Milk Price- Please read Mod note in post #1

kevthegaff

What would u do if u were milking in ireland dawg in terms of breed, fodder, approach?

kowtow

Dawggone wrote:

SFP to be paid out before end of summer.

That's the learjet wash taken care of then.

kowtow

mf240 wrote:

As long as you measure grass and don't roof the cubicles you can produce milk for free apparently.

That's old hat.

Grass roofed cubicles, Kevin Mc cloud eat your heart out.

kevthegaff

We could be relatively lucky, price hasn't fallen off a cliff at peak just yet, that with a not so strong euro is keeping us above water atm time will tell. Hopefully pressure on boards co ops will result from this crisis. Untouchable the last 10 years

Dawggone

mf240 wrote: »

If milk did fall to 12 cent it would get scarce very quickly.

The lower a commodity falls the higher it will rebound and the more sustained the peak.

Dawg give it a rest with the "ducking and diving" surely you have another cliché you could use, just to mix it up a bit?!?

Sorry MF. I suppose after 3 or more years it must get annoying...:)

I'm confident that milk would rebound quickly if it drops to 12/14cpl...I certainly wouldn't bet on milk returning to anything like the good old days though. Methinks that dairy/grains/meat are now in the same ballpark. Waaay too easy for the biggest milk producer in the world to turn on the taps.


Dairy reset.

Water John

Some of our milk processing guys fell into the same trap as Trade Union Reps.
Both fell fat and lazy under guaranteed systems.
When the supports were removed, they didn't have the skills to do the job.

kevthegaff

kowtow wrote: »

That's old hat.

Grass roofed cubicles, Kevin Mc cloud eat your heart out.

But you must get an architect..

kowtow

mahoney_j wrote:

At 12/14 no farmer milking cows currently will remain solvent or farming

How much per litre would you need to survive if land was 3k an acre and half your 400 acres was tillage?

mahoney_j

If milks drops to 20 and sub 20 for say a year how in the name of jaysus wil an Irish ,French fook it any dairy farmer survive .thevso called elite dairy farmers have prod costs of 23/24 cents not including own labour ,interest or debt repayment

Dawggone

kowtow wrote: »

That's the learjet wash taken care of then.

Sign of the times...I'd be ashamed to admit to being flown around the world in a Bombardier piece of muck...Boeing all the way!

Dawggone

mf240 wrote: »

As long as you measure grass and don't roof the cubicles you can produce milk for free apparently.

:) #grasstomilk.

kowtow

mf240 wrote:

The lower a commodity falls the higher it will rebound and the more sustained the peak.

I know what you are getting at but that's only true over a limited time frame, and given a static producer and consumer base, each of whom alter production and consumption according to price.

If I could guarantee that milk will exceed 40c at some point in the next five years or so the cme liquid milk futures curve would look very different.

Milked out

Dawggone wrote: »

mf240 wrote: »

If milk did fall to 12 cent it would get scarce very quickly.

The lower a commodity falls the higher it will rebound and the more sustained the peak.

Dawg give it a rest with the "ducking and diving" surely you have another clich you could use, just to mix it up a bit?!?

Sorry MF. I suppose after 3 or more years it must get annoying...:)

I'm confident that milk would rebound quickly if it drops to 12/14cpl...I certainly wouldn't bet on milk returning to anything like the good old days though. Methinks that dairy/grains/meat are now in the same ballpark. Waaay too easy for the biggest milk producer in the world to turn on the taps.


Dairy reset.

India? the sustained high prices for the last number of years are ironically to blame for this sustained trough. Production eventually caught up with demand and overshot massively just as demand slowed. This combined with China economy waning a bit, Russia doing what Russia do and the EUs response combined with the yanks being able to keep going for longer with cheap grain and oil and having learned and done something after 09. The yanks if I recall dropped off very fast in 09. Quota going here was only a small addition to the mess compared to the above.

Water John

Kev, the top table didn't look too discommoded at the DG AGM.
Just one day in the year to have to listen to the plebs.

kowtow

Dawggone wrote:

Sign of the times...I'd be ashamed to admit to being flown around the world in a Bombardier piece of muck...Boeing all the way!

The better Alpine airports are a little constrained for a G5...

Pacoa

India has a drought at the moment.

http://indianexpress.com/article/cities/pune/private-dairies-in-pune-report-dip-in-production-cooperatives-manage-to-cut-the-losses-2771860/

Dawggone

kevthegaff wrote: »

What would u do if u were milking in ireland dawg in terms of breed, fodder, approach?

That's a serious question that I've no answer to Kev. The industry is in the biggest shake up in the last 30 odd years. Easy to say the usual Teagasc/Coop/Ornua shyte...in respect to Mf240...dive and duck?

Apologies for being flippant. Can you give me some time to think on that and I'll post some scutter in a couple of days?

Dawggone

Pacoa wrote: »

India has a drought at the moment.

http://indianexpress.com/article/cities/pune/private-dairies-in-pune-report-dip-in-production-cooperatives-manage-to-cut-the-losses-2771860/

True. I've been watching it closely.

Dawggone

kowtow wrote: »

The better Alpine airports are a little constrained for a G5...

I hate skiing!!

kowtow

Dawggone wrote:

I hate skiing!!

Come for the skiing, stay for the banking.

Dawggone

Milked out wrote: »

India? the sustained high prices for the last number of years are ironically to blame for this sustained trough. Production eventually caught up with demand and overshot massively just as demand slowed. This combined with China economy waning a bit, Russia doing what Russia do and the EUs response combined with the yanks being able to keep going for longer with cheap grain and oil and having learned and done something after 09. The yanks if I recall dropped off very fast in 09. Quota going here was only a small addition to the mess compared to the above.

Commodity super cycle.


Back to reality now. Thank God.

Dawggone

kowtow wrote: »

Come for the skiing, stay for the banking.

Lol!

Amazing that the supposed poster boys of solidity have an economy based on banking gangsterism/cronyism...oozes morality

browned

https://theconversation.com/milk-price-cuts-reflect-the-reality-of-sweeping-changes-in-global-dairy-market-59251

Dawggone

kowtow wrote: »

I know what you are getting at but that's only true over a limited time frame, and given a static producer and consumer base, each of whom alter production and consumption according to price.

If I could guarantee that milk will exceed 40c at some point in the next five years or so the cme liquid milk futures curve would look very different.

+1. And you're being diplomatic...

kowtow

Dawggone wrote:

Amazing that the supposed poster boys of solidity have an economy based on banking gangsterism/cronyism...oozes morality

Complicated economy, Switzerland but very free and fair in general. Nowhere near as corrupt as Germany.

And actually very little money laundering, that niche was taken over by London, Dublin and Cyprus ages ago as soon as the one side fits all regulations were brought in.

Swiss bankers really do "know their clients" because they only have a couple of dozen each.

Dawggone

browned wrote: »

https://theconversation.com/milk-price-cuts-reflect-the-reality-of-sweeping-changes-in-global-dairy-market-59251

Dammit, they stole my catchphrase...dairy reset.

Water John

Guy with a herd nearby has just left in the AA Bull.
Some people may look to simply have some cash next spring.

whelan2

Water John wrote: »

Guy with a herd nearby has just left in the AA Bull.
Some people may look to simply have some cash next spring.

Mine going in on Thursday.

Dawggone

kowtow wrote: »

Swiss bankers really do "know their clients" because they only have a couple of dozen each.

...follow the money.

I have to say I like Switzerland, I dated a lovely lady from Bern many moons ago and lived there for a few months. I worked in a shop in one of their covered streets/sidewalks. Good memories.

Water John

If you don't need replacements for a year, why not.
Decent calves to drink cheap milk and sell at a few weeks or three months.
May suit those beef rearing contracts.