Frankly Speaking

Frankly Speaking - Week 26 Update
5 July 2016

Frankly Speaking Week 26 [Sunday July 3]

Welcome to our week 26 update. The weather, at long last, has turned colder. I must admit it was strange to hear a diehard grower at the squash club celebrating the anticipated frost event last Friday night.

 

It is still early in the storage season, fruit inventory remains very good and we are satisfied with the market out turns to date. We have packed the first 100k trays of binstore Hayward and had a very good packout.

 

Seeka is currently running a series of “Seeka after 5” roadshows and I invite you to attend one of the remaining sessions tonight at Huka Pak, tomorrow night at Oakside or Thursday night at Ohope. Seeka’s early OGR forecasts are included as part of the presentation. Thanks to those of you who attended last night at Main Road – an excellent turnout, an enjoyable evening and great questions.

 

There is a Pruning Field Day, and technical update this Friday at Makarena Orchard 180 Kairua Road – please feel free to attend.

 

Early market reports are starting to come through. Hayward sales are catching up to the forecast run rate after a later and slow start. The market mix along with the fruit dumping has impacted on the forecast returns for 2016/2017. Sungold sales have been strong, prices are slightly lower than last year, but are remarkable given the volume increase.

 

To the numbers [as at midnight 3 July]

Hayward Conventional excl

 

Seeka packed trays      22,049,962       Industry packed trays    92,979,943 [23.7%]

Seeka avge size           32.60                Industry avge size          32.48

Seeka Fruit loss            0.02%               Industry Fruit loss          0.01%

Seeka Fruit Loss trays  5,479                Seeka estimated time    $434K [$0.02 per tray]

Seeka loaded trays       11,092,175       Instore trays                   10,699,858

On order trays               954,367

        

Hayward Organic

Seeka packed trays      1,128,448          Industry packed trays     3,988,245   [28.3%]

Seeka avge size            34.51                Industry avge size           35.05

Seeka Fruit loss            0.00%               Industry Fruit loss            0.00%

Seeka Fruit Loss trays  60                     Seeka estimated time      $30K [$0.026 per tray]

Seeka loaded trays       433,164            Instore trays                     695,188

On order trays               73,106

               

Zespri SunGold G3 Conventional

Seeka packed trays      7,320,653        Industry packed trays  46,519,454 [15.7%]

Seeka avge size           29.04               Industry avge size        29.84

Seeka Fruit loss            0.03%             Industry Fruit loss         0.05%

Seeka Fruit Loss trays 1,947              Seeka estimated time   $714,936 [$0.096 per tray]

Seeka loaded trays      5,750,928       Instore trays                  1,569,453

On order trays             277,304 trays     

                               

Zespri SunGold G3 Organic

Seeka packed trays     116,300                Industry packed trays   750,270 [15.5%]

Seeka avge size           30.63                   Industry avge size        29.73

Seeka loaded trays      90,808                 Instore trays                  25,494

On order                      16,581                 Nearly there

 

Zespri Sweetgreen G14

Seeka packed trays      177,653                Industry packed trays   1,550,729 [11.5%]

Seeka avge size           36.05                    Industry avge size         36.21

Seeka loaded trays      176,563                Instore trays                   Zero

Fruit loss to date trays 1,090 [0.61%]       Est time income              0 [Nil time in G14]

 

Seeka after 5’s 4/5/6/7 July as below:

5 July – Huka Pack

6 July – Oakside

7 July – Ohope Edgecumbe

 

Regards

Michael

Seeka Key
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