Australian (ASX) Stock Market Forum

Food scarcity

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divs4ever said:
hmmm that might explain the rise in BKL ( i hold ) share price recently

which is a shame i was hoping to buy more sub $60

doesn't seemed to have excited the milk/baby formula industry CLV ( i hold 'free-carried' ) has been fairly flat and unloved
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I put that down to Christmas. People are preparing for the party and after party, going to the gym, eating relatively healthy, and taking vitamins. All so that they can overindulge and feel good about it during the holidays ?
 
JohnDe said:
I put that down to Christmas. People are preparing for the party and after party, going to the gym, eating relatively healthy, and taking vitamins. All so that they can overindulge and feel good about it during the holidays ?
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am not so sure on the partying

i know i am in a very tiny microcosm , but family/inter-family tensions seem to be higher than previous years , maybe healthcare providers might be the better angle
 
divs4ever said:
am not so sure on the partying

i know i am in a very tiny microcosm , but family/inter-family tensions seem to be higher than previous years , maybe healthcare providers might be the better angle
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I was just joking, your comment about BKL reminded me of a conversation a few days ago.

My wife and I have been going to the same gym for 7 years, our daughter joined u about 6 months ago and she mentioned how busy it has become lately. We told her the story about how every year before any warm holiday, there is an influx from the casual users brigade as they try to trim up and look good. And after the holiday period there is another influx as they try to lose the Christmas pudding.

Maybe there is the same principle with vitamins ?
 
JohnDe said:
I was just joking, your comment about BKL reminded me of a conversation a few days ago.

My wife and I have been going to the same gym for 7 years, our daughter joined u about 6 months ago and she mentioned how busy it has become lately. We told her the story about how every year before any warm holiday, there is an influx from the casual users brigade as they try to trim up and look good. And after the holiday period there is another influx as they try to lose the Christmas pudding.

Maybe there is the same principle with vitamins ?
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yes i heard the same comment ( well , very similar ) at the gym where i go for physio sessions

was trying to get an acceptable entry into VLS on the same theory

was still looking for that BKL top up price though
 
These are sailing in & out every 2 weeks, takes several days to fill them. Plenty of grain, probably one of the biggest harvests in recent times, and plenty of buyers.

10/01/23
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22/01/23
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Somebody sent me this video of a Canadian Dairy farmer having to dump 30,000 milk at the end of the month because he was over quota.
And a litre of milk in retails for %7 bucks.
Guess it explains why Saputo were so keen to buy up processors here in OZ.
 
mullokintyre said:
Somebody sent me this video of a Canadian Dairy farmer having to dump 30,000 milk at the end of the month because he was over quota.
And a litre of milk in retails for %7 bucks.
Guess it explains why Saputo were so keen to buy up processors here in OZ.
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I have a feeling that the % of milk sales will drop over the coming decades, caused by competition from plant-based replacement health changes,

Not many of my friends use milk in the same quantities as they did when younger, I dropped it due to being diagnosed with Crohn's, and changed to Almond milk, though I still partake in eating cheese.
 
JohnDe said:
I have a feeling that the % of milk sales will drop over the coming decades, caused by competition from plant-based replacement health changes,

Not many of my friends use milk in the same quantities as they did when younger, I dropped it due to being diagnosed with Crohn's, and changed to Almond milk, though I still partake in eating cheese.
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Still don't understand
(a) how they get the teat cups on an almond,
(b) how they can call the stuff milk. Its almond juice.
Mick
 
mullokintyre said:
Somebody sent me this video of a Canadian Dairy farmer having to dump 30,000 milk at the end of the month because he was over quota.
And a litre of milk in retails for %7 bucks.
Guess it explains why Saputo were so keen to buy up processors here in OZ.
Click to expand...

Canadian dairy farmers receive compensation of $38,000 per year if they agree to stick to production quotas. I guess this guy cashed his cheque and then went ahead and over produced.

The program is worth $1.75 Billion over 4 years, similar programs exist in the egg, meat chicken and turkey market.

https://www.canada.ca/en/agricultur...now-available-for-canadian-dairy-farmers.html
 
mullokintyre said:
Still don't understand
(a) how they get the teat cups on an almond,
(b) how they can call the stuff milk. Its almond juice.
Mick
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The term milk has been used to describe plant based products for hundreds of years, I take it you have heard of coconut milk? That name was given to the fluid inside coconuts over 300 years ago and almond milk was used over 500 years

But look, lots of plant based foods have traditionally shared names with similar textured animal based foods.
 
Value Collector said:
Canadian dairy farmers receive compensation of $38,000 per year if they agree to stick to production quotas. I guess this guy cashed his cheque and then went ahead and over produced.

The program is worth $1.75 Billion over 4 years, similar programs exist in the egg, meat chicken and turkey market.

https://www.canada.ca/en/agricultur...now-available-for-canadian-dairy-farmers.html
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Only a stupid burecrat could even contemplate something like that.
Dairy farming is not like making widgets where you can easily control your output.
I run the widget machine to produce exactly 110 widgets as per my quota, then I can turn it off.
The cows have to be milked, whether there is a quota or not.
If its really cold or really hot production goes down, if grain is cheap and they can supplement the feed production goes up, and conversely it goes down if grain prices are high and they can't feed supplements.
If the they get sickness in the herd, or some heifers don't get in calf, production goes down.
If all the ducks line up, production goes up.
On the months when production is down and they don't make quota, the government does not cover it.
Quotas, its the sort of bull**** that the EU brought in in the 70's which resulted in butter mountains.
Mick
 
mullokintyre said:
Only a stupid burecrat could even contemplate something like that.
Dairy farming is not like making widgets where you can easily control your output.
I run the widget machine to produce exactly 110 widgets as per my quota, then I can turn it off.
The cows have to be milked, whether there is a quota or not.
If its really cold or really hot production goes down, if grain is cheap and they can supplement the feed production goes up, and conversely it goes down if grain prices are high and they can't feed supplements.
If the they get sickness in the herd, or some heifers don't get in calf, production goes down.
If all the ducks line up, production goes up.
On the months when production is down and they don't make quota, the government does not cover it.
Quotas, its the sort of bull**** that the EU brought in in the 70's which resulted in butter mountains.
Mick
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I guess the government wants them to manage their herds to the low side, if he wants to push the limit, I guess some times he has to dispose of the extra.

(I am not saying I agree with the system, I would much rather the subsidies go towards fresh fruits and vegetables, I am just pointing out that his industry signed up for it, and probably no doubt lobbied for it)
 
Here is a brief history of plant milks, you will see soy milk, almond milk, coconut milk have been around for hundreds of years. Rice milk is a new kid on the block but it dates back to atleast 1921 so it predates most of us here.

viva.org.uk

History of Plant Milks

There’s a long history of plant milks and other plant drinks having been made by people over millennia. There’s certainly nothing new or unusual about us consuming them.
viva.org.uk viva.org.uk
 
JohnDe said:
I have a feeling that the % of milk sales will drop over the coming decades, caused by competition from plant-based replacement health changes,

Not many of my friends use milk in the same quantities as they did when younger, I dropped it due to being diagnosed with Crohn's, and changed to Almond milk, though I still partake in eating cheese.
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The problem is JohnDe, first world participants in the food chain treat those lower down the scale like dirt.
What is this thread about?
Food scarcity.
There are millions more people than your upmarket friends who would give anything to have that 30,000 litres of milk for their starving children.
Sorry mate, you are just not representative of the rest of the world requirments and living standards, anymore than I am.
 
mullokintyre said:
The problem is JohnDe, first world participants in the food chain treat those lower down the scale like dirt.
What is this thread about?
Food scarcity.
There are millions more people than your upmarket friends who would give anything to have that 30,000 litres of milk for their starving children.
Sorry mate, you are just not representative of the rest of the world requirments and living standards, anymore than I am.
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Firstly, that milk waste isn’t being caused by the people consuming plant milks, it’s being caused by a deal done by the western milk industry to keep prices high by limiting trade surpluses.

Secondly, If you read that history of plant milk I put up you will see plant milks have been used for hundreds of years in many societies that would be considered poor. So they aren’t a rich nation thing, they have been around for centuries.

Travel to Thailand and you will find poor people using coconut cream and milk as the base for their dishes, dairy milk would be considered a luxury while plant milks such as coconut milk are a staple.

 
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mullokintyre said:
The problem is JohnDe, first world participants in the food chain treat those lower down the scale like dirt.
What is this thread about?
Food scarcity.
There are millions more people than your upmarket friends who would give anything to have that 30,000 litres of milk for their starving children.
Sorry mate, you are just not representative of the rest of the world requirments and living standards, anymore than I am.
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Really? On many levels, Really?

You know for a fact that all my friends are "upmarket." And you know the reasons why my friends & I avoid animal milk?

To help you out -

In some parts of the world animal milk is not a big part of an adult's diet. I have friends that have not grown-up drinking milk.​
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Some of my friends and family have become lactose intolerant.​
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I, as mentioned previously, have Crohn's, and milk is one of the foods that sets it off for me.​
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A few friends are trying to lose weight and have chosen to drop some foods and keep others. Cow's milk was their choice because they still like to have a beer with mates.​

Those "millions more people" are not all able to take milk, not everyone is tolerant to it.

Are you suggesting that governments pay to transport the milk to countries with "starving children"?

If so how, by refrigerated ships, planes? Or by processing the milk into a long-life milk, or cheeses?

And if you are suggesting that, can you tell us who will pay for the processes?

Are you happy for a tax on all peoples from wealthy countries like Australia?
 
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Value Collector said:
Firstly, that milk waste isn’t being caused by the people consuming plant milks, it’s being caused by a deal done by the western milk industry to keep prices high by limiting trade surpluses.
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You are the one who brought up plant based milk not me.
The thread is about food scarcity.
One dairy farmer chucking out 30,000 litres of milk is a major problem.
Its not the fact thats its dairy , its the fact that it is wasted is the issue.
Value Collector said:
Secondly, If you read that history of plant milk I put up you will see plant milks have been used for hundreds of years in many societies that would be considered poor. So they aren’t a rich nation thing, they have been around for centuries.
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Another straw man argument.
Name me one poor society that crushes almonds to make milk.
Value Collector said:
Travel to Thailand and you will find poor people using coconut cream and milk as the base for their dishes, dairy milk would be considered a luxury while plant milks such as coconut milk are a staple.
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Once again, this is irrelevant to the original point about food scarcity.
But since you bought it up, Thailand like a lot of other hot humid countries is largely unsuited to dairy cows, so historically these societies were not brought up on it.
Mick
 
Value Collector said:
Firstly, that milk waste isn’t being caused by the people consuming plant milks, it’s being caused by a deal done by the western milk industry to keep prices high by limiting trade surpluses.

Secondly, If you read that history of plant milk I put up you will see plant milks have been used for hundreds of years in many societies that would be considered poor. So they aren’t a rich nation thing, they have been around for centuries.

Travel to Thailand and you will find poor people using coconut cream and milk as the base for their dishes, dairy milk would be considered a luxury while plant milks such as coconut milk are a staple.

Click to expand...



Almonds are native to the Middle East, India and North Africa and a firm staple in local cuisines for centuries.​
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First brought to Southern Europe more than 1,000 years ago and, more recently, to California in the 19th century, there are numerous records of almond milk as a common ingredient in Christian and Islamic cultures in the Middle Ages.​
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It was seen as a beverage or food ingredient, and also therapeutically, as it is easier to digest than cow’s milk.​
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The first mentions come from the 13th century, when it featured in a Baghdadi cookery book, and from the 14th-century Egyptian cookery book that describes extensive use of almonds and almond milk.​
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England wasn’t too far behind as almond milk was first mentioned in English literature in 1390.​
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almond-milk-in-glass-bottle.jpg​
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During the Middle Ages, it became widely used in Europe during Lent as a replacement for dairy milk but also in recipes for children, presumably because it’s easy on the digestion.​
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Some traditional Islamic recipes use almond milk as an ingredient for beverages served during Ramadan.​
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In 1840, almond milk appeared as a common ingredient in a book describing Indian foods, beverages and their medicinal use. However, India’s use of almond milk is likely to cover a much wider span of history.​
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The 19th and early 20th centuries saw almonds’ popularity soar in the USA, in cooking and for almond milk.​
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It was driven particularly by Seventh Day Adventists, who are traditionally vegetarian or vegan, and almonds and other nuts were replacements for milk, cream and meat in many dishes.​
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Acknowledged by health food proponents, almond milk gained in popularity on both sides of the Atlantic. In 2013, sales of almond milk even eclipsed soya milk in the USA!​
 
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