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14-02-2020, 11:28 AM
#421
 Originally Posted by bull....
true time is what is important to see what the effects of virus are , dont know if i would dive full in until this unknown is known.
Not quite sure I see a big virus impact on either production nor the sale of fresh fruit (though, demand might well increase), but yes - it certainly will be interesting to see how this years Australian harvest (quality and volume) looks like.
The effects of global warming including the extended Australian bush fire season might well require some adaptation for all fruit growers ...
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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14-02-2020, 11:53 AM
#422
Originally Posted by BlackPeter
Not quite sure I see a big virus impact on either production nor the sale of fresh fruit (though, demand might well increase), but yes - it certainly will be interesting to see how this years Australian harvest (quality and volume) looks like.
The effects of global warming including the extended Australian bush fire season might well require some adaptation for all fruit growers ...
virus have no effect on nz production , if the virus got worse it just be on being able to move the product to china or even around china therefore sales would be down in this market. guess they can just put it in storage what they cant export which i think a lot of exporters are already doing.
one step ahead of the herd
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14-02-2020, 01:31 PM
#423
Originally Posted by BlackPeter
it certainly will be interesting to see how this years Australian harvest (quality and volume) looks like.
A Victorian winemaker tells me that they have had rain at the right time and in the right amounts for grape growing - no problems from the drought or wildfires.
I don't know what that means for pears and kiwifruit production however but illustrates that Australia is a big place and not everywhere has been affected by the wildfires.
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17-02-2020, 09:56 AM
#424
NZ on high alert for stink bug invasion
https://www.stuff.co.nz/business/far...k-bug-invasion
probably concern for seeka and scales
one step ahead of the herd
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17-02-2020, 10:07 AM
#425
Originally Posted by bull....
Well, yes - but they say it took in Italy roughly 10 years for them to become a problem and apparently there is as well a natural enemy of these bugs which MAF already cleared for introduction.
The brown marmorated stinkbug originates from Asia, where its numbers are kept in check by predators such as the samurai wasp, which lays its eggs inside the eggs of the stinkbug. About the same size as an ant, and with none of the annoying habits of the common wasps that dominate our summer, the samurai wasp has approval for release in New Zealand if a stinkbug invasion should occur.
No need to panic yet  :
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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18-02-2020, 08:26 AM
#426
... somebody sold me yesterday some more for $4.25. Quite pleased.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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19-02-2020, 10:38 AM
#427
Last year the 12c March dividend was announced on the 21st Feb. This year's announcement is probably close.
Do you reckon there is any chance they will reduce or hold back the dividend because of the potential effect of Cobid-19?
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19-02-2020, 10:43 AM
#428
Originally Posted by Onion
Last year the 12c March dividend was announced on the 21st Feb. This year's announcement is probably close.
Do you reckon there is any chance they will reduce or hold back the dividend because of the potential effect of Cobid-19?
I don't think they would send such a panic signal to the market. I'm sure they are monitoring the situation as we ll as they can and will be dealing with it to the best of their ability
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19-02-2020, 10:56 AM
#429
Originally Posted by Onion
Last year the 12c March dividend was announced on the 21st Feb. This year's announcement is probably close.
Do you reckon there is any chance they will reduce or hold back the dividend because of the potential effect of Cobid-19?
Which effects would you think the virus might have on their business? Seeka is exporting into many countries, eating fresh fruit is highly recommended to improve anybody's immune system ... and the Chinese have said that they are going to prioritize processing perishable food at their ports ...
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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19-02-2020, 11:03 AM
#430
Originally Posted by BlackPeter
Which effects would you think the virus might have on their business? Seeka is exporting into many countries, eating fresh fruit is highly recommended to improve anybody's immune system ... and the Chinese have said that they are going to prioritize processing perishable food at their ports ...
Yes the Chinese have said that and I am sure that is their intention. But SEK is well aware of the risks this chaos in the Chinese infrastructure can cause, not only ports but also freighting from the ports to end users. It is a real business risk and China is a huge market for Kiwifruit. Luckily we have 2-3 months yet before shipping starts and hopefully things will be a lot clearer and better by then
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