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Opportunities in the Dairy Sector Simon Phillips Singapore – 23 September 2015

Opportunitiesin+the+DairySector+ 2 Simon+Phillips · Disclaimer IMPORTANT NOTICE Theinformationin this presentation(the“Information”)isforinformationalpurposesand isprovided by

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  • Opportunities  in  the  Dairy  Sector  -Simon  PhillipsSingapore  – 23  September  2015

  • 2

    Overview

    • The  panel:• Jeremy  Bayard  - Chief  Executive  Officer,  ACE  Farming  Company• Forbes  Elworthy  - Founder  &  Chief  Executive  Officer,  Craigmore Farming• Prem  Maan  - Managing  Director  &  Chief  Executive  Officer,  Southern  Pastures

    • The  dairy  production  universe• Demand  and  supply  situation  and  recent  events

  • 3

    Global  Supply  and  Demand  Position

    This  is  the  short  quote  layout

    Source:  Fonterra  

  • 4

    Historical  Prices

    Source:  GDT

  • 5

    Recent  Events

    Source:  GDT

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