Fonterra Sees Protein Product Demand Staying Strong

The video discusses the impact of China's market reopening on the dairy industry, highlighting a 50% profit increase and improved return on capital. It addresses market discrepancies between New Zealand and the US, emphasizing the ability to shift products to maximize value. The focus is on diversifying from whole milk powder to higher-margin proteins. The forecasted earnings are optimistic, but risks remain due to global volatility and supply chain issues.

What was the percentage increase in profit reported in the first half results?

• 30%

• 40%

• 50%

• 60%

How does the company manage to keep its prices high despite market volatility?

• By focusing on local markets

• By reducing production costs

• By shifting products to high-value markets

• By increasing advertising

What percentage of products has the company shifted to protein categories compared to a normal year?

• 40%

• 20%

• 10%

• 30%

What are some of the key risks mentioned that could affect the company's earnings forecast?

• Political instability

• Supply chain disruptions and weather events

• Increased competition

• Technological changes

What is the forecasted earnings range in Kiwi cents per share?

• 45-55

• 50-60

• 55-75

• 60-80