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Thread: Fonterra

  1. #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

  2. #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
    bull

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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.”
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  4. #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....

  5. #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
    bull

  6. #81
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    Quote Originally Posted by bull.... View Post
    l

    so technically they have sold the brand
    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.

  7. #82
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    surely if they have licensed the brand,Fonterra would have a performance clause in the agreement?

  8. #83
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    Quote Originally Posted by minimoke View Post
    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
    bull

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    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!


  10. #85
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    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
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  11. #86
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    Quote Originally Posted by winner69 View Post
    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.
    bull

  12. #87
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    hitting new lows
    bull

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    Quote Originally Posted by bull.... View Post
    hitting new lows
    I think it will be many a year before the listed Fonterra units have a meaningful future, for that to happen the co-op model has to be revamped and only 80% of the milk solid returns to be paid to the suppliers, but that wont happen !!!

  14. #89
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    While commentators have rightly given Fonterror a good kicking for their China investment debacle they have not discussed an important lesson to be learned.

    Investing in China is hard. There are too many angry tigers hiding in the bamboo waiting to pounce and drag you down. With the recent inward looking change in Chinese politics the situation is likely to get worse.

    When deciding whether to invest in China and being told tales of a zillion Chinese waiting to buy your product the correct response for directors is to say "yeah nah".

    Boop boop de do
    Marilyn
    Diamonds are a girls best friend.

  15. #90
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    Quote Originally Posted by Marilyn Munroe View Post
    While commentators have rightly given Fonterror a good kicking for their China investment debacle they have not discussed an important lesson to be learned.

    Investing in China is hard. There are too many angry tigers hiding in the bamboo waiting to pounce and drag you down. With the recent inward looking change in Chinese politics the situation is likely to get worse.

    When deciding whether to invest in China and being told tales of a zillion Chinese waiting to buy your product the correct response for directors is to say "yeah nah".

    Boop boop de do
    Marilyn

    Yeh, case of "believe nothing of what you hear and half of what you see ", imho.

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