Dawggone wrote: » France dairy update. With milk price forecasted to slide downwards for the near future, there are many small herds being dispersed. So as I predicted the smaller producers are getting out...however those with the land and ambition are getting bigger. Funny how as all the small producers disappear the global milk production in France is rising. Up an estimated 4% last month. Not surprisingly a new milk powder plant has been opened (northern France) to supply the world market.
RightTurnClyde wrote: » Is that the N****e plant near Dijon. I have a buddy out there involved in the Pm of a baby powder plant to the east of Dijon. Ye all would have a right laugh if ye knew what country the unpackaged powder was coming to for bulking up and packaging when it gets up and running :)
Dawggone wrote: » Pray tell...?? No the powder plant was opened in Brittany.
alps wrote: » You're pussy footing John....who said it? We don't need to know the source
RightTurnClyde wrote: » Near Besancon, he's gone into it in boring detail, (kowtow would love him) with me, but it involves cheese, a byproduct, 20-30% of baby powder, and slapping a shamrock on the tin. Along those lines. I think that plant has 12-24 months to get up and running. Still at the yellow Tonkas stage.
Dawggone wrote: » The time has come to put an AOC on the shamrock and indeed Ireland. Kerry, Connemara etc are some way protected, but using the Irish image by way of local loopholes is abused to infinity...I suppose it's like 'inversion' and double Irish...prostitution.
freedominacup wrote: » AOC? Abuse of copyright?
delaval wrote: » I was wondering would it be a help if we posted our milk prices. I would hope that if someone is low that help could be given, on the other hand if high perhaps your tips could help us all. I would suggest posting your processors base inc Vat for comparison Post your Nett price for others to help or be helped I think that solids should be included. I suggest any seasonal/liquid contract price be excluded or seperated. I feel that we as farmers do a lot of bitching about processor prices and rightly so IMO. I also feel that we should not worry about it as we can do nothing about base price but we certainly do something about it at farm level. What do you all think?
browned wrote: » Supplier Carbery Base 24.73 Coop av 27.07 Price 34.98 Fat% 4.67 Pr% 3.71 Scc 195
Dawggone wrote: » Litres? Inc vat?
browned wrote: » 18 Litres OAD Including vat
Dawggone wrote: » OAD. I thought you were spring calving? Interesting...management decision due to weather, or, are you going down this route? If so, what kind/breed of cow? This has been niggling my brain for a while... Please share. Just to add. 33.4 pr 42.9 bf 5k tbc 94k scc 30.0 mu 33.4 litres I'm actually happy with that, even though Browned whups ass!
jaymla627 wrote: » Glanbia supplier wouldn't even of cleared 29 cent on March milk with same solids, seven cent difference is fair eye-opening
Water John wrote: » C4d, only 6 to go to get it down to 17 cent so for DG.
Water John wrote: » Well as some one else mentioned here, they seem to have a €90M hole, its one way of recovering it. With MSA where are people off to? Seems to be a battle each month between mangement and Board on the price.
C4d78 wrote: » People will simply EXIT dairy farming at that price. Can't be produced at anywhere close to that price so Dairygold will have more than a €90million hole to worry about if they attempt that. It'll never drop below 21/22 is my prediction. GDT moving right direction already. Numerous dairy farms being put up for sale every day in NZ. The correction has started. Admittedly it'll take time.
Water John wrote: » I really do hope the correction has started. My sympathy is with those families working hard and relying on the milk. What some processors are up to is a different story. The two driving on and downwards without thought for the producer are Glanbia and Dairygold. Each for different reasons. Glanbia, obviously to drive share price. The motivation or moving force within Dairygold is much more difficult to decipher. Very poor organisational culture, that has little or no respect for their shareholders is a characteristic of it. Maybe the clue is in the well financed pension within the organisation. Worth about the same as the company. Many seniors looking forward to a healthy and wealthy retirement. Other than that, I cannot fathom.
Dawggone wrote: » Kinda. Appellation d'origine contrôlée. Controlled designation of origin... Think Champagne and a host of French cheeses. Stick on an AoC and put a halt to the whoring. However when your government make a living from FDI that is built on such prostitution, it may be difficult...
jaymla627 wrote: » Very Intresting graph in annual report for 2015 that showed distribution of dairy expansion and by what % glanbia suppliers increased supplied.... Nearly 60% of increased milk supply came from suppliers who supplied from 1-30% more milk relative to 2014 with less then 10%of suppliers increasing supply over 50%.... It paints a picture at low milk prices/poor years weather wise that glanbia could see massive swings in milk supply as alot of guys in the 1-30% bracket will simply pull back feed to cows/dry off early /cull more cows, their drive to increase share price could backfire spectacular if their relying on year on year growth in milk supply so they can cream more money off expanding litres...... The pension scheme in glanbia isn't anything to be taken lightly either 128 million went on pensions in 2015 down from 170 million in 2014
C4d78 wrote: » People will simply EXIT dairy farming at that price. Can't be produced at anywhere close to that price so Dairygold will have more than a €90million hole to worry about if they attempt that. It'll never drop below 21/22 is my prediction.GDT moving right direction already. Numerous dairy farms being put up for sale every day in NZ. The correction has started. Admittedly it'll take time.
Timmaay wrote: » The USA who have increased more than the EU and NZs increase combined are showing no signs of taking the foot off the accelerator yet. Until there is a serious weather event that effects the corn yields I can't see any real correction.
MF290 wrote: » I think there was an article in the Farmers Journal a while back about a farmer whose land was on the edge of the Champagne producing region. There was talk of extending where it could be produced. His land was set to increase in value by an unbelievable amount if it went ahead. It was something along those lines anyway.
