HighGround Dairy Analyst Stu Davison breaks down Fonterra's latest Farmgate Milk Price Forecast and Earning Guidance for FY25 announced on Wednesday.
Davison underscores the significance of this uplift alongside a 55 cents per share dividend, inclusive of a special 15-cent dividend.
Despite last season's volatility, he praises Fonterra for delivering a solid price on milk solids plus dividends for investors.
Davison also touches on the total return on capital marked in the release, comparing it as even better than what is considered one of the strongest investments in the S&P 500.
He asserts that this rebound, driven by strategic decisions and proactive management, looks to promise a brighter future for farmers and stakeholders.
Listen to the full chat between Stu Davison and Dominic George above.
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