Silver Ferm Farms

[Sideshow Bob]

Refrigerated ship used to get Taranaki beef to the USA, due to container shortage | Stuff.co.nz

Makes sense to work in together.

Expensive way to ship. Don't think much in the way of containers out of NP, but otherwise would have to go to Welly, AKL, Napier or Tauranga.

More cost, but balanced off cost of coldstorage (if any available), finance, cashflow, not servicing customers, not meeting contracts, changing market conditions etc.

[percy]

https://www.scoop.co.nz/stories/BU22...uring-2021.htm

[iceman]

Refrigerated ship used to get Taranaki beef to the USA, due to container shortage | Stuff.co.nz

Makes sense to work in together.

Expensive way to ship. Don't think much in the way of containers out of NP, but otherwise would have to go to Welly, AKL, Napier or Tauranga.

More cost, but balanced off cost of coldstorage (if any available), finance, cashflow, not servicing customers, not meeting contracts, changing market conditions etc.

The Talley´s don´t give up easy and never have. Always solutions focused. I´ve heard they have a number of ships working for them now and great to see they´ve got ANZCO & SFF onboard.

[Sideshow Bob]

Good volumes through yesterday, over 75,000 and $1.20 cleaned out. Back to $1.25 on the offer.

[iceman]

Good volumes through yesterday, over 75,000 and $1.20 cleaned out. Back to $1.25 on the offer.

Not much available on the sell side. Holders may be waiting & looking forward to the FY results in less than 2 months, including the big dividend announcement !! I certainly am looking forward to it.

[Sideshow Bob]

Not much available on the sell side. Holders may be waiting & looking forward to the FY results in less than 2 months, including the big dividend announcement !! I certainly am looking forward to it.

Careful Iceman. You'll get Percy (more) excited!!

[Sideshow Bob]

Closed the week at $1.25 with the sell side cleaned out…..

[percy]

Welcome to the new buyer at $1.30 wanting 20,000 shares.
Will he/she/it manage to attract a seller.?

[iceman]

The 3rd AFFCO arranged special charter vessel and the biggest so far, has just left Tauranga for California with 6,000t of beef from AFFCO, SFF and ANZCO and small quantities of lamb, worth $52 million.
Much of this shipment is destined for COSTCO.

Great to see the exporters working together like this to try and mitigate the shipping & export containers crisis.

[Sideshow Bob]

Welcome to the new buyer at $1.30 wanting 20,000 shares.
Will he/she/it manage to attract a seller.?

What? That might push the PE up to crazy levels of 4.....!!