Stu Davison

@grant_farquhar @dairymanNZ @bartjevandeven The upside of waiting two weeks is the fact that the market has followed that trend, and the milk price expectation is now more than $9.50.

@dairymanNZ @bartjevandeven @studavisonNZ You've got the ball now... 😆

Maybe a payout increase now…..?

@BenDooley8 Agreed. I’m interested to see how this changes the division in the US. Ie is this a step too far? Or will it divide things further. For a kiwi in the US it’s not exactly a great environment to be looking forward too!!

@studavisonNZ 100%. Doubt its organised by them but it'l obviously be one of their supporters, even if by default.

Was Trump just shot at!?

@BenDooley8 Not sure 🤔 but an assassination attempt isn’t a good look for the democrats… under the simplest assumptions

@studavisonNZ Yea. If he goes down, who takes his place?

@castleton_amy Did they find anything else worth keeping??

Omg, dumb clumsy Amy thing today. On the train to WLG, rings fell off in the bathroom. Could not find my wedding ring ANYWHERE even though there's nowhere for it to have gone and I found my engagement ring just fine. I FOUND IT IN THE STUPID INNER POCKET OF MY JACKET JUST NOW.

@castleton_amy @waddington_erin Hmm we do a podcast, search highground on Spotify - but if there’s enough demand, I’m sure we can do videos too! They were a fun time at NZX!!

@waddington_erin @studavisonNZ anything from Highground?

@castleton_amy gosh i miss your videos/analysis after a GDT auction 😭

@AWinning95 Cut it either way, 1.9% adjusted for 30day month.

@studavisonNZ 2.8%* average daily increase

Nz milk production up 5.6% in Feb… any insights?

@dairymanNZ @BornBullish Had a mind wave when writing todays NZ milk price report - it would be handy for some context around these questions! So, @dairymanNZ and any other farmers who want free milk price market updates, hit this link: marketing.highgrounddairy.com/nz-milk-price-… share it around, it’s free!

@BornBullish fair way to go with WMP before NZ farmers see an $8 payout? What do you reckon?

@dljagri @BornBullish @dairymanNZ FX rate of circa 0.6150 full season. Could be lower, as Fonterra has stated they have a fair amount of optionality available, about 18% the last time they provided guidance. I’ll be impressed if they can pull the full season below 0.6100 - it’s been a choppy year for NZD:USD

@BornBullish @dairymanNZ @studavisonNZ What x rate on NZD are you basing this on?

@bartjevandeven @NancyWrigh27418 @timgortonz @dairymanNZ @BornBullish #facts *🎤 drop*

@studavisonNZ @NancyWrigh27418 @timgortonz @dairymanNZ @BornBullish You see stu the products sold on the GDT come from factories where tankers bring milk from a farm. on that farm they put cups on cows to extract milk to supply the GDT but for them to milk a bull/AI tech needs to impregnate that cow which is done through,you guessed it, her PUSSY

@dairymanNZ @bartjevandeven @NancyWrigh27418 @timgortonz @BornBullish

@bartjevandeven @NancyWrigh27418 @timgortonz @BornBullish @studavisonNZ Bart. It's not a cat 😬

@bartjevandeven @NancyWrigh27418 @timgortonz @dairymanNZ @BornBullish How does the conversation progress from here? I’ll leave that to you @bartjevandeven

@NancyWrigh27418 @timgortonz @dairymanNZ @BornBullish @studavisonNZ That’s probably the most crazy change of subject I’ve ever seen here…..🤣🤣

@dairymanNZ @BornBullish Brave considering that for the current $7.80/kgMS price to be achieved, the market has to find a little more support in the last three months, or 6 GDT auctions. Need an average wmp price of $3470, which the market isn’t at right now… next season looks healthier

@BornBullish @studavisonNZ Quite a few farmers out there confidently predicting $8. I hope they're right but there's a very long way to go

@bartjevandeven I would assume that’s cream being delivered by the other processors! You’d be amazed at how much cream gets traded in the Waikato!

Another episode of…..guess which “DIRA” factory this is…..🤣🤣🤙🏻 A hint…they act in a cult like manner…

@juliajones110 Booked in! 🥛

@studavisonNZ Yes please 🙌 there is a wee spot in Eureka that needs your fab energy 💥❤️

Calling Kiwi Farmers! I’m back home for most of summer doing a milk price futures road trip - providing information on the why, what’s & how’s of nz milk price risk management! If you’re keen for a milk price workshop in your neck of the woods, get in touch or hit the link below!

@MaksDairyInfa I think the futures are still drifting off of a short squeeze last week, and looking towards the physical result tonight. Direction is needed to get momentum again.

Is #GDT going to rebound today, @studavisonNZ?

@MaksDairyInfa Hmm 🧐 I’m sitting on the bearish side of the fence currently, with expectations that buyers will step back at tonight’s auction. However, declining milk supply outlook from NZ might drive a FOMO reaction from some buyers. It’ll be a very important auction for the whole industry!