Ricegrowers Ltd. Class B · ASX:SGLLV
Ricegrowers Ltd. Class B — 2011 RGA Annual Conference
13 slides from Ricegrowers Ltd. Class B's conference presentation, 2011
Slide 1: 2011 RGA Annual Conference: Meeting the Market
2011 RGA Annual Conference “Meeting the Market” CEO Gary Helou
Slide 2: World Rice Stocks
World Rice Stocks Average Global Consumption ~445 MMT 160 40 140 30 120 n Tons 100 20 % Million 80 10 60 40 0 99/00 00/01 01/02 02/03 03/04 04/05 05/06 06/07 07/08 08/09 09/10 10/11e 11/12p Ending g Stocks Stocks-to-use ratio USDA WASDE July 2011 (Milled Basis) 2
Slide 3: Global Long Grain Price Benchmarks
Global Long Grain Price Benchmarks US$ / metric ton 3
Slide 4: Global Factors Affecting Long Grain Rice
Global Factors Affecting Long Grain Rice • Surplus rice in the world at present....but Governments are constricting world trade: – India has over 25 million tons of stock with a large crop to be harvested in October but the Government is limiting exports due to concerns about October, domestic food
Slide 5: Medium Grain Global Rice Price Benchmarks
Medium Grain Global Rice Price Benchmarks US$ / metric ton 5
Slide 6: Global Factors Affecting Medium Grain Rice
Global Factors Affecting g Medium Grain Rice • Australia and California are currently the only sources of Medium Grain in world trade: – China is limiting exports to key WTO markets – Japan and Korea – Egypt has stopped exports – the political situation will take some time to resolve – Upcoming crop
Slide 7: Foreign Exchange Impact
Foreign g Exchange g Impact p • For example, an export selling price of US$850 per tonne was A$1,417 per tonne October 2008 ( fx low of 0.60 ) and is A$773 per tonne at an exchange rate of 1.10 US$/A$ A$/ton 1.2 1.2 1600 A$1,417 1400 1.0 1.0 1200 0.8 0.8 1000 0.6 0.6 800 A$773 600 0.4 0.4 400 0.2 0.
Slide 8: Market Challenges for SunRice
Market Challenges for SunRice • Recover market share in traditional markets: – SunRice has aggressively targeted its traditional markets to recover share from California and other suppliers – This marketing commitment has a high cost – SunRice is maximising sales prior to the harvest of the new crop
Slide 9: Examples of In-Store Marketing
Examples of In-Store In Store Marketing 9
Slide 10: Examples of Outdoor Advertising
Examples of Outdoor Advertising 10
Slide 11: Examples of Outdoor Advertising
Examples of Outdoor Advertising 11
Slide 12: Success Through Market-Based Rice R&D
Success Through Market Market-Based Based Rice R&D • Market Market-based based varietal R&D is a critical Sherpa Reiziq factor in the success of SunRice and the industry L6 L 5.58 mm 6.16 mm • Medium Grain markets are asking for a bolder grain: – A Reiziq R i i type t b ld grain bold i iis competiti
Slide 13: Questions
Questions = as The Rice Food Experts
SunRice (Ricegrowers Limited) — 2011 RGA Annual Conference on 6ix