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Realistbear

Buy Dairy

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http://www.wiseman-dairies.co.uk/servlet/H...areinfo&d=2

UKCoal had a good run with many having taken the ride from 1.41 to over 5.00 in a year. What next? I think Dairy could be in for some interesting times.

Why? INDIA and the growing wealth of Asia where there is a milk shortage.

Charts show growth in Dairy has already been quite spectacular:

http://uk.finance.yahoo.com/q?s=rwd&m=L&d=

RWD

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Start growing your own food in your garden, oh and get a cow (a cow, and a few chickens will create enough methane gas to power a car and heat your house). All achievable,a s long as you havent got one of thoses newbuilt flats.

Edited by moosetea

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``Over the next several months we're going to see some pretty strong prices on all milk,'' said Larry Salathe, an economist and dairy expert at the U.S. Department of Agriculture in Washington. Production needed to bring prices down ``takes at least several months, usually a year to two years, to come.''
....
Chinese consumers, who drink an average of 1.3 ounces of milk a day, will increase demand by as much as 15 percent annually for the next three years, said Mark Voorbergen, a dairy analyst at Rabobank. India's gains will range from 3 percent for milk to 7 percent for processed dairy products, he said.

http://www.bloomberg.com/apps/news?pid=new...id=apnhdxBbHC0E

Edited by Realistbear

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``Over the next several months we're going to see some pretty strong prices on all milk,'' said Larry Salathe, an economist and dairy expert at the U.S. Department of Agriculture in Washington. Production needed to bring prices down ``takes at least several months, usually a year to two years, to come.''
....
Chinese consumers, who drink an average of 1.3 ounces of milk a day, will increase demand by as much as 15 percent annually for the next three years, said Mark Voorbergen, a dairy analyst at Rabobank. India's gains will range from 3 percent for milk to 7 percent for processed dairy products, he said.

http://www.bloomberg.com/apps/news?pid=new...id=apnhdxBbHC0E

Chinese consumption? That doesnt make any sence, 90->100% of chinese are lactose intolerant. Expect cancer rates in china to rise....

LacIntol-World2.png

Edited by moosetea

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Chinese consumption? That doesnt make any sence, 90->100% of chinese are lactose intolerant. Expect cancer rates in china to rise....

:lol:

nice find - maybe you should pass this onto the analyst...

Edited by dnd

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http://www.timesonline.co.uk/tol/news/uk/article1816491.ece

For sale: the Queen’s unviable dairy herd
Windsor Royal Farms confirmed that the herd was up for sale as “it was no longer a viable operation”. A spokesman said: “There have been significant losses over several years with milk prices failing to cover the high cost of production.”

Industry sources said that average prices were 19p a litre, and production costs at least 22p.

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They are off! *

R WISEMAN DAIRIES (LSE:RWD.L) Edit

Last Trade: 491.25 p

Trade Time: 3:01PM

Change: Up 3.50 (0.72%)

Prev Close: 487.75

Open: 483.75

Bid: 489.75 x 2500

Ask: 493.00 x 84

1y Target Est: 402.50p

____________________

* As the monkey said as he sat on the circular saw.

Edited by Realistbear

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R WISEMAN DAIRIES (LSE:RWD.L) Edit

Last Trade: 495.50 p

Trade Time: 4:35PM

Change: Up 6.50 (1.33%)

Prev Close: 489.00

Open: 489.75

Bid: 495.25 x 2500

Ask: 495.75 x 84

1y Target Est: 402.50p

Rest of the FTSE down sharply. Could dairy be in for a sharp run up due to the demand and badly lagging supply chain?

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Clothes peg on nose: "As they come up along the far side its Dairy leading by several lengths now......."

R WISEMAN DAIRIES (LSE:RWD.L) Edit

Last Trade: 516.00 p

Trade Time: 11:10AM

Change: Up 23.75 (4.82%)

Prev Close: 492.25

Open: 501.00

Bid: 514.75 x 2500

Ask: 520.00 x 84

1y Target Est: 402.50p

I jumped in at 4.86. I am wondering if RWD may break 6.00 this month?

UKC seems to have stalled out below 5.50

Edited by Realistbear

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http://business.timesonline.co.uk/tol/busi...icle1912998.ece

From The Times
June 11, 2007
British dairy farmers on way out too soon to milk higher prices
Carl Mortished, International Business Editor
Bumper global dairy prices have come too late for thousands of British dairy farmers, expected to leave the business this year, unable to make ends meet on the slim margin earned from a pint of fresh milk.

RWD anyone?

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http://business.timesonline.co.uk/tol/busi...icle1912998.ece
From The Times
June 11, 2007
British dairy farmers on way out too soon to milk higher prices
Carl Mortished, International Business Editor
Bumper global dairy prices have come too late for thousands of British dairy farmers, expected to leave the business this year, unable to make ends meet on the slim margin earned from a pint of fresh milk.

RWD anyone?

http://www.foxnews.com/story/0,2933,281156,00.html

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http://business.scotsman.com/index.cfm?id=1063102007

..../

In the past month, manufacturers have been hit by a combination of raw materials price hikes - flour up 50%,
milk powder up 35%
and soya ingredients up 40% - which have come too quickly to be absorbed through efficiency improvements or small price rises.
For Walker, who runs a company employing 1,200, mostly in Scotland, there is worse to come. He has been told that the
price of butter will double over the coming year
. Butter makes up 60% of Walker's costs, so he must get his customers to accept price rises ahead of inflation or risk his firm's future.

In the meantime, RWD is not doing much:

R WISEMAN DAIRIES (LSE:RWD.L)

Last Trade: 510.00 p Trade Time: Jul 6

Change: 2.00 (0.39%)

Prev Close: 512.00

Open: 510.00

Bid: 509.50

Ask: 510.50

1y Target Est: 402.50p

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