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Fonterra still really strong though, they can make this up with some positive stream returns (although unlikely) or the expected growth in the Chinese milk formula market (lots of brands won't be able to be sold as at 1/1/18).
Low production from a potential drought is probably more financially ruining than this claim.
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Has anybody recently worked out the Enterprise value and EBITA of fonterra? if so please post. thanks
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Just read about a re-call of French baby formula products in a foreign newspaper. A world-wide recall; actual salmonella found in the product. Can't be bad for Fonterra.
https://www.ad.nl/binnenland/babymel...vaar~ad02b802/
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If you were wanting to capitalize on NZs clean green brand is this what you would be announcing to the world? link
Obviously this is why am not some high flying CEO - I am just not clever enough.
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another disaster result , when they going to split the company up , retain control and list the value proposition.
one step ahead of the herd
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Originally Posted by bull....
another disaster result , when they going to split the company up , retain control and list the value proposition.
I wouldn't hold my breath, bull. As we know, Fonterra's a co-operative and it's all about maximising the milk payout to the owners.
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Originally Posted by macduffy
I wouldn't hold my breath, bull. As we know, Fonterra's a co-operative and it's all about maximising the milk payout to the owners.
farmers could make more money if structured right ... no brains
one step ahead of the herd
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this is bad news for fonterra
kelloggs will also stop using all dairy ingredients, including cheese, lactose, whey and milk powder in its recipes.
https://www.marketwatch.com/story/kelloggs-owned-veggie-burger-brand-morningstar-farms-to-go-all-vegan-by-2021-2019-03-04
the future is unfolding and its all bad news for fonterra and there commodity model
one step ahead of the herd
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Hurrell has said the Fonterra's underlying performance isn't where it needs to be, with challenges in the Australian ingredients, and Asian foodservice units. A fundamental change in direction is needed to realise Fonterra's potential, he said.
http://www.sharechat.co.nz/article/45e9f04c/judith-swales-tasked-with-running-fonterra-s-consumer-and-food-service-unit.html
be good if that means splitting the business into high value / commodity and listing the high value while retaining control. hate to think it means selling the high value. just been looking at dean foods in the US and all the problems they aare having because they concentrate mainly on milk.
one step ahead of the herd
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Originally Posted by bull....
Hurrell has said the Fonterra's underlying performance isn't where it needs to be, with challenges in the Australian ingredients, and Asian foodservice units. A fundamental change in direction is needed to realise Fonterra's potential, he said.
http://www.sharechat.co.nz/article/45e9f04c/judith-swales-tasked-with-running-fonterra-s-consumer-and-food-service-unit.html
be good if that means splitting the business into high value / commodity and listing the high value while retaining control. hate to think it means selling the high value. just been looking at dean foods in the US and all the problems they aare having because they concentrate mainly on milk.
Fonterra are in the classic 'stuck in the middle' in terms of their strategic position. They aren't a commodity lowest cost operator (Open Country), they aren't an niche player (Tatua), not an added value operator (Synlait) and not vertically integrated with ownership in market (ie Chinese companies). They are trying to be all of these things, and floundering...….Hurrell has to try to turn around the Titanic, with no easy answers.
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