Dairy Chitchat 3

freedominacup

Gawddawggonnit wrote: »

Jesus wept.

OPM dawg.

Gawddawggonnit

freedominacup wrote: »

OPM dawg.

Exactly.
Christ above it must lovely to be spending OPM with zero repercussions!

jaymla627

freedominacup wrote: »

They spent, from memory, €100 million plus on an American brand with a significant online presence about 2/3 years ago to boost online sales for sports nutrition products as that was becoming a/the major route to market for these products. By last autumn the majority of their online sales were through Amazon with Amazon taking 15% straight off the top. There's your external factors and skyrocketing selling and distribution costs. I wouldn't mind betting the same genius drove the purchase of that company and the change to Amazon. Probably got two significant pay rises for coming up with both notions.

Edit. There's no wonder that share price has tanked. Stock market doesn't reward stupidity. Time for our directors to start looking for some heads. All we want from glanbia plc now is dividends and share price rises. Very easy metric to measure. Anyone not delivering, out.

Their race is run now unless they have a dramatic market turnaround, can’t see them been able to raise massive amounts of capital to keep funding buying up companies to inflate earnings etc on the back of a tanking share price, they have been found out big time it was always just a matter to time to be fair

jaymla627

visatorro wrote: »

What were they?

Was up past 18 euro in March didn’t think the drop had been so severe till I looked it up

whelan2

jaymla627 wrote: »

Was up past 18 euro in March didn’t think the drop had been so severe till I looked it up

They were 14 euro yesterday .....

Mortelaro

visatorro wrote: »

What were they?

They are down about 8 euros since the last spin out and creation of glanbia Ireland
That's approaching a 50% drop

The problem is accountability
60% of the shares via farmers themselves and the CoOp are farmer owned
Directors are shared ,and chair persons
No one to shout what the fUck at the management
Management still get huge bonuses
In any other company, there'd be calls for sackings long ago and/or the company would be bought out
The fear of the latter doesn't exist in Glanbia
The fear of no bonuses doesn't either
Both are the chief tools in the box to whip management ass into shape to at least be able to see their competitors exhaust fumes in the distance
Ultimately that's the farmers fault

whelan2

whelan2 wrote: »

They were 14 euro yesterday .....

Under 11 euro now. The lowest they have been since 2014

freedominacup

.

straight

freedominacup wrote: »

.

Just press the follow/unfollow in the top left of the screen.

JeffKenna

You'd wonder what will happen to the share price if they miss earning targets for the full year after reducing them yesterday. Unless there is a significant margin recovery I can't see them doing it. (hitting the new target).

Mortelaro

That share price drop has serious implications for Glanbia's ability to raise funds
The value of the company on which they'd borrow or raise funds in other ways but still borrowings has literally near halved

It'll make for an interesting time if they decide their only course to fund anything is to go back to the poor old Co OP members to sell them something they already own again...

whelan2

So I take it we'll have a drop in milk price this month so.....

Water John

Do they own a % of Ornua? They will be delighted with the Dairygold motion to cash it in.

straight

whelan2 wrote: »

So I take it we'll have a drop in milk price this month so.....

That'll depend on what the co-op cartel decides.

Water John

Not sure about it's purchase decisions. I remember reading that buying Slim Fast was the purchase of falling retail model. Someone was delighted to offload it. Unilever had lost its shirt on it previously.

jaymla627

Mortelaro wrote: »

They are down about 8 euros since the last spin out and creation of glanbia Ireland
That's approaching a 50% drop

The problem is accountability
60% of the shares via farmers themselves and the CoOp are farmer owned
Directors are shared ,and chair persons
No one to shout what the fUck at the management
Management still get huge bonuses
In any other company, there'd be calls for sackings long ago and/or the company would be bought out
The fear of the latter doesn't exist in Glanbia
The fear of no bonuses doesn't either
Both are the chief tools in the box to whip management ass into shape to at least be able to see their competitors exhaust fumes in the distance
Ultimately that's the farmers fault

Would love to know if the board/higher management are off-loading shares they
have pocketed in anticipation of a total collapse, ever since the China baby powder/belview story that they sold us and its total failure to deliver on a increased milk price it was pretty easy to see through them to be honest....
Got into a fairly heated argument with Mr.Keane one night at a local meeting a few years ago when I asked some sticky questions and called him out on lies he was trying to fob us off with, he ended the conversation with a remark about my intelligence and reading ability, when a man like that is looking after the supposed interests of ourselves you know the game is up

whelan2

jaymla627 wrote: »

Would love to know if the board/higher management are off-loading shares they
have pocketed in anticipation of a total collapse, ever since the China baby powder/belview story that they sold us and its total failure to deliver on a increased milk price it was pretty easy to see through them to be honest....
Got into a fairly heated argument with Mr.Keane one night at a local meeting a few years ago when I asked some sticky questions and called him out on lies he was trying to fob us off with, he ended the conversation with a remark about my intelligence and reading ability, when a man like that is looking after the supposed interests of ourselves you know the game is up

We were told we were sabotaging Glanbias future development a few years ago . Ffs we saved farmers from themselves on that terrible first deal they had out years ago.

Mortelaro

jaymla627 wrote: »

Would love to know if the board/higher management are off-loading shares they
have pocketed in anticipation of a total collapse, ever since the China baby powder/belview story that they sold us and its total failure to deliver on a increased milk price it was pretty easy to see through them to be honest....
Got into a fairly heated argument with Mr.Keane one night at a local meeting a few years ago when I asked some sticky questions and called him out on lies he was trying to fob us off with, he ended the conversation with a remark about my intelligence and reading ability, when a man like that is looking after the supposed interests of ourselves you know the game is up

That would be insider trading and is illegal

Water John

Yeah Whelan and it doubled in value in a short time.

Castlekeeper

Suckling cow.

I've a pair of cow's that have started suckling, a bunch of them started it as heifers a few years back and I put the plastic nosepieces on them and never heard from them again until this week.
So when I finally caught the culprit I put a new nosepiece on her, that worked for one day, then I put screws through the nosepieces both ways to cover the flick up, that worked for another day only.
The problem I think is that the donor cow is fond of it now and is probably arseing up to the sicker and letting down. I've them separated but that's not a long term option.
Any tips?

whelan2

Castlekeeper wrote: »

Suckling cow.

I've a pair of cow's that have started suckling, a bunch of them started it as heifers a few years back and I put the plastic nosepieces on them and never heard from them again until this week.
So when I finally caught the culprit I put a new nosepiece on her, that worked for one day, then I put screws through the nosepieces both ways to cover the flick up, that worked for another day only.
The problem I think is that the donor cow is fond of it now and is probably arseing up to the sicker and letting down. I've them separated but that's not a long term option.
Any tips?

Buy the anti sucking devices, with the spikes 2 of them each and put one each way in each of them. They are around 6.50 each

whelan2

Learnt a lesson here recently. Was cutting corners as I had a lot on. Stopped teat spraying cows. Scc was around 100. Gradually crept up. 3 cases of mastitis. Scc went to 320. Back teat spraying and scc back to 125

kerry cow

Castlekeeper wrote:

Suckling cow.

if you have a cow box and a local mart , away with you and when you get home every day put a fiver in the holiday kitty because that bitch is robbing you .

straight

https://m.independent.ie/business/farming/dairy/theres-still-room-for-the-50cow-farm-says-teagasc-38270600.html

Water John

Better spread that new message about 50/60 cow herds being viable and profitable. All the young lads coming out of ag colleges think anything less than 2/300 cows is a waste of time.

These lads seem to be thinking of an new/old idea too. A milking cow that can produce a good beef calf.
https://www.agriland.ie/farming-news/dairy-focus-thinking-outside-the-box-in-co-kilkenny/

whelan2

Almost 19000 herds with 10-19 cows in 2018. That's a lot of small herds

Gawddawggonnit

straight wrote: »

https://m.independent.ie/business/farming/dairy/theres-still-room-for-the-50cow-farm-says-teagasc-38270600.html

Would you look at that!!
Teagasc have just solved the beef crisis...often the solution is staring you straight in the face!
(Teagasc solution!).


Is there any chance they’d change the fcukin record?

Base price

whelan2 wrote: »

Almost 19000 herds with 10-19 cows in 2018. That's a lot of small herds

Most of the dairy farmers around here are less than 50 cow herds with a few under 20 and the majority of them would be over 60 years of age.

awaywithyou

whelan2 wrote: »

Almost 19000 herds with 10-19 cows in 2018. That's a lot of small herds

ah i think that mite be the no. of cows in herds that have 10-19 cows rather than the no. of herds with 10-19 ccows... but i could b wrong

tabby aspreme

straight wrote: »

https://m.independent.ie/business/farming/dairy/theres-still-room-for-the-50cow-farm-says-teagasc-38270600.html

According to that research there are 10 more dairy herds in kildare since 2010, there are that many within a 5 mile radius of where I live.

straight

tabby aspreme wrote: »

According to that research there are 10 more dairy herds in kildare since 2010, there are that many within a 5 mile radius of where I live.

But how many have shut down. First time I've seen it acknowledged that there are less dairy farms in the country now. All the commentary is generally on new entrants.

jaymla627

Water John wrote: »

Better spread that new message about 50/60 cow herds being viable and profitable. All the young lads coming out of ag colleges think anything less than 2/300 cows is a waste of time.

These lads seem to be thinking of an new/old idea too. A milking cow that can produce a good beef calf.
https://www.agriland.ie/farming-news/dairy-focus-thinking-outside-the-box-in-co-kilkenny/

If the figures quoted are correct re production them heifers are in the top 1% in the world for production having looked at the pictures I just can’t see them being 50 liter 800kgs plus milk solids animals

straight

awaywithyou wrote: »

ah i think that mite be the no. of cows in herds that have 10-19 cows rather than the no. of herds with 10-19 ccows... but i could b wrong

I thought u were being a smartass but ya you're right.

straight

jaymla627 wrote: »

If the figures quoted are correct re production them heifers are in the top 1% in the world for production having looked at the pictures I just can’t see them being 50 liter 800kgs plus milk solids animals

We'll all be switching if them figures are accurate.

Water John

Jay you're probably right. As they say, paper never refused ink. But if they only milked the same, they would be a better option for some, esp the guy who carries the cattle as well.

tabby aspreme

straight wrote: »

But how many have shut down. First time I've seen it acknowledged that there are less dairy farms in the country now. All the commentary is generally on new entrants.

2 is all I can think of, and 1 of them was probably prior to 2010

jaymla627

Water John wrote: »

Jay you're probably right. As they say, paper never refused ink. But if they only milked the same, they would be a better option for some, esp the guy who carries the cattle as well.

Have 20 1st cross flecks to calve down next year, and 20 calves, done a nice bit of research into the breed and 9000 liters of a mature cow doing 700kgs ms is the top end of their breeding in a housed tmr system, the figures in that article are unbelievable to put it mildly if true

Water John

I thought you had some. Good luck with the venture. Keep us posted, on the reality.
They look a good option for this country. I'm like an old broken record about a dual purpose animal.

Mooooo

jaymla627 wrote: »

Have 20 1st cross flecks to calve down next year, and 20 calves, done a nice bit of research into the breed and 9000 liters of a mature cow doing 700kgs ms is the top end of their breeding in a housed tmr system, the figures in that article are unbelievable to put it mildly if true

Have 3 crosses here, I'd say they will be doing very well to do their weight in ms when mature tbh, hard to see it happening. Have fr doing as well and 80 kgs lighter. One will have the output in Litres but her mother had more north American breeding hol in her. Hard to believe what's written in that article. I'd say twice ever have we had heifers hit 2k gallons, and they would have been 2 exceptional autumn calvers, calved at 2.5 I'd say, back when we were in winter milk with ideal forage and meal all fed thru the feeder for the winter/ spring and a good summer following. Exceptions rather than the rule tbh

dar31

jaymla627 wrote: »

If the figures quoted are correct re production them heifers are in the top 1% in the world for production having looked at the pictures I just can’t see them being 50 liter 800kgs plus milk solids animals

Ah here now...Currently doing 3.2kgms a day as heifers

Injuryprone

'We're looking to sell all the bull calves for breeding' is all you really need to know about that article

whelan2

They are good for 8 lactations

Wildsurfer

Base price wrote: »

whelan2 wrote: »

Almost 19000 herds with 10-19 cows in 2018. That's a lot of small herds

Most of the dairy farmers around here are less than 50 cow herds with a few under 20 and the majority of them would be over 60 years of age.

It stated in an agriland article the other day that a third of all dairy farms in Ireland have less than 50 cows which I found hard to believe as there's none in this area

straight

Wildsurfer wrote: »

It stated in an agriland article the other day that a third of all dairy farms in Ireland have less than 50 cows which I found hard to believe as there's none in this area

Well I don't know your location but I'm in cork in traditional dairying heartland and there is plenty farmers around the 50 cow mark. Plenty giving it up too with no successors. The larger start-ups seem to be in leinster - glanbia territory. Another observation I've made is that all the poster boys seem to be newbie start-ups and there's no write ups on the established guys much. You would think they would have plenty info to share.

whelan2

How do people know how many cows people farming around them have? Btw there used to be about 8 dairy farmers around me. There's 3 of us now. I also don't know any farmers under 50 cows. But then I don't know how many cows these people have.Not many new entrants here either

straight

whelan2 wrote: »

How do people know how many cows people farming around them have? Btw there used to be about 8 dairy farmers around me. There's 3 of us now. I also don't know any farmers under 50 cows. But then I don't know how many cows these people have.Not many new entrants here either

Alot of my neighbours, friends and family have 50 - 70 cows.

jaymla627

dar31 wrote: »

Ah here now...Currently doing 3.2kgms a day as heifers

Probably nearly double what on paper they should do

Water John

Ah Whelan, easy to know you've flat land. With hills and rolling land it's very easy to see the number of cows in the field.

whelan2

Water John wrote: »

Ah Whelan, easy to know you've flat land. With hills and rolling land it's very easy to see the number of cows in the field.

Nope plenty of hills cant see much though

Buford T. Justice XIX

straight wrote: »

Alot of my neighbours, friends and family have 50 - 70 cows.

There's a man living close to a sister of mine who has 19 cows, 4 heifers and 5 calves. That's what his father had and he won't keep one animal more than that number.

He manages to fill his day doing stuff but mostly topping because the grass gets too strong for his herd all summer.

He's happy out though so that counts for something I suppose.