sharetrader
Page 7 of 32 FirstFirst ... 3456789101117 ... LastLast
Results 61 to 70 of 317

Thread: FSF - Fonterra

  1. #61
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    still confused on there strategy? except the part about we must reduce our debt
    one step ahead of the herd

  2. #62
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    21,480

    Default

    Quote Originally Posted by bull.... View Post
    still confused on there strategy? except the part about we must reduce our debt
    Yup.

    'Portfolio review' - buzz words for asset sales to reduce debts (forced usually by banks) and for getting rid of all the bad investments made by Fonterra and booking hundreds of millions of losses as they are gotten rid off, with accumulated losses on investments now well in excess of $1 billion! Latest being the $126m to be written off on the sale on Inlaca.

    'Getting back to basics' - buzz words for running out of ideas so best to concentrate on milking cows and New Zealanders!

    Can be sure in 5 years' time that Fonterra will be back with a 'new' strategy of getting into consumer end products to enhance margins - back to the future!

  3. #63
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    Quote Originally Posted by Balance View Post
    Yup.

    'Portfolio review' - buzz words for asset sales to reduce debts (forced usually by banks) and for getting rid of all the bad investments made by Fonterra and booking hundreds of millions of losses as they are gotten rid off, with accumulated losses on investments now well in excess of $1 billion! Latest being the $126m to be written off on the sale on Inlaca.

    'Getting back to basics' - buzz words for running out of ideas so best to concentrate on milking cows and New Zealanders!

    Can be sure in 5 years' time that Fonterra will be back with a 'new' strategy of getting into consumer end products to enhance margins - back to the future!
    totally another fbu here
    one step ahead of the herd

  4. #64
    Senior Member
    Join Date
    Jan 2016
    Location
    LA/ChCh/AKL
    Posts
    1,231

    Default

    Worse than a mixed result imho

  5. #65
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    ceo just on cnbc all they talked about was pretty much debt reduction , so there strategy is debt reduction lol for this yr maybe next yr ? really a company going backwards for the fore seeable future i see.
    one step ahead of the herd

  6. #66
    Guru
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    4,854

    Default

    Debt reduction also means a cull out of head office. Wait for another wave on ex-Fonterra execs to float out of HQ with a golden handshake....

  7. #67
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    fundamentally the company is flawed , with there structure. if floated some of the business they could reduce debt. lol obviously difficult for them farmers to understand
    one step ahead of the herd

  8. #68
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    Patience needed for Fonterra's streamlining, says FNZC


    http://www.scoop.co.nz/stories/BU190...-says-fnzc.htm

    lol i dont know how much time is needed but the world is changing quickly and fonterra and its old dinosaurs who only see milking cows as the future are on a path to oblivion.

    Meanwhile, reduced demand for cow’s milk and falling prices led to the closure of 1,000 dairy farms in the UK between 2013 and 2016. Milk’s reputation as a healthy food is under threat from anxieties about bovine antibiotics, animal cruelty and the industry’s environmental impact, as well as increased diagnosis of lactose intolerance. Teenagers now consider cow’s milk less healthy than plant milk alternatives,

    White gold: the unstoppable rise of alternative milks


    https://www.theguardian.com/news/201...-coconut-plant


    also the rise of plant based meats disrupting the meat industry.
    one step ahead of the herd

  9. #69
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    https://www.nzherald.co.nz/business/...ectid=12218552

    yrs ago people were in up roar about farm land being brought up by foreigners , we dont want to be peasants on our land they said. now foreigners have become more crafty ( smarter than us lol ) they instead buy up businesses so badly run and debt ridden (seems this is a big problem in nz) they have no choice but to sell. guess what people you still end up being peasants on your land one day as business owners will dictate the price you receive.

    https://www.nzherald.co.nz/business/...ectid=12218559

    i see a smart strategy at play from competitors ( probably fantasy lol ) strategy says competition is big company reliant on 1 big customer , take out the smaller operators and set up new businesses , set up your supply chains. 1 day restrict supply of your big competition while your champions continue to supply, capture market share from big competition unable to sell all goods because you can. eventually you will control the market.
    or alternative just watch them self destruct lol and take supply
    Last edited by bull....; 03-04-2019 at 05:08 AM.
    one step ahead of the herd

  10. #70
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    another dairy company on the verge of biting the dust

    Investors are betting there’s no easy fix for Dean Foods Co., with the top U.S. dairy company’s bonds sinking deeper into distressed territory amid a long-term decline in American milk demand.

    https://www.bloomberg.com/news/artic...d=premium-asia



    Brian Gaynor: Should Fonterra list before it's too late?

    https://www.nzherald.co.nz/business/...ectid=12219775

    farmers cant see past the milk return so i doubt it , even listing and owning majority control they still dont get that either
    one step ahead of the herd

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •