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Thread: Fonterra

  1. #41
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    Quote Originally Posted by Dr_Who View Post
    Fonterra and other NZ entities have dairy farm interest in China and other parts of the world, so what reasons can we give the Chinese that they cant buy the farms in NZ? Abit hypocritical of us.

    Dr W..., Reason, NO ONE can buy land in China, you can lease it long term but the actual ownership stays with the Chinesse ala Hong Kong 1997 , makes a big difference when they EXPECTED to buy N Z farm land, now thats HYPOCRITICAL !!!

  2. #42
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    Doesn't sound to good and I hold a few.
    https://www.msn.com/en-nz/money/busi...cid=spartanntp
    A contingent liability of just $14m on their books, and a bill for $180m
    I hope their attention to detail, quality and quality systems is laser focussed going forward.

  3. #43
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    A HUGe ! award, Must not to have had a leg to stand on and are there others out there waiting to come out of the woodwork after this award ?
    Last edited by whatsup; 01-12-2017 at 01:43 PM. Reason: fat fing@r

  4. #44
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    Quote Originally Posted by whatsup View Post
    A HUGH award, Must not to have had a leg to stand on and are there others out there waiting to come out of the woodwork after this award ?
    Who is Hugh?

  5. #45
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    Hugh is a big man!

    Doesnt justice take so long sometimes that you think its never going to happen ?
    (Am I'm not saying this decision is correct or not, just saying it is the current legal status)

    I heard this fine is about 11 cps so not that massive. But more to the point of the company and its abilities to succeed.

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    What I can't figure out is why FSF is up 4c today !
    Wished I had been at home, may have sold.
    Outstanding.

  7. #47
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    Quote Originally Posted by peat View Post
    Hugh is a big man!

    Doesnt justice take so long sometimes that you think its never going to happen ?
    (Am I'm not saying this decision is correct or not, just saying it is the current legal status)

    I heard this fine is about 11 cps so not that massive. But more to the point of the company and its abilities to succeed.
    This was such a disorganised mess by Fonterra. In 2013 they went to AgResearch instead of their own labs or AsureQuality, and in the end one dead mouse at AgResearch sparked the recall. Very poor quality lab work by an unaccredited lab, and in any case they should have expanded the tests before coming to any conclusion.

    Hopefully they have much better systems in place now, at Fonterra.

    http://www.nzherald.co.nz/business/n...ectid=11120976

  8. #48
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    Quote Originally Posted by RTM View Post
    What I can't figure out is why FSF is up 4c today !
    Wished I had been at home, may have sold.
    Outstanding.
    Punters know what they up for now so brings certainty about the future ....relief

    Reduces this years divie but doesn’t affect future years

    Will reported as an abnormal item ...normalised still looking pretty good
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  9. #49
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    Quote Originally Posted by RTM View Post
    What I can't figure out is why FSF is up 4c today !
    Wished I had been at home, may have sold.
    Outstanding.
    RIM, a very good out come the judgement could have been much more ie $500 PLUS !!

  10. #50
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    Whatsup and Winner, lucky I wasn’t home then!
    Thanks.

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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.

  12. #52
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    Has anybody recently worked out the Enterprise value and EBITA of fonterra? if so please post. thanks

  13. #53
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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.

  15. #55
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    another disaster result , when they going to split the company up , retain control and list the value proposition.
    bull
    One step ahead of the herd

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    Quote Originally Posted by bull.... View Post
    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.

  17. #57
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    Quote Originally Posted by macduffy View Post
    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
    bull
    One step ahead of the herd

  18. #58
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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
    bull
    One step ahead of the herd

  19. #59
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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.
    bull
    One step ahead of the herd

  20. #60
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    Quote Originally Posted by bull.... View Post
    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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