also retain full global ownership of the Kāpiti brand and will be licencing its use for ice cream to Froneri. This means our popular Kāpiti cheese isn’t going anywhere.”
    lol

    bulls dont make milk, they just make bullsh*t
    For clarity, nothing I say is advice....

  10. #80
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    Quote Originally Posted by peat View Post
    lol

    bulls dont make milk, they just make bullsh*t
    lol you obviously dont understand the pitfalls of licencing a brand. without knowing the contract they could include losing control of your product from production to packaging etc etc etc , the licence holder may never produce much of the product preferring to promote there brands instead. these are just a few.

    so technically they have sold the brand
    one step ahead of the herd

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