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Investor Presentaiton

The dairy industry in Tasmania 4 The Tasmanian dairy industry - history A guide for investors The Tasmanian dairy industry - the industry today WELCOME TO LEGENDAIRY COUNTRY 5 Since European settlement in 1788, the production of milk has been a key industry within Australia's agriculture sector. From the original four cows and one bull brought out with the First Fleet, the industry continued to expand as more parts of Australia were explored. Dairying in Tasmania began with farmers converting thickly wooded landscapes to farming land. In the early to mid-1800s, Tasmanian farmers milked a few cows for their own use, with any surplus sold for cash or exchange of other commodities. It wasn't until Tasmania's first cooperatively owned butter factory, the Table Cape Butter and Bacon Factory, was established in Wynyard in 1892 that the commercial dairy industry began to grow. The Table Cape cooperative, modelled on a successful Victorian operation, was closely followed by others including the North West Cooperative Dairy Company, the Duck River Cooperative Butter and Bacon Factory in Smithton, and the Ringarooma Cooperative in the north east. In addition to the dairy cooperatives, up to 20 private factories operated in the Circular Head region at various times from 1893. In the early 20th Century, the introduction of refrigeration allowed dairy products to be transported to markets, and native pastures were replaced with more productive exotic species. This enabled farmers to increase stocking rates, resulting in a dramatic increase in milk production from the available land. Another factor that encouraged rapid growth in the dairy industry was the introduction of the milking machine into Australia. In the late 1930s, once electricity became more readily available to farms, milking by machine was adopted as the norm and farmers were able to increase their herd sizes as the machines reduced the time needed to milk their cows. The early 1970s saw the merger of Tasmanian dairy cooperatives, with Table Cape and Duck River being the first to form United Milk Products. In 1981, United Milk Products amalgamated with north western and north eastern cooperatives to form United Milk Tasmania (UMT). Up until 1997, UMT operated three main production sites at Wynyard (cheese), East Devonport (milk powders and butter) and Legerwood (milk powder). A new site was built at Spreyton in 1997 and the Legerwood and East Devonport operations were closed soon after. Bonlac Foods took over UMT in the late 1990s and subsequently, the world's largest dairy exporter Fonterra acquired the operation in 2004. Today's dairy farms are usually large-scale, capital-intensive operations using the latest technology to produce whole milk with approximately three per cent of farms using automated milking systems. Cows are milked up to twice daily, in large dairy sheds which can milk over 250 cows per hour. Alternative systems operate that allow multiple herds to be milked through single dairy sheds. Other options are milking three times every two days, or once per day. Deregulation of the Australian industry in 2000 and a growing export focus, have seen production increase in the more temperate, higher-rainfall areas of Australia, like Tasmania, that are more suited to low-cost, pasture-based dairy farming. Over recent years there has also been an increase in the number of small-scale dairy and cheese-making operations in Tasmania, as more operators move into adding value to their business. Between 2012 and 2014, processing capability grew by 300 million litres due to investment in new factories by Lion in Burnie and the Murray Goulburn Co-operative in Smithton. Over the next 10 years, milk production has the potential to grow from 913 million litres per year in 2016-17 to around 1.5 billion litres per year, dependent on continued investment in additional processing capacity and farm conversion. The major dairy processing companies now operating in Tasmania are Fonterra, Saputo, Lion and Mondelēz (Cadbury). Others include Ashgrove Cheese, Dutch Mill, Pyengana Cheese, Westhaven Dairy, Bruny Island Cheese, Wicked Cheese Co, Grandvewe and Betta Milk. Dairy is now Tasmania's biggest agricultural industry. In 2016-17, the estimated value of farm milk production was around $325 million. The value of packed and processed products in 2016-17 was approximately $474 million4. The National Dairy Farmer Survey measures industry confidence as the proportion of farmers who are positive about the future of the industry. The survey results highlight the very different levels of confidence between dairying regions. Early 2018 results indicate that 74 per cent of Tasmanian dairy farmers are more positive towards their own business future than any other state in Australia. More farms in Tasmania are increasing their herd size, staff and supplementary feed levels compared with 12 months ago. The number of farms that are undergoing this level of expansion is considerably higher than counterparts from other Australian dairy regions (38 per cent national) 6. 4. DPIPWE, Dairy Industry Scorecard, 2016-17. 5. Dairy Australia Situation and Outlook October 2018 6. Dairy Australia Situation and Outlook June 2018
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