November 18, 2025 • 8 mins
Sam Grant of Craigs IP looks ahead to events that are happening over the next couple of weeks.
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Episode Transcript
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Speaker 1 (00:01):
Okay.
Speaker 2 (00:04):
The must have financial segment brought to you by Craig's
Investment Partner's Gore. 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 3 (00:22):
Sam Grant of Craig's Investment Partners is on the line
once again. Good afternoon, Sam, after an ending on today. Yeah,
going really well. I'll tell you what town's been a
hype of activity, especially this morning. At one stage there
are four or five buses parked up the line to
go to the toilet here the public loes was just
about out into the footpath.
Speaker 1 (00:42):
Yeah. I think it's starting to feel like twenty nineteen
the game. I think Queen Sound on the area in
New Zealand where tourism is sort of above those pre
COVID levels, and I think we're probably trying to see
some of that flow out into the neighboring regions.
Speaker 3 (00:56):
And the best thing is they're going to be left
with an impression the Gore has beautiful weather. Yeah.
Speaker 1 (01:02):
I hopefully it means I would turn in a cent
of at a time here. Next time, just.
Speaker 3 (01:05):
Don't turn up in the middle of the June, right exactly.
We'll touch on this briefly. Another correction, the GDT overnight
dropping back three percent. The main driver is there, obviously
whole milk powder back one point nine percent, but it
back seven point six percent. But everything's leading to a
drop in the payout based on these Yeah.
Speaker 1 (01:23):
Absolutely, I think that's what about six or seven in
a row now that was seen dropped. I think a
big leason and I spoke one of the I think
one of the biggest ones in the last five or so.
But I think a big driver this time around has
been that sort of tail for leaf was seen out
of the US on agricultural products and agricultural inputs, and
(01:46):
I want to say much better softening on the expectation
that a bit of a leaf for sort of US
dery and international markets.
Speaker 3 (01:53):
The old teriff situation continues to be an interesting one,
changing by the day.
Speaker 1 (01:57):
Yeah, no, absolutely, yeah, it's I'm sure they'll be plenty
of clear news flow between now and the end of
the year store as well.
Speaker 3 (02:06):
Right, there's been a bit going on in the rural
sector this year, and overall, you've got to look at
meat and dairy prices as such. Okay, the payouts going
to drop a little bit, but still looking really really good.
Red meat prices are buoyant. The Alliance sales occurred in
the last four or five weeks, the Fonterra capital return
as well, So it's a good opportunity for people to
(02:26):
just sit there and look at the positives in the
sector at the moment, especially with you guys.
Speaker 1 (02:31):
Yeah, absolutely, you know, I think it's been a bumper
year on the whole, right across the board, you know,
I think it's not often we get a year where
red meat and dairy are sort of really really strong.
Now that it's been really nice to see. I think you're
starting to see it flow through to sort of other
sectors and sort of in our communities effectively. Talking around town,
(02:52):
most people are pretty positive about the outlook at the moment,
which is really nice to see. Yeah, and sort of
as part of that, given there has been quite a
bit of stuff happening in the real sector at the moment.
I think Craigs are doing a wee bit of a
road show in sort of early December, so getting out
into sort of some of these smaller towns to sort
of touch base of farmers effectively.
Speaker 3 (03:14):
So what's going to be happening at these events is
such the insent.
Speaker 1 (03:17):
Yeah, so what we're doing is we'll sort of going
to some local pubs. So I think we're going to
what's about seven and south On at the moment. Defectally,
what we're going to do is have a sort of
short ten to fifteen minute presentation, sort of conscious that
at this time of the year farmers are still busy,
(03:37):
so I don't want to hold you up for too long,
but you do sort of ten or fifteen minutes, asking
any questions around alliance Upontier what I say, if you've
got search for scars, what you should be doing with
it at the moment. And we have plenty of time
for questions and answers as well. So yeah, So we're
going to be in Wyndham at the Three Rivers Pub
on the second of December, Riversdale on the third of December,
(04:01):
must have been on the fourth of December, and then
the following week will be in Winton and a Chautel
on the eighth of December, Tapanui on the ninth, and
then out of Clyde Vale on the tenth of December,
so there's been a bit of a mail out there
will sort of hit mailboxes this week. But yeah, if
you haven't received one then you're interested, going just give
us a call or an email.
Speaker 3 (04:23):
Just a good chance to catch up with the team
and put a name to the faces that they hear.
Speaker 1 (04:27):
Yeah, absolutely, obviously you've got plenty of listeners here will
be getting up in the mailbox and have been either
listened to me for a very long time now and
obviously David and Tom as well, So it's a good
chance to come meet us, put the face of the
name if you're interested. I think at worst, if you're listening,
you know, you get a couple of three beers on
us and maybe a cheese roll. So it's a bad
chance to get off farm as well for forty five minutes.
Speaker 3 (04:49):
So well and all what's going to happen at these events, So.
Speaker 1 (04:53):
We'll do ye turn up to be sort of a
ten or fifteen minute presentation and then we'll obviously but
it can grab a beer on some day and then
we'll sort of hang around for any questions and answers
if people have any burning questions or if you're one
another drink, you're more than welcome to safety afternoon.
Speaker 3 (05:09):
I guess sounds a good chance just to people to
liaise with you guys as such, yourself, time and Dave,
and just get a bit more of an understanding about
investing off farm right.
Speaker 1 (05:18):
Yeah, absolutely, So we'll run through options that people have
or what we can do if people are interested in
that space. We'll give it an update on what Fontier
is going to look like post kept a return and
what they might look like for Fontier Farmers, and you
can even touch on the lines a little bit off
people have any burning questions around that as well.
Speaker 3 (05:39):
So people need to register or just turn out. What
do you think?
Speaker 1 (05:42):
Yeah, well, so our preference would be if you can register,
so ether to contact us that gore at craigsip dot com.
We'll just go us a call on two eight nine
to three one zero. Yeah, that's manly. Just to get
an idea on numbers, so you know how many cheese
rolls to chuck on the pile. WI were handy. But
you know, if you turn up on the day, obviously
you won't be turned away. But you know we're a
pre shaped an idea of numbers if possible.
Speaker 3 (06:01):
Absolutely for catering purposes. Hey, I'll throw this that you
said I'm under racing New Zealand dollar. I wouldn't say
it's crashed, but it's been up around the ninety cent mark.
Ninety cent mark against the Aussie dollar back down to
eighty seven cents. There's quite a big correction.
Speaker 1 (06:15):
Yeah, absolutely absolutely, And I was seeing quite a bit
of movement there and across the other currencies as well, yes,
or a bit of a flow of cafol out and too.
It probably just shows a sort of bit of strengthening
overseas at the moment competitively to New Zealand. You know,
we are at the moment while things are really good
(06:36):
down airway and sort of more on the regional centers yea,
things are still pretty tough and sort of big major
scene is particularly Aukland and Wellington. I think they're sort
of being reflected on the curntcy. You'll leave it at the.
Speaker 3 (06:46):
Moment because you look at the US dollar currently it's
around fifty seven cents against the pound sterling over in
the UK. I remember on my oe a long long
time ago now, but it was like three to one.
It's not quite there yet, but forty three pence to
New Zealand dollar.
Speaker 1 (07:01):
Yeah, that's probably the last I've seen it for a
long time, and sort of post bricks that it was
sort of above fifty cents. So it just shows how
much that's or how much of the pound is strengthened
against the New Zealand dollar. But you're still not quite
at levels that I remember as a kid, where it
used to be three to one.
Speaker 3 (07:17):
Overall, said, we just look at the scenario you were
facing down here in the deep sal sunshine certainly puts
a spring in your step, no pun intended for the
end of November, but generally when you're talking to farmers
and the lights just looking at options going and going
forward as such.
Speaker 1 (07:32):
Yeah, absolutely, so. You know, I've seen quite a bit
of time with farmers at the moment. I think as
interest rates have come down, farm profits have been a
lot better this year. Your farmer's sort of looking at
options to sort of move some money off farm into
off farm diversification, either for to spread their risk or
particularly now that we see quite a bit of around
(07:55):
succession planning and sort of kind of build up an
asset off farm to help with that sort of got
more than one child and not everybody wants to go
a bit to the farm these days.
Speaker 3 (08:04):
So absolutely now. Once again, Sam Craig's IP the best
way for people to get in touch.
Speaker 1 (08:09):
Yeah, so either give us a call on two eight
nine three one zero or the wedside at craigsip dot com.
Speaker 3 (08:19):
Get on your Sam. Always good to catch up.
Speaker 1 (08:21):
Awesome chees Endy, Sam Grad and Craigs and Vestma partners.
Speaker 3 (08:26):
This is the Master Up. Next we'll wait down to
Aburua Steve O, Steve Henderson, we catch up, see how
things are looking on the ranch.
Okay.
Speaker 2 (00:04):
The must have financial segment brought to you by Craig's
Investment Partner's Gore. 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 3 (00:22):
Sam Grant of Craig's Investment Partners is on the line
once again. Good afternoon, Sam, after an ending on today. Yeah,
going really well. I'll tell you what town's been a
hype of activity, especially this morning. At one stage there
are four or five buses parked up the line to
go to the toilet here the public loes was just
about out into the footpath.
Speaker 1 (00:42):
Yeah. I think it's starting to feel like twenty nineteen
the game. I think Queen Sound on the area in
New Zealand where tourism is sort of above those pre
COVID levels, and I think we're probably trying to see
some of that flow out into the neighboring regions.
Speaker 3 (00:56):
And the best thing is they're going to be left
with an impression the Gore has beautiful weather. Yeah.
Speaker 1 (01:02):
I hopefully it means I would turn in a cent
of at a time here. Next time, just.
Speaker 3 (01:05):
Don't turn up in the middle of the June, right exactly.
We'll touch on this briefly. Another correction, the GDT overnight
dropping back three percent. The main driver is there, obviously
whole milk powder back one point nine percent, but it
back seven point six percent. But everything's leading to a
drop in the payout based on these Yeah.
Speaker 1 (01:23):
Absolutely, I think that's what about six or seven in
a row now that was seen dropped. I think a
big leason and I spoke one of the I think
one of the biggest ones in the last five or so.
But I think a big driver this time around has
been that sort of tail for leaf was seen out
of the US on agricultural products and agricultural inputs, and
(01:46):
I want to say much better softening on the expectation
that a bit of a leaf for sort of US
dery and international markets.
Speaker 3 (01:53):
The old teriff situation continues to be an interesting one,
changing by the day.
Speaker 1 (01:57):
Yeah, no, absolutely, yeah, it's I'm sure they'll be plenty
of clear news flow between now and the end of
the year store as well.
Speaker 3 (02:06):
Right, there's been a bit going on in the rural
sector this year, and overall, you've got to look at
meat and dairy prices as such. Okay, the payouts going
to drop a little bit, but still looking really really good.
Red meat prices are buoyant. The Alliance sales occurred in
the last four or five weeks, the Fonterra capital return
as well, So it's a good opportunity for people to
(02:26):
just sit there and look at the positives in the
sector at the moment, especially with you guys.
Speaker 1 (02:31):
Yeah, absolutely, you know, I think it's been a bumper
year on the whole, right across the board, you know,
I think it's not often we get a year where
red meat and dairy are sort of really really strong.
Now that it's been really nice to see. I think you're
starting to see it flow through to sort of other
sectors and sort of in our communities effectively. Talking around town,
(02:52):
most people are pretty positive about the outlook at the moment,
which is really nice to see. Yeah, and sort of
as part of that, given there has been quite a
bit of stuff happening in the real sector at the moment.
I think Craigs are doing a wee bit of a
road show in sort of early December, so getting out
into sort of some of these smaller towns to sort
of touch base of farmers effectively.
Speaker 3 (03:14):
So what's going to be happening at these events is
such the insent.
Speaker 1 (03:17):
Yeah, so what we're doing is we'll sort of going
to some local pubs. So I think we're going to
what's about seven and south On at the moment. Defectally,
what we're going to do is have a sort of
short ten to fifteen minute presentation, sort of conscious that
at this time of the year farmers are still busy,
(03:37):
so I don't want to hold you up for too long,
but you do sort of ten or fifteen minutes, asking
any questions around alliance Upontier what I say, if you've
got search for scars, what you should be doing with
it at the moment. And we have plenty of time
for questions and answers as well. So yeah, So we're
going to be in Wyndham at the Three Rivers Pub
on the second of December, Riversdale on the third of December,
(04:01):
must have been on the fourth of December, and then
the following week will be in Winton and a Chautel
on the eighth of December, Tapanui on the ninth, and
then out of Clyde Vale on the tenth of December,
so there's been a bit of a mail out there
will sort of hit mailboxes this week. But yeah, if
you haven't received one then you're interested, going just give
us a call or an email.
Speaker 3 (04:23):
Just a good chance to catch up with the team
and put a name to the faces that they hear.
Speaker 1 (04:27):
Yeah, absolutely, obviously you've got plenty of listeners here will
be getting up in the mailbox and have been either
listened to me for a very long time now and
obviously David and Tom as well, So it's a good
chance to come meet us, put the face of the
name if you're interested. I think at worst, if you're listening,
you know, you get a couple of three beers on
us and maybe a cheese roll. So it's a bad
chance to get off farm as well for forty five minutes.
Speaker 3 (04:49):
So well and all what's going to happen at these events, So.
Speaker 1 (04:53):
We'll do ye turn up to be sort of a
ten or fifteen minute presentation and then we'll obviously but
it can grab a beer on some day and then
we'll sort of hang around for any questions and answers
if people have any burning questions or if you're one
another drink, you're more than welcome to safety afternoon.
Speaker 3 (05:09):
I guess sounds a good chance just to people to
liaise with you guys as such, yourself, time and Dave,
and just get a bit more of an understanding about
investing off farm right.
Speaker 1 (05:18):
Yeah, absolutely, So we'll run through options that people have
or what we can do if people are interested in
that space. We'll give it an update on what Fontier
is going to look like post kept a return and
what they might look like for Fontier Farmers, and you
can even touch on the lines a little bit off
people have any burning questions around that as well.
Speaker 3 (05:39):
So people need to register or just turn out. What
do you think?
Speaker 1 (05:42):
Yeah, well, so our preference would be if you can register,
so ether to contact us that gore at craigsip dot com.
We'll just go us a call on two eight nine
to three one zero. Yeah, that's manly. Just to get
an idea on numbers, so you know how many cheese
rolls to chuck on the pile. WI were handy. But
you know, if you turn up on the day, obviously
you won't be turned away. But you know we're a
pre shaped an idea of numbers if possible.
Speaker 3 (06:01):
Absolutely for catering purposes. Hey, I'll throw this that you
said I'm under racing New Zealand dollar. I wouldn't say
it's crashed, but it's been up around the ninety cent mark.
Ninety cent mark against the Aussie dollar back down to
eighty seven cents. There's quite a big correction.
Speaker 1 (06:15):
Yeah, absolutely absolutely, And I was seeing quite a bit
of movement there and across the other currencies as well, yes,
or a bit of a flow of cafol out and too.
It probably just shows a sort of bit of strengthening
overseas at the moment competitively to New Zealand. You know,
we are at the moment while things are really good
(06:36):
down airway and sort of more on the regional centers yea,
things are still pretty tough and sort of big major
scene is particularly Aukland and Wellington. I think they're sort
of being reflected on the curntcy. You'll leave it at the.
Speaker 3 (06:46):
Moment because you look at the US dollar currently it's
around fifty seven cents against the pound sterling over in
the UK. I remember on my oe a long long
time ago now, but it was like three to one.
It's not quite there yet, but forty three pence to
New Zealand dollar.
Speaker 1 (07:01):
Yeah, that's probably the last I've seen it for a
long time, and sort of post bricks that it was
sort of above fifty cents. So it just shows how
much that's or how much of the pound is strengthened
against the New Zealand dollar. But you're still not quite
at levels that I remember as a kid, where it
used to be three to one.
Speaker 3 (07:17):
Overall, said, we just look at the scenario you were
facing down here in the deep sal sunshine certainly puts
a spring in your step, no pun intended for the
end of November, but generally when you're talking to farmers
and the lights just looking at options going and going
forward as such.
Speaker 1 (07:32):
Yeah, absolutely, so. You know, I've seen quite a bit
of time with farmers at the moment. I think as
interest rates have come down, farm profits have been a
lot better this year. Your farmer's sort of looking at
options to sort of move some money off farm into
off farm diversification, either for to spread their risk or
particularly now that we see quite a bit of around
(07:55):
succession planning and sort of kind of build up an
asset off farm to help with that sort of got
more than one child and not everybody wants to go
a bit to the farm these days.
Speaker 3 (08:04):
So absolutely now. Once again, Sam Craig's IP the best
way for people to get in touch.
Speaker 1 (08:09):
Yeah, so either give us a call on two eight
nine three one zero or the wedside at craigsip dot com.
Speaker 3 (08:19):
Get on your Sam. Always good to catch up.
Speaker 1 (08:21):
Awesome chees Endy, Sam Grad and Craigs and Vestma partners.
Speaker 3 (08:26):
This is the Master Up. Next we'll wait down to
Aburua Steve O, Steve Henderson, we catch up, see how
things are looking on the ranch.
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