September 23, 2025 • 44 mins
Andy Muir talks to Peter Gardyne, Tom Shallard, Jeanette McIntyre, Veronica Oostveen, Nick Bewley and Warwick Howie.
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Speaker 1 (00:10):
Good afternoon, and welcome to the muster on Hakanui. Andy
Mule here until two o'clock thanks to Peter's Genetics. Thanks
for your company. On a hunt day, as a lookover
Main Street overcast, there was or there were there still
is actually a couple of patches of blue sky although
it is heavily overcast. We look at the weather shortly.
(00:31):
Music for a Wednesday but a Jaycash, Johnny Cash, don't
know that I will, but until I can. Five day
forecasts brought to you by twin Farm, teff Rop and
suff Text. The proof is in the progeny tiff Ron
dot co dot nz. The solitary This afternoon cloudy were
(00:53):
breezing north westerlys and fourteen. Thursday partly cloudy with north
westerlys two and nine. Friday thunderstorms, breezing western east two
and nine again Saturday, slightly improving showers a breezy north
to northwest wins six and thirteen. Sunday afternoon showers a
breeze in or westers five and fifteen. So temperatures Clinton
eight point five, Herriot six point five, northern south from
(01:15):
eight point four, Reveta nine point sixty and eight point
eight Tataroa nine Winton and Woodlands at eight point three,
with Peter gardein and starting us off farming at Napdale,
talking about this counterproposal from a few of the bigger
Alliance shareholders. Pete tells us if he thinks this is
a good idea and what does it mean regarding the
Alliance Folk which is coming up in the next few weeks.
(01:38):
Tom Sheller and Craig's investment partners as he ketch up
Veronica OUs Fine out of Derry yen Z, Jeanette McIntyre
of Real Women, New Zealand. The one hundred year anniversary
coming up in the South over the next few weeks,
so Jeanette tells us what's going to be happening there.
Nick Buley had a news talk Zebed Talk Sport nral
semis not too far away preliminary finals, I think they
(01:58):
call them these days, and worried Howie from PGG Rights
and gives us a rundown on the stock sale report
from Balkleith. The music's finished, so we better get on
with the show, Pete Gardine to kick us off. Hi,
you the trainer come.
Speaker 2 (02:19):
It's're all and around a bit and I ain't seen
the suns.
Speaker 1 (02:23):
Jane peter Gard and Farms at Napdale and joins us
this afternoon on the muster Pete. Good afternoon, you're doing
the lambi beet or been shedding out this morning into
this afternoon as well.
Speaker 3 (02:35):
It's been all go, yeah, you've caught me shedding out
of paddock just at the top end of our farm there,
and it's one of those places when when you're working
a peeddic up this topping a paddock, every place you
lot you get a different view and it's actually, yeah,
pretty cool spot, especially on a nice suny daylight today.
Speaker 1 (02:54):
That's one of the peraks of being a cocky looking
around at the vistas that are around you. I mean,
if you don't take a couple of minutes to smell
the roses and take in the scenery, why are you
doing the job?
Speaker 3 (03:04):
And you did right. We've got some staff houses up
here and they probably have one of the cracking best
views in the district. Unfortunately, where my house is, we
can see about three pettis in front of us in
a hill and that's about that, yeah, and I think
that is yeah, that is one thing we do take
for granted. We do this job has its ups and
(03:24):
its downs, And don't you worry. We've put a few
hours in the last calend the month. But I don't know,
it is pretty cool and look at other jobs and
you go here, I'm probably pretty happy doing what I'm doing. Eh.
Speaker 1 (03:36):
So the lambing's gone okay, Yeah, lambing's gone pretty good.
Speaker 3 (03:40):
We've had a few days that have been not as
fun as other days. But I mean, we're landing in
south and and if you think that that's not going
to happen, well you probably should be looking at a
different career. And and to be for the north of
the hokanuis here we do get probably a little bit
of a better run than the guy's south of here.
Speaker 1 (03:57):
What about rainfall figures? Where are you at there?
Speaker 3 (04:00):
Rainfall figures? I'm not one hundred percent sure. I haven't
been keeping a good eye on them. We're still like,
we can go play pad it. We could probably we
could probably actually work paddis right now at home. But
down at pop Rail it's still get damp down there.
But we've spent a lot of money on drainage over
a period of time and we're not on the heaviest
sools either. So this is this is a pretty good
(04:21):
sort of rainfall for the napdeal sort of area in
my opinion, I'll.
Speaker 1 (04:25):
Just had time of year as well. Jillian to Hierarichi
on the show yesterday with a timely reminder on the
tractors around bird nests and the likes they're starting, Pete
to be aware.
Speaker 3 (04:35):
Yeah, one of our guys caught one in one of
the utes the other day, so yeah, there's definitely time
to watch out for those little mongrels.
Speaker 4 (04:42):
Again.
Speaker 1 (04:43):
Interesting this talk around the Alliance group and these high
profile South and farmers who want to look at an
alternative auction option, let's say option that has been produced
by Dawn meets the Irish company who want to inject
two hundred and fifty million dollars for a sixty five
two percent offering of Alliance. Where do you stand on this?
(05:03):
Is it too little, too late?
Speaker 3 (05:07):
I find it quite interesting. Actually, I don't know heaps
about it pretty straight up around that, but I have
read a couple of newspaper articles last night and Mark
Winn was sort of telling them that there are a
bunch of dreamers. I would probably counter that by telling
Mark when that some of those guys are pretty impressive operators,
(05:28):
and unlike somebody that comes and works for some of
these co ops that come in say that the last
guy was a silly monkey. Do seven years, get a
cold and handshake at the end of it, and the
next guy calls them a silly monkey. These farmers that
run those businesses, there's some pretty impressive businesses there, and
they're in it for the long haul, and they've been
(05:49):
doing it for a long time, and some of them
are doing pretty well. And one thing I did read,
and I've been a pretty strong advocate of this right
from the start, is that this year contribution argument, when
they wanted for dollars a LAMB when we were on
one of our lowest LAMB payouts, especially when you're inflation
(06:09):
and adjust it for a long time, is completely bonkers.
And something I suggested back This is two mays ago,
so May twenty twenty four I suggested to Markwin and
Philly Weiss and another guy, was that a contribution, as
especially shareholders like me who are undershared Chause in the
(06:31):
early stage of my career, is that it should be
adjusted with the price of LAMB. And you know, we've
just killed some you know, he's killing stuff a pretty
good coin at the moment, and we can afford to
put more back in. But when we're at the bottom,
four dollars ahead was way too much. And yeah, sort
of yeah, I think I think it's worth a lock,
(06:52):
but yeah, I don't know enough details to say yes
or no.
Speaker 1 (06:56):
But would that be realistic? Kind of cocky who's running,
say two and a half one thousand and three thousand
lambs that he kills each season. He's running on a
pretty tight schedule as it is. To give more outlay
for a company that's underperformed.
Speaker 3 (07:09):
Well, I think you've got two different issues there that
you've onlined outlined pretty well. I think the company has
to perform and that's a non negotiable and that is
something that needs to be addressed pretty hard. I actually
would like to see some of those bigger farmer guys
actually on the on the board of Alliance because I
(07:30):
think they'd add a heat for a lot of value,
because those guys have seen some ups and downs and
they've they've made it through the other side and then
the other thing. So there's you know, issue one issue
to you know, a farmer of any size, as long
as a contribution is relative to their supply. I don't
see that being an issue, and I would say right now,
if you can't put five dollars I read five dollars
(07:52):
a lamb in the current environment, If you can't put
five dollars a lamb aside in this current environment, you
probably need to check your budget. And that probably sounds
a bit harsh, but yeah, so I think the investment
A needs to be worthwhile Alliance needs to perform and
then be in this current environment. I think if you
(08:12):
can't put four dollars eleven side, your budget needs to check.
Speaker 5 (08:15):
Well.
Speaker 1 (08:16):
I think that's just the environment we're living in.
Speaker 6 (08:17):
Though.
Speaker 1 (08:18):
You're hearing of a lot of guys who have interest
rates which have stung them severely over the last twenty
four months, and they're playing catchup, pure and simple.
Speaker 3 (08:28):
And honestly, that's us. Like our interest rates more than
tripled as their product prices went down, and when they
made this big announcement eighteen months or so ago, it
wasn't very fun at all. And that's that's us as
a business. And you know, that's where we're getting away
at the other side of it. And Kylie Fish and
(08:50):
the Skin told us all to go by a boat
the other day. I'll tell you there won't be any
boats getting brought at arkly far limited and we're knuckling
down and we're getting ourselves in a bit position and
where I mean my goal this season, with the way
things are looking, is to make the most of what
we've got and to really put the RUMs on the
board this season. And there's a thod saying about there's
(09:12):
a time to reap and there's a time to start.
And I think as farm as we look at that
simplicity of springtime time to say autumn time time to harvest,
I actually think it's a bit different, and I actually
think you can take that on a long term horizon,
and I actually think, you know, as a business, this
is the time to reef it back in and to
(09:33):
put it into stuff like debt repayment and the likes.
And then I think when things are bad, that's the
time to actually try and keep going. And something I
said at one of the Alliance things is when we
have an awesome year, that's when we put extra line
on their paddocks. That's when we buy some extra fence
posts and calls of netting and we put them aside
so that in the bad years, we can pull back
(09:54):
on that line and we can keep putting fences up
in the winter without having to pay for materials. And
I think that's the nature of the business we're in.
And you know, a lot of your listeners have done
a lot more cycles than I have. And yeah, as
you've got me in trouble the other day for talking
about old people and yeah, and I think that this
(10:15):
is just a time to reinvest in, pain down debt
and to be fure. I think that the alliance and
it potentially could be an option, but the alliance side
of it needs to stack up as well.
Speaker 1 (10:25):
Everybody's middle aged as a farmer peach. Just finally, though,
interesting you talked about it before, say more at least
you're saying the mentality of the top brass and alliance
or just co operatives in general, it needs to change
and they've got to start passing the back and start
taking accountability.
Speaker 4 (10:41):
Yeah and I.
Speaker 3 (10:43):
Yeah, I think that who And I think I need
to take a longer term view of all these things
because we're in a long term business and you know,
you can't go farming for a five year period or
a ten year period. You've got to be in it
for a long term. There's too many ups and downs,
and instead of being scared of that, I think we
actually need to embrace it. And I think now we're
(11:06):
in the time of the cycle to not over excite
ourselves and to knuckle down and put ourselves in a
position to ride out the next wave. And on that
other note about everybody's a middle aged farmer? What are
the guys from down the road? Proudly told me that
he's now one of those old farmers that I talked about.
Speaker 1 (11:22):
Are you prepared to name in shame or anonymous stays, Oh,
I must have.
Speaker 3 (11:25):
Met Namara from just down the road, and he's a
really good rooster.
Speaker 1 (11:29):
Good on you, mister mcnamary. Good on your Pete, always
appreciate your time. No good have you haard what Jim
Pete Gadin? And that we're all middle aged? Right? We
can't escape that mentor unfortunately, but that's life. We continue
on for the afternoon. Tom Shallad's and Studio next from
Craig's Investment Partners, Well and.
Speaker 5 (11:53):
The Muster Financial segment brought to you by Craig's Investment Partners.
Got This information is general in nature and is not
Financial Advice. Craig's Investment Partners Limited. Financial Advice provided disclosure
statement can be found at craigsip dot com slash tcs.
Speaker 1 (12:10):
Our lovers joining us in studio from Craig's Investment Partners
talking all things investing, investment and all to do actually
with the rural industry from a money viewpoint, as Tom Shallard,
good afternoon and welcome once again.
Speaker 7 (12:24):
Good afternoon, Andy, and great to be back in the studio.
And finally it same spring has arrived.
Speaker 1 (12:29):
But has it? Do we still need to keep it
like bumps clenched and fingers crossed thinking what's up next
door to you? Are you pretty confident?
Speaker 7 (12:36):
Probably best to keep their fingers crossed for another couple
of weeks. Sandy, not out of the woods yet.
Speaker 1 (12:40):
This is South for mate. The weather's like the rugby team.
It's got its ups and it's got its downs. Look,
we look at the situation at hand at the moment, GDP,
the results came out, they weren't flash But in general
though from a market commentary perspective, what would you say
about things at the moment?
Speaker 7 (12:54):
Yeah, look, Andy, globally, it's been an exceptional few months
across the marks and that's been supported by strong corporate runnings,
particularly in the United States and the promise of further
economic stimulus. So to put that into context, the S
and P five hundred, the NASTAK one hundred, and A
six two hundred are all hovering at or around record highs,
(13:19):
and golds continue to march higher. Gold tends to be
an effective hedge against currency deplacement that occurs as a
result of massive government spending and cornsta of easing. So
we've seen that push higher over the last couple of
weeks with a first rate cut by the Federal Reserve
in the United States, and then just on the currencies
(13:42):
and particularly relevant relevant you know, for US as an
export nation, the key we is trading it at five
year lows against several major currencies, including the British pound
and the Euro, so potentially a bit of upside there
for tourism and air export receipts.
Speaker 1 (14:00):
Eighty eight cents against the Australian that's come back quite
strongly recently.
Speaker 7 (14:03):
Yep, Yeah, it does look to be quite range bound.
But yeah, it was earlier in the year, was around
ninety two ninety three, so that's probably more a factor
of our rate cutting path versus the Australian one.
Speaker 1 (14:18):
Do you ever see New Zealand being on par with
the Australian dollar.
Speaker 7 (14:21):
We can create never never say never, Andy, but there's
just probably a bit more strings to the Australian economy
then we've got here in New Zealand. And I mean
the local market it's been pretty flat. That GDP print
was very underwhelming, although not surprising. I think last time
(14:44):
was on the show, I sort of made a call
for some more aggressive rate cuts and I think they
will materialize.
Speaker 1 (14:52):
How would you compare the Kiwi economy to the Australian
economy overall?
Speaker 6 (14:55):
Though?
Speaker 1 (14:55):
Are we that far behind?
Speaker 7 (14:59):
I guess you've just got a much more diverse economy
in Australia with that resources sector.
Speaker 1 (15:06):
Yeah, especially the mining situation and that that just drives
things right.
Speaker 7 (15:12):
Yeah, No, like in a resource boom, you know, Australia
can print some seriously impressive numbers which we we just
don't don't have that here. I mean we've got a
very strong dairy economy, but and agricultural economy in general,
but we probably don't have that as much as Shane
Jones would like it.
Speaker 1 (15:32):
That drill, that resource the lamb forecast is how everybody's
got their crystal balls out, thinking what are we going
to do? It's like over ten bucks of the moment, hallelujah,
made that last forever, but it's not going to where
do you see it's ending up.
Speaker 7 (15:47):
That's all looking pretty positive for lamb at the moment,
which all farmers will be pleased to hear. I think,
and having having looked at looked at some reports from
the major processes, if I was to put a price
on a late November or early December new season lamb,
I have it starting it with a nine, and I'd
(16:08):
like to see it sort of between nine dollars and
nine to twenty five. But that'll that'll it'll depend on
how how what plays out in the currency markets from
from now until then.
Speaker 1 (16:18):
And supply and demand will come into mix as well.
Into the mix. Sorry, because when these figures come out
in late November, regarding the lamb crop, it's going to
be back. It's always back considering the amount of carb
and farming that's going in. So there has to be
a correction of the lamb price.
Speaker 7 (16:31):
Right, I'd like to think so andy, and it has
to be sure, yeah, yeah, no, basic supply and demand
would would say, you know, a lot less lam in
the market would would command higher prices, But we export
ninety five percent of our lamb and buyers are obviously
global buyers. So it depends a lot on what what's
going on in global markets, currencies and and even just
(16:55):
the supply into into UK and Europe.
Speaker 1 (16:57):
But the fact is, starting with the nine as you're
alluding to, that's got to be a good thing though.
Speaker 7 (17:01):
Right yep, yeah, no, very very positive and well that's
my view in any case, So yeah, I'll stand by that.
Speaker 1 (17:08):
A Frontierra though this capital return with them selling off
their commercial they're two dollars return's the farm and nothing.
Speaker 7 (17:18):
Yeah, it's pretty exciting for Fontier farmer sheerholders. So yeah,
the Salor Mainland Group to French giant Lactalis for what
a workout to be about four point two to two billion.
Speaker 1 (17:29):
Still to be ratified. We'll just put the yeah.
Speaker 7 (17:31):
Yeah, and I should add that the Craig's investment banking
team in Auckland took the lead on that deal and
worked tirelessly over about eighteen months to put that deal
together for Fontierra and the farmer shearholders and the would
have been a few late nights and those those officers
I suspect andy, but look at all in all, it
was an incredibly complex deal in terms of separating out
(17:54):
these brands from the wider wider business and it is
one of the last, if not the largest transaction in
New Zealand corporate history, which is pretty exciting. So the
sale reflects onon Terra consolidating its operations, so they're now
focusing on high performing ingredients and food service division. Farmer
(18:18):
shareholders looking to get back about two dollars a year
as a capital return, and at the moment that's indicatively
lined up for mail due next year. So we've been
having a lot of conversations with our dairy clients. Many
are in the fortunate position of having a pretty robust
balance sheet and for them it presents a once in
(18:39):
a generation opportunity to diversify and invest off farm. So
some are even framing the opportunity to use the capital
return as part of succession. They may, for instance, invest
the capital return off farm combined with perhaps an equity
release from the dairy business, which might be done by
taking on a bit of additional leverage which will set
(19:02):
up so the retiring generation with a great nest egg
off farm ultimately funding their retirement. And I guess it
helps to keep the next generation honest as well. And
I think the prudent thing to do is probably look
at your look at your wider business and and and
and talk to your professionals, your accountants and you know.
Some people the prudent thing today will be to pay
(19:24):
down debt. But but for but for others, maybe to
to invest invest off of farm.
Speaker 1 (19:30):
Well, investing on farm makes a lot of sense as well.
Just diversifying the funds.
Speaker 7 (19:34):
Yeah, yeah, No, investing off farm is a prudent thing
to do. Diversify your exposure to different markets. I mean,
particularly in the dairy business. You spend your life exposed
to mainly one one agricultural commodity being the fat milk price,
and and your your your value of your balance sheet
(19:56):
rises and falls essentially with with the fortunes of the
dairy business. So yeah, good opportunity to get some exposure
to to other industries.
Speaker 1 (20:04):
For sure. It is time. Now the team at Craig's
Investment Partners, how do we get in touch?
Speaker 7 (20:07):
One twenty main Street, Gore Andy or CRAIGSIP dot Com.
Speaker 1 (20:11):
Good on your time, always got to catch up.
Speaker 7 (20:13):
Thanks Andy Burn and Ring on Fire.
Speaker 1 (20:15):
Time show out of Craig's investment Partners based right here
and Gore, you're listening to the Muster. Up Next Jeanette
MacIntire from Rural Women New Zealand.
Speaker 4 (20:23):
The Ring of Fire, The Ring.
Speaker 6 (20:34):
We got married in a Federer bro.
Speaker 1 (20:40):
Thanks for joining us on the Muster. I'm Andy muer Our.
Next guest is Jeanette McIntire on behalf of Rural Women
New Zealand who are celebrating one hundred years of Rural
Women New Zealand and South and in the not too
distant future. Jeanette, good afternoon and welcome to the Muster.
Speaker 8 (20:57):
Afternoon to you Andy, and say thanks for having me on. Yes,
it is a very important occasion.
Speaker 1 (21:03):
It's a fantastic landmark to celebrate one hundred years regardless.
Speaker 8 (21:08):
Oh it is for anybody or anything, and one hundred
years of voluntary work in New Zealand supporting rural women
and their families. I think that our organization has done
pretty well. Of course, it started off as Women's division
of the Farmers' Union, but it never was a division
of the Farmers' Union. Or eventually they changed the name
(21:30):
Federated Farmers and the women didn't change. They stayed with
that though running is a totally separate organization. But it
was about oh, when I went international president nineteen ninety one,
we just discussed the name and thought that maybe it
was time for a change, and so it was a
bit of shock horror for people, but it worked. We
(21:51):
changed the name and now that truly reflects what we
are in the country and the work that we do
supporting rural women and their families in whatever way we can.
Speaker 1 (21:59):
So we had to say we're a woman New Zealand
as as strong as it's beIN Jeanette Oh.
Speaker 8 (22:05):
We've got, you know, from a few quite as many
thousand members. It's changed over the years. I think was
around two thousand now and we just love to see
more people helping us.
Speaker 1 (22:15):
With what we do.
Speaker 8 (22:18):
I mean in South And for example, we have things
like the forestry that we own a lot of people
don't realize that what we own a big forestry two
one hundred acres down at Dipton and from that we
log and we manage the overall of that and well
along with a company that helps us with the main
(22:38):
work and so that brings us a pretty good income
throughout the year. Over the years, of course, we had
the holiday homes at Riverton and some people will remember
that and that was the gift. The funding was the
ground there was gifted by the Mackenzie families had a
lot to do with the growing of our organization and
(22:59):
those homes were a great place that people could go
and have a holiday and the roustmaking the casts were
held throughout the years and they were just a great
way for the young women, young mums and the older
people just to learn to do some stitching and mending
and making their clothes. And yeah, that's not there anymore,
(23:21):
but it's much it's well remembered. And oh look, there's
been so much happened in the communities over time. Now
there's little things happening like let's say, out at Waykaka
Valley during the winter, we have a cup of every
Tuesday morning for the for everyone to come out of
the paddocks and have a cup, put the world to
rights and head back to the paddock. And that's a
(23:42):
good way of doing things. I know there's a group
up at and other districts do the same things, but
it's about that inclusiveness, togetherness, just getting out there, being
known for what we do and sharing our time with
other people.
Speaker 1 (23:57):
So what's happening regarding celebrations as well?
Speaker 8 (24:01):
Right throughout the country, there's various things happening to remember
the organization over the hundred years we're our own in Southland.
Is will be at Anderson Park on Sunday, the nineteenth
of October. And Anderson Park, of course the family a
way back, along with the Mackenzie's, were very involved in
(24:23):
the origins of our organization, so it's quite important that
we be there. And I think we're going to have
some beautiful old cars on display as I recall, but
it'll be fairly informal for the afternoon. Penny Simmons is
going to be there to a few words. We'll have
our national president there is Sandra Matthews from North Ireland,
(24:44):
and it's just going to be some entertainment, a few
stories told and high tea and feeling. Now you know Edna,
don't you know in the Rural News. Yes, I think
Edna might be there.
Speaker 1 (25:00):
Oh hell good.
Speaker 8 (25:01):
You know. In one way or another, we're going to
make it just a really good afternoon out and we're
looking forward to people coming there's it'll be advertised in
the rural papers, so in the ensign so people will
see the contact there through humanitics.
Speaker 1 (25:18):
Can you encourage people to look on your social media
pages as well for further information.
Speaker 8 (25:23):
There is information on the social media page es on
the Lower South Rural Women Facebook and if you go
also to go into our into our national website wh
dove dot Rural Women n Z dot n Z. But
the registrations for our big day are on October the
(25:47):
nineteenth is through humanitics and the code is our WNZ
itself and one hundred which is really simple to remember.
Speaker 1 (25:56):
Sounds like a fantastic occasion. Jeanette. We'll leave it there,
but appreciated your time on the muster. Certainly going to
be a great event worth celebrating, we certainly hope.
Speaker 8 (26:05):
So we look to see hope to see lots of
people there and thanks a lot for the opportunity.
Speaker 1 (26:09):
And Janet McIntyre of Rural Women New Zealand South and
Rural Women New Zealand celebrating a hundred years in October Sunday,
the nineteenth of October. Like like Janet said, go on
and find out on the social media pages and likes
Rural Women New Zealand for more details. Bronica who spins
(26:30):
up next from darien Zi. This is the Muster. People
gone a stupid osphine out of darien Z. It joins
(27:02):
us this afternoon on the Muster. A little bit of
Johnny Cash to see us in there. Great tunes by
the way, have Veronica, good afternoon, hell segs.
Speaker 9 (27:09):
Hi Andy you things are good.
Speaker 1 (27:12):
Busy time on the farm at the moment. A lot
of calving is getting well through now. Talking to a
few people yesterday, they're onto the lates. So the end
is no but all of a sudden we look at
what's happening around mating and the likes. But getting those
calves up to weaning weight something you want to touch
on today.
Speaker 9 (27:29):
Yeah, definitely. I think we've had I've had quite a
few conversations with people recently about like weaning targets, even
our one targets. This time of year, there's a lot,
Like you said, there's a lot going on. We might
even still have cows on crop all the way through
to thinking about our ones. So it's just it's a
really busy time. We're thinking about a lot of things,
(27:50):
but we probably want to make sure that we don't
lose sight of our you know, our half for meeting
and our half are plans, because yeah, that really sets
thought for next season.
Speaker 1 (28:02):
Is that something you've seen recently though? Regarding hipaway from
the likes, has it been a concern ongoing concern with such?
So generally it's pretty good.
Speaker 9 (28:10):
I think it's a bit of a mixed bag. Like
last season was really challenging to feed heifers. Even some
of the best heifer grazing we've seen still struggle to
feed them. Like they don't like bad weather, they don't
like getting wet, they don't like wet feet, you know,
they just kind of run circles around a paddock. Really
challenging to feed them last year. So we saw those
(28:31):
ones coming into the herd this year were potentially a
little bit underweight because of that that rough time. So
when cat when heifers are are ones kind of turned
to R twos, that's around twelve months of age, they
should be fifty percent of their live weight at that
kind of twelve months point. If R twos are significantly
shorter than your mature cows pre calving, this will be
(28:54):
due to a feed management problem pre puberty. So right
now is when really want to be looking at those
animals and be like, are they hitting their fifty percent mark,
because that's like a huge benchmark to make sure they're
hitting that on time.
Speaker 1 (29:09):
The arguments there anything born last season, you're going to
have to check their host to see if he's any
webbing in there.
Speaker 9 (29:14):
It was that week though, yeah, exactly what they've developed fins,
So yeah, I think, yeah, that's that's a big one.
And then also there's been a lot of concern around
weaning weights with cabs feeding calves through there are a
lot of extra cabs being reared this year. We know
that through Bobby schedules that are lighter. So we just
(29:36):
wanted to kind of drive home those kind of best practices,
which you can find all this on our website of
course and all these tools, but that looking at that
weaning rate around that kind of ninety to one hundred
kilos give or take the breed of the animal, or
eating enough dry feed. And when we say enough dry
feed kind of best practices, they're eating about a kilo
(29:57):
a day of meal. You also want to look at
which meal you're giving them closer to weaning because they
need different protein percentages, and we have some table breakdowns.
If you kind of look up or Google on our
website search that hafer management, a lot of this will
come up and it'll show you what weight they should
be at at which age with which spart like target
(30:20):
that you're shooting for as an R two, So that
kind of maps it out, as well as seed requirement
nutrition requirements that they need throughout those first two years.
Speaker 1 (30:29):
Supplement a side. What are the faded labels like at
the moment?
Speaker 9 (30:32):
Veronica all over the place, to be honest, Andy felt
like I've heard different parts of the region are still
swimming in grass, and then there's like the likes of
Northern Southland that is actually kind of struggling for cover
at the moment. So yeah, it's it's a little bit
all over the place. And then even in so like
Clinton or like the Tyree as well, lower lower growth rates,
(30:56):
so and then yeah, Winston and the South has been
a bit wet. So yeah, it's it's all over the show.
Speaker 4 (31:02):
At the moment.
Speaker 9 (31:03):
But I have heard that it is going to be
difficult to kind of or most are starting the second
round this week and it looks like there's a potential
quality issue coming in, so that affects our mix stage
cows as much as those are ones. Maybe like our
ones need really good, high quality feed to grow, they
(31:23):
need more em to be able to turn that into
live weight, just like good mixtage cows need emy to
turn that into milk production. So don't try and force
these young cows in these high covers to clean up
a paddock. I mean, you can eventually force them. They
will get hungry enough they.
Speaker 6 (31:40):
Will eat it.
Speaker 9 (31:41):
But you'd be better off to use a lot of
animals to bring pasture covers down and kind of go
back in and graze with different aged animals, then force
one group of animals to eat paddock down.
Speaker 1 (31:52):
Veronica evates coming out with dairy Indeed, what's the hippenings?
Speaker 9 (31:56):
Yeah, So on this topic, actually we've partnered with Dairy
Women's Now, well, Dairy Women's Network has partnered with us,
I should say, and that South and we are going
to be having an event on October night talking about
weaning and young stock management in Odapiri and you can
find that information on their website as well as We've
got a lot of events kicking off in October, some
(32:18):
discussion groups have come back in which is great to
see around the region, as well as we have some
partnered events with Fonterra happening the second week of October.
Speaker 1 (32:28):
Johnny Kesh the music today. You're a fan of so
old school but it's pretty good.
Speaker 9 (32:33):
Yeah, I'm a fan.
Speaker 1 (32:34):
Definitely nothing wrong with Jaycash On Wednesday, Veronica, Hey, thanks
for your time as always. Hey, we'll catch up again.
Speaker 9 (32:42):
Thanks so much, Andy, appreciate it.
Speaker 1 (32:45):
I walk the line good chunes if I do say so,
myseuth Veronica, who's fing out of deary and Zi? You're
listening to the masta app nix. Nick Beauley at a
news talk zib being gold Sport.
Speaker 9 (32:57):
I find it very very lead to be through.
Speaker 1 (33:01):
I find mysell all through.
Speaker 4 (33:09):
Well.
Speaker 2 (33:09):
My daddy left Tom when I was three, and he
didn't leave much to more and me, just as all
guitar and an empty bottle of booth.
Speaker 1 (33:19):
I don't blame him. Welcome back to the muster. Nick
Bewley joins us out of Newstorg ZIBB as well. You
can hear his commentaries on gold Sport. Of course, we've
seen the scenes last week there at Addington Stadium whatever
the name is these days. Nick Good, afternoon Canterbury giving
up the shield to Otago and your commentary there you
sound very enthusiastic about the log of wood moving on
(33:39):
once again.
Speaker 6 (33:40):
Yeah, I just.
Speaker 4 (33:41):
Thought the energy of my commentary needed to match the
occasion and it was a heck of a game ebbed
and flowed. I thought Canterbury were going to run away
with it on a couple of occasions. It was fourteen
narl after thirteen minutes, I think it was sturdy six
twenty one. What about this a little over twenty minutes
to play and I targo a player been I thought
it was going to really open up. But my credit
(34:03):
to Mark Brown and as players, so they found a
way in g Don't they have some talent in that
Otago team, particularly open side flanker and half back Lucas
Casey with a couple of the best individual tries I've
ever seen. And then just the crisp distribution and decision
making of that Dylan Pledger and he's yelling out the
twenties half back who signed on with the Highlanders as well.
(34:26):
They had a couple of massive, massive impact on the
turnaround and gee, It's hard to defend the shield, isn't it.
I think that's the fifth different team Otago this year
and that hadn't been done since nineteen fifty and now
Oigo have to turn around and put it on the
line again, all beat against the North Harbor team who
(34:46):
ever won this season. But crazier things have happened. Who
knows the Ranfilly Shield Mary Go Round might continue on Saturday.
Speaker 1 (34:53):
And that's the crazy thing about it. At North Harbor wins,
they get their first one of the season, they get
the win, they get the log of Wood. I think
it's a final challenge for the year. I mean, it's
crazy the way it's gone, but it's brilliant. Yeah.
Speaker 4 (35:05):
I think it's added another layer of intrigue onto the competition,
and probably more so for the casual sporting fan isn't
quite as invested in the NPC. But absolutely I can't
really remember a season, certainly in recent memory, where just
by the nature of the drawer and the way it's
moved around, that the defense has immediately followed a changing
of the hands. You know, sometimes usually get a week
(35:27):
off to really you know, go overboard and to celebrations,
maybe have an away game, then focus the following week
on a defense. But it is it's must be the
seft or seventh week in a row now that the
RAM for this year has been on the line, but
I think it's still very much cherished. It's not it
hasn't been because the holders have just relinquished it softly
(35:52):
every time it's been up on the line that the
challenges have really earned it. And like I schooled and
Odo in the North Harbor region, and your part of
the movie is pretty excited to see if this Harbor team,
after a season from hell, can pull something out of
the fire.
Speaker 1 (36:09):
This weekend, North Harbor came close against North and arguably
should have won that game. Nick, But then yeah, we
heard the grains there and your voice condolences, mate, you're
talking to a Southland fan, remember that. But when you
look at North Harbor, they're using a club player a
club players policy this year, they're not buying in players.
And the argument is it's a short term for the
long term, how long do you think they can tolerate that? Again,
(36:32):
they're not going to win the games though.
Speaker 4 (36:34):
Yeah, that's that's the key question, isn't it. Andy? You
know how much how long until that patience begins to
wear a bit thin. It's a results business. You're you're
as as a coach as an organization. It's sort of
that's what it's it boils down to. But I really
do admire the approach and it is one where you've
got to look at the medium long term. You know,
(36:55):
it's it's probably gonna do more harm than good now
to throw the baby out with the bath order and
in twenty twenty six North Harbor start pulling all these
players from outside parts of the region, around the country
or overseas. Looks you learn a lot in these sort
of tough times and I think ultimately if they do
step for it, they'll be better for it. But how
(37:18):
long is a piece of string sort of depends on
what sort of patients you have within a high performance environment.
As I say, where where results is your currency.
Speaker 1 (37:26):
The NRL, we're down to the semi finals, Broncos, Panthers,
Storm Sharks. The argument goes it should be a Panthers
versus Storm final. But you wouldn't discount the Brisbane Broncos
under Reese Walsh playing the way he is, and I
wouldn't discount Ranulla. They've got form playing in Melbourne.
Speaker 4 (37:43):
Yeah, well just on Friday nights game first and foremost
Storm Sharks, you bang on. I think everyone has written
off Cranulla and is you know, every pundit is surprised
that they've even made it out a week one of
the finals against the Roosters in a five v eight,
let alone going to camp and getting the job done there.
But they've been on a rail strong surge of form.
(38:05):
I think that won nine of their last ten. Craigfit
S Gibvens built an identity around how they want to play.
They're getting plenty at a Braid and Trendle. You know,
people say it's Nico Hines's team, but Braden Trendle's very
much the architect of the Cronulla attack and this is
a Storm team. There's just a couple of lingering question
marks around. I suppose the fitness of some of their
key personnel. Jerome News has been named, Ryan Pappenhausen has
(38:28):
been named. And look, there's no denying their experience in
these big finals. But it would not shock me if
Cronulla did another upset. I suppose you'd call it and
made their way through to a Grand Finals. I'm a
treat to see how that one goes. But personally for me, Andy,
I think the winner of the NRAL of the season
comes out of Sunday's prelim in Brisbane. Whoever wins that
(38:50):
Bronco's Panthers clash goes all the way I think the
way that Penrith are humming at the back end of
the season, givenly they were in the winter Stone Cold
Motherless last it's been a ridiculous turnaround. They are so
good when Nathan Cleary is steering the ship. It's basically
an extension of his dad in terms of having a
(39:11):
coach out there on the field, and they've got so
much class and experience across the park. But as you say,
the way Reeese Walsh is going, he's the most high octane,
exciting X factor player left in the NRAL finals. He
might just determine the game either the waiver has been
wanted to go or the way they don't want it
to go based on a few of his decisions, such
(39:32):
as his influence with Born Hands. So it always sets
up really nicely. I'm sort of too soft to call
it myself, Andy, But as I say, I think, whoever
wins that Sunday Sunday afternoon game at sun Corp is
going to go all the way?
Speaker 1 (39:47):
Is there a chat said Nathan Cleary starts getting bored
with winning championships. Let's be honest, it will be five
in a row. Do you think he might look for
a different option of life considering challenges right in front
of him? Perhaps the Rugby World Cup? Wo it be
something again, consider I don't know the guy.
Speaker 4 (40:04):
At all, but he seems pretty comfortable and content. I
know there was a little bit of murmurings would he
go over to England and try and play in the
Super League and be close with his partner Mary Fowler,
who plays professional football in Manchester? But gee, I mean,
you know what twenty twenty seven Apiable Cup. It's in Australia.
(40:25):
Wouldn't it be a massive coupe for that rugby code
if they were to get Nathan Cleary across they probably
still is one position as we think about the Bleeders
though this week, and they're still leaning on a James
O'Connor and not dismissing his ability. But you know there's
probably one position there, the first five position where they
haven't quite landed on someone pushing forward to that twenty
(40:46):
twenty seven will Cup. Why not Nathan Cleary in terms
of what he can do in terms of controlling the
tempo and his kicking, game running, passing. I think he
might be one of the ones I was trying to
think off the top of my head. Could game translate
to playing first five in rugby union? I'd love to
see it.
Speaker 1 (41:05):
Nathan Cleary running the cutter. That would be intriguing. Nick
Bewley out a newstalk Ziby, always appreciate your time.
Speaker 4 (41:11):
Cheers Andy.
Speaker 2 (41:13):
I'll tell you 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.
Speaker 1 (41:25):
A man was sitting quietly reading his paper when his
wife walked up behind him and wacked him on the
head with a magazine. He goes, what's that for. That's
for the piece of paper in your trouser pocket with
the lame with the name Laura lowritten on it. She replied,
He said, look, two weeks ago I was at the races.
Laura lou was the name of one of the horses
I've been on. I boy, you those flowers for winnings. Oh, darling,
she said, I'm so sorry. I knew there was an explanation.
(41:47):
Three days later, he's watching Telly when she walked up
and whacked him on the head, this time with the
frying pan and knocked him out. When he came around,
and he goes, what was that for, she replies, your
horse phoned, I knew that Meg was my old we did.
That's us for the vote, I Meandymuey. You've been listening
to the muster around hock and now he thanks to
Peterson Nix joy the afternoon see tomorrow it was big
(42:08):
and bad. Hey, well all that's heavy, go there and
what are you going again for PGG right simbers in
stock selling action that occurred about Cluther and sae yards
with Warrick, how he on the line to give us
updates or to give us a rundown on prices? Actually
good afternoon, Worrick? How did we go?
Speaker 6 (42:24):
Yeah? And that God did a beautiful but are good
and she was hot today? Good yelling and actually good
yarning off lamps and a lot of use British outing
uses for the for a number of within droy Us
coming in to it. What are the prime lamps today
are rocket we're today or even did option yesterday with
a couple of doors on fake. So after a look,
(42:50):
the prime lay rockets on today two hundred and fifty
to three hundred and twelve dollars for the reason of
those prime lamps, and we didn't have a lot of
very good is good. The medium pot lamps are one
hundred and eighteen to two hundred and fifty. Media's got
so I'm going to bring those five lamps and make
sure they are well season The best nineteen and I
think it was very good, and the quality wasn't understanding.
(43:13):
One of the store lms just a slight soft thing
there in the store lird division sort of one thirty
three with a couple of fifty one sixty for the
good eat of the store lamps had one hundred and
two one hundred and twenty or those sort of medium
medium stare ams. And just do beware if you are
breaking the store ends. That market is probably just really
about the company either.
Speaker 1 (43:34):
I would suggest I.
Speaker 6 (43:35):
Don't like the drawing market, which so we're just going
to rock along on the side. The next three and
four with your company is getting down of the asps
because the drawing market is in somebody rocket one of
the US. We saw a significant jump at the new
market today. Then we had a good line up for us.
It's a good quality too. Of these yusly go and
throw a good condition which is good to see one
sixty to two hundred and twenty eight dollars for the
(43:57):
board that today medium money in twenty two one sixty
in the lighter end. So anyway from nineteen to one
hundred and eighteen on the ram far rams today and
that make him between seventy and eighty dollars. Of course
next week wave an hour cattle star ways A gentleman
here on the first of time, I won't kicking out
in nineteen thirty and of course I well we aren't
better as well for you as that are not there.
(44:19):
They don't win to continue in the price is rock on,
thank you very much.
Speaker 4 (44:22):
They're doing the game.
Good afternoon, and welcome to the muster on Hakanui. Andy
Mule here until two o'clock thanks to Peter's Genetics. Thanks
for your company. On a hunt day, as a lookover
Main Street overcast, there was or there were there still
is actually a couple of patches of blue sky although
it is heavily overcast. We look at the weather shortly.
(00:31):
Music for a Wednesday but a Jaycash, Johnny Cash, don't
know that I will, but until I can. Five day
forecasts brought to you by twin Farm, teff Rop and
suff Text. The proof is in the progeny tiff Ron
dot co dot nz. The solitary This afternoon cloudy were
(00:53):
breezing north westerlys and fourteen. Thursday partly cloudy with north
westerlys two and nine. Friday thunderstorms, breezing western east two
and nine again Saturday, slightly improving showers a breezy north
to northwest wins six and thirteen. Sunday afternoon showers a
breeze in or westers five and fifteen. So temperatures Clinton
eight point five, Herriot six point five, northern south from
(01:15):
eight point four, Reveta nine point sixty and eight point
eight Tataroa nine Winton and Woodlands at eight point three,
with Peter gardein and starting us off farming at Napdale,
talking about this counterproposal from a few of the bigger
Alliance shareholders. Pete tells us if he thinks this is
a good idea and what does it mean regarding the
Alliance Folk which is coming up in the next few weeks.
(01:38):
Tom Sheller and Craig's investment partners as he ketch up
Veronica OUs Fine out of Derry yen Z, Jeanette McIntyre
of Real Women, New Zealand. The one hundred year anniversary
coming up in the South over the next few weeks,
so Jeanette tells us what's going to be happening there.
Nick Buley had a news talk Zebed Talk Sport nral
semis not too far away preliminary finals, I think they
(01:58):
call them these days, and worried Howie from PGG Rights
and gives us a rundown on the stock sale report
from Balkleith. The music's finished, so we better get on
with the show, Pete Gardine to kick us off. Hi,
you the trainer come.
Speaker 2 (02:19):
It's're all and around a bit and I ain't seen
the suns.
Speaker 1 (02:23):
Jane peter Gard and Farms at Napdale and joins us
this afternoon on the muster Pete. Good afternoon, you're doing
the lambi beet or been shedding out this morning into
this afternoon as well.
Speaker 3 (02:35):
It's been all go, yeah, you've caught me shedding out
of paddock just at the top end of our farm there,
and it's one of those places when when you're working
a peeddic up this topping a paddock, every place you
lot you get a different view and it's actually, yeah,
pretty cool spot, especially on a nice suny daylight today.
Speaker 1 (02:54):
That's one of the peraks of being a cocky looking
around at the vistas that are around you. I mean,
if you don't take a couple of minutes to smell
the roses and take in the scenery, why are you
doing the job?
Speaker 3 (03:04):
And you did right. We've got some staff houses up
here and they probably have one of the cracking best
views in the district. Unfortunately, where my house is, we
can see about three pettis in front of us in
a hill and that's about that, yeah, and I think
that is yeah, that is one thing we do take
for granted. We do this job has its ups and
(03:24):
its downs, And don't you worry. We've put a few
hours in the last calend the month. But I don't know,
it is pretty cool and look at other jobs and
you go here, I'm probably pretty happy doing what I'm doing. Eh.
Speaker 1 (03:36):
So the lambing's gone okay, Yeah, lambing's gone pretty good.
Speaker 3 (03:40):
We've had a few days that have been not as
fun as other days. But I mean, we're landing in
south and and if you think that that's not going
to happen, well you probably should be looking at a
different career. And and to be for the north of
the hokanuis here we do get probably a little bit
of a better run than the guy's south of here.
Speaker 1 (03:57):
What about rainfall figures? Where are you at there?
Speaker 3 (04:00):
Rainfall figures? I'm not one hundred percent sure. I haven't
been keeping a good eye on them. We're still like,
we can go play pad it. We could probably we
could probably actually work paddis right now at home. But
down at pop Rail it's still get damp down there.
But we've spent a lot of money on drainage over
a period of time and we're not on the heaviest
sools either. So this is this is a pretty good
(04:21):
sort of rainfall for the napdeal sort of area in
my opinion, I'll.
Speaker 1 (04:25):
Just had time of year as well. Jillian to Hierarichi
on the show yesterday with a timely reminder on the
tractors around bird nests and the likes they're starting, Pete
to be aware.
Speaker 3 (04:35):
Yeah, one of our guys caught one in one of
the utes the other day, so yeah, there's definitely time
to watch out for those little mongrels.
Speaker 4 (04:42):
Again.
Speaker 1 (04:43):
Interesting this talk around the Alliance group and these high
profile South and farmers who want to look at an
alternative auction option, let's say option that has been produced
by Dawn meets the Irish company who want to inject
two hundred and fifty million dollars for a sixty five
two percent offering of Alliance. Where do you stand on this?
(05:03):
Is it too little, too late?
Speaker 3 (05:07):
I find it quite interesting. Actually, I don't know heaps
about it pretty straight up around that, but I have
read a couple of newspaper articles last night and Mark
Winn was sort of telling them that there are a
bunch of dreamers. I would probably counter that by telling
Mark when that some of those guys are pretty impressive operators,
(05:28):
and unlike somebody that comes and works for some of
these co ops that come in say that the last
guy was a silly monkey. Do seven years, get a
cold and handshake at the end of it, and the
next guy calls them a silly monkey. These farmers that
run those businesses, there's some pretty impressive businesses there, and
they're in it for the long haul, and they've been
(05:49):
doing it for a long time, and some of them
are doing pretty well. And one thing I did read,
and I've been a pretty strong advocate of this right
from the start, is that this year contribution argument, when
they wanted for dollars a LAMB when we were on
one of our lowest LAMB payouts, especially when you're inflation
(06:09):
and adjust it for a long time, is completely bonkers.
And something I suggested back This is two mays ago,
so May twenty twenty four I suggested to Markwin and
Philly Weiss and another guy, was that a contribution, as
especially shareholders like me who are undershared Chause in the
(06:31):
early stage of my career, is that it should be
adjusted with the price of LAMB. And you know, we've
just killed some you know, he's killing stuff a pretty
good coin at the moment, and we can afford to
put more back in. But when we're at the bottom,
four dollars ahead was way too much. And yeah, sort
of yeah, I think I think it's worth a lock,
(06:52):
but yeah, I don't know enough details to say yes
or no.
Speaker 1 (06:56):
But would that be realistic? Kind of cocky who's running,
say two and a half one thousand and three thousand
lambs that he kills each season. He's running on a
pretty tight schedule as it is. To give more outlay
for a company that's underperformed.
Speaker 3 (07:09):
Well, I think you've got two different issues there that
you've onlined outlined pretty well. I think the company has
to perform and that's a non negotiable and that is
something that needs to be addressed pretty hard. I actually
would like to see some of those bigger farmer guys
actually on the on the board of Alliance because I
(07:30):
think they'd add a heat for a lot of value,
because those guys have seen some ups and downs and
they've they've made it through the other side and then
the other thing. So there's you know, issue one issue
to you know, a farmer of any size, as long
as a contribution is relative to their supply. I don't
see that being an issue, and I would say right now,
if you can't put five dollars I read five dollars
(07:52):
a lamb in the current environment, If you can't put
five dollars a lamb aside in this current environment, you
probably need to check your budget. And that probably sounds
a bit harsh, but yeah, so I think the investment
A needs to be worthwhile Alliance needs to perform and
then be in this current environment. I think if you
(08:12):
can't put four dollars eleven side, your budget needs to check.
Speaker 5 (08:15):
Well.
Speaker 1 (08:16):
I think that's just the environment we're living in.
Speaker 6 (08:17):
Though.
Speaker 1 (08:18):
You're hearing of a lot of guys who have interest
rates which have stung them severely over the last twenty
four months, and they're playing catchup, pure and simple.
Speaker 3 (08:28):
And honestly, that's us. Like our interest rates more than
tripled as their product prices went down, and when they
made this big announcement eighteen months or so ago, it
wasn't very fun at all. And that's that's us as
a business. And you know, that's where we're getting away
at the other side of it. And Kylie Fish and
(08:50):
the Skin told us all to go by a boat
the other day. I'll tell you there won't be any
boats getting brought at arkly far limited and we're knuckling
down and we're getting ourselves in a bit position and
where I mean my goal this season, with the way
things are looking, is to make the most of what
we've got and to really put the RUMs on the
board this season. And there's a thod saying about there's
(09:12):
a time to reap and there's a time to start.
And I think as farm as we look at that
simplicity of springtime time to say autumn time time to harvest,
I actually think it's a bit different, and I actually
think you can take that on a long term horizon,
and I actually think, you know, as a business, this
is the time to reef it back in and to
(09:33):
put it into stuff like debt repayment and the likes.
And then I think when things are bad, that's the
time to actually try and keep going. And something I
said at one of the Alliance things is when we
have an awesome year, that's when we put extra line
on their paddocks. That's when we buy some extra fence
posts and calls of netting and we put them aside
so that in the bad years, we can pull back
(09:54):
on that line and we can keep putting fences up
in the winter without having to pay for materials. And
I think that's the nature of the business we're in.
And you know, a lot of your listeners have done
a lot more cycles than I have. And yeah, as
you've got me in trouble the other day for talking
about old people and yeah, and I think that this
(10:15):
is just a time to reinvest in, pain down debt
and to be fure. I think that the alliance and
it potentially could be an option, but the alliance side
of it needs to stack up as well.
Speaker 1 (10:25):
Everybody's middle aged as a farmer peach. Just finally, though,
interesting you talked about it before, say more at least
you're saying the mentality of the top brass and alliance
or just co operatives in general, it needs to change
and they've got to start passing the back and start
taking accountability.
Speaker 4 (10:41):
Yeah and I.
Speaker 3 (10:43):
Yeah, I think that who And I think I need
to take a longer term view of all these things
because we're in a long term business and you know,
you can't go farming for a five year period or
a ten year period. You've got to be in it
for a long term. There's too many ups and downs,
and instead of being scared of that, I think we
actually need to embrace it. And I think now we're
(11:06):
in the time of the cycle to not over excite
ourselves and to knuckle down and put ourselves in a
position to ride out the next wave. And on that
other note about everybody's a middle aged farmer? What are
the guys from down the road? Proudly told me that
he's now one of those old farmers that I talked about.
Speaker 1 (11:22):
Are you prepared to name in shame or anonymous stays, Oh,
I must have.
Speaker 3 (11:25):
Met Namara from just down the road, and he's a
really good rooster.
Speaker 1 (11:29):
Good on you, mister mcnamary. Good on your Pete, always
appreciate your time. No good have you haard what Jim
Pete Gadin? And that we're all middle aged? Right? We
can't escape that mentor unfortunately, but that's life. We continue
on for the afternoon. Tom Shallad's and Studio next from
Craig's Investment Partners, Well and.
Speaker 5 (11:53):
The Muster Financial segment brought to you by Craig's Investment Partners.
Got This information is general in nature and is not
Financial Advice. Craig's Investment Partners Limited. Financial Advice provided disclosure
statement can be found at craigsip dot com slash tcs.
Speaker 1 (12:10):
Our lovers joining us in studio from Craig's Investment Partners
talking all things investing, investment and all to do actually
with the rural industry from a money viewpoint, as Tom Shallard,
good afternoon and welcome once again.
Speaker 7 (12:24):
Good afternoon, Andy, and great to be back in the studio.
And finally it same spring has arrived.
Speaker 1 (12:29):
But has it? Do we still need to keep it
like bumps clenched and fingers crossed thinking what's up next
door to you? Are you pretty confident?
Speaker 7 (12:36):
Probably best to keep their fingers crossed for another couple
of weeks. Sandy, not out of the woods yet.
Speaker 1 (12:40):
This is South for mate. The weather's like the rugby team.
It's got its ups and it's got its downs. Look,
we look at the situation at hand at the moment, GDP,
the results came out, they weren't flash But in general
though from a market commentary perspective, what would you say
about things at the moment?
Speaker 7 (12:54):
Yeah, look, Andy, globally, it's been an exceptional few months
across the marks and that's been supported by strong corporate runnings,
particularly in the United States and the promise of further
economic stimulus. So to put that into context, the S
and P five hundred, the NASTAK one hundred, and A
six two hundred are all hovering at or around record highs,
(13:19):
and golds continue to march higher. Gold tends to be
an effective hedge against currency deplacement that occurs as a
result of massive government spending and cornsta of easing. So
we've seen that push higher over the last couple of
weeks with a first rate cut by the Federal Reserve
in the United States, and then just on the currencies
(13:42):
and particularly relevant relevant you know, for US as an
export nation, the key we is trading it at five
year lows against several major currencies, including the British pound
and the Euro, so potentially a bit of upside there
for tourism and air export receipts.
Speaker 1 (14:00):
Eighty eight cents against the Australian that's come back quite
strongly recently.
Speaker 7 (14:03):
Yep, Yeah, it does look to be quite range bound.
But yeah, it was earlier in the year, was around
ninety two ninety three, so that's probably more a factor
of our rate cutting path versus the Australian one.
Speaker 1 (14:18):
Do you ever see New Zealand being on par with
the Australian dollar.
Speaker 7 (14:21):
We can create never never say never, Andy, but there's
just probably a bit more strings to the Australian economy
then we've got here in New Zealand. And I mean
the local market it's been pretty flat. That GDP print
was very underwhelming, although not surprising. I think last time
(14:44):
was on the show, I sort of made a call
for some more aggressive rate cuts and I think they
will materialize.
Speaker 1 (14:52):
How would you compare the Kiwi economy to the Australian
economy overall?
Speaker 6 (14:55):
Though?
Speaker 1 (14:55):
Are we that far behind?
Speaker 7 (14:59):
I guess you've just got a much more diverse economy
in Australia with that resources sector.
Speaker 1 (15:06):
Yeah, especially the mining situation and that that just drives
things right.
Speaker 7 (15:12):
Yeah, No, like in a resource boom, you know, Australia
can print some seriously impressive numbers which we we just
don't don't have that here. I mean we've got a
very strong dairy economy, but and agricultural economy in general,
but we probably don't have that as much as Shane
Jones would like it.
Speaker 1 (15:32):
That drill, that resource the lamb forecast is how everybody's
got their crystal balls out, thinking what are we going
to do? It's like over ten bucks of the moment, hallelujah,
made that last forever, but it's not going to where
do you see it's ending up.
Speaker 7 (15:47):
That's all looking pretty positive for lamb at the moment,
which all farmers will be pleased to hear. I think,
and having having looked at looked at some reports from
the major processes, if I was to put a price
on a late November or early December new season lamb,
I have it starting it with a nine, and I'd
(16:08):
like to see it sort of between nine dollars and
nine to twenty five. But that'll that'll it'll depend on
how how what plays out in the currency markets from
from now until then.
Speaker 1 (16:18):
And supply and demand will come into mix as well.
Into the mix. Sorry, because when these figures come out
in late November, regarding the lamb crop, it's going to
be back. It's always back considering the amount of carb
and farming that's going in. So there has to be
a correction of the lamb price.
Speaker 7 (16:31):
Right, I'd like to think so andy, and it has
to be sure, yeah, yeah, no, basic supply and demand
would would say, you know, a lot less lam in
the market would would command higher prices, But we export
ninety five percent of our lamb and buyers are obviously
global buyers. So it depends a lot on what what's
going on in global markets, currencies and and even just
(16:55):
the supply into into UK and Europe.
Speaker 1 (16:57):
But the fact is, starting with the nine as you're
alluding to, that's got to be a good thing though.
Speaker 7 (17:01):
Right yep, yeah, no, very very positive and well that's
my view in any case, So yeah, I'll stand by that.
Speaker 1 (17:08):
A Frontierra though this capital return with them selling off
their commercial they're two dollars return's the farm and nothing.
Speaker 7 (17:18):
Yeah, it's pretty exciting for Fontier farmer sheerholders. So yeah,
the Salor Mainland Group to French giant Lactalis for what
a workout to be about four point two to two billion.
Speaker 1 (17:29):
Still to be ratified. We'll just put the yeah.
Speaker 7 (17:31):
Yeah, and I should add that the Craig's investment banking
team in Auckland took the lead on that deal and
worked tirelessly over about eighteen months to put that deal
together for Fontierra and the farmer shearholders and the would
have been a few late nights and those those officers
I suspect andy, but look at all in all, it
was an incredibly complex deal in terms of separating out
(17:54):
these brands from the wider wider business and it is
one of the last, if not the largest transaction in
New Zealand corporate history, which is pretty exciting. So the
sale reflects onon Terra consolidating its operations, so they're now
focusing on high performing ingredients and food service division. Farmer
(18:18):
shareholders looking to get back about two dollars a year
as a capital return, and at the moment that's indicatively
lined up for mail due next year. So we've been
having a lot of conversations with our dairy clients. Many
are in the fortunate position of having a pretty robust
balance sheet and for them it presents a once in
(18:39):
a generation opportunity to diversify and invest off farm. So
some are even framing the opportunity to use the capital
return as part of succession. They may, for instance, invest
the capital return off farm combined with perhaps an equity
release from the dairy business, which might be done by
taking on a bit of additional leverage which will set
(19:02):
up so the retiring generation with a great nest egg
off farm ultimately funding their retirement. And I guess it
helps to keep the next generation honest as well. And
I think the prudent thing to do is probably look
at your look at your wider business and and and
and talk to your professionals, your accountants and you know.
Some people the prudent thing today will be to pay
(19:24):
down debt. But but for but for others, maybe to
to invest invest off of farm.
Speaker 1 (19:30):
Well, investing on farm makes a lot of sense as well.
Just diversifying the funds.
Speaker 7 (19:34):
Yeah, yeah, No, investing off farm is a prudent thing
to do. Diversify your exposure to different markets. I mean,
particularly in the dairy business. You spend your life exposed
to mainly one one agricultural commodity being the fat milk price,
and and your your your value of your balance sheet
(19:56):
rises and falls essentially with with the fortunes of the
dairy business. So yeah, good opportunity to get some exposure
to to other industries.
Speaker 1 (20:04):
For sure. It is time. Now the team at Craig's
Investment Partners, how do we get in touch?
Speaker 7 (20:07):
One twenty main Street, Gore Andy or CRAIGSIP dot Com.
Speaker 1 (20:11):
Good on your time, always got to catch up.
Speaker 7 (20:13):
Thanks Andy Burn and Ring on Fire.
Speaker 1 (20:15):
Time show out of Craig's investment Partners based right here
and Gore, you're listening to the Muster. Up Next Jeanette
MacIntire from Rural Women New Zealand.
Speaker 4 (20:23):
The Ring of Fire, The Ring.
Speaker 6 (20:34):
We got married in a Federer bro.
Speaker 1 (20:40):
Thanks for joining us on the Muster. I'm Andy muer Our.
Next guest is Jeanette McIntire on behalf of Rural Women
New Zealand who are celebrating one hundred years of Rural
Women New Zealand and South and in the not too
distant future. Jeanette, good afternoon and welcome to the Muster.
Speaker 8 (20:57):
Afternoon to you Andy, and say thanks for having me on. Yes,
it is a very important occasion.
Speaker 1 (21:03):
It's a fantastic landmark to celebrate one hundred years regardless.
Speaker 8 (21:08):
Oh it is for anybody or anything, and one hundred
years of voluntary work in New Zealand supporting rural women
and their families. I think that our organization has done
pretty well. Of course, it started off as Women's division
of the Farmers' Union, but it never was a division
of the Farmers' Union. Or eventually they changed the name
(21:30):
Federated Farmers and the women didn't change. They stayed with
that though running is a totally separate organization. But it
was about oh, when I went international president nineteen ninety one,
we just discussed the name and thought that maybe it
was time for a change, and so it was a
bit of shock horror for people, but it worked. We
(21:51):
changed the name and now that truly reflects what we
are in the country and the work that we do
supporting rural women and their families in whatever way we can.
Speaker 1 (21:59):
So we had to say we're a woman New Zealand
as as strong as it's beIN Jeanette Oh.
Speaker 8 (22:05):
We've got, you know, from a few quite as many
thousand members. It's changed over the years. I think was
around two thousand now and we just love to see
more people helping us.
Speaker 1 (22:15):
With what we do.
Speaker 8 (22:18):
I mean in South And for example, we have things
like the forestry that we own a lot of people
don't realize that what we own a big forestry two
one hundred acres down at Dipton and from that we
log and we manage the overall of that and well
along with a company that helps us with the main
(22:38):
work and so that brings us a pretty good income
throughout the year. Over the years, of course, we had
the holiday homes at Riverton and some people will remember
that and that was the gift. The funding was the
ground there was gifted by the Mackenzie families had a
lot to do with the growing of our organization and
(22:59):
those homes were a great place that people could go
and have a holiday and the roustmaking the casts were
held throughout the years and they were just a great
way for the young women, young mums and the older
people just to learn to do some stitching and mending
and making their clothes. And yeah, that's not there anymore,
(23:21):
but it's much it's well remembered. And oh look, there's
been so much happened in the communities over time. Now
there's little things happening like let's say, out at Waykaka
Valley during the winter, we have a cup of every
Tuesday morning for the for everyone to come out of
the paddocks and have a cup, put the world to
rights and head back to the paddock. And that's a
(23:42):
good way of doing things. I know there's a group
up at and other districts do the same things, but
it's about that inclusiveness, togetherness, just getting out there, being
known for what we do and sharing our time with
other people.
Speaker 1 (23:57):
So what's happening regarding celebrations as well?
Speaker 8 (24:01):
Right throughout the country, there's various things happening to remember
the organization over the hundred years we're our own in Southland.
Is will be at Anderson Park on Sunday, the nineteenth
of October. And Anderson Park, of course the family a
way back, along with the Mackenzie's, were very involved in
(24:23):
the origins of our organization, so it's quite important that
we be there. And I think we're going to have
some beautiful old cars on display as I recall, but
it'll be fairly informal for the afternoon. Penny Simmons is
going to be there to a few words. We'll have
our national president there is Sandra Matthews from North Ireland,
(24:44):
and it's just going to be some entertainment, a few
stories told and high tea and feeling. Now you know Edna,
don't you know in the Rural News. Yes, I think
Edna might be there.
Speaker 1 (25:00):
Oh hell good.
Speaker 8 (25:01):
You know. In one way or another, we're going to
make it just a really good afternoon out and we're
looking forward to people coming there's it'll be advertised in
the rural papers, so in the ensign so people will
see the contact there through humanitics.
Speaker 1 (25:18):
Can you encourage people to look on your social media
pages as well for further information.
Speaker 8 (25:23):
There is information on the social media page es on
the Lower South Rural Women Facebook and if you go
also to go into our into our national website wh
dove dot Rural Women n Z dot n Z. But
the registrations for our big day are on October the
(25:47):
nineteenth is through humanitics and the code is our WNZ
itself and one hundred which is really simple to remember.
Speaker 1 (25:56):
Sounds like a fantastic occasion. Jeanette. We'll leave it there,
but appreciated your time on the muster. Certainly going to
be a great event worth celebrating, we certainly hope.
Speaker 8 (26:05):
So we look to see hope to see lots of
people there and thanks a lot for the opportunity.
Speaker 1 (26:09):
And Janet McIntyre of Rural Women New Zealand South and
Rural Women New Zealand celebrating a hundred years in October Sunday,
the nineteenth of October. Like like Janet said, go on
and find out on the social media pages and likes
Rural Women New Zealand for more details. Bronica who spins
(26:30):
up next from darien Zi. This is the Muster. People
gone a stupid osphine out of darien Z. It joins
(27:02):
us this afternoon on the Muster. A little bit of
Johnny Cash to see us in there. Great tunes by
the way, have Veronica, good afternoon, hell segs.
Speaker 9 (27:09):
Hi Andy you things are good.
Speaker 1 (27:12):
Busy time on the farm at the moment. A lot
of calving is getting well through now. Talking to a
few people yesterday, they're onto the lates. So the end
is no but all of a sudden we look at
what's happening around mating and the likes. But getting those
calves up to weaning weight something you want to touch
on today.
Speaker 9 (27:29):
Yeah, definitely. I think we've had I've had quite a
few conversations with people recently about like weaning targets, even
our one targets. This time of year, there's a lot,
Like you said, there's a lot going on. We might
even still have cows on crop all the way through
to thinking about our ones. So it's just it's a
really busy time. We're thinking about a lot of things,
(27:50):
but we probably want to make sure that we don't
lose sight of our you know, our half for meeting
and our half are plans, because yeah, that really sets
thought for next season.
Speaker 1 (28:02):
Is that something you've seen recently though? Regarding hipaway from
the likes, has it been a concern ongoing concern with such?
So generally it's pretty good.
Speaker 9 (28:10):
I think it's a bit of a mixed bag. Like
last season was really challenging to feed heifers. Even some
of the best heifer grazing we've seen still struggle to
feed them. Like they don't like bad weather, they don't
like getting wet, they don't like wet feet, you know,
they just kind of run circles around a paddock. Really
challenging to feed them last year. So we saw those
(28:31):
ones coming into the herd this year were potentially a
little bit underweight because of that that rough time. So
when cat when heifers are are ones kind of turned
to R twos, that's around twelve months of age, they
should be fifty percent of their live weight at that
kind of twelve months point. If R twos are significantly
shorter than your mature cows pre calving, this will be
(28:54):
due to a feed management problem pre puberty. So right
now is when really want to be looking at those
animals and be like, are they hitting their fifty percent mark,
because that's like a huge benchmark to make sure they're
hitting that on time.
Speaker 1 (29:09):
The arguments there anything born last season, you're going to
have to check their host to see if he's any
webbing in there.
Speaker 9 (29:14):
It was that week though, yeah, exactly what they've developed fins,
So yeah, I think, yeah, that's that's a big one.
And then also there's been a lot of concern around
weaning weights with cabs feeding calves through there are a
lot of extra cabs being reared this year. We know
that through Bobby schedules that are lighter. So we just
(29:36):
wanted to kind of drive home those kind of best practices,
which you can find all this on our website of
course and all these tools, but that looking at that
weaning rate around that kind of ninety to one hundred
kilos give or take the breed of the animal, or
eating enough dry feed. And when we say enough dry
feed kind of best practices, they're eating about a kilo
(29:57):
a day of meal. You also want to look at
which meal you're giving them closer to weaning because they
need different protein percentages, and we have some table breakdowns.
If you kind of look up or Google on our
website search that hafer management, a lot of this will
come up and it'll show you what weight they should
be at at which age with which spart like target
(30:20):
that you're shooting for as an R two, So that
kind of maps it out, as well as seed requirement
nutrition requirements that they need throughout those first two years.
Speaker 1 (30:29):
Supplement a side. What are the faded labels like at
the moment?
Speaker 9 (30:32):
Veronica all over the place, to be honest, Andy felt
like I've heard different parts of the region are still
swimming in grass, and then there's like the likes of
Northern Southland that is actually kind of struggling for cover
at the moment. So yeah, it's it's a little bit
all over the place. And then even in so like
Clinton or like the Tyree as well, lower lower growth rates,
(30:56):
so and then yeah, Winston and the South has been
a bit wet. So yeah, it's it's all over the show.
Speaker 4 (31:02):
At the moment.
Speaker 9 (31:03):
But I have heard that it is going to be
difficult to kind of or most are starting the second
round this week and it looks like there's a potential
quality issue coming in, so that affects our mix stage
cows as much as those are ones. Maybe like our
ones need really good, high quality feed to grow, they
(31:23):
need more em to be able to turn that into
live weight, just like good mixtage cows need emy to
turn that into milk production. So don't try and force
these young cows in these high covers to clean up
a paddock. I mean, you can eventually force them. They
will get hungry enough they.
Speaker 6 (31:40):
Will eat it.
Speaker 9 (31:41):
But you'd be better off to use a lot of
animals to bring pasture covers down and kind of go
back in and graze with different aged animals, then force
one group of animals to eat paddock down.
Speaker 1 (31:52):
Veronica evates coming out with dairy Indeed, what's the hippenings?
Speaker 9 (31:56):
Yeah, So on this topic, actually we've partnered with Dairy
Women's Now, well, Dairy Women's Network has partnered with us,
I should say, and that South and we are going
to be having an event on October night talking about
weaning and young stock management in Odapiri and you can
find that information on their website as well as We've
got a lot of events kicking off in October, some
(32:18):
discussion groups have come back in which is great to
see around the region, as well as we have some
partnered events with Fonterra happening the second week of October.
Speaker 1 (32:28):
Johnny Kesh the music today. You're a fan of so
old school but it's pretty good.
Speaker 9 (32:33):
Yeah, I'm a fan.
Speaker 1 (32:34):
Definitely nothing wrong with Jaycash On Wednesday, Veronica, Hey, thanks
for your time as always. Hey, we'll catch up again.
Speaker 9 (32:42):
Thanks so much, Andy, appreciate it.
Speaker 1 (32:45):
I walk the line good chunes if I do say so,
myseuth Veronica, who's fing out of deary and Zi? You're
listening to the masta app nix. Nick Beauley at a
news talk zib being gold Sport.
Speaker 9 (32:57):
I find it very very lead to be through.
Speaker 1 (33:01):
I find mysell all through.
Speaker 4 (33:09):
Well.
Speaker 2 (33:09):
My daddy left Tom when I was three, and he
didn't leave much to more and me, just as all
guitar and an empty bottle of booth.
Speaker 1 (33:19):
I don't blame him. Welcome back to the muster. Nick
Bewley joins us out of Newstorg ZIBB as well. You
can hear his commentaries on gold Sport. Of course, we've
seen the scenes last week there at Addington Stadium whatever
the name is these days. Nick Good, afternoon Canterbury giving
up the shield to Otago and your commentary there you
sound very enthusiastic about the log of wood moving on
(33:39):
once again.
Speaker 6 (33:40):
Yeah, I just.
Speaker 4 (33:41):
Thought the energy of my commentary needed to match the
occasion and it was a heck of a game ebbed
and flowed. I thought Canterbury were going to run away
with it on a couple of occasions. It was fourteen
narl after thirteen minutes, I think it was sturdy six
twenty one. What about this a little over twenty minutes
to play and I targo a player been I thought
it was going to really open up. But my credit
(34:03):
to Mark Brown and as players, so they found a
way in g Don't they have some talent in that
Otago team, particularly open side flanker and half back Lucas
Casey with a couple of the best individual tries I've
ever seen. And then just the crisp distribution and decision
making of that Dylan Pledger and he's yelling out the
twenties half back who signed on with the Highlanders as well.
(34:26):
They had a couple of massive, massive impact on the
turnaround and gee, It's hard to defend the shield, isn't it.
I think that's the fifth different team Otago this year
and that hadn't been done since nineteen fifty and now
Oigo have to turn around and put it on the
line again, all beat against the North Harbor team who
(34:46):
ever won this season. But crazier things have happened. Who
knows the Ranfilly Shield Mary Go Round might continue on Saturday.
Speaker 1 (34:53):
And that's the crazy thing about it. At North Harbor wins,
they get their first one of the season, they get
the win, they get the log of Wood. I think
it's a final challenge for the year. I mean, it's
crazy the way it's gone, but it's brilliant. Yeah.
Speaker 4 (35:05):
I think it's added another layer of intrigue onto the competition,
and probably more so for the casual sporting fan isn't
quite as invested in the NPC. But absolutely I can't
really remember a season, certainly in recent memory, where just
by the nature of the drawer and the way it's
moved around, that the defense has immediately followed a changing
of the hands. You know, sometimes usually get a week
(35:27):
off to really you know, go overboard and to celebrations,
maybe have an away game, then focus the following week
on a defense. But it is it's must be the
seft or seventh week in a row now that the
RAM for this year has been on the line, but
I think it's still very much cherished. It's not it
hasn't been because the holders have just relinquished it softly
(35:52):
every time it's been up on the line that the
challenges have really earned it. And like I schooled and
Odo in the North Harbor region, and your part of
the movie is pretty excited to see if this Harbor team,
after a season from hell, can pull something out of
the fire.
Speaker 1 (36:09):
This weekend, North Harbor came close against North and arguably
should have won that game. Nick, But then yeah, we
heard the grains there and your voice condolences, mate, you're
talking to a Southland fan, remember that. But when you
look at North Harbor, they're using a club player a
club players policy this year, they're not buying in players.
And the argument is it's a short term for the
long term, how long do you think they can tolerate that? Again,
(36:32):
they're not going to win the games though.
Speaker 4 (36:34):
Yeah, that's that's the key question, isn't it. Andy? You
know how much how long until that patience begins to
wear a bit thin. It's a results business. You're you're
as as a coach as an organization. It's sort of
that's what it's it boils down to. But I really
do admire the approach and it is one where you've
got to look at the medium long term. You know,
(36:55):
it's it's probably gonna do more harm than good now
to throw the baby out with the bath order and
in twenty twenty six North Harbor start pulling all these
players from outside parts of the region, around the country
or overseas. Looks you learn a lot in these sort
of tough times and I think ultimately if they do
step for it, they'll be better for it. But how
(37:18):
long is a piece of string sort of depends on
what sort of patients you have within a high performance environment.
As I say, where where results is your currency.
Speaker 1 (37:26):
The NRL, we're down to the semi finals, Broncos, Panthers,
Storm Sharks. The argument goes it should be a Panthers
versus Storm final. But you wouldn't discount the Brisbane Broncos
under Reese Walsh playing the way he is, and I
wouldn't discount Ranulla. They've got form playing in Melbourne.
Speaker 4 (37:43):
Yeah, well just on Friday nights game first and foremost
Storm Sharks, you bang on. I think everyone has written
off Cranulla and is you know, every pundit is surprised
that they've even made it out a week one of
the finals against the Roosters in a five v eight,
let alone going to camp and getting the job done there.
But they've been on a rail strong surge of form.
(38:05):
I think that won nine of their last ten. Craigfit
S Gibvens built an identity around how they want to play.
They're getting plenty at a Braid and Trendle. You know,
people say it's Nico Hines's team, but Braden Trendle's very
much the architect of the Cronulla attack and this is
a Storm team. There's just a couple of lingering question
marks around. I suppose the fitness of some of their
key personnel. Jerome News has been named, Ryan Pappenhausen has
(38:28):
been named. And look, there's no denying their experience in
these big finals. But it would not shock me if
Cronulla did another upset. I suppose you'd call it and
made their way through to a Grand Finals. I'm a
treat to see how that one goes. But personally for me, Andy,
I think the winner of the NRAL of the season
comes out of Sunday's prelim in Brisbane. Whoever wins that
(38:50):
Bronco's Panthers clash goes all the way I think the
way that Penrith are humming at the back end of
the season, givenly they were in the winter Stone Cold
Motherless last it's been a ridiculous turnaround. They are so
good when Nathan Cleary is steering the ship. It's basically
an extension of his dad in terms of having a
(39:11):
coach out there on the field, and they've got so
much class and experience across the park. But as you say,
the way Reeese Walsh is going, he's the most high octane,
exciting X factor player left in the NRAL finals. He
might just determine the game either the waiver has been
wanted to go or the way they don't want it
to go based on a few of his decisions, such
(39:32):
as his influence with Born Hands. So it always sets
up really nicely. I'm sort of too soft to call
it myself, Andy, But as I say, I think, whoever
wins that Sunday Sunday afternoon game at sun Corp is
going to go all the way?
Speaker 1 (39:47):
Is there a chat said Nathan Cleary starts getting bored
with winning championships. Let's be honest, it will be five
in a row. Do you think he might look for
a different option of life considering challenges right in front
of him? Perhaps the Rugby World Cup? Wo it be
something again, consider I don't know the guy.
Speaker 4 (40:04):
At all, but he seems pretty comfortable and content. I
know there was a little bit of murmurings would he
go over to England and try and play in the
Super League and be close with his partner Mary Fowler,
who plays professional football in Manchester? But gee, I mean,
you know what twenty twenty seven Apiable Cup. It's in Australia.
(40:25):
Wouldn't it be a massive coupe for that rugby code
if they were to get Nathan Cleary across they probably
still is one position as we think about the Bleeders
though this week, and they're still leaning on a James
O'Connor and not dismissing his ability. But you know there's
probably one position there, the first five position where they
haven't quite landed on someone pushing forward to that twenty
(40:46):
twenty seven will Cup. Why not Nathan Cleary in terms
of what he can do in terms of controlling the
tempo and his kicking, game running, passing. I think he
might be one of the ones I was trying to
think off the top of my head. Could game translate
to playing first five in rugby union? I'd love to
see it.
Speaker 1 (41:05):
Nathan Cleary running the cutter. That would be intriguing. Nick
Bewley out a newstalk Ziby, always appreciate your time.
Speaker 4 (41:11):
Cheers Andy.
Speaker 2 (41:13):
I'll tell you 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.
Speaker 1 (41:25):
A man was sitting quietly reading his paper when his
wife walked up behind him and wacked him on the
head with a magazine. He goes, what's that for. That's
for the piece of paper in your trouser pocket with
the lame with the name Laura lowritten on it. She replied,
He said, look, two weeks ago I was at the races.
Laura lou was the name of one of the horses
I've been on. I boy, you those flowers for winnings. Oh, darling,
she said, I'm so sorry. I knew there was an explanation.
(41:47):
Three days later, he's watching Telly when she walked up
and whacked him on the head, this time with the
frying pan and knocked him out. When he came around,
and he goes, what was that for, she replies, your
horse phoned, I knew that Meg was my old we did.
That's us for the vote, I Meandymuey. You've been listening
to the muster around hock and now he thanks to
Peterson Nix joy the afternoon see tomorrow it was big
(42:08):
and bad. Hey, well all that's heavy, go there and
what are you going again for PGG right simbers in
stock selling action that occurred about Cluther and sae yards
with Warrick, how he on the line to give us
updates or to give us a rundown on prices? Actually
good afternoon, Worrick? How did we go?
Speaker 6 (42:24):
Yeah? And that God did a beautiful but are good
and she was hot today? Good yelling and actually good
yarning off lamps and a lot of use British outing
uses for the for a number of within droy Us
coming in to it. What are the prime lamps today
are rocket we're today or even did option yesterday with
a couple of doors on fake. So after a look,
(42:50):
the prime lay rockets on today two hundred and fifty
to three hundred and twelve dollars for the reason of
those prime lamps, and we didn't have a lot of
very good is good. The medium pot lamps are one
hundred and eighteen to two hundred and fifty. Media's got
so I'm going to bring those five lamps and make
sure they are well season The best nineteen and I
think it was very good, and the quality wasn't understanding.
(43:13):
One of the store lms just a slight soft thing
there in the store lird division sort of one thirty
three with a couple of fifty one sixty for the
good eat of the store lamps had one hundred and
two one hundred and twenty or those sort of medium
medium stare ams. And just do beware if you are
breaking the store ends. That market is probably just really
about the company either.
Speaker 1 (43:34):
I would suggest I.
Speaker 6 (43:35):
Don't like the drawing market, which so we're just going
to rock along on the side. The next three and
four with your company is getting down of the asps
because the drawing market is in somebody rocket one of
the US. We saw a significant jump at the new
market today. Then we had a good line up for us.
It's a good quality too. Of these yusly go and
throw a good condition which is good to see one
sixty to two hundred and twenty eight dollars for the
(43:57):
board that today medium money in twenty two one sixty
in the lighter end. So anyway from nineteen to one
hundred and eighteen on the ram far rams today and
that make him between seventy and eighty dollars. Of course
next week wave an hour cattle star ways A gentleman
here on the first of time, I won't kicking out
in nineteen thirty and of course I well we aren't
better as well for you as that are not there.
(44:19):
They don't win to continue in the price is rock on,
thank you very much.
Speaker 4 (44:22):
They're doing the game.
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