Dairy Chitchat 4, an udder new thread.

Things not going great for Kerry.

https://www.radiokerry.ie/news/kerry-group-announces-e300-million-share-buyback-programme-353273

Isn't the average age of a dairy farmer supplying Kerry in the mid 60"s obviously you have operations where the younger generation is on farm and waiting to take over but their has to be a good % of farms that will simply wind up and exit dairying due to retirement, is the 6% drop the alarm bells ringing its occuring pretty rapidly

I'm hearing lot of older dry stock farmers in one area gona put up their farms for lease next year, tide could turn very quickly

The above scenario only works in a situation like above where the land bounds dairy farms that have the scope and facilities to take on such blocks, the milk been lost where your 50-70 cow men exit won't be easily replaced especially with derogation issues after 2025, if it will even be renewed...

Another issue that's going under the radar just like banding was is teagasc doing the research for the department re what slurry is been produced per cow I reckon they'll up the storage needed by 20 plus % just to really put the boot into dairy farmers

Think you missunderstood. It is Kerry Group buying back their own shards to try to send a signal to the market to stop the share value slide.

They reap what the sow, arrogance coming back to bite them now.

That’s the way things have been going for a long time now and eventually it’ll probably be all large scale producers I can’t see the milk pool taking any large hit, we have 4/5 guys within less than 7/8km that will take any farm that comes up all milking large numbers, several with large income outside of dairy very hard to compete with them.

Would annoy you if you had to compete against them but they are model tenants wherever they take, turn places inside out.

You’ll have people stocking the milking platform as high as they can get away with too and using rented smaller farms as you call them for silage and possibly heifers if stocking rates allow. We have a very fragmented farm if land was ever to become available next to us it would make more sense to push numbers on and cut out all the dry cattle you’d probably have less work and more money in your pockets for it too.

Buying shares is no harm really. I bought them when starting and the last spinout just about paid for them.

Simple answer is it doesn't matter really to the majority of confinement systems in the EU, slurry is exported off-farm to meet the 170kgs/n rule, land availability is far more accessible and you haven't sky high rents in the main, Ireland and its grass based intensively stocked platform is a total outlier, compared to what 95% of dairy farms in Europe are at

front page of the comic doesn't make for pretty reading regarding the new rules being proposed by the Nitrates review committee...

There up to every trick in the book to get cow numbers down and its working who ever is comeing up with these new rules banding is a genius not one protest on banding and farmers fell for it.These measures dont cost a euro unlike the dairy retirement scheme that some heavy debted farms wudvlove

Stocking rate on milking platform will cone in if they can find a mechanism to police it.

This will mean slurry removal of the grazing platform.

Higher stocked farms are housed longer and don't necessarily excrete their numerical loading onto the platform.

Cows out by day/in by night might only spent 3 to 4 hkurs outside by day, with 20 hours slurry collected inside.

Calculations can be made around this as long a slurry is taken away from the platfkrm and maintain application under 500..