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加拿大西部的养猪业重组

加拿大西部的养猪业重组

【加裕周评】加拿大(西部)三家最大的养猪公司在之前几周发生了股权的重大变
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BPEX/AHDB各国报

美国是世界上第二大猪肉生产国,虽然它的消费比较高,但是它的生产能力多于消
美国肉价为何比中国便宜?

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班夫养猪研讨会

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  • 日期:2013-01-25 09:40
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班夫养猪研讨会

  【加裕周评】上周我们在艾伯塔的班夫参加了班夫养猪研讨会。我们发现,会议一如既往地主持得很好,有很多优秀的演讲者。超过600人参加了此次会议。加裕公司是此类会议的顶级赞助商。

  会议举办得非常之棒,位于风景秀丽的加拿大洛基山脉地区。

  我们想感谢那些在班夫街区中心参加加裕接待的朋友。当我们凌晨2点离开时,仍然有人还在讨论养猪业?

  在参会的人中,有很多人都在讨论西部加拿大养猪业在前几周发生的巨变。Big Sky猪场的45,000头母猪被Olymel肉品公司收购,Puratone公司的26,000头母猪被枫叶食品(Maple Leaf Foods)收购而拥有47,000头母猪的HyLife有一大部分被日本的伊藤忠商事收购。

  上周我们写道,分娩至育肥一条龙、购买饲料并伴有较高运营费用的公司的商业模式在西部加拿大失败了。有意思的是,很多在班夫和我们在一起的人都同意我们的观点,包括一些前面提到的公司。关于三家大型肉品公司利用他们强有力的经济实力站出来,我们所有在会上提到的内容都是正面的。这是一种使命,以帮助很好地稳定行业。

  来自Maschoffs公司的Jason Logsdon进行了一个非常深刻的演讲,他提到了他们公司如何使用指标来衡量他们的发展。这些指标的特定细节让你认识到为什么Maschoffs可以在我们的行业取得巨大的成功。老话说得好,“不会衡量就不会管理”。

  George Morris中心的Ai Mussel的演讲非常好。不幸的是,这再次强调 了加拿大养猪业在过去十年间遇到的困难,也强调了Big Sky、Puratone及HyLife遇到的挑战。对一个典型加拿大猪场的计算表明,一个2006年净资产为500万的公司在2010年只剩下390万的净资产,损失了21%。在过去两年,我们估计猪场的净资产可能受到了更大的冲击。这使得加拿大十分艰难,也是加拿大母猪群在过去6年间下跌20%的重要原因。

  公共事务顾问Rick Berman提到了动物权利人士的问题。他提到了在应对如善待动物组织(People for the Ethical Treatment of Animals,PETA)及美国人道协会(Humane Society United States,HSUS)之类组织的攻防术。“你真的可以同这个组织协商吗?”Berman说,“和我们对话的人代表着素食主义,他们将动物和人同等对待,并倡导停止吃肉。这是动物权利并伪装成动物福利的极端行为。”

  举个例子,美国人道协会收到了大约1.3亿的捐赠。1%提供给动物保护,还有5%为他们提供养老金?大部分钱进入一小部分律师口袋,这些律师是美国人道协会不懈游说努力过程中的突袭部队,并创造规则来阻碍畜牧业。

  Berman说,“我的问题是,谁给了这些人权利发号施令?他们并没有被选举产生,或者由某个选举产生的机构任命。他们只是误解并操纵以攫取金钱、影响意见并带领许多人们支持他们不理解的运动。”

  “我的底线是这里正在进行一场骗局”,Berman说。“人们应当看到美国人道协会的真面目。”

  Berman的演讲正中要害,得到了与会人员的一致认同。这号召我们行业武装起来并拒绝不抵抗运动的妥协。在每一个前线进行战斗并得美国人道协会的伪善得到曝光。每个猪肉协会、委员会、生产者团体及生产者都必须认识到美国人道协会是无法协商的,他们的目的是摧毁肉品行业并创造一个素食之国。美国人道协会是一小部分活跃人士利用社会资源来创造一个他们扭曲想法的社会。这是一场试图毁灭人类选择食品权利的暴政。

  我们的行业在这场战斗中取得了有利地位。世界上沉默的大多数每天都在为肉品行业及素食主义间进行投票。人们进行了抉择并选择了肉品。这是我们最强有力的事实。

  如果你有机会听到Rick Berman的演讲,肯定会赞同他的。

  这一周我们将参加艾奥瓦猪肉会议,下周参加马尼托巴养猪研讨会。我们在1月23日下午5点至8点有接待宴会,请加入我们并品尝点心和开胃食品。你也可以在30日的马尼托巴养猪研讨会上参加我们的接待会。

原文:

Pork Commentary January 21, 2013 – Banff Pork Seminar

时间: [2013-01-21 16:45]

Banff Pork Seminar
 

  Last week we attended the Banff Pork Seminar held in Banff Alberta.  Our observations:

  Event was well organized as usual with many excellent speakers.  Over 600 attended.  Genesus was a Premier Sponsor.

  The venue was extraordinary with the setting in the beautiful Canadian Rocky Mountains.

  We want to thank the many who attended the packed Genesus Reception at the St. James Pub in downtown Banff.  When we left at 2:30 AM there were many still there discussing the swine industry?

  There was lots of discussion among attendees about the sudden transformation of Western Canada’s Hog Industry, which has in the last few weeks seen Big Sky Farms 45.000 sows being bought by Olymel Packing, Puratone Corporation’s 26,000 sows bought by Maple Leaf Foods and HyLife 47,000 sows having a major part of their company being bought by Itouchu Corporation of Japan.

  Last week we wrote the business model of farrow to finish, high overhead companies that bought their feed appears to be broken in Western Canada.  It was interesting the number of people who came up to us at Banff and agreed with what we stated, including some of the above mentioned companies.  All at the conference we spoke to were positive, for the three strong meat companies having stepped up with their deep pockets.  This is a commitment that augers well in helping stabilize the industry.

  Jason Logsdon of the Maschoffs gave an insightful presentation of how their corporation uses Metrics to measure their progress.  The specific details on these metrics certainly make you realize why the Maschoffs have been a huge success story in our industry.  The old saying “you can’t manage what you don’t measure” certainly comes to mind.

  Al Mussel of the George Morris Centre gave a nice presentation.  Unfortunately it reinforced the difficulty that Canada’s Swine industry has encountered over the last decade and reinforces the challenges that Big Sky, Puratone and HyLife have had.  The calculation is a typical Canada hog farm with a net worth of 5 million in 2006 and in 2010 a net worth of 3.9 million or a drop of 21%.  In the last two years our estimate would be hog farms net worth would have taken an even bigger hit.  It’s been tough in Canada and a big reason Canada’s sow herd has decreased 20% over the last six years.

  Rick Berman a consultant on public affairs spoke on Animal Right activists.  His approach is offence versus defence in dealing with the like of PETA and HSUS (Humane Society United States).  “Is this really a group you can negotiate with?” says Berman.  “We’re talking about people who represent a vegan culture, who are equating animals with people and advocating an end to eating meat.  Its animal rights and an extreme agenda masquerading as animal welfare.”

  For example HSUS collects about $130 million in donations. 1% goes to Animal Shelters and 5% to their pension plan?  The bulk goes to a cadre of lawyers that are the shock troops in HSUS’s relentless lobbying efforts to create rules that handicap animal agriculture.

  Berman says “My issue is who gave these people the mandate to be achieving their goals?  They are not elected or appointed by any elected body.  They simply mislead and manipulate, to collect money, affect opinion and advance an agenda that many people who support them do not understand”.

  “Bottom line for me is there’s a scam going on here”, says Berman.  “People need to see what the HSUS is really about.”

  Berman’s talk was hard hitting and was received extremely well by the audience.  It was a call to arms for our industry to reject Pacifist negotiations.  Fight on every front while exposing the hypocritical fundraising of HSUS.  Ever pork board, council, producers group & producer must realize HSUS in not about negotiating, their goal is the destruction to of the meat industry and the creation of a Vegan Nation.  HSUS is a small cadre of activists intent on social engineering to create a society in their own distorted image.  This is a form of tyranny that attempts to purge the history of mankind’s right to food of choice.

  As an industry we have the high ground in this fight.  The Silent Majority of the world each and every day votes for the meat industry versus a vegan society.  Global meat and poultry consumption is at an all-time record level.  People choose and they choose meat.  It’s our most powerful reality.

  Any opportunity you have to hear Rick Berman’s message, be sure to take advantage.

  This week will be at the Iowa Pork Congress, and next week at the Manitoba Pork Seminar.  We are having a reception from 5pm - 8pm on January 23, Please join us for some refreshments and appetizers and/or visit us at the Manitoba Swine Seminar at our reception on the 30th.

谢绝转载!

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