August 21, 2025 • 9 mins
With the weather being reasonably settled, Matt McRae is optimistic of a good lambing season.
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Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:08):
Await a mark a race of this afternoon on the
must I met McCrae farms out there catches up with
us on a regular basis. Good afternoon ground conditions out there,
met Are they holding.
Speaker 2 (00:17):
Up the afternoon?
Speaker 3 (00:19):
Andy?
Speaker 2 (00:20):
Yep, she is.
Speaker 3 (00:20):
Another day in paradise today. Got a weave but wet
earlier there in the weak which probably had to wear
my leaguing for the first time two days in a
row or winter. But yeah, we're back on top of
the ground now, which is good.
Speaker 1 (00:34):
Two days in a row and it didn't happen till
near the end of August. That's outstanding. Really.
Speaker 3 (00:39):
Yeah, it's been a pretty corn winter, hasn't it.
Speaker 2 (00:41):
So yeah, we'll take it. And things are lacking.
Speaker 3 (00:45):
I'm pretty well set up heading into Lemmon and ten
those times. Yeah, hopefully long mat continued.
Speaker 1 (00:51):
So you've got a good pick of feed on the paddish.
Speaker 2 (00:55):
Yeah, that's good. That's good.
Speaker 3 (00:56):
We've certainly used a bit through the winter and utilization
has been good, but the crops were probably back slightly
and so yeah, con winter has been offset by crops
being back away bit. But yeah, we're about where we'd
like to be. The stock and good condition and they'll
get spread.
Speaker 2 (01:11):
Out next week on yeah, all right covers, but certainly.
Speaker 3 (01:17):
Yeah, hopefully we're septem minus off set.
Speaker 2 (01:21):
That would be what we're after.
Speaker 1 (01:23):
No issues, the bearings of the likes.
Speaker 3 (01:26):
I shouldn't say too much any that's good. I haven't yet,
but yeah, I haven't yet. We're used a bit of
MEG and I don't know if it helps or not.
But yeah, it's generally when you spread out, you know,
I'm running.
Speaker 2 (01:38):
To issues like that. Well, I might say, but yeah,
hopefully not.
Speaker 3 (01:42):
We don't generally get a whole lot here be along
made that continue.
Speaker 1 (01:46):
Well, if putting meg, using meg or whatever works for you,
then I go away from a winning formula.
Speaker 3 (01:50):
Right, Yeah, it's probably an unproven theory, but I just
like a couple of weeks before we sit stock us
a bit of meg oxide.
Speaker 2 (01:57):
It's pretty cheap and seems to works. Yeah, it's it's
just probably something I do routinely now and then.
Speaker 3 (02:07):
But they're once you stopped, there's not much you can
do to get MEG into them.
Speaker 2 (02:11):
So yeah, hope for the best.
Speaker 1 (02:13):
I suppose Matt. The proposal for the Alliance Meet Company
with the restructure involving Dawn meets you're a supplier to
the co op, what do you make of it?
Speaker 3 (02:24):
Yeah, it's a waiting see approach for me, and I
appreciate the position that they're own after a few years
a bad performances.
Speaker 2 (02:34):
Yeah.
Speaker 3 (02:34):
The devil will be in the detail and what they
bring out in the next month and what they have
to send their road show meetings. But either way, it's
going to be a fairly tough decision to make, and
it'll need to be an informed decision to sell off
a majority shore in your company, isn't it so? Yeah,
A lot of the detail around what the sears they're
(02:54):
going to be worse and how that forty million dollars
slus fun.
Speaker 2 (03:00):
It's diving out. We'll probably be the basis of their
decision anyway.
Speaker 3 (03:05):
As a shareholder, are you going to give it your
take of approval? Let's wait and say to be fair,
I can see what people would vote either way for it,
But like.
Speaker 2 (03:17):
I say, I'm probably sitting on the fence. What way
voute myself? I think about.
Speaker 3 (03:22):
Yeses, But like guess and your sister, in a way
it would have been would have been nicest if these
issues reflected before it got.
Speaker 2 (03:30):
To the stage.
Speaker 3 (03:31):
But yeah, it's I guess the offer is probably in
the best interests of the company, But what question is
if it's in the best interest of shareholders and.
Speaker 2 (03:42):
And I guess for the long term industry structure as well.
If it goes ahead of we're just prolonging the problem
for another four or seven years of.
Speaker 1 (03:52):
To the next company goes Do you believe there's no
plan be in place? Well, it's more least a case
if you don't do this, then what's the what's the
worst case scenario? Possibly you don't know.
Speaker 3 (04:02):
Yeah, and not when I listened to that to we
but in his presentation last week that the banks are
in control if we do both know, But yeah, like
it does make you wonder what the other options are.
And yeah, who's wanting to invest in the understand why
people wanting to throw that amount of money at it
(04:25):
when our own farmers aren't.
Speaker 2 (04:27):
What do they see that we don't?
Speaker 3 (04:29):
And and yeah, where that value is then going to
end up?
Speaker 2 (04:33):
So yeah, like I said, it raises a lot of
questions for.
Speaker 3 (04:36):
Me on I've got a fear old listen here to
hit the directors.
Speaker 2 (04:40):
With when we get the opportunity.
Speaker 3 (04:43):
And yeah, just so we can make.
Speaker 2 (04:44):
That informed decision.
Speaker 3 (04:45):
Well, hopefully, what's going to be benefit for the next
twenty thirty years of the s owming career.
Speaker 1 (04:50):
Do you bind the talk around better access towards the EU? I?
Speaker 3 (04:56):
Yeah, supoused me that because we get told they have
pretty good access in there already. Yeah, that's probably not
as a concern for me. But they're obviously got their.
Speaker 2 (05:07):
Eye on some of their markets.
Speaker 3 (05:09):
Does that have a value? It obviously does, but is
it of enough value? I guess it's been up to
the negotiators, isn't it.
Speaker 1 (05:18):
When you're talking to other farmers and your mates who
are involved with the coup as well, what are their thoughts?
Speaker 3 (05:23):
Yeah, it seems to be, But Max, I guess people
are just reasonably happy with the product prices at the moment.
But if I'm perfectly honest, there's not a lot of
traditional Alliance sharholders of Surprise around us anymore. Like people
are Philly well split, So yeah, market she has probably
changed for Alliance since IF and non insurements and a
(05:45):
lot of people are going through sid patty now. But
the ones that are Philly, Max, a lot of them
put faith and directors and that this is the best
decisions and vote yes, and others will probably sit back
and have a few questions for them. Yeah, time will tell,
but we're done on the directors for getting an offer.
I suppose it's in a pretty challenging It's a pretty
(06:09):
challenging time for the meat industry, but as we bounce up,
it does make you wonder whether or not we could
have got more for having this conversation twelve months down
the track.
Speaker 1 (06:17):
Arguably the sector is doing well of the prices and
that just flows through to people's mind process at the
moment too.
Speaker 3 (06:24):
Possibly, Yeah, exactly, And it'd be fascinating to see an
article on Farmers Weekly the other day about whether or
not the vote was after the AGM and see how
see the financials around how this year was tracking. Getting
told it's been pretty good, and I think for a
few people it's probably the surprise that sixty five percent
was up for sale when we've been told that Alliance
(06:47):
has tressing pretty good. So yeah, lock, So there'll be doubt,
there'll be lots more information than it comes out in
the next month, and I just hope they don't have
the roadshow meetings and while people are still busy gaming.
So yeah, yeah, And I guess i'd disencourage anyone that
does have shaeholders that as a shareholder with a supplier
or not, to get involved and ask the questions because
(07:09):
the more informed we are, the more we can make
a decision and move on.
Speaker 2 (07:13):
Isn't it?
Speaker 1 (07:14):
Did you have twenty dollars on the Stags on the
nose last night? By chance? Matt?
Speaker 3 (07:18):
No, I shouldn't. I didn't, I should say, but I
should have. They actually played buddy good footy. Yeah, good
to see. It was yawning off here if they had
a humble buy after sitting Yes, I'm sitting there last
week and they are down twenty two a half time
riding them off. But yeah, amazing, what a what a
(07:40):
game it was, And there's some good signs of progress here,
which is good to say.
Speaker 1 (07:44):
James Wilson came out earlier in the week with a
couple of bizarre comments in my opinion, but nonetheless, look
as far as the Stags and their performance last night,
nothing but a w and Michael Manson, geez, you can't
buy pace. It's one thing.
Speaker 2 (07:56):
Yeah it's good, isn't it?
Speaker 3 (07:58):
And yeah, I do agree as if because the southern
traditionalist at heart. It would have been good to see
some of those the one boys out of the country
team going there and gave a crackh. I understand they're
not conditioned, but yeah, we'll get James Wilson out doing
it down the farm or in the in the real
world and nourish and that would.
Speaker 2 (08:19):
Slot on. They're pretty good to be fair.
Speaker 1 (08:20):
Zerri Croi was quoted once, if you're to be an MP,
you need to do a day in the snow in
the middle of September on the southern landing beat.
Speaker 3 (08:28):
Do you go, yeah, yeah, Actually, those guys, those country
guys that are aspiring to be to that next level,
do get the opportunity when they when it arises.
Speaker 1 (08:40):
Yes, Matt McCrae, always appreciate your time and the muster.
Enjoy the weekend.
Speaker 2 (08:45):
Pretty good to they need you to.
Speaker 1 (08:50):
Matt McCree of Mocker Reader. All the m's on a
Friday afternoon, so I don't give from weather Watch gives
us a rundown in the weather for the next seven
days here in the self. He's up next, so suddenly
I'll be a way to
Await a mark a race of this afternoon on the
must I met McCrae farms out there catches up with
us on a regular basis. Good afternoon ground conditions out there,
met Are they holding.
Speaker 2 (00:17):
Up the afternoon?
Speaker 3 (00:19):
Andy?
Speaker 2 (00:20):
Yep, she is.
Speaker 3 (00:20):
Another day in paradise today. Got a weave but wet
earlier there in the weak which probably had to wear
my leaguing for the first time two days in a
row or winter. But yeah, we're back on top of
the ground now, which is good.
Speaker 1 (00:34):
Two days in a row and it didn't happen till
near the end of August. That's outstanding. Really.
Speaker 3 (00:39):
Yeah, it's been a pretty corn winter, hasn't it.
Speaker 2 (00:41):
So yeah, we'll take it. And things are lacking.
Speaker 3 (00:45):
I'm pretty well set up heading into Lemmon and ten
those times. Yeah, hopefully long mat continued.
Speaker 1 (00:51):
So you've got a good pick of feed on the paddish.
Speaker 2 (00:55):
Yeah, that's good. That's good.
Speaker 3 (00:56):
We've certainly used a bit through the winter and utilization
has been good, but the crops were probably back slightly
and so yeah, con winter has been offset by crops
being back away bit. But yeah, we're about where we'd
like to be. The stock and good condition and they'll
get spread.
Speaker 2 (01:11):
Out next week on yeah, all right covers, but certainly.
Speaker 3 (01:17):
Yeah, hopefully we're septem minus off set.
Speaker 2 (01:21):
That would be what we're after.
Speaker 1 (01:23):
No issues, the bearings of the likes.
Speaker 3 (01:26):
I shouldn't say too much any that's good. I haven't yet,
but yeah, I haven't yet. We're used a bit of
MEG and I don't know if it helps or not.
But yeah, it's generally when you spread out, you know,
I'm running.
Speaker 2 (01:38):
To issues like that. Well, I might say, but yeah,
hopefully not.
Speaker 3 (01:42):
We don't generally get a whole lot here be along
made that continue.
Speaker 1 (01:46):
Well, if putting meg, using meg or whatever works for you,
then I go away from a winning formula.
Speaker 3 (01:50):
Right, Yeah, it's probably an unproven theory, but I just
like a couple of weeks before we sit stock us
a bit of meg oxide.
Speaker 2 (01:57):
It's pretty cheap and seems to works. Yeah, it's it's
just probably something I do routinely now and then.
Speaker 3 (02:07):
But they're once you stopped, there's not much you can
do to get MEG into them.
Speaker 2 (02:11):
So yeah, hope for the best.
Speaker 1 (02:13):
I suppose Matt. The proposal for the Alliance Meet Company
with the restructure involving Dawn meets you're a supplier to
the co op, what do you make of it?
Speaker 3 (02:24):
Yeah, it's a waiting see approach for me, and I
appreciate the position that they're own after a few years
a bad performances.
Speaker 2 (02:34):
Yeah.
Speaker 3 (02:34):
The devil will be in the detail and what they
bring out in the next month and what they have
to send their road show meetings. But either way, it's
going to be a fairly tough decision to make, and
it'll need to be an informed decision to sell off
a majority shore in your company, isn't it so? Yeah,
A lot of the detail around what the sears they're
(02:54):
going to be worse and how that forty million dollars
slus fun.
Speaker 2 (03:00):
It's diving out. We'll probably be the basis of their
decision anyway.
Speaker 3 (03:05):
As a shareholder, are you going to give it your
take of approval? Let's wait and say to be fair,
I can see what people would vote either way for it,
But like.
Speaker 2 (03:17):
I say, I'm probably sitting on the fence. What way
voute myself? I think about.
Speaker 3 (03:22):
Yeses, But like guess and your sister, in a way
it would have been would have been nicest if these
issues reflected before it got.
Speaker 2 (03:30):
To the stage.
Speaker 3 (03:31):
But yeah, it's I guess the offer is probably in
the best interests of the company, But what question is
if it's in the best interest of shareholders and.
Speaker 2 (03:42):
And I guess for the long term industry structure as well.
If it goes ahead of we're just prolonging the problem
for another four or seven years of.
Speaker 1 (03:52):
To the next company goes Do you believe there's no
plan be in place? Well, it's more least a case
if you don't do this, then what's the what's the
worst case scenario? Possibly you don't know.
Speaker 3 (04:02):
Yeah, and not when I listened to that to we
but in his presentation last week that the banks are
in control if we do both know, But yeah, like
it does make you wonder what the other options are.
And yeah, who's wanting to invest in the understand why
people wanting to throw that amount of money at it
(04:25):
when our own farmers aren't.
Speaker 2 (04:27):
What do they see that we don't?
Speaker 3 (04:29):
And and yeah, where that value is then going to
end up?
Speaker 2 (04:33):
So yeah, like I said, it raises a lot of
questions for.
Speaker 3 (04:36):
Me on I've got a fear old listen here to
hit the directors.
Speaker 2 (04:40):
With when we get the opportunity.
Speaker 3 (04:43):
And yeah, just so we can make.
Speaker 2 (04:44):
That informed decision.
Speaker 3 (04:45):
Well, hopefully, what's going to be benefit for the next
twenty thirty years of the s owming career.
Speaker 1 (04:50):
Do you bind the talk around better access towards the EU? I?
Speaker 3 (04:56):
Yeah, supoused me that because we get told they have
pretty good access in there already. Yeah, that's probably not
as a concern for me. But they're obviously got their.
Speaker 2 (05:07):
Eye on some of their markets.
Speaker 3 (05:09):
Does that have a value? It obviously does, but is
it of enough value? I guess it's been up to
the negotiators, isn't it.
Speaker 1 (05:18):
When you're talking to other farmers and your mates who
are involved with the coup as well, what are their thoughts?
Speaker 3 (05:23):
Yeah, it seems to be, But Max, I guess people
are just reasonably happy with the product prices at the moment.
But if I'm perfectly honest, there's not a lot of
traditional Alliance sharholders of Surprise around us anymore. Like people
are Philly well split, So yeah, market she has probably
changed for Alliance since IF and non insurements and a
(05:45):
lot of people are going through sid patty now. But
the ones that are Philly, Max, a lot of them
put faith and directors and that this is the best
decisions and vote yes, and others will probably sit back
and have a few questions for them. Yeah, time will tell,
but we're done on the directors for getting an offer.
I suppose it's in a pretty challenging It's a pretty
(06:09):
challenging time for the meat industry, but as we bounce up,
it does make you wonder whether or not we could
have got more for having this conversation twelve months down
the track.
Speaker 1 (06:17):
Arguably the sector is doing well of the prices and
that just flows through to people's mind process at the
moment too.
Speaker 3 (06:24):
Possibly, Yeah, exactly, And it'd be fascinating to see an
article on Farmers Weekly the other day about whether or
not the vote was after the AGM and see how
see the financials around how this year was tracking. Getting
told it's been pretty good, and I think for a
few people it's probably the surprise that sixty five percent
was up for sale when we've been told that Alliance
(06:47):
has tressing pretty good. So yeah, lock, So there'll be doubt,
there'll be lots more information than it comes out in
the next month, and I just hope they don't have
the roadshow meetings and while people are still busy gaming.
So yeah, yeah, And I guess i'd disencourage anyone that
does have shaeholders that as a shareholder with a supplier
or not, to get involved and ask the questions because
(07:09):
the more informed we are, the more we can make
a decision and move on.
Speaker 2 (07:13):
Isn't it?
Speaker 1 (07:14):
Did you have twenty dollars on the Stags on the
nose last night? By chance? Matt?
Speaker 3 (07:18):
No, I shouldn't. I didn't, I should say, but I
should have. They actually played buddy good footy. Yeah, good
to see. It was yawning off here if they had
a humble buy after sitting Yes, I'm sitting there last
week and they are down twenty two a half time
riding them off. But yeah, amazing, what a what a
(07:40):
game it was, And there's some good signs of progress here,
which is good to say.
Speaker 1 (07:44):
James Wilson came out earlier in the week with a
couple of bizarre comments in my opinion, but nonetheless, look
as far as the Stags and their performance last night,
nothing but a w and Michael Manson, geez, you can't
buy pace. It's one thing.
Speaker 2 (07:56):
Yeah it's good, isn't it?
Speaker 3 (07:58):
And yeah, I do agree as if because the southern
traditionalist at heart. It would have been good to see
some of those the one boys out of the country
team going there and gave a crackh. I understand they're
not conditioned, but yeah, we'll get James Wilson out doing
it down the farm or in the in the real
world and nourish and that would.
Speaker 2 (08:19):
Slot on. They're pretty good to be fair.
Speaker 1 (08:20):
Zerri Croi was quoted once, if you're to be an MP,
you need to do a day in the snow in
the middle of September on the southern landing beat.
Speaker 3 (08:28):
Do you go, yeah, yeah, Actually, those guys, those country
guys that are aspiring to be to that next level,
do get the opportunity when they when it arises.
Speaker 1 (08:40):
Yes, Matt McCrae, always appreciate your time and the muster.
Enjoy the weekend.
Speaker 2 (08:45):
Pretty good to they need you to.
Speaker 1 (08:50):
Matt McCree of Mocker Reader. All the m's on a
Friday afternoon, so I don't give from weather Watch gives
us a rundown in the weather for the next seven
days here in the self. He's up next, so suddenly
I'll be a way to
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