Milk Price- Please read Mod note in post #1

kowtow · 01-10-2015 03:17PM

yosemitesam1 wrote: »

I think its based on gm yeast, presumably it could be bred to runoff anything, corn grass possibly any biomass as long as its balanced out for energy and protein. It'd be interesting to compare the rate of genetic gain in cows vs yeast/bacteria

Could be an interesting situation if we can drink GM milk but we can't feed cows GM crops...

not that I am in favour of either, but it strikes me the industry is losing the run of itself.

atlantic mist · 01-10-2015 04:23PM

muu fri milk from the research they previously done their product didnt come close to our dairy produce they couldnt get the flavor wouldnt be in the slightest bit worried about it they have it close to usa liquid milk which is as close to water as you can get, didnt know they started researching here, tell em nothing:)

a lot of people are dairy free so im sure it would help, i think its the bulk indoor intensively fed animals milk which predominately effects people who are dairy free and yes we do process our milk all together high intensive systems and grass fed, alot of people have allergies to soya and wheat/gluten and what the cow eats does come throu in the milk

That how i c us differentiating ourselves in the future look at gluten free oats they command a higher premium, hormone free and not intensively fed animals otherwise were just selling the same as everyone else were all ready half way there

kowtow · 01-10-2015 06:00PM

atlantic mist wrote: »

..

a lot of people are dairy free so im sure it would help, i think its the bulk indoor intensively fed animals milk which predominately effects people who are dairy free and yes we do process our milk all together high intensive systems and grass fed, alot of people have allergies to soya and wheat/gluten and what the cow eats does come throu in the milk

That how i c us differentiating ourselves in the future look at gluten free oats they command a higher premium, hormone free and not intensively fed animals otherwise were just selling the same as everyone else were all ready half way there

How much of that differentiation is a factor of processing (presumably gluten free????) and how much at the farm (hormone free / not intensive etc. presumably)?

In Ireland we are so well set up - theoretically - to produce a product which really is in tune with a growing section of premium world demand, we have the landscape, the (true) small family farms, the right international profile...

and yet the frustration is that we are hobbled by the need to supply global markets, and by an industrial political / corporate approach to these markets which (while totally understandable) is a whole generation behind in it's thinking.

These mad scientists - as much as I am revolted by their proposed product - have an innovative, newsworthy, exciting approach and are free to pursue it for all the good or bad that will come of it.

While we are left fighting away in a milk market which may well pay little or nothing in the form of wages for some years to come - and, as if that weren't bad enough, paying for processing plants and infrastructure which - even if they do find successful customers - don't really seem to be in tune with the farming landscape in which we all operate.

The endless - and interesting - threads here in recent weeks have, I think, demonstrated that we are not New Zealand (something which we might yet be very grateful for) and that we are not the UK, Germany, or Holland either. Notwithstanding that, none of us are going to be here indefinitely if we can't find a business plan & a processing structure which really does capture the value of Irish dairy at the farm and deliver it to export customers who are prepared to pay a premium for it - not just in high price years, but in every year - because it is a premium product.

I can't see it happening though while we have politicians - and I include easily flattered leaders of industry bodies as well as the those in the Dail - who tell us we must bend-over and take what the global commodity markets dish out, and finance the corporates who choose to come here while we are at it.

Panch18 · 01-10-2015 09:44PM

So let me try to get this thread straight in my head

Some are complaining our Coops are s**t, 1 in particular, and should be paying more - but then we are told we are paying more than the Germans (the **** coop even!!)

Some are complaining that they have to buy shares in a Coop but yet they want to supply milk to that Coop as if the infrastructure grew like mushrooms and ignoring the fact that should there be another spin out then they'll make themselves a tidy sum of money???

Some don't want the coops to support milk price as they feel they are being conned - I'm not sure if these same people are complaining that Coops are not paying enough for milk??

Some are saying that we're not the most efficient or cheapest producers that the Dutch and English would teach us a lesson - despite the fact that nearly half of English dairy farmers would exit the industry in a heartbeat (and actively want to) and nearly every Dutch farmer is up to his eyeballs in debt. So now I'm not sure if Irish dairy farmers are **** or great??

Now I'm seeing that they can produce my liquid white gold in a lab and that I might as well pack it all in???

confused.com

keep going · 01-10-2015 11:35PM

Theres alot of mornings when synthetic milk sounds very attractive,

Dawggone · 02-10-2015 12:01AM

Sorry but too tired to keep up with the thread...

Anyhow a few Coop's starting to fly a kite...35cpl for five years fixed. The nub is that you would have to reduce production so that the processor wouldn't have to sell into GDT...

Discuss....

Innovative or quota or shyte?

kowtow · 02-10-2015 12:06AM

Dawggone wrote:

Anyhow a few Coop's starting to fly a kite...35cpl for five years fixed. The nub is that you would have to reduce production so that the processor wouldn't have to sell into GDT...

Implication is that not signing would cost you..

Co - op contracts all milk it can sell at full value, pays spot for anything else.

Would they let you contract some and take chance with the balance?

Dawggone · 02-10-2015 12:19AM

kowtow wrote: »

Implication is that not signing would cost you..

Co - op contracts all milk it can sell at full value, pays spot for anything else.

Would they let you contract some and take chance with the balance?

I don't know details Kowtow...

Got a text msg last night saying that price from now 'till dec 31 base price will be 31cpl plus vat. Happy enough with that considering...

keep going · 02-10-2015 12:20AM

Must confess since kowtow come on the scene im a little out of my dept so just to bring it back to basics, at what price would you close up shop and stop milking.

Dawggone · 02-10-2015 12:28AM

keep going wrote: »

Must confess since kowtow come on the scene im a little out of my dept so just to bring it back to basics, at what price would you close up shop and stop milking.

I thought that the message coming out of Ireland (New Zeland!) was "We will produce no matter what!" . What's this quare talk of quitting? Shoulder to the wheel... One trick pony...Pull on the green jersey.

Jeez get with it man!

kowtow · 02-10-2015 12:40AM

keep going wrote:

Must confess since kowtow come on the scene im a little out of my dept so just to bring it back to basics, at what price would you close up shop and stop milking.

Good question.

If price stuck 25 to 30 for five years how would people feel?

Dawggone · 02-10-2015 12:54AM

I know that if price goes below 27cpl for a prolonged period I'll pull the plug.

See I have the option ( and skill set) to change track. Do ye?

alps · 02-10-2015 12:58AM

kowtow wrote: »

Good question.

If price stuck 25 to 30 for five years how would people feel?

Genuinely. ..Out..

Target 35c for a standard of living that is easily achieved from leasing out and taking a job....would it really be fair to the family to try subsistence farming at 25c long term..
But we're not there...surely many will average 32/33 for this year as it is...predict next year will average the same with a decent back end, and we'll have money spare in 2017...

WheatenBriar · 02-10-2015 07:18AM

Dawggone wrote: »

I know that if price goes below 27cpl for a prolonged period I'll pull the plug.

See I have the option ( and skill set) to change track. Do ye?

Well everybody does have the skillset to google a few good auctioneers
But if everyone did that, land price would be like the glanbia shares at the moment...down down down

rangler1 · 02-10-2015 07:29AM

What's all this talk of giving up

http://thefarmingforum.co.uk/index.php?attachments/imageuploadedbythe-farming-forum1443375712-662633-jpg.213120/

keep going · 02-10-2015 07:41AM

Just thinking this morning the biggest effect of this synthetic milk if it takes off is to bri g down the banks in nearly every country in the world:-)

keep going · 02-10-2015 07:44AM

Just thinking this morning the biggest effect of this synthetic milk if it takes off is to bri g down the banks in nearly every country in the world:-)

kowtow · 02-10-2015 08:28AM

Dawggone wrote:

See I have the option ( and skill set) to change track. Do ye?

Nope.

I'm going down with my girls.

I will be leaving my children a cave of aging cheddar. If they have the ingenuity to get â‚¬100 / kg for it they deserve it.

kevthegaff · 02-10-2015 09:42AM

Im putting on the green jersey, upping numbers, buying a holy mother of a zero grazer and pumping out milk till im drowned in it!

WheatenBriar · 02-10-2015 10:27AM

By the way
Anyone with a clear workable plan ahead,who is resourced and unconcerned about opportunity costs from not going down other avenues and above nearly all enjoys what the do should and I'd be confident can continue in this business,thats probably the majority of us, I wouldn't want any mis understanding about my posts on that if you get me?

That does not stop us calling all the bull**** though.

On another subject I said a while back I thought there's another 6 or 7 euros growth in the glanbia shares
Ordinarily there should be,but two things are backfiring
The general stock market is trending down and likely to continue that way
Also farmers are selling like mad(not surprising this time) which is putting more down ward pressure on them
Stockbroker friends of mine agree with what one of you stated in pm to me,that they could well tumble back to €12

keep going · 02-10-2015 10:42AM

Dawggone wrote: »

I know that if price goes below 27cpl for a prolonged period I'll pull the plug.

See I have the option ( and skill set) to change track. Do ye?

Probaly have no problem ggetting work but not sure it would be good e ough to sustain our repayments

kowtow · 02-10-2015 10:52AM

WheatenBriar wrote: »

On another subject I said a while back I thought there's another 6 or 7 euros growth in the glanbia shares
Ordinarily there should be,but two things are backfiring
The general stock market is trending down and likely to continue that way
Also farmers are selling like mad(not surprising this time) which is putting more down ward pressure on them
Stockbroker friends of mine agree with what one of you stated in pm to me,that they could well tumble back to €12

What is the current buy in price for Glanbia / Co-op shares? according to agriland it is a fraction of the implied asset value of the co-op (i.e. the remaining PLC holding...)

If the PLC shares fall, which is not an unreasonable expectation, then it might turn out to be quite a big fraction.

Also - difficult without looking at the figures and the commercial arrangements - but it might be that when trying to establish the true underlying value of the co-op you really should reduce the carrying value of the PLC shares on the co-ops books by the agreed price of the GIIL buyout (5 x EBITDA?)

WheatenBriar · 02-10-2015 11:32AM

They're a fiver to buy and the sellers also gets a fiver

kowtow · 02-10-2015 11:41AM

WheatenBriar wrote: »

They're a fiver to buy and the sellers also gets a fiver

With commission like that the co-op is never going to make it as a stock broker!

Timmaay · 02-10-2015 11:42AM

kowtow wrote: »

Good question.

If price stuck 25 to 30 for five years how would people feel?

I certainly didn't do all my years of engineering in college to come home and earn 20k/yr (our sfp basically), hard question to answer on how long I'd actually stick things out at say 25 cent ha, I'd probably stick it out part time as long as my dad is still able to look after everything. Worst case I'd be either renting the place out on a long term lease, or if it paid set the place to tillage.

Sam Kade · 02-10-2015 11:57AM

Timmaay wrote: »

I certainly didn't do all my years of engineering in college to come home and earn 20k/yr (our sfp basically), hard question to answer on how long I'd actually stick things out at say 25 cent ha, I'd probably stick it out part time as long as my dad is still able to look after everything. Worst case I'd be either renting the place out on a long term lease, or if it paid set the place to tillage.

You're really going to stick it out

frazzledhome · 02-10-2015 01:38PM

https://twitter.com/icos_bxl/status/649925117007556608

Coops not subbing milk, eh?

Think I mentioned that exact figure a few posts back

kowtow · 02-10-2015 02:17PM

frazzledhome wrote: »

https://twitter.com/icos_bxl/status/649925117007556608

Coops not subbing milk, eh?

Think I mentioned that exact figure a few posts back

What did the various co-ops reserves (liquid) look like in the last accounts?

frazzledhome · 02-10-2015 04:10PM

Dawggone wrote: »

I know that if price goes below 27cpl for a prolonged period I'll pull the plug.

See I have the option ( and skill set) to change track. Do ye?

That's a really good question. I honestly can't answer that. I'd like to think my experience in business to date and the fact that I've travelled and worked at other things would stand to me.

That said, a former boss told me I was unemployable;)

frazzledhome · 02-10-2015 04:17PM

Dawggone wrote: »

Sorry but too tired to keep up with the thread...

Anyhow a few Coop's starting to fly a kite...35cpl for five years fixed. The nub is that you would have to reduce production so that the processor wouldn't have to sell into GDT...

Discuss....

Innovative or quota or shyte?

It's quota in another guise. Spoke to someNorthern French farmers recently who reported something similar. They were talking about 1 price for 80% of their former quota 1 lower for the next 20% and a really shyte price for anything above this.

I'm actually meeting a group on Friday from France and must quiz them.From what I read here I thought it was all added value and rosey gardens in France, seems not

Milk Price- Please read Mod note in post #1

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