BRUCE SHEPPARD AND THE RISKS OF FONTERRA

Bruce Sheppard has done a very good piece analysing whats up at Fonterra.

It's Here and its well worth a read.

So what is the real picture of Fonterras finances , and just what does it mean for New Zealand?

FONTERRA STORY ABOUT TO BLOW

We hear that there is a secret meeting to discuss the Milky Way early next week. We have been waiting on this for a week or so.

MILK MOUNTAINS IN THE US

Homepaddock has a good post on Fonterra and milk mountains - she is taking longer term and optimistic view of the situation - well worth a read here

FONTERRAS COMPETITORS NOT WASTING TIME

STUFF ran this story on a company that has carried out a survey on Chinese attitudes to Fonterra and NZ foods .

But this is from the Sinogie website...That lists their client projects


Sinogie Dairy manufacturer

USA
Research into the current and potential market for processed cheese and other dairy products in China: investigation of current and potential size of the consumer and institutional markets; research into national and regional eating habits and taste preferences; information on current and future government dairy industry policies; identification and evaluation of over 30 dairies which could be local manufacturing partners or acquisition targets.




This is a good example of the dark arts of PR. Fonterra can expect more.