australian association of agricultural consultants cameron hall – ceo livecorp 27 november 2009

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Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

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Page 1: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Australian Association of Agricultural Consultants

Cameron Hall – CEO LiveCorp 27 November 2009

Page 2: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Presentation

• Industry Overview• Market Opportunity • WA Sheep Supply• Animal Welfare

Page 3: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

0

200

400

600

800

1000

1200'000 Head

0

100

200

300

400

500

600

700A$ Mill FOB

Sum of Total Sum of Value

Live Cattle – market overview

Page 4: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Live Cattle – Market shareMarket Share 2002/03 (1,000,000

head)

China2%

Japan2%

Russian Federation2%

Philippines1%

Other2%

Malaysia3%

Saudi Arabia3%

Libya3%

Israel4%

Indonesia78%

Market Share 2008/09 (890,000 head)

Indonesia49%

Israel3%

Saudi Arabia5%

Malaysia10%

Other18%

Philippines11%

Russian Federation0%

Japan2%

China2%

Page 5: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Rapidly increasing populations in developing Asian countries

Indonesia(52 million growth - 24%)

Philippines(39 million growth - 45%)

China(150 million growth - 11%)

2005

2010

2015

2020

2025

2030

0

50

100

150

200

250

300millions

2005

2010

2015

2020

2025

2030

0

20

40

60

80

100

120

140millions

2005

2010

2015

2020

2025

2030

0

200

400

600

800

1000

1200

1400

1600millions

Source: MLA

Page 6: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Indonesian live cattle market opportunities for north Aust cattle

• 230m people • Strong economy• 2kg beef consumption, mostly Java

and Sumatra• Islamic market – no pork• FMD free • Established feedlotting partners• Cattle to Indo 2009: 544k end Sep.• Market outlook remains strong

Page 7: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Live Sheep Exports – Volume and Value

0

1000

2000

3000

4000

5000

6000

7000'000 Head

0

50

100

150

200

250

300

350

400

450A$ Mill FOB

Sum of Total Sum of Value

Page 8: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Live and Meat volumes

0

1

2

3

4

5

6

7

8

1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

million head

0

10

20

30

40

50

60

70

80'000 Tonnes swt

Total - Live Sheep Total Lamb & Mutton Lamb & Mutton (not including UAE)

Page 9: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Live sheep exports

Source: ABS, MLA forecasts

91 93 95 97 99 01 03 05 07 09f 11f 13f0

1

2

3

4

5

6

7

8million sheep and lambs

0

100

200

300

400

500A$ million

numbers exported value

f = forecast

Page 10: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Recent Research

Sheep Supply in Western Australia

Page 11: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Australian Winter Crop Area & Sheep Numbers

5

10

15

20

25

1990-91 1993-94 1996-97 1999-00 2002-03 2005-06 2008-09

million ha20

50

80

110

140

170

200

million sheep

Wheat Coarse grains Oilseeds Pulses Sheep numbers

Page 12: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Land Use in Western Australia

0

1

2

3

4

5

6

7

8

9

1990-91 1993-94 1996-97 1999-00 2002-03 2005-06 2008-09million ha 0

5

10

15

20

25

30

35

40

45

million hd

Winter crop area (left axis) Sheep numbers (right axis)

Page 13: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Australian Sheep Flock & Sheep Prices

30

60

90

120

2000-01 2003-04 2006-07 2009-10f

million

head

50

100

150

200

250

2008-09

Ac/kg

Lambs Breeding Ewes

Non-breeding Adult Sheep Sheep Price

Page 14: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Sheep Numbers & Turnoff – Western Australia(million head)

0

5

10

15

20

25

30

35

40

45

1990-91 1993-94 1996-97 1999-00 2002-03 2005-06 2008-09

0

1

2

3

4

5

6

7

Sheep numbers (left axis) Sheep and lamb turnoff (right axis)

Page 15: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Indexes of Prices Received by FarmersAustralia

0

50

100

150

200

250

1997-98 1999-00 2001-02 2003-04 2005-06 2007-08 2009-10 f

Index

Total grains lambs sheep live sheep for export wool

Page 16: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Ratio of Prices Received for Livestock Relative To Total Grains

0.0

0.5

1.0

1.5

2.0

2.5

1997-98 2000-01 2003-04 2006-07 2009-10 f

sheep/grains

lambs/grains

wool/grains

live export/grains

Page 17: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

What does this mean?

(million head)

The markets are strong and supply is weak

Sheep producers in a strong position with healthy competition.

30

60

90

120

2000-01 2003-04 2006-07 2009-10f

million

head

50

100

150

200

250

2008-09

Ac/kg

Lambs Breeding Ewes

Non-breeding Adult Sheep Sheep Price

Page 18: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Live export program – Research & Development

• Investment in R&D is spread across On farm Pre export On board ship / airplane Post arrival

• R&D delivers across three strategic focus areas Animal welfare Market access Supply chain

• 2009/10 R&D budget is $1.8M

Page 19: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Factors impacting animal welfare• People

Management Animal husbandry practices Livestock handling

• Facilities Ships and ports Trucks Feedlots Abattoirs

• Weather – extremes

Page 20: Australian Association of Agricultural Consultants Cameron Hall – CEO LiveCorp 27 November 2009

Questions?