August 31, 2025 • 8 mins
Jon Pemberton says feed covers are a positive for the time of year.
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Episode Transcript
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Speaker 1 (00:04):
In this we support US farm miles around.
Speaker 2 (00:08):
John Pebbleton joins us from Menzies Ferry to start the
muster thanks of Sergeant Dan stop foods hearing gore the
Sergeant Dan farming ground up. We talked to different farmers
from different regions around the south. John, A good afternoon,
Hey mate.
Speaker 1 (00:22):
Not too bad.
Speaker 2 (00:23):
It sounds as though you're out there in the trenches
where there hasn't been playing ball over the last couple
of days. What's the scene.
Speaker 1 (00:29):
Yeah, I think the same boat, mate. Just a reminder
that SIP team is normally a bug of a month
and this is gonna be no different than just looking
looking at the ten days. Yeah, it could be a
pretty week week. But it's been a pretty amazing, pretty
amazing bloody August. Good regrowth and you know, got feed
and we haven't fact paddocks and yeah, different bit of
(00:51):
a different story to last year. But maybe this little
shitty front might have trigged a few memories of last year.
But mate, I see this talk of Larnino now overseas,
so following Europe's dry summer, so you know, this might
just be a crappy month and then and then into
a dry spell.
Speaker 2 (01:11):
What describe this year's August compared to last year.
Speaker 1 (01:14):
For you, Well, it wasn't really until late August at
the turned to custard last year. But yeah, this and
we didn't beat the farm up as much of the
autumn either, So this year has been slightly slower carving,
not the care has been a week behind, I reckon
just because the sun was so late coming out last year.
(01:36):
But we're catching up now with our short gestation. Inseminations
kept sort of overlapping because it comes forward two or
three weeks. That overlaps your replacements, I suppose, so you
call it the standardy station. So yeah, we're sort of
getting some solid, solid between twenty and forty ks coming
(01:57):
in a day. So yeah, we're pretty busy. Were just
one week into it breaks down and when you throw
that into a ten hour day for staff, it just
just creates a bit more bit more work, and that's carving.
We got the shield made, it's the main thing.
Speaker 2 (02:12):
Yeah, hell bloody good. I mean this is correlations back
to twenty ten. Right when we got the shield in
twenty ten, we on two thousand and nine. Sorry, and
then we had those snowstorms in twenty ten of course
stadium south and collapsed. I thought we'd be at Auckland
likes to six three and one of the darkest, most
heenous nights, or the Aucklanders wearing polyprops because they were
freezing themselves solid. And it was just a reminder of
(02:33):
what it was like in September down here in the
South and hopefully, like you say, just a short sharp reminder.
Speaker 1 (02:39):
Yeah, yeah, yeah, look at Yeah, we're in spring, you're
going to get those spring storms. And yeah, I guess
we're a chunk of the ways through carving now, so
we're just sort of getting into routine that you'll be
people that be into lambing and all that sort of
challenging stuff. And of course with the prices being across
the board for animal proteins, even only putting an extra
(03:01):
work in the spring.
Speaker 2 (03:02):
Regardless of the weather, that's pretty much and like we say,
everybody is doing it hard. In the yack of this
afternoon of thoughts are differently with you. Hopefully this has
short lived though a bit. I mean, like your feet
covers and that the growth would have been appreciated.
Speaker 1 (03:15):
Yeah, look that covers the panics that we've graced off.
Bouncing back really well, and there's been good opportunity put
on some sulfur and it's a sort of slow, slow
releasing notch and we've definitely seen a response to that.
Last year it felt a bit like a feel good
for a lot of people just chucking the stuff on
just so they could sleep at night, whereas this year
(03:38):
you are seeing you'd certainly seen responses those paddocks and
the grand edition has been amazing for it. So yeah,
it's it's as good as we could probably ask what
to be fair.
Speaker 2 (03:50):
And of course you've been overseas quite a bit recently
with enough for your scholarship from what you're seeing as
well when your travels, Johnny, you're probably as well commissioned
as anybody to give a bit of an updatea when
in New Zealand. Are in the scheme of things, Yeah.
Speaker 1 (04:04):
I think, Look, we do get paid a premium, but
they're Pregniant is very much linked to international prices and
we're just gonna be mindful that there will be a
correction at some point internationally on lead and milk at
some point. There always is, there always will be. I
know there's a lot of people inside the dear industry
that haven't experience making less for your milk than what
(04:24):
a cost to make it good numbers have and it
used to be a six year cycle. What are we
up to be teen even years? It's have really been, yeah,
but teen years. The other at fourteen fifteen was was
a challenging year. So I guess, makay, why the sun shines.
You know, we're we're certainly looking at replacing cash sheets
(04:48):
and things on farm will at the cash fload to
do it because there will be a time when banks
will tighten up and say they'll be no extra borings
this year. Make it work. And yeah, but you know,
there's certainly a it is good. It is good being
in the industry when it's so positive. You know, it
kind of feels like back in the day when all
the expansion was happening in South and it was an
(05:11):
exciting time. And I guess we've been in a phase
of a holding pattern for probably the last seven years,
and now there's a bit more opportunity for expansion. People
are us the salves are expanding, and I think people
are seeing the opportunity to how to work within the
rules and still get the financial outcomes, but working with
(05:33):
the environment to make it work, which is great because
I do think that times you see from the current
government that business and environment can't work together. But for
a good number of us that are expanding our businesses,
we're learning pretty quickly we can do bas So that's
pretty neat to see. And yeah, I think Southern's well
positioned to be able to manage that type of approach.
Speaker 2 (05:55):
Do you think banks need to be corrected in their
thinking around rural ending.
Speaker 1 (06:00):
It's a bit of a double edged sword, isn't it.
So if we if we stay right, we want more.
We want more actually steps to funds, We want cheaper money.
We want to be able to borrow back up to
you know, seventy percent exposure. It is all good and well,
but banks are only fear. We're the friends. And like
I've said before, when we do have a correction in
their lorry prices, which will come at some point, that's
(06:23):
just farming in international markets, you know. Just I guess
think back to through that twenty thirteen fourteen fifteen period
and what pressure was put on foot for highly exposed farms.
I guess, so just gonna be careful what we wish
for is the way I sort of view it. I
think having those strong relationships and having the bank's trust
(06:45):
around how you do your budgets and following through on
them is probably just as important as trying to challenge them,
and it interstrates every second month. Yeah, that's kind of
our take. We just try and find bank, a bank
we can work with and understand their business. Everyone's yeah,
there's always that pub talk about what winter restrates are,
what's happening. But you know, I do see internationally we're
(07:10):
actually doing very well too, which I was very surprised with.
In the UK, we're probably only half a percent or
maybe eight percent off what the British farmers are potentially
same in America and in South America they are about
place to double our interest right now. And I've always
(07:30):
been high. But for me when in the other time
I travel, you know, there's been a two three four
percent difference between Europe and New Zealand. You know, when
we were getting four percent, they were damn here at one,
whereas now we're at between five and six exposed and
they might be any between four and five. So yeah,
(07:50):
for whatever reason, I think he's not getting a bad
deal for it's international exposure. Then the size of the
economy too.
Speaker 2 (08:00):
H good only John, I always appreciate your thoughts, all
the best to save Jesus. Make you got John Pembleton,
Thanks for Sergeon Dan Stock Feeds and the Southern Farmer Roundup.
Speaker 1 (08:11):
We go and catch up with Iro Croix next.
Speaker 2 (08:13):
This is the Muster
Speaker 1 (08:17):
Roll
In this we support US farm miles around.
Speaker 2 (00:08):
John Pebbleton joins us from Menzies Ferry to start the
muster thanks of Sergeant Dan stop foods hearing gore the
Sergeant Dan farming ground up. We talked to different farmers
from different regions around the south. John, A good afternoon,
Hey mate.
Speaker 1 (00:22):
Not too bad.
Speaker 2 (00:23):
It sounds as though you're out there in the trenches
where there hasn't been playing ball over the last couple
of days. What's the scene.
Speaker 1 (00:29):
Yeah, I think the same boat, mate. Just a reminder
that SIP team is normally a bug of a month
and this is gonna be no different than just looking
looking at the ten days. Yeah, it could be a
pretty week week. But it's been a pretty amazing, pretty
amazing bloody August. Good regrowth and you know, got feed
and we haven't fact paddocks and yeah, different bit of
(00:51):
a different story to last year. But maybe this little
shitty front might have trigged a few memories of last year.
But mate, I see this talk of Larnino now overseas,
so following Europe's dry summer, so you know, this might
just be a crappy month and then and then into
a dry spell.
Speaker 2 (01:11):
What describe this year's August compared to last year.
Speaker 1 (01:14):
For you, Well, it wasn't really until late August at
the turned to custard last year. But yeah, this and
we didn't beat the farm up as much of the
autumn either, So this year has been slightly slower carving,
not the care has been a week behind, I reckon
just because the sun was so late coming out last year.
(01:36):
But we're catching up now with our short gestation. Inseminations
kept sort of overlapping because it comes forward two or
three weeks. That overlaps your replacements, I suppose, so you
call it the standardy station. So yeah, we're sort of
getting some solid, solid between twenty and forty ks coming
(01:57):
in a day. So yeah, we're pretty busy. Were just
one week into it breaks down and when you throw
that into a ten hour day for staff, it just
just creates a bit more bit more work, and that's carving.
We got the shield made, it's the main thing.
Speaker 2 (02:12):
Yeah, hell bloody good. I mean this is correlations back
to twenty ten. Right when we got the shield in
twenty ten, we on two thousand and nine. Sorry, and
then we had those snowstorms in twenty ten of course
stadium south and collapsed. I thought we'd be at Auckland
likes to six three and one of the darkest, most
heenous nights, or the Aucklanders wearing polyprops because they were
freezing themselves solid. And it was just a reminder of
(02:33):
what it was like in September down here in the
South and hopefully, like you say, just a short sharp reminder.
Speaker 1 (02:39):
Yeah, yeah, yeah, look at Yeah, we're in spring, you're
going to get those spring storms. And yeah, I guess
we're a chunk of the ways through carving now, so
we're just sort of getting into routine that you'll be
people that be into lambing and all that sort of
challenging stuff. And of course with the prices being across
the board for animal proteins, even only putting an extra
(03:01):
work in the spring.
Speaker 2 (03:02):
Regardless of the weather, that's pretty much and like we say,
everybody is doing it hard. In the yack of this
afternoon of thoughts are differently with you. Hopefully this has
short lived though a bit. I mean, like your feet
covers and that the growth would have been appreciated.
Speaker 1 (03:15):
Yeah, look that covers the panics that we've graced off.
Bouncing back really well, and there's been good opportunity put
on some sulfur and it's a sort of slow, slow
releasing notch and we've definitely seen a response to that.
Last year it felt a bit like a feel good
for a lot of people just chucking the stuff on
just so they could sleep at night, whereas this year
(03:38):
you are seeing you'd certainly seen responses those paddocks and
the grand edition has been amazing for it. So yeah,
it's it's as good as we could probably ask what
to be fair.
Speaker 2 (03:50):
And of course you've been overseas quite a bit recently
with enough for your scholarship from what you're seeing as
well when your travels, Johnny, you're probably as well commissioned
as anybody to give a bit of an updatea when
in New Zealand. Are in the scheme of things, Yeah.
Speaker 1 (04:04):
I think, Look, we do get paid a premium, but
they're Pregniant is very much linked to international prices and
we're just gonna be mindful that there will be a
correction at some point internationally on lead and milk at
some point. There always is, there always will be. I
know there's a lot of people inside the dear industry
that haven't experience making less for your milk than what
(04:24):
a cost to make it good numbers have and it
used to be a six year cycle. What are we
up to be teen even years? It's have really been, yeah,
but teen years. The other at fourteen fifteen was was
a challenging year. So I guess, makay, why the sun shines.
You know, we're we're certainly looking at replacing cash sheets
(04:48):
and things on farm will at the cash fload to
do it because there will be a time when banks
will tighten up and say they'll be no extra borings
this year. Make it work. And yeah, but you know,
there's certainly a it is good. It is good being
in the industry when it's so positive. You know, it
kind of feels like back in the day when all
the expansion was happening in South and it was an
(05:11):
exciting time. And I guess we've been in a phase
of a holding pattern for probably the last seven years,
and now there's a bit more opportunity for expansion. People
are us the salves are expanding, and I think people
are seeing the opportunity to how to work within the
rules and still get the financial outcomes, but working with
(05:33):
the environment to make it work, which is great because
I do think that times you see from the current
government that business and environment can't work together. But for
a good number of us that are expanding our businesses,
we're learning pretty quickly we can do bas So that's
pretty neat to see. And yeah, I think Southern's well
positioned to be able to manage that type of approach.
Speaker 2 (05:55):
Do you think banks need to be corrected in their
thinking around rural ending.
Speaker 1 (06:00):
It's a bit of a double edged sword, isn't it.
So if we if we stay right, we want more.
We want more actually steps to funds, We want cheaper money.
We want to be able to borrow back up to
you know, seventy percent exposure. It is all good and well,
but banks are only fear. We're the friends. And like
I've said before, when we do have a correction in
their lorry prices, which will come at some point, that's
(06:23):
just farming in international markets, you know. Just I guess
think back to through that twenty thirteen fourteen fifteen period
and what pressure was put on foot for highly exposed farms.
I guess, so just gonna be careful what we wish
for is the way I sort of view it. I
think having those strong relationships and having the bank's trust
(06:45):
around how you do your budgets and following through on
them is probably just as important as trying to challenge them,
and it interstrates every second month. Yeah, that's kind of
our take. We just try and find bank, a bank
we can work with and understand their business. Everyone's yeah,
there's always that pub talk about what winter restrates are,
what's happening. But you know, I do see internationally we're
(07:10):
actually doing very well too, which I was very surprised with.
In the UK, we're probably only half a percent or
maybe eight percent off what the British farmers are potentially
same in America and in South America they are about
place to double our interest right now. And I've always
(07:30):
been high. But for me when in the other time
I travel, you know, there's been a two three four
percent difference between Europe and New Zealand. You know, when
we were getting four percent, they were damn here at one,
whereas now we're at between five and six exposed and
they might be any between four and five. So yeah,
(07:50):
for whatever reason, I think he's not getting a bad
deal for it's international exposure. Then the size of the
economy too.
Speaker 2 (08:00):
H good only John, I always appreciate your thoughts, all
the best to save Jesus. Make you got John Pembleton,
Thanks for Sergeon Dan Stock Feeds and the Southern Farmer Roundup.
Speaker 1 (08:11):
We go and catch up with Iro Croix next.
Speaker 2 (08:13):
This is the Muster
Speaker 1 (08:17):
Roll
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