00:00:10
Speaker 1: Good afternoon, and welcome to the muster on hak Andiwie Andy merely here until two o'clock, and of course the show was brought to you by the team at Peter's Genetics. Welcome along to Hunt day. With blue sky all around, it is calling crisp but wicked frost here and Gore this morning about minus three had got too. We've warmed up though, what are we were sitting at a at a rather barmie or pleasant four degrees here in the main street of Gore. We'll carry straight into it, into it what we normally do. Quite a bit going on for the hour. Today's music makes us a bit of a hopscotch of eighties rock, the likes do you to wear first guest of his leading songs, So I thought, well, we'll go for a bit of eighties today.
00:00:50
Speaker 2: Come on, of course, Bruce Springsteen, you get us Underway from the Bourn in the USA album I think it came out around nineteen eighty three, nineteen eighty one four Wicked Album two.
00:01:03
Speaker 3: Hakani's five Day Forecast with twin Farm teff from and seftext. The proof is in the progeny teff from dot Co dot Inzead.
00:01:12
Speaker 1: This afternoon sunshine with calm, variable winds and a high of ten. Thursday very similar sunshine of variable wins one and eleven. Friday, cloudy, light north easterlies, maybe frost free seven and twelve hereing Gore. Saturday showers the light north westerlies for the last weekend of kids Rugby three and thirty eight and on Sunday rain with light in southwesters two and sex so temperatures to hand Clinton four point seven, Harriet four point four northern South and four point at Rivertons seven point seven, tianw five went in three point two in Woodlands at six point five. Peter Allen farming at the Glen York gets us under way this afternoon, followed up by times shower of Craig's investment partners based here and Gore talking everything finance. Don Moore part of the Fonterra Shareholders' Council and recently moved down to Kennington. We have a catch up with Don cell. Things are going on the farm quite a bit happening here as far as infrastructure as he sets up his new deeds. As far as the farm, of course, he moved away from McNabb a couple of months ago, so everything's to the gunnel there on the more residents ahead of carving. Cam Moyer catches up as well from Southern pet Food and Keary Buckingham of Derry and Z with Mark Calder of PGG Rights and giving us a rundown of prices from the Barkluther Sal which was how this morning, and then we'll start the hour after that with Peter Allen. You're listening to the Muster until two o'clock, which's to Peter's genetics. We're away to Glenn. You're this afternoon on the Muster to catch up with Peter Allen, one of our dear farming correspondents at the Glenn. You're a good afternoon, Pete. The song because we didn't start the fire by Billy Joe. Oh well here's a tap this morning we did.
00:03:02
Speaker 4: Yeah, thanks for the Billy Joel, but no, it gets me going. It's good, puts a smile on my face.
00:03:09
Speaker 1: Ended just a bit nippy this morning.
00:03:12
Speaker 4: Absolutely yes, these frosts, although we're quite fortunate up here, as I've said to you up here, we do get some bluebird days in today's no exception yesterday was wonderful. I know a lot of people are surrounded by a bit of filg early in the morning, but no, it's good.
00:03:29
Speaker 1: So how things lying, and you'll link Nick of the Woods anyway, the state of players such speak, because depending on who you speak to, over the last ten days in particular, it has got pretty wet in certain parts of the region.
00:03:39
Speaker 4: Yeah, we certainly had to sheerer rain through June, more than desirable, but you know, you get what you get, and no quite wet underfoot going through a lot of baitage, but no dear handling. It not too bad to be fair. It's one to time and we've just got to get on with it. There's worse things around the planet at the moment, that's for sure.
00:03:59
Speaker 1: That's for sure. Absolutely, it's another story for another day. But so like somebody, you're going onto the brakes as pretty much as you'd expect to suppose, Yes, exactly.
00:04:08
Speaker 4: Yep, No, just got to just got to deal with winter and feeding out and keep animals well feed.
00:04:14
Speaker 1: Would you say your rainfall, Telly, is where it needs to be for the year to date.
00:04:19
Speaker 4: For the year today, Yes, but you know, like like ll, whether you can't control it and we just had a little bit too much rain there, but it'll dry out between frosts and the lack of rain, hopefully in the next month. But I hear there is a little bit more rubbish coming in the next six or seven days, So a week from now we're supposed to have another front coming through. But that will deal with it accordingly.
00:04:43
Speaker 1: Absolutely, winter when you want winter as how we like it. Hey, just quickly as well before we carry on venison contracts. You're looking pretty promising still.
00:04:51
Speaker 4: Yeah, very much mirroring Lamb this time of the year. But similar to Lamb contracts that are over eleven dollars and and some touching over twelve dollars getting into the August period. You know, there's a reason why they're there that there's the lack of supply of the venison this time of the year, and it's a little bit early for yelings coming on, so it's only kl heins and when people are pregnancy tested. So you know, don't get too carried away with the price being up around the twelve dollars. It represents only about one percent of the animals that are being slaughtered, and you know, the companies can say that they've got to it, but very much in line with where lambas at the moment.
00:05:37
Speaker 1: So that'll correct the south and due course the same as the red meat schedule.
00:05:42
Speaker 4: Yeah, yeah, getting into where the peak period is in your January period. That's more reflective on the true schedule. But it's steady and it's solid, and it's probably been the most settled certainly compared to where the volatility is and markets and what caused volatility that it really has nothing to do with the meat product itself. But no, it's pretty steady and we can't complain.
00:06:07
Speaker 1: Hey, Pete, you wear a few different hats. And now there was a vet conference occur a few weeks bag at Edendale. Now you're involved with any his fits, aren't you. So it sounds as though it's a pretty cool event. Some good stuff went down, Yes.
00:06:19
Speaker 4: And just to shout out to the Edendale club that hosted it, it was all based in the Cargo area. But it's the AARVP, so that acronym stands for the Association of Rural Vetinary Practices. And yes, the annual conference just after King's Birthday weekend this year held down in Vicago. So the two vets on the Vet side of our contract. Morgan Green and Andrew Cochran were their representatives and Hamish mcay and myself represented the executive side, so the four of us had the Northern South and hat on down there. Now it was hold the field day part of it's always quite good and a shout out to the Edendale Club. As I've just said, I know Niki Wallace had a lot to do with that, but so did the rest of the team of guys around that did a really good job, and we went to things Andy that you wouldn't normally Joe Public just can't rock up and have a look at the Space Ops operation at our rule was the first eye on the card, and then we also went to Southport, then the power Factory and the Bluff finished off with the Bluff Gin Distillery which is in the same facility. But the weather on the day was just atrocious. It was about ninety k and our sideways winds and everybody was well clad up in good use out of their jackets. But just to get an insight into those things was yeah, quite good.
00:07:46
Speaker 1: Actually, wet weather can be pretty polarizing.
00:07:50
Speaker 4: Certainly down there, and one of your correspondents, Steve Henderson. We were all right in the back of the gravel road and behind him to go to the space and no, there's a lot going on down there, and I believe the poor councils have all got money into that space ops operation, and you've really got to see it. There's a lot to it. Very interesting and the Southport one was a good tour as well, just a good insight into what's happening there. And again one of the interesting facts there was that they're basically the only South and entity or only Southern business that's listed on the Stock Exchange and they're doing very well and their outlooks looking very good and interesting.
00:08:34
Speaker 1: How that's the sole business on the stock on Stock Exchange down in the South What did you say?
00:08:40
Speaker 4: Yeah, yes, I thought there might have been a few more. There's a few more that I can think of off the top of my head that I thought might have been listed, But no, it's at a bit of homework on that, but no, a lot of talk and that the meeting itself, the conference itself was actually opened by the Mayor Tom Campbell, and it's the first time I've actually heard him speak for forty five years. Out of Scotland. He's embraced the Gottess accent still, but it was wonderful and he was actually very good, very smart guy. And of course he's had a lot to do with t Y and he's extolling the virtues of t Y. He started to on the ground floor there and worked his way up to CEO and that was some time ago, and then he spent time in Australia with the same company, Rio Tinto. And yeah, he's a huge advocate of everything that's coming to South And in the form of the wind farms, the wind power, the extra potline, and also this data center at Macarea. And there's a bit of a division there when you get out and talk a bit to people in South and Andy about the worth the need of this big data center of the potline. I can certainly understand their side of it, but it's certainly changing the landscape. A lot of things coming that a lot of people don't realize, even the cold to Stewart that's going to be right alongside and what they're doing right alongside the space ops operation down at our Roa and Niagara, huge expansion there. We already know about Fonterra, but eight extra wind wind pair of farms in south and that's a hell of a lot, isn't it. You know this data center that the power required for that is mind boggling.
00:10:29
Speaker 1: I'll just google this. Actually, so the data grid, they're calling it a mess of three point five billion dollar forty nine hectic hyperscale data center in AI factory approved for Macarewa, slated to open in twenty twenty eight and is going to be in New Zealand's second largest electricity user after ty Point. But the same old question still rises, what exactly is the data center? I mean, we're learning about AI all the time, good and for bad. I'll just put that in there too. I think I think AI is almost just progressing too fast in Summer's absolutely.
00:11:02
Speaker 4: And it comes down to the key thing, you know, who benefits. It's like a lot of things in Southend that are happening, and you know, ultimately it's the rate payer that's paying for it.
00:11:12
Speaker 1: Hey, just quickly, is there how to wrap it up? It's been a busy week in sport, your beloved Wimbledon, though we only get to see the finals on Sky. Everything else you got to pay.
00:11:22
Speaker 4: Yeah, a little bit disappointing. Andy, know, some of the sports that deserve a bit more following, in a bit more backing aren't getting it. I mean a huge shout out just to finish your off to the Southern Steel. Absolutely, I hope that, hope that really doesn't fall over. There's a lot of other sports have been given a lot more money. I know that winter sports have been given another two million dollars. I hear last night and they're up to about sixteen million now. I just hope that some gets channeled back to the net will because you go and watch one of those games at the Stadium South and it's incredible support. And those girls put a hell a lot of time and do it. And I know Wendy Threw has dedicated a lot of time and sacrificed a lot to do what she's done and really did her province proud.
00:12:09
Speaker 1: Actually great words to finish chat, Pete, enjoy the afternoon.
00:12:13
Speaker 4: No thanks, Andy.
00:12:16
Speaker 1: Peter Allen, deer farming correspondent based up at the Glen. You're not far from Balfort in Northern South and you're listening to the muster on Hakanui up next from Craig's investment Partners at Young Whipper Snapper from Riversdale, Tom Shallard, Harry Chiulman.
00:12:34
Speaker 3: The Muster Financial segment with Craig's Investment Partners in Gore. This information is general in nature and it's not financial advice. Craig's Investment Partners Limited Financial Advice Provider disclosure statement can be found at craigsip dot com.
00:12:49
Speaker 1: On the last Tom Show, out of Craig's Investment Partners joins us once again on the Muster. Tom, Good afternoon, you're looking fresh and breezy.
00:13:00
Speaker 5: Good afternoon, Andy, Our same can be said for you. Let's say you've actually got a bit of a ten sitting behind that desk, and I don't think you've picked that up in Southland, then.
00:13:08
Speaker 1: In g Town and Jane, no fair call there. Hey, been quite a bit going on in the political stratosphere or landscape, whatever you want to call it at the moment. But there's a couple of questions at the moment straight off the cuff, Hey, what's happening to the price of oil? And b when is this war actually going to be over? Yep.
00:13:27
Speaker 5: So the collapse in the price of oil has been quite dramatic. West Texas crude back to around US sixty nine dollars a barrel, So that's basically where it set before the crisis kicked off. The risk premium that built up during the straight closure has basically been ripped back out. So look, the mood overseas is that it's all wrapping up. The US Energy Secretary said this week that traffic through the straighter hor Mos has supposedly returned to normal. Markets so far have taken that at face value. Oil's dumped, the UIs dollars broken out, and you know, everyone seems ready to celebrate, but I think the honest answer is probably, you know, not quite that clean.
00:14:14
Speaker 1: Well, you're looking at the price of diesel and gore at the moment, remembering we peaked around the four dollar mark not that long ago. South Surace station's and gore today two dollars twenty six for a liter or a diesel. You can wear that, though. I mean, we're never going to be back to where we were, but under three bucks, well that's a win for a start.
00:14:31
Speaker 5: Yeah, that's not overly restrictive for local agriculture, but yeah, the key thing to note about refined products in New Zealand, a lot of that crew that's been refined in Asia has been sold on Ford futures contracts, you know, for July, August, September delivery at elevated price levels. So that will take a bit of time just to flow through at the pump, and then we can probably expect, you know, further relief.
00:14:58
Speaker 1: The Reserve Bank. Is it going to be a hike in the week's time. This is still a lot of uncertainty around this, yep.
00:15:05
Speaker 5: The cash rates sitting at two twenty five. The market's essentially been pricing an eighty four percent chance of a hike since the Reserve Bank's comments in May. But look, I think there's there's a strong argument the market's possibly got ahead of itself, you know, expecting two or three rate hikes this year. Conditions have already tightened on their own, rates have crept up across the board, higher energy costs. Add to that a government that's still tightening about so the economy has been running well below its capacity for about three years now, and you know the fact that fuel prices are falling that this inflation scire should should fade. So I think I think next week the Reserve Bank should actually hold the cash rate so you heard it here first.
00:15:56
Speaker 1: Now we had last time. It's been a while since we spoke last time. The budget came and went. It was as expected, pretty frugal, but it had to be, and not long up from an election and the government's still looking at the box. And you can't use the excuse from the COVID eras, but everything has just escalated as a result. And this is just going to be ongoing, isn't it.
00:16:15
Speaker 5: Oh, inflation is going to be persistent as a new norm for sure.
00:16:18
Speaker 1: Yeah.
00:16:19
Speaker 5: I was good to see no lolly scrambles as such. We have we've got no money from the budget. But yeah, it's going to be pretty interesting. I think the next three four months into the election, what people do say and promise on the campaign trail. Yeah, there will be people heading the streets looking to buy votes.
00:16:38
Speaker 1: The New Zealand economy heading the brick wall. We'll talk about the rural sector shortly because there's a lot of good news stories going on there, but another sector is as well. It's a struggle.
00:16:48
Speaker 5: Yeah, it's definitely a two speed economy. Andy. The domestic side, as you said, it has really hit a wall. Business confidence has has rolled over our beds are falling and the housing markets you know, pretty pretty soft. So look, I think what needs to happen is a whole next Wednesday, and obviously won't surprise anyone that the Royal economy's firing and all cylinders it's doing the heavy lifting. Exports have actually been a real bright spot, with every major sector positive for the first time since twenty twenty three for the March quarter. So look, it's good to see exporters making hey while the sun's been shining and conditions are favorable. With the New Zealand dollars at a two decade, two decade low against their key key trading partners.
00:17:41
Speaker 1: Another thing to put into this as well, another factor Tom is election fatigue. We're hearing all this stuff now regarding all the major parties. We're still six well what are you a few months there? Not six months, maybe four or five months out from the election, but so much stuff is going on. It's such a moving feast. It's going to get lost. In translation from lot.
00:18:00
Speaker 5: Of voters, Yeah, that's definitely true. I mean I think a lot of people do just rock up to the polls and rock in November and cast possibly the same vote that they've been casting for decades. But look, I mean, you know, particularly relevant to to eur or economy down here. I just just hope that, you know, we can have a sort of settled political backdrop for another three years. I think that's all we can really ask for, and and that should be reasonably accommodating to how we do business down here as an exporter.
00:18:35
Speaker 1: Well, just finally the good news story went to Lamb going over eleven dollars Bee for around the nine dollars fifty mark, getting close to ten. Real shortage of stock available for slaughters to schedules are trending one way, win a win a chicken dinner exactly.
00:18:49
Speaker 5: Schedules are trending up, and I mean I imagine that the way the dollar is, they'll continue to persist for some time. So it's exciting time to be producing red meat.
00:18:59
Speaker 1: And in the South, well that's simply coming down the supply and there's what's available.
00:19:05
Speaker 5: Yeah, at the moment, I think there is definitely a real shortage of stock available for slaughter today. So yeah, I guess there's a there's a checkbook war out there between between the processes, and that probably isn't a isn't a bad thing.
00:19:20
Speaker 1: Oh if you're if you're producing, absolutely not. And what are your forecasts for? What are you seeing? Do I see a bit of a smile there? Are you prepared to give a forecast? Do you think we'll get up towards eight or nine dollars? Are we thinking too far ahead?
00:19:34
Speaker 5: I don't think anyone's given an accurate forecast for wall in the in this century a pack of tread Look, it's it's it's pretty, it's pretty impressive what's been happening there. There's obviously a bit of demand out of India, which I think probably will persist. So yeah, I think I mean, it's good to see. Good to see war moving and moving, you know, around six bucks. So yeah, that's that's good. I probably probably won't go out there and put a put a figure on it. But yeah. The thing with China particularly, and they've done it before with their commodities, is they can just turn the tap off and and you know, if they're not in there bidding the price up, you know it might might fall down again. So no, look, it's it's it's great to see, and yeah, I would love to see it tuned towards eight dollars.
00:20:22
Speaker 1: Absolutely Craig's Investment Partners. That's shown you building. Tell people where you are.
00:20:26
Speaker 5: Yep, we're on one Arc Street and Gore, opposite the New World. Or you can give me a call on three two O nine one five two.
00:20:33
Speaker 1: Good on your time when you're back on the tennis court.
00:20:36
Speaker 5: Look, we'll come back next week about that. You're hiding.
00:20:43
Speaker 1: Time shower the Craig's Investment Partners part time tennis player, but talks about finance and knows what he's on about. Their Thanks of a team at Craig's IP happen next door more part of the Fonterra Shareholders Council. This is the muster.
00:21:01
Speaker 3: This interview is brought to you by agri Center South branches in Lawnville, Gore, Cromwell, Milton, and Ranfurly. Drop by your local Agri Center South branch today.
00:21:16
Speaker 1: Welcome back to the Musta or way down to Kennington this afternoon or depending on where you're based down here, based here in Gore, obviously you're heading south. Don Moore, part of the Fonterra Shareholders' Council, farming down that way. Moved down there a couple of months ago. Now, good afternoon, Don how's everything.
00:21:33
Speaker 6: Afternoon, Andy, You have very good. Thanks.
00:21:35
Speaker 1: Yeah, beautiful day, beautiful day after a crisp morning, and that's how you want it for this time of year, having just passed winter solstice.
00:21:44
Speaker 6: Yeah, that's right. Yeah, it's pretty enjoyable when it's on days like this. Last week was it was not you know, it was typical winter weather. But we're you know, we always get the settle periods as well, and oh, we had a pretty good June overall, really, didn't we.
00:22:00
Speaker 1: So for you, you've got a lot going on down there, and of course carving is not all that far away.
00:22:05
Speaker 6: Yeah, we've got plenty going on. We've got the digger here now. We've been tidying up yards and things and really just starting sort of around yards and sheds to have a good base and have everything organized so that everyone knows where everything is and it's clean and tidy and you're not tracing through mud trying to change implements on tractor or anything like that. So doing a bit of that, we'll launch into tidying up some fence lines in July, that's the mission July, and setting up carving sheds and things like that as well.
00:22:37
Speaker 1: So when need you do to start carving officially.
00:22:40
Speaker 6: Yeah, officially about the fifth of August, but we'll have some calves on the ground late July, so we need to make sure we're ready for that.
00:22:47
Speaker 1: You're still got to weave bit of time at your sleeve, I suppose.
00:22:50
Speaker 6: Yeah, we can get a lot done in that time. We haven't haven't had a break yet, so we will take a few days off hopefully. You know, there's a bit of night on the ski fields now, so hopefully we'll get a bit of a ski and during the ski holidays for a couple of days anyway, not before we've put the kids to work for the first week of the school a lot of days anyway.
00:23:07
Speaker 1: Absolutely, it's when you get the labor going.
00:23:09
Speaker 6: Right, Yeah, absolutely, Yeah. Yeah, we'll be running cow through sheds and rechecking numbers and tidying up herd records since we've had the big change around and things like that, so making sure everything ship shaped so that things go pretty smoothly, you know, during carving, and we're not having to fix up count numbers or issues there. We can just sink straight into it. Yeah.
00:23:32
Speaker 1: Just how daunting is it going on to a new property and realizing you've got to get all the infrastructure up and running.
00:23:39
Speaker 6: Well, we had the benefit, I guess. So we've been leasing at prior so whether that was right or wrongly, we knew what we were getting into. Maybe we were false, I don't know, but time will tell. But no, it's enjoyable. I mean having leased the farm prior there was you know, we had frustration around things we wanted to change, and we've sort of had a plan on which things we're going to attack first and how we're going to do it. So that's that's been definitely an advantage.
00:24:11
Speaker 1: As far as your staff situation, there is a matter of having everybody how do you deal with staff at this time of year, making sure everybody's had a good break before you hit the ground running off the calves or what do you do? Do you just what approach do you do as far as days off, Yeah.
00:24:25
Speaker 6: We certainly liked everyone to have a bit more of a break over winter so that they are fresh. There's been obviously we've got plenty to do as well though, so we've got we've got an extra team member coming in July, so there'll be a bit of training to do there, but we'll make sure that everyone's had some time off, and it's not that we're you know, we're sort of getting picking through jobs, but we're not sort of putting ourselves under a heap of pressure that we've got to, you know, do big days just to make sure we get everything done. We're here for a while now and things will Everything we do is improvement and everything we do makes things easier. So if we don't get it all done, that's not a problem. We'll continue to do stuff during the season and make things better for next year.
00:25:09
Speaker 1: So with new staff members coming on board, do you like to mold them to your way, to the way that you want them as part of your operation or just do you need to realize people they have different strengths and weaknesses and according to as such you got to work to that.
00:25:23
Speaker 6: Definitely, there's I guess there's both both parts of that really, I mean, there's certainly there's ways we want to get things achieved. It's the people side of things as influences how you go and do that. So, yeah, lots of team meetings and getting people on board is to you know, what we want to achieve and why and then and then from that you decide you know how, and so that's sort of there's been a bit of that during June, but we're sort of holding until we do a whole big sort of pre carving planning meeting and things like that once this new person starts, and then we'll be into it. And that's really about working effectively as a team.
00:26:08
Speaker 1: Of course, you're part of the Fonterra Shareholders Council. You talk about the GDT options and irrelevance they have, but the Pulse auctions as well. We don't seem to hear as much about these as we do the main options time, but they're still pretty relevant.
00:26:21
Speaker 6: Yeah, they certainly are, and you know, if you're a buyer or you're into share trading, they definitely have an influence in the background on milk price and you can see that as things come along and they change in between GDT options when you're looking at sort of z X fixed milk price events options and things as well. So yeah, they play a part. And you know we were talking off here before. You know that's that I've sort of slowly been trending down, but not at a steep level, so there seems to be some stability there still, so hopefully hopefully. Often in the past we sort of start calming in Southland as the northern hemisphere is coming off the peak, and we've often seen things bounce back the other way, so hopefully this is one of those years.
00:27:17
Speaker 1: Time will tell absolutely, So what's on the agenda for the afternoon there? Maybe you're just sifting through Wednesday or it's all go just a digger apart from the digger's what's happening, Well.
00:27:28
Speaker 6: There's been all sorts happening today. I've been to the gym, I've been out on.
00:27:31
Speaker 1: Farm under the gym. It's not the farm was a gym.
00:27:34
Speaker 6: I enjoyed just a bit of social as well, so that we get a bit of socialization in the morning. And then yep, the kids have been off to school and we've been out on farm. Back inside for a zoom call and yeah, back out on farming, doing a bit of just keeping the digger going. Well it's here, and keep continue tidying up around the place, getting sheds sorted and having a bit of lead management and place on farm, and I hope flea by next week I'll be putting the post driver on and starting to tide out and the fencers around the place.
00:28:06
Speaker 1: See that's the difference between you and me. I went for a walk this morning. There was a leaky water pipe on the at the end of our street and it had frozen over, and I just have one hell of before and my instant reaction is what the hell have had done to myself? But yeah, you just got to realize when you get older, you're not You've got your cryptonite quite easily.
00:28:23
Speaker 6: Oh absolutely, I've got my fish year of injuries. Don't worry about that.
00:28:28
Speaker 1: Hey, good on, You're done and all the best over the next few few weeks or so. Mate, we'll catch up again. No, it's good to catch up.
00:28:33
Speaker 6: Eh, Yeah, sounds great.
00:28:35
Speaker 1: Thanks Andy done Moore based down at Kennington, part of the Fonterra Sharholder's Council cam Moyer is up next. You're listening to the Muster. Welcome back to the Muster on Haka Nuie Stevie. Next there at the edge of seventeen just various rock artists in the eighties, This afternoon of space. More than anything, we've got a Billy Joel throwing and there for Pete Allen earlier on in the Yeller. Now we're away to catch up. Next with Cam Moyer of Southern Pet Foods. Cam, good afternoon, Good to Jet again.
00:29:13
Speaker 7: Hi Andy, long time no chat.
00:29:15
Speaker 1: Yeah, it has been looked. Last time we spoke to you, it was of course after that the is with a fire a few guys here. But since then we've heard your ads on the radio. Everything's been guns to the gunnel.
00:29:26
Speaker 7: Yeah, one hundred percent. We've we've pushed really hard the last couple of years to build a brand new, st out of the art pet food facility down here in the hard of Southland. So we're back where we were, same site, whole new building. We've got websites and Facebook pages now, and to that in we're actually starting a body calf collection this season as well.
00:29:44
Speaker 1: Yeah, there's good news. I mean just coming up to that season. So another option there there for people.
00:29:49
Speaker 7: Yes, so we're going to kill on farm. We appreciate that transporting at four days old can sometimes be an inconvenience for farmers, so we're going to kill on farm and remove that. So in theory we can kill from one to day four and move them off farm dead with purpose, build a trailer for that. So we're going to capture and contain all the mess associated, so farmers don't have to worry about getting their sheds dirty.
00:30:14
Speaker 1: So this is just something you guys thought of, something to try for the season.
00:30:19
Speaker 7: Yeah, we're dipping out Taiwan. Obviously before the fire, Fontira made those mandates and we wanted to help farmers at that point. It's just the last couple of years we haven't been in the position.
00:30:28
Speaker 8: To do so.
00:30:29
Speaker 7: So this year we're back to where we were pre fire, and we thought, well, hell, let's give it a nudge.
00:30:34
Speaker 1: Yeah, nice one. It's great to see you guys diversifying. Well, we're going to find about very shortly. We're talking about a couple of different things today, but you're talking about your bobby cars. But you guys have got an app that you're working on at the moment too.
00:30:47
Speaker 7: Yes, So we appreciate through the fire that, to be Frank, I was the problem around booking cows. I was simply too busy and farmers wanted to hear my voice and get information that they booked a cowen for collection if I would too. So to that end, we've gone right, we're going to remove this bottleneck problem and create an app that allows farmers to log in on their phone, put a pin with their cow is that needs collect and fill out all the appropriate information, send it through to us. They'll get an automatic response. It'll also queue them when we're coming through the areas. If they've got cows that they've forgotten to book with us, they can just reply to it. So it should just streamline everything from an on farm operation. We'd hope that's going to launch in the back end of this year. We're working on it really hard. It's just timing that that's going to get us on that.
00:31:34
Speaker 1: No, for you guys, it's all things happening once. I mean, developing a NAP isn't a five minute job. When you've got it up and running, well, it just makes life easier.
00:31:43
Speaker 7: One hundred percent. Well, look, we've also been a bit more guns hoe than that because we've also developed a website and built a Facebook page around our brand new brand Poor Cuisine that we sell both here at the factory and have distribution around Southland, Otago and Canterbury.
00:31:59
Speaker 1: Poor Cuisine well it's a good name obviously, just pet food requirements and the likes.
00:32:04
Speaker 7: Yeah, so it's all natural, all raw, exactly as we used to, but a lot more diversifying flavors. So we believe in one hundred percent raw and natural pet food. That's what we've created here. We also top into things like the Noble Diet range for pets with allergies and hypollergenic. So we're trying really to create a balanced situation in the pet food market.
00:32:25
Speaker 1: So what are you talking about a sectionally? You give us some example of some of your products.
00:32:29
Speaker 7: So some of the more popular ones with the farmers that we've got the old favorite farmers trim minced beef blocks with a bit of organ in them. Dogs need the organ for the vitamins and minerals they provide. We've got the brisket bones and the neckbones that wass an old favorite, the stockman's mutton. But also we go down to things like venison, mince poss and mints, rabbit mints here, mince steak and kidneyed minxes. We've got horse mints, we've got lambon steed as you'd expect, horse and mutton. So we're trying to diversify to cover all aspects of pets and companion animals as well.
00:33:00
Speaker 1: Jeez, forget the pets. It's good enough to put the fry pair and the majority of that stuff.
00:33:04
Speaker 7: Well, look, I'm not going to say it's not we have hit the odd customer tell us historically they have. But obviously we don't sell it as that. We sell it as pet food, but it is made to a very high standard here with this brand new stad of the opp facility too.
00:33:16
Speaker 1: So just in general though, you guys, has been pretty busy at the moment, I imagine.
00:33:21
Speaker 7: Yeah, it's always flat out, and it's been flat out since that terrible event in April twenty four. Myself and my wife f Liss that I think a few of the farmers around south and are starting to meet now as she jumps in the old care collection truck. We've been pretty balls to the wall for the last few years.
00:33:36
Speaker 1: That's one way to put it, Cam. So if people want to get in touch, what do they do? How do they get in touch? Mate?
00:33:41
Speaker 7: Yep, so still got the same phone number two seven four three four oh nine O two. The Facebook page which is Southern Pet Food has got updates all the time. The website is pork Cuisine dot co, dot in z.
00:33:53
Speaker 1: Get on your cam always good to catch up, mate, cam Meyer. Southern Pet Food's appreciated your time once again. Thank Andy cap mooy're there of Southern pet foods. You're listening to the muster up next, Kelley bucking Him from Darryen zed this as the muster on Hock and now we Killy Buckingham of derry In zed. Every time I speak to you on Kevin. In the back of my mind, Kelly Sullivan, I still write the bloody thing down Apologies here you going, that's okay.
00:34:27
Speaker 9: I'm good thing they've been married only four years now, you know.
00:34:32
Speaker 1: I don't know just anyway, Kiley Buckingham. Of course we carry catch up with darien z In on a weekly basis. How thing's been out there at the moment anyway, it's a cool crisp after no h but it's just a little bit weird and places of space.
00:34:45
Speaker 9: Yeah, it isn't. All In all, people are relatively happy with how winter's tracking the line. Not too many complaints. We're hearing, well.
00:34:53
Speaker 1: You want winter when you want to get winter as well, so that's the other thing. And talking about that, the wintering Sea amongst us, and just having a plan via things, do you get a little bit echy? Yeah?
00:35:05
Speaker 9: So I think up until what was it a fortnight ago, things were looking relatively dry and crop paddocks out there, but we did get a fair bit of rain across quite a large part of the lowest South Island. So yeah, we're just wanting to remind people to have a plan be in place. Hopefully everyone has done their winter grazing plans and has thought about that and passed that information on to their teams, especially lots of people off on holiday, So hoping that, yeah, people do have contingency plans in place. If you don't, a few things to consider would be, you know, making sure that we're shifting cows to drier parts of the paddock, you know, if you need to change the direction of grazing in a paddock to get cows off weater parts, and it's an option up their sleeve. Obviously we've got a lot of people's standoff facilities now if it gets really wet. I haven't actually checked the forecast, but imagine things are drying out okay, and that won't be needed at the moment, you know, a cresp day like this. Certainly, not increasing allocation is another option for when times do get quite wet and we do see a hair of people just moving mobs multiple times a day rather than once a day. That's another tool in the toolbox. Obviously smaller breaks but more frequently just gives cows the ability to go on to fresh ground that's not muddy. And then the back fences and portable troughs, and we're seeing really good use of that across the region. But just remembering that, yeah, keeping those back fences nice and tight, especially when it's wet, is really important because when we look at the research, cow should be lying for between eight to ten hours a day every day throughout the winter to ensure, you know, we still gain condition and maintain condition throughout the winter. And interestingly enough, I was just having a little read this morning. Even so, if soils are already wet, even like a really small amount of rain can reduce the lying time by up to another two and a half hours a day. So if it's getting wet, yeah, two and a half hours off eight hours. You know, that's that's quite a significant amount of less lying time. So there is on the calc here and Winter web page on the Dariensis website, there's actually a really good action list an assessment that you can do with your paddocks to assist. I guess how wet they are that gun boots score methods. A few people will know of that. So yeah, there's a really good easy explanation of how to assist, how we are petticers, and then some actions that can be taken to I guess ensure that cows are getting the lying time they need through.
00:37:52
Speaker 1: The winter upcoming events. What have you got on the pipeline, Keiley?
00:37:57
Speaker 9: So Nathan has been working has little but off getting an off paddock infrastructure tour. I guess this is the third season, the third winter that we've looked at off ped off paddick facilities and this year we are looking at carving pads, so yeah, getting cows you know, off grass and looking at some options that people are using to carve yet on some form of infrastructure. So on the sixteenth we're at Grunt and Jermine Dixon's in Western Southland looking at a bark chip pad there that I've covered this season. So that's the sixteenth, I think it's a Thursday over in Western Southland. And on the following week, the twenty seventh, which is sorry not the seventh, the twenty third, Thursday, the twenty third, we're in Eastern Southland, starting a market tour at the Warnock's Place looking at a bark chip pad year before heading to Lawnville to Jimmy Curtins looking at his calving barn. Yes, so just nice to I guess look the options to get you know a few people are some people are looking to move away from having their cows calves on pasture and into or onto your off pat it system. So really excited to be able to showcase a few different options there that people have invested in. And then this Friday we also are supporting the Southern Dairy Hub field Day, so that's eleven to one at the Southern Dairy Hub on Thursday and they've got a new standoff pad being constructed at the moment there, so that will be a focused incident call to go and have a look at.
00:39:37
Speaker 1: It's all goo a darien zed Keeley, Buckingham, thanks for your time as always.
00:39:41
Speaker 9: Thanks Ernie.
00:39:45
Speaker 1: Laugh out loud with ag proud because life on the land can be a laughing matter. Brought to us by sheer Well Data working to help the livestock farmer. A young man goes into a drug store by condoms. The pharmacist asks what size you'd like. Well, the young man says, I've been seeing this girl for a while and she's hot tonight it's a big Night's the first time of meeting. Appearents. We're having dinner, then we're going out. I've got a feeling and I'm going to get lucky, So need the biggest pack you've got, so we always are condoms and leaves. Later that evening, he's sitting at dinner with the girl and her pearance. He asks if he can say the blessing, and they agree. He starts praying and keeps praying, and keeps on praying for another several minutes. Finding the girl leans over and whispers, you never told me you were such a religious person. He whistles back, you never told me your dad was a pharmacist. Just before we wrap up. A couple of Hey and Baylish competitions going on, of course, on Friday, Riversdale Lions Club at Andrew's Transport Yard. Judging is at twelve thirty pm, prize givings at three o'clock, the auctions at three point fifteen, and the after party is such as happening in the Riversdale Club rooms of local with funds raised going back to the local area and of course Wyndham Lions Club happening tomorrow at four pm. Proceeds going once again to local schools as well as Hospice Southland did aiden Dale first response. Now it can be delivered. Are Three Rivers contracting today until three o'clock this afternoon, so he got another hour or tomorrow from two to three thirty. The auction of the hay and bailage is going on at the Three Rivers Hotel at four o'clock. Stephen Ravage and Graham Stewart are the people to get in touch with theory guarding it and it's us for the afternoon, the Muster and Hocken who is brought to you by Peters Genetics. I'm Andy Mueller the podcast. Will we app shortly enjoy the afternoon see tomorrow? Hey, well all right too, he'll go there. And what are you going to get for stock selling? Action? On Wednesday comes currency of PGG wrights in and it is about Cluther's sale with Mark Calder on the ground once again to give us a rundown of prices. Get a Mark Hatt'll we go today?
00:41:46
Speaker 8: Ron, you were really good today, Saul aams are really holding your own today in Clarman and Demands. It's good to see prime us there at Bickerwie, but today it's still selling well. Big top youvu's two eighty four he could meetium us return two hundred and thirty dollars given in the store. Aims that was really well. Did out one ID to two hundred and teen dollars, mediums one forty to one to seventy in your lotterin were one team to one twenty oh. Sorry in the year's new department two hundred to two hunred and thirty dollars one seventy one eighty in one team to one fifty. It's used in del Quota. Thank you very much,
Speaker 1: Good afternoon, and welcome to the muster on hak Andiwie Andy merely here until two o'clock, and of course the show was brought to you by the team at Peter's Genetics. Welcome along to Hunt day. With blue sky all around, it is calling crisp but wicked frost here and Gore this morning about minus three had got too. We've warmed up though, what are we were sitting at a at a rather barmie or pleasant four degrees here in the main street of Gore. We'll carry straight into it, into it what we normally do. Quite a bit going on for the hour. Today's music makes us a bit of a hopscotch of eighties rock, the likes do you to wear first guest of his leading songs, So I thought, well, we'll go for a bit of eighties today.
00:00:50
Speaker 2: Come on, of course, Bruce Springsteen, you get us Underway from the Bourn in the USA album I think it came out around nineteen eighty three, nineteen eighty one four Wicked Album two.
00:01:03
Speaker 3: Hakani's five Day Forecast with twin Farm teff from and seftext. The proof is in the progeny teff from dot Co dot Inzead.
00:01:12
Speaker 1: This afternoon sunshine with calm, variable winds and a high of ten. Thursday very similar sunshine of variable wins one and eleven. Friday, cloudy, light north easterlies, maybe frost free seven and twelve hereing Gore. Saturday showers the light north westerlies for the last weekend of kids Rugby three and thirty eight and on Sunday rain with light in southwesters two and sex so temperatures to hand Clinton four point seven, Harriet four point four northern South and four point at Rivertons seven point seven, tianw five went in three point two in Woodlands at six point five. Peter Allen farming at the Glen York gets us under way this afternoon, followed up by times shower of Craig's investment partners based here and Gore talking everything finance. Don Moore part of the Fonterra Shareholders' Council and recently moved down to Kennington. We have a catch up with Don cell. Things are going on the farm quite a bit happening here as far as infrastructure as he sets up his new deeds. As far as the farm, of course, he moved away from McNabb a couple of months ago, so everything's to the gunnel there on the more residents ahead of carving. Cam Moyer catches up as well from Southern pet Food and Keary Buckingham of Derry and Z with Mark Calder of PGG Rights and giving us a rundown of prices from the Barkluther Sal which was how this morning, and then we'll start the hour after that with Peter Allen. You're listening to the Muster until two o'clock, which's to Peter's genetics. We're away to Glenn. You're this afternoon on the Muster to catch up with Peter Allen, one of our dear farming correspondents at the Glenn. You're a good afternoon, Pete. The song because we didn't start the fire by Billy Joe. Oh well here's a tap this morning we did.
00:03:02
Speaker 4: Yeah, thanks for the Billy Joel, but no, it gets me going. It's good, puts a smile on my face.
00:03:09
Speaker 1: Ended just a bit nippy this morning.
00:03:12
Speaker 4: Absolutely yes, these frosts, although we're quite fortunate up here, as I've said to you up here, we do get some bluebird days in today's no exception yesterday was wonderful. I know a lot of people are surrounded by a bit of filg early in the morning, but no, it's good.
00:03:29
Speaker 1: So how things lying, and you'll link Nick of the Woods anyway, the state of players such speak, because depending on who you speak to, over the last ten days in particular, it has got pretty wet in certain parts of the region.
00:03:39
Speaker 4: Yeah, we certainly had to sheerer rain through June, more than desirable, but you know, you get what you get, and no quite wet underfoot going through a lot of baitage, but no dear handling. It not too bad to be fair. It's one to time and we've just got to get on with it. There's worse things around the planet at the moment, that's for sure.
00:03:59
Speaker 1: That's for sure. Absolutely, it's another story for another day. But so like somebody, you're going onto the brakes as pretty much as you'd expect to suppose, Yes, exactly.
00:04:08
Speaker 4: Yep, No, just got to just got to deal with winter and feeding out and keep animals well feed.
00:04:14
Speaker 1: Would you say your rainfall, Telly, is where it needs to be for the year to date.
00:04:19
Speaker 4: For the year today, Yes, but you know, like like ll, whether you can't control it and we just had a little bit too much rain there, but it'll dry out between frosts and the lack of rain, hopefully in the next month. But I hear there is a little bit more rubbish coming in the next six or seven days, So a week from now we're supposed to have another front coming through. But that will deal with it accordingly.
00:04:43
Speaker 1: Absolutely, winter when you want winter as how we like it. Hey, just quickly as well before we carry on venison contracts. You're looking pretty promising still.
00:04:51
Speaker 4: Yeah, very much mirroring Lamb this time of the year. But similar to Lamb contracts that are over eleven dollars and and some touching over twelve dollars getting into the August period. You know, there's a reason why they're there that there's the lack of supply of the venison this time of the year, and it's a little bit early for yelings coming on, so it's only kl heins and when people are pregnancy tested. So you know, don't get too carried away with the price being up around the twelve dollars. It represents only about one percent of the animals that are being slaughtered, and you know, the companies can say that they've got to it, but very much in line with where lambas at the moment.
00:05:37
Speaker 1: So that'll correct the south and due course the same as the red meat schedule.
00:05:42
Speaker 4: Yeah, yeah, getting into where the peak period is in your January period. That's more reflective on the true schedule. But it's steady and it's solid, and it's probably been the most settled certainly compared to where the volatility is and markets and what caused volatility that it really has nothing to do with the meat product itself. But no, it's pretty steady and we can't complain.
00:06:07
Speaker 1: Hey, Pete, you wear a few different hats. And now there was a vet conference occur a few weeks bag at Edendale. Now you're involved with any his fits, aren't you. So it sounds as though it's a pretty cool event. Some good stuff went down, Yes.
00:06:19
Speaker 4: And just to shout out to the Edendale club that hosted it, it was all based in the Cargo area. But it's the AARVP, so that acronym stands for the Association of Rural Vetinary Practices. And yes, the annual conference just after King's Birthday weekend this year held down in Vicago. So the two vets on the Vet side of our contract. Morgan Green and Andrew Cochran were their representatives and Hamish mcay and myself represented the executive side, so the four of us had the Northern South and hat on down there. Now it was hold the field day part of it's always quite good and a shout out to the Edendale Club. As I've just said, I know Niki Wallace had a lot to do with that, but so did the rest of the team of guys around that did a really good job, and we went to things Andy that you wouldn't normally Joe Public just can't rock up and have a look at the Space Ops operation at our rule was the first eye on the card, and then we also went to Southport, then the power Factory and the Bluff finished off with the Bluff Gin Distillery which is in the same facility. But the weather on the day was just atrocious. It was about ninety k and our sideways winds and everybody was well clad up in good use out of their jackets. But just to get an insight into those things was yeah, quite good.
00:07:46
Speaker 1: Actually, wet weather can be pretty polarizing.
00:07:50
Speaker 4: Certainly down there, and one of your correspondents, Steve Henderson. We were all right in the back of the gravel road and behind him to go to the space and no, there's a lot going on down there, and I believe the poor councils have all got money into that space ops operation, and you've really got to see it. There's a lot to it. Very interesting and the Southport one was a good tour as well, just a good insight into what's happening there. And again one of the interesting facts there was that they're basically the only South and entity or only Southern business that's listed on the Stock Exchange and they're doing very well and their outlooks looking very good and interesting.
00:08:34
Speaker 1: How that's the sole business on the stock on Stock Exchange down in the South What did you say?
00:08:40
Speaker 4: Yeah, yes, I thought there might have been a few more. There's a few more that I can think of off the top of my head that I thought might have been listed, But no, it's at a bit of homework on that, but no, a lot of talk and that the meeting itself, the conference itself was actually opened by the Mayor Tom Campbell, and it's the first time I've actually heard him speak for forty five years. Out of Scotland. He's embraced the Gottess accent still, but it was wonderful and he was actually very good, very smart guy. And of course he's had a lot to do with t Y and he's extolling the virtues of t Y. He started to on the ground floor there and worked his way up to CEO and that was some time ago, and then he spent time in Australia with the same company, Rio Tinto. And yeah, he's a huge advocate of everything that's coming to South And in the form of the wind farms, the wind power, the extra potline, and also this data center at Macarea. And there's a bit of a division there when you get out and talk a bit to people in South and Andy about the worth the need of this big data center of the potline. I can certainly understand their side of it, but it's certainly changing the landscape. A lot of things coming that a lot of people don't realize, even the cold to Stewart that's going to be right alongside and what they're doing right alongside the space ops operation down at our Roa and Niagara, huge expansion there. We already know about Fonterra, but eight extra wind wind pair of farms in south and that's a hell of a lot, isn't it. You know this data center that the power required for that is mind boggling.
00:10:29
Speaker 1: I'll just google this. Actually, so the data grid, they're calling it a mess of three point five billion dollar forty nine hectic hyperscale data center in AI factory approved for Macarewa, slated to open in twenty twenty eight and is going to be in New Zealand's second largest electricity user after ty Point. But the same old question still rises, what exactly is the data center? I mean, we're learning about AI all the time, good and for bad. I'll just put that in there too. I think I think AI is almost just progressing too fast in Summer's absolutely.
00:11:02
Speaker 4: And it comes down to the key thing, you know, who benefits. It's like a lot of things in Southend that are happening, and you know, ultimately it's the rate payer that's paying for it.
00:11:12
Speaker 1: Hey, just quickly, is there how to wrap it up? It's been a busy week in sport, your beloved Wimbledon, though we only get to see the finals on Sky. Everything else you got to pay.
00:11:22
Speaker 4: Yeah, a little bit disappointing. Andy, know, some of the sports that deserve a bit more following, in a bit more backing aren't getting it. I mean a huge shout out just to finish your off to the Southern Steel. Absolutely, I hope that, hope that really doesn't fall over. There's a lot of other sports have been given a lot more money. I know that winter sports have been given another two million dollars. I hear last night and they're up to about sixteen million now. I just hope that some gets channeled back to the net will because you go and watch one of those games at the Stadium South and it's incredible support. And those girls put a hell a lot of time and do it. And I know Wendy Threw has dedicated a lot of time and sacrificed a lot to do what she's done and really did her province proud.
00:12:09
Speaker 1: Actually great words to finish chat, Pete, enjoy the afternoon.
00:12:13
Speaker 4: No thanks, Andy.
00:12:16
Speaker 1: Peter Allen, deer farming correspondent based up at the Glen. You're not far from Balfort in Northern South and you're listening to the muster on Hakanui up next from Craig's investment Partners at Young Whipper Snapper from Riversdale, Tom Shallard, Harry Chiulman.
00:12:34
Speaker 3: The Muster Financial segment with Craig's Investment Partners in Gore. This information is general in nature and it's not financial advice. Craig's Investment Partners Limited Financial Advice Provider disclosure statement can be found at craigsip dot com.
00:12:49
Speaker 1: On the last Tom Show, out of Craig's Investment Partners joins us once again on the Muster. Tom, Good afternoon, you're looking fresh and breezy.
00:13:00
Speaker 5: Good afternoon, Andy, Our same can be said for you. Let's say you've actually got a bit of a ten sitting behind that desk, and I don't think you've picked that up in Southland, then.
00:13:08
Speaker 1: In g Town and Jane, no fair call there. Hey, been quite a bit going on in the political stratosphere or landscape, whatever you want to call it at the moment. But there's a couple of questions at the moment straight off the cuff, Hey, what's happening to the price of oil? And b when is this war actually going to be over? Yep.
00:13:27
Speaker 5: So the collapse in the price of oil has been quite dramatic. West Texas crude back to around US sixty nine dollars a barrel, So that's basically where it set before the crisis kicked off. The risk premium that built up during the straight closure has basically been ripped back out. So look, the mood overseas is that it's all wrapping up. The US Energy Secretary said this week that traffic through the straighter hor Mos has supposedly returned to normal. Markets so far have taken that at face value. Oil's dumped, the UIs dollars broken out, and you know, everyone seems ready to celebrate, but I think the honest answer is probably, you know, not quite that clean.
00:14:14
Speaker 1: Well, you're looking at the price of diesel and gore at the moment, remembering we peaked around the four dollar mark not that long ago. South Surace station's and gore today two dollars twenty six for a liter or a diesel. You can wear that, though. I mean, we're never going to be back to where we were, but under three bucks, well that's a win for a start.
00:14:31
Speaker 5: Yeah, that's not overly restrictive for local agriculture, but yeah, the key thing to note about refined products in New Zealand, a lot of that crew that's been refined in Asia has been sold on Ford futures contracts, you know, for July, August, September delivery at elevated price levels. So that will take a bit of time just to flow through at the pump, and then we can probably expect, you know, further relief.
00:14:58
Speaker 1: The Reserve Bank. Is it going to be a hike in the week's time. This is still a lot of uncertainty around this, yep.
00:15:05
Speaker 5: The cash rates sitting at two twenty five. The market's essentially been pricing an eighty four percent chance of a hike since the Reserve Bank's comments in May. But look, I think there's there's a strong argument the market's possibly got ahead of itself, you know, expecting two or three rate hikes this year. Conditions have already tightened on their own, rates have crept up across the board, higher energy costs. Add to that a government that's still tightening about so the economy has been running well below its capacity for about three years now, and you know the fact that fuel prices are falling that this inflation scire should should fade. So I think I think next week the Reserve Bank should actually hold the cash rate so you heard it here first.
00:15:56
Speaker 1: Now we had last time. It's been a while since we spoke last time. The budget came and went. It was as expected, pretty frugal, but it had to be, and not long up from an election and the government's still looking at the box. And you can't use the excuse from the COVID eras, but everything has just escalated as a result. And this is just going to be ongoing, isn't it.
00:16:15
Speaker 5: Oh, inflation is going to be persistent as a new norm for sure.
00:16:18
Speaker 1: Yeah.
00:16:19
Speaker 5: I was good to see no lolly scrambles as such. We have we've got no money from the budget. But yeah, it's going to be pretty interesting. I think the next three four months into the election, what people do say and promise on the campaign trail. Yeah, there will be people heading the streets looking to buy votes.
00:16:38
Speaker 1: The New Zealand economy heading the brick wall. We'll talk about the rural sector shortly because there's a lot of good news stories going on there, but another sector is as well. It's a struggle.
00:16:48
Speaker 5: Yeah, it's definitely a two speed economy. Andy. The domestic side, as you said, it has really hit a wall. Business confidence has has rolled over our beds are falling and the housing markets you know, pretty pretty soft. So look, I think what needs to happen is a whole next Wednesday, and obviously won't surprise anyone that the Royal economy's firing and all cylinders it's doing the heavy lifting. Exports have actually been a real bright spot, with every major sector positive for the first time since twenty twenty three for the March quarter. So look, it's good to see exporters making hey while the sun's been shining and conditions are favorable. With the New Zealand dollars at a two decade, two decade low against their key key trading partners.
00:17:41
Speaker 1: Another thing to put into this as well, another factor Tom is election fatigue. We're hearing all this stuff now regarding all the major parties. We're still six well what are you a few months there? Not six months, maybe four or five months out from the election, but so much stuff is going on. It's such a moving feast. It's going to get lost. In translation from lot.
00:18:00
Speaker 5: Of voters, Yeah, that's definitely true. I mean I think a lot of people do just rock up to the polls and rock in November and cast possibly the same vote that they've been casting for decades. But look, I mean, you know, particularly relevant to to eur or economy down here. I just just hope that, you know, we can have a sort of settled political backdrop for another three years. I think that's all we can really ask for, and and that should be reasonably accommodating to how we do business down here as an exporter.
00:18:35
Speaker 1: Well, just finally the good news story went to Lamb going over eleven dollars Bee for around the nine dollars fifty mark, getting close to ten. Real shortage of stock available for slaughters to schedules are trending one way, win a win a chicken dinner exactly.
00:18:49
Speaker 5: Schedules are trending up, and I mean I imagine that the way the dollar is, they'll continue to persist for some time. So it's exciting time to be producing red meat.
00:18:59
Speaker 1: And in the South, well that's simply coming down the supply and there's what's available.
00:19:05
Speaker 5: Yeah, at the moment, I think there is definitely a real shortage of stock available for slaughter today. So yeah, I guess there's a there's a checkbook war out there between between the processes, and that probably isn't a isn't a bad thing.
00:19:20
Speaker 1: Oh if you're if you're producing, absolutely not. And what are your forecasts for? What are you seeing? Do I see a bit of a smile there? Are you prepared to give a forecast? Do you think we'll get up towards eight or nine dollars? Are we thinking too far ahead?
00:19:34
Speaker 5: I don't think anyone's given an accurate forecast for wall in the in this century a pack of tread Look, it's it's it's pretty, it's pretty impressive what's been happening there. There's obviously a bit of demand out of India, which I think probably will persist. So yeah, I think I mean, it's good to see. Good to see war moving and moving, you know, around six bucks. So yeah, that's that's good. I probably probably won't go out there and put a put a figure on it. But yeah. The thing with China particularly, and they've done it before with their commodities, is they can just turn the tap off and and you know, if they're not in there bidding the price up, you know it might might fall down again. So no, look, it's it's it's great to see, and yeah, I would love to see it tuned towards eight dollars.
00:20:22
Speaker 1: Absolutely Craig's Investment Partners. That's shown you building. Tell people where you are.
00:20:26
Speaker 5: Yep, we're on one Arc Street and Gore, opposite the New World. Or you can give me a call on three two O nine one five two.
00:20:33
Speaker 1: Good on your time when you're back on the tennis court.
00:20:36
Speaker 5: Look, we'll come back next week about that. You're hiding.
00:20:43
Speaker 1: Time shower the Craig's Investment Partners part time tennis player, but talks about finance and knows what he's on about. Their Thanks of a team at Craig's IP happen next door more part of the Fonterra Shareholders Council. This is the muster.
00:21:01
Speaker 3: This interview is brought to you by agri Center South branches in Lawnville, Gore, Cromwell, Milton, and Ranfurly. Drop by your local Agri Center South branch today.
00:21:16
Speaker 1: Welcome back to the Musta or way down to Kennington this afternoon or depending on where you're based down here, based here in Gore, obviously you're heading south. Don Moore, part of the Fonterra Shareholders' Council, farming down that way. Moved down there a couple of months ago. Now, good afternoon, Don how's everything.
00:21:33
Speaker 6: Afternoon, Andy, You have very good. Thanks.
00:21:35
Speaker 1: Yeah, beautiful day, beautiful day after a crisp morning, and that's how you want it for this time of year, having just passed winter solstice.
00:21:44
Speaker 6: Yeah, that's right. Yeah, it's pretty enjoyable when it's on days like this. Last week was it was not you know, it was typical winter weather. But we're you know, we always get the settle periods as well, and oh, we had a pretty good June overall, really, didn't we.
00:22:00
Speaker 1: So for you, you've got a lot going on down there, and of course carving is not all that far away.
00:22:05
Speaker 6: Yeah, we've got plenty going on. We've got the digger here now. We've been tidying up yards and things and really just starting sort of around yards and sheds to have a good base and have everything organized so that everyone knows where everything is and it's clean and tidy and you're not tracing through mud trying to change implements on tractor or anything like that. So doing a bit of that, we'll launch into tidying up some fence lines in July, that's the mission July, and setting up carving sheds and things like that as well.
00:22:37
Speaker 1: So when need you do to start carving officially.
00:22:40
Speaker 6: Yeah, officially about the fifth of August, but we'll have some calves on the ground late July, so we need to make sure we're ready for that.
00:22:47
Speaker 1: You're still got to weave bit of time at your sleeve, I suppose.
00:22:50
Speaker 6: Yeah, we can get a lot done in that time. We haven't haven't had a break yet, so we will take a few days off hopefully. You know, there's a bit of night on the ski fields now, so hopefully we'll get a bit of a ski and during the ski holidays for a couple of days anyway, not before we've put the kids to work for the first week of the school a lot of days anyway.
00:23:07
Speaker 1: Absolutely, it's when you get the labor going.
00:23:09
Speaker 6: Right, Yeah, absolutely, Yeah. Yeah, we'll be running cow through sheds and rechecking numbers and tidying up herd records since we've had the big change around and things like that, so making sure everything ship shaped so that things go pretty smoothly, you know, during carving, and we're not having to fix up count numbers or issues there. We can just sink straight into it. Yeah.
00:23:32
Speaker 1: Just how daunting is it going on to a new property and realizing you've got to get all the infrastructure up and running.
00:23:39
Speaker 6: Well, we had the benefit, I guess. So we've been leasing at prior so whether that was right or wrongly, we knew what we were getting into. Maybe we were false, I don't know, but time will tell. But no, it's enjoyable. I mean having leased the farm prior there was you know, we had frustration around things we wanted to change, and we've sort of had a plan on which things we're going to attack first and how we're going to do it. So that's that's been definitely an advantage.
00:24:11
Speaker 1: As far as your staff situation, there is a matter of having everybody how do you deal with staff at this time of year, making sure everybody's had a good break before you hit the ground running off the calves or what do you do? Do you just what approach do you do as far as days off, Yeah.
00:24:25
Speaker 6: We certainly liked everyone to have a bit more of a break over winter so that they are fresh. There's been obviously we've got plenty to do as well though, so we've got we've got an extra team member coming in July, so there'll be a bit of training to do there, but we'll make sure that everyone's had some time off, and it's not that we're you know, we're sort of getting picking through jobs, but we're not sort of putting ourselves under a heap of pressure that we've got to, you know, do big days just to make sure we get everything done. We're here for a while now and things will Everything we do is improvement and everything we do makes things easier. So if we don't get it all done, that's not a problem. We'll continue to do stuff during the season and make things better for next year.
00:25:09
Speaker 1: So with new staff members coming on board, do you like to mold them to your way, to the way that you want them as part of your operation or just do you need to realize people they have different strengths and weaknesses and according to as such you got to work to that.
00:25:23
Speaker 6: Definitely, there's I guess there's both both parts of that really, I mean, there's certainly there's ways we want to get things achieved. It's the people side of things as influences how you go and do that. So, yeah, lots of team meetings and getting people on board is to you know, what we want to achieve and why and then and then from that you decide you know how, and so that's sort of there's been a bit of that during June, but we're sort of holding until we do a whole big sort of pre carving planning meeting and things like that once this new person starts, and then we'll be into it. And that's really about working effectively as a team.
00:26:08
Speaker 1: Of course, you're part of the Fonterra Shareholders Council. You talk about the GDT options and irrelevance they have, but the Pulse auctions as well. We don't seem to hear as much about these as we do the main options time, but they're still pretty relevant.
00:26:21
Speaker 6: Yeah, they certainly are, and you know, if you're a buyer or you're into share trading, they definitely have an influence in the background on milk price and you can see that as things come along and they change in between GDT options when you're looking at sort of z X fixed milk price events options and things as well. So yeah, they play a part. And you know we were talking off here before. You know that's that I've sort of slowly been trending down, but not at a steep level, so there seems to be some stability there still, so hopefully hopefully. Often in the past we sort of start calming in Southland as the northern hemisphere is coming off the peak, and we've often seen things bounce back the other way, so hopefully this is one of those years.
00:27:17
Speaker 1: Time will tell absolutely, So what's on the agenda for the afternoon there? Maybe you're just sifting through Wednesday or it's all go just a digger apart from the digger's what's happening, Well.
00:27:28
Speaker 6: There's been all sorts happening today. I've been to the gym, I've been out on.
00:27:31
Speaker 1: Farm under the gym. It's not the farm was a gym.
00:27:34
Speaker 6: I enjoyed just a bit of social as well, so that we get a bit of socialization in the morning. And then yep, the kids have been off to school and we've been out on farm. Back inside for a zoom call and yeah, back out on farming, doing a bit of just keeping the digger going. Well it's here, and keep continue tidying up around the place, getting sheds sorted and having a bit of lead management and place on farm, and I hope flea by next week I'll be putting the post driver on and starting to tide out and the fencers around the place.
00:28:06
Speaker 1: See that's the difference between you and me. I went for a walk this morning. There was a leaky water pipe on the at the end of our street and it had frozen over, and I just have one hell of before and my instant reaction is what the hell have had done to myself? But yeah, you just got to realize when you get older, you're not You've got your cryptonite quite easily.
00:28:23
Speaker 6: Oh absolutely, I've got my fish year of injuries. Don't worry about that.
00:28:28
Speaker 1: Hey, good on, You're done and all the best over the next few few weeks or so. Mate, we'll catch up again. No, it's good to catch up.
00:28:33
Speaker 6: Eh, Yeah, sounds great.
00:28:35
Speaker 1: Thanks Andy done Moore based down at Kennington, part of the Fonterra Sharholder's Council cam Moyer is up next. You're listening to the Muster. Welcome back to the Muster on Haka Nuie Stevie. Next there at the edge of seventeen just various rock artists in the eighties, This afternoon of space. More than anything, we've got a Billy Joel throwing and there for Pete Allen earlier on in the Yeller. Now we're away to catch up. Next with Cam Moyer of Southern Pet Foods. Cam, good afternoon, Good to Jet again.
00:29:13
Speaker 7: Hi Andy, long time no chat.
00:29:15
Speaker 1: Yeah, it has been looked. Last time we spoke to you, it was of course after that the is with a fire a few guys here. But since then we've heard your ads on the radio. Everything's been guns to the gunnel.
00:29:26
Speaker 7: Yeah, one hundred percent. We've we've pushed really hard the last couple of years to build a brand new, st out of the art pet food facility down here in the hard of Southland. So we're back where we were, same site, whole new building. We've got websites and Facebook pages now, and to that in we're actually starting a body calf collection this season as well.
00:29:44
Speaker 1: Yeah, there's good news. I mean just coming up to that season. So another option there there for people.
00:29:49
Speaker 7: Yes, so we're going to kill on farm. We appreciate that transporting at four days old can sometimes be an inconvenience for farmers, so we're going to kill on farm and remove that. So in theory we can kill from one to day four and move them off farm dead with purpose, build a trailer for that. So we're going to capture and contain all the mess associated, so farmers don't have to worry about getting their sheds dirty.
00:30:14
Speaker 1: So this is just something you guys thought of, something to try for the season.
00:30:19
Speaker 7: Yeah, we're dipping out Taiwan. Obviously before the fire, Fontira made those mandates and we wanted to help farmers at that point. It's just the last couple of years we haven't been in the position.
00:30:28
Speaker 8: To do so.
00:30:29
Speaker 7: So this year we're back to where we were pre fire, and we thought, well, hell, let's give it a nudge.
00:30:34
Speaker 1: Yeah, nice one. It's great to see you guys diversifying. Well, we're going to find about very shortly. We're talking about a couple of different things today, but you're talking about your bobby cars. But you guys have got an app that you're working on at the moment too.
00:30:47
Speaker 7: Yes, So we appreciate through the fire that, to be Frank, I was the problem around booking cows. I was simply too busy and farmers wanted to hear my voice and get information that they booked a cowen for collection if I would too. So to that end, we've gone right, we're going to remove this bottleneck problem and create an app that allows farmers to log in on their phone, put a pin with their cow is that needs collect and fill out all the appropriate information, send it through to us. They'll get an automatic response. It'll also queue them when we're coming through the areas. If they've got cows that they've forgotten to book with us, they can just reply to it. So it should just streamline everything from an on farm operation. We'd hope that's going to launch in the back end of this year. We're working on it really hard. It's just timing that that's going to get us on that.
00:31:34
Speaker 1: No, for you guys, it's all things happening once. I mean, developing a NAP isn't a five minute job. When you've got it up and running, well, it just makes life easier.
00:31:43
Speaker 7: One hundred percent. Well, look, we've also been a bit more guns hoe than that because we've also developed a website and built a Facebook page around our brand new brand Poor Cuisine that we sell both here at the factory and have distribution around Southland, Otago and Canterbury.
00:31:59
Speaker 1: Poor Cuisine well it's a good name obviously, just pet food requirements and the likes.
00:32:04
Speaker 7: Yeah, so it's all natural, all raw, exactly as we used to, but a lot more diversifying flavors. So we believe in one hundred percent raw and natural pet food. That's what we've created here. We also top into things like the Noble Diet range for pets with allergies and hypollergenic. So we're trying really to create a balanced situation in the pet food market.
00:32:25
Speaker 1: So what are you talking about a sectionally? You give us some example of some of your products.
00:32:29
Speaker 7: So some of the more popular ones with the farmers that we've got the old favorite farmers trim minced beef blocks with a bit of organ in them. Dogs need the organ for the vitamins and minerals they provide. We've got the brisket bones and the neckbones that wass an old favorite, the stockman's mutton. But also we go down to things like venison, mince poss and mints, rabbit mints here, mince steak and kidneyed minxes. We've got horse mints, we've got lambon steed as you'd expect, horse and mutton. So we're trying to diversify to cover all aspects of pets and companion animals as well.
00:33:00
Speaker 1: Jeez, forget the pets. It's good enough to put the fry pair and the majority of that stuff.
00:33:04
Speaker 7: Well, look, I'm not going to say it's not we have hit the odd customer tell us historically they have. But obviously we don't sell it as that. We sell it as pet food, but it is made to a very high standard here with this brand new stad of the opp facility too.
00:33:16
Speaker 1: So just in general though, you guys, has been pretty busy at the moment, I imagine.
00:33:21
Speaker 7: Yeah, it's always flat out, and it's been flat out since that terrible event in April twenty four. Myself and my wife f Liss that I think a few of the farmers around south and are starting to meet now as she jumps in the old care collection truck. We've been pretty balls to the wall for the last few years.
00:33:36
Speaker 1: That's one way to put it, Cam. So if people want to get in touch, what do they do? How do they get in touch? Mate?
00:33:41
Speaker 7: Yep, so still got the same phone number two seven four three four oh nine O two. The Facebook page which is Southern Pet Food has got updates all the time. The website is pork Cuisine dot co, dot in z.
00:33:53
Speaker 1: Get on your cam always good to catch up, mate, cam Meyer. Southern Pet Food's appreciated your time once again. Thank Andy cap mooy're there of Southern pet foods. You're listening to the muster up next, Kelley bucking Him from Darryen zed this as the muster on Hock and now we Killy Buckingham of derry In zed. Every time I speak to you on Kevin. In the back of my mind, Kelly Sullivan, I still write the bloody thing down Apologies here you going, that's okay.
00:34:27
Speaker 9: I'm good thing they've been married only four years now, you know.
00:34:32
Speaker 1: I don't know just anyway, Kiley Buckingham. Of course we carry catch up with darien z In on a weekly basis. How thing's been out there at the moment anyway, it's a cool crisp after no h but it's just a little bit weird and places of space.
00:34:45
Speaker 9: Yeah, it isn't. All In all, people are relatively happy with how winter's tracking the line. Not too many complaints. We're hearing, well.
00:34:53
Speaker 1: You want winter when you want to get winter as well, so that's the other thing. And talking about that, the wintering Sea amongst us, and just having a plan via things, do you get a little bit echy? Yeah?
00:35:05
Speaker 9: So I think up until what was it a fortnight ago, things were looking relatively dry and crop paddocks out there, but we did get a fair bit of rain across quite a large part of the lowest South Island. So yeah, we're just wanting to remind people to have a plan be in place. Hopefully everyone has done their winter grazing plans and has thought about that and passed that information on to their teams, especially lots of people off on holiday, So hoping that, yeah, people do have contingency plans in place. If you don't, a few things to consider would be, you know, making sure that we're shifting cows to drier parts of the paddock, you know, if you need to change the direction of grazing in a paddock to get cows off weater parts, and it's an option up their sleeve. Obviously we've got a lot of people's standoff facilities now if it gets really wet. I haven't actually checked the forecast, but imagine things are drying out okay, and that won't be needed at the moment, you know, a cresp day like this. Certainly, not increasing allocation is another option for when times do get quite wet and we do see a hair of people just moving mobs multiple times a day rather than once a day. That's another tool in the toolbox. Obviously smaller breaks but more frequently just gives cows the ability to go on to fresh ground that's not muddy. And then the back fences and portable troughs, and we're seeing really good use of that across the region. But just remembering that, yeah, keeping those back fences nice and tight, especially when it's wet, is really important because when we look at the research, cow should be lying for between eight to ten hours a day every day throughout the winter to ensure, you know, we still gain condition and maintain condition throughout the winter. And interestingly enough, I was just having a little read this morning. Even so, if soils are already wet, even like a really small amount of rain can reduce the lying time by up to another two and a half hours a day. So if it's getting wet, yeah, two and a half hours off eight hours. You know, that's that's quite a significant amount of less lying time. So there is on the calc here and Winter web page on the Dariensis website, there's actually a really good action list an assessment that you can do with your paddocks to assist. I guess how wet they are that gun boots score methods. A few people will know of that. So yeah, there's a really good easy explanation of how to assist, how we are petticers, and then some actions that can be taken to I guess ensure that cows are getting the lying time they need through.
00:37:52
Speaker 1: The winter upcoming events. What have you got on the pipeline, Keiley?
00:37:57
Speaker 9: So Nathan has been working has little but off getting an off paddock infrastructure tour. I guess this is the third season, the third winter that we've looked at off ped off paddick facilities and this year we are looking at carving pads, so yeah, getting cows you know, off grass and looking at some options that people are using to carve yet on some form of infrastructure. So on the sixteenth we're at Grunt and Jermine Dixon's in Western Southland looking at a bark chip pad there that I've covered this season. So that's the sixteenth, I think it's a Thursday over in Western Southland. And on the following week, the twenty seventh, which is sorry not the seventh, the twenty third, Thursday, the twenty third, we're in Eastern Southland, starting a market tour at the Warnock's Place looking at a bark chip pad year before heading to Lawnville to Jimmy Curtins looking at his calving barn. Yes, so just nice to I guess look the options to get you know a few people are some people are looking to move away from having their cows calves on pasture and into or onto your off pat it system. So really excited to be able to showcase a few different options there that people have invested in. And then this Friday we also are supporting the Southern Dairy Hub field Day, so that's eleven to one at the Southern Dairy Hub on Thursday and they've got a new standoff pad being constructed at the moment there, so that will be a focused incident call to go and have a look at.
00:39:37
Speaker 1: It's all goo a darien zed Keeley, Buckingham, thanks for your time as always.
00:39:41
Speaker 9: Thanks Ernie.
00:39:45
Speaker 1: Laugh out loud with ag proud because life on the land can be a laughing matter. Brought to us by sheer Well Data working to help the livestock farmer. A young man goes into a drug store by condoms. The pharmacist asks what size you'd like. Well, the young man says, I've been seeing this girl for a while and she's hot tonight it's a big Night's the first time of meeting. Appearents. We're having dinner, then we're going out. I've got a feeling and I'm going to get lucky, So need the biggest pack you've got, so we always are condoms and leaves. Later that evening, he's sitting at dinner with the girl and her pearance. He asks if he can say the blessing, and they agree. He starts praying and keeps praying, and keeps on praying for another several minutes. Finding the girl leans over and whispers, you never told me you were such a religious person. He whistles back, you never told me your dad was a pharmacist. Just before we wrap up. A couple of Hey and Baylish competitions going on, of course, on Friday, Riversdale Lions Club at Andrew's Transport Yard. Judging is at twelve thirty pm, prize givings at three o'clock, the auctions at three point fifteen, and the after party is such as happening in the Riversdale Club rooms of local with funds raised going back to the local area and of course Wyndham Lions Club happening tomorrow at four pm. Proceeds going once again to local schools as well as Hospice Southland did aiden Dale first response. Now it can be delivered. Are Three Rivers contracting today until three o'clock this afternoon, so he got another hour or tomorrow from two to three thirty. The auction of the hay and bailage is going on at the Three Rivers Hotel at four o'clock. Stephen Ravage and Graham Stewart are the people to get in touch with theory guarding it and it's us for the afternoon, the Muster and Hocken who is brought to you by Peters Genetics. I'm Andy Mueller the podcast. Will we app shortly enjoy the afternoon see tomorrow? Hey, well all right too, he'll go there. And what are you going to get for stock selling? Action? On Wednesday comes currency of PGG wrights in and it is about Cluther's sale with Mark Calder on the ground once again to give us a rundown of prices. Get a Mark Hatt'll we go today?
00:41:46
Speaker 8: Ron, you were really good today, Saul aams are really holding your own today in Clarman and Demands. It's good to see prime us there at Bickerwie, but today it's still selling well. Big top youvu's two eighty four he could meetium us return two hundred and thirty dollars given in the store. Aims that was really well. Did out one ID to two hundred and teen dollars, mediums one forty to one to seventy in your lotterin were one team to one twenty oh. Sorry in the year's new department two hundred to two hunred and thirty dollars one seventy one eighty in one team to one fifty. It's used in del Quota. Thank you very much,
