GrainStrategy

Antelope Flats Grain Co

Wade Cronin · Smith County, KS · Owen Speck · client since 2023

140k bu at 83% priced · 1,959 head at 67% sold
$5.3M under management
Call before pricingCosts from their booksLast spoke in 40 days6 other findings(785) 555-9044
PositionPlanWorking OrdersSalesBreak-evensLivestockRecap
Soybeans is 67% sold against a 95% pace with the bid $0.95/bu over cost. Price 1,727 bu through the elevator, which banks $1,641 over cost with no margin call risk. 5 more findings on this family.
Priced
83%
116k bu of 140k bu · pace 72%
Revenue locked
$3.6M
-$69,893 of it over break-even
On the table
$35.1K
Margin over cost in 24k bu unpriced, at today's bids.
Reading
Needs a call
4 live crops across 809 acres.

Corn new crop · Dec 2026

457 acres at 128 bu/acre · 58k bu expected

Hold
44k bu of new crop is contracted with no insurance guarantee on file

Forward sales are being screened against nothing. Get the Revenue Protection schedule on file, or treat every contracted bushel as production risk until it is.

Break-even
$4.34
From their books, Jul 9, 2026.
Cash bid today
$4.34
Board $4.44 with a -$0.10 basis.
Average sold
$4.50
+$0.16 over cost on 44k bu.
Bid over cost
+$0.00
$0 across the unpriced bushels.
Priced against pace75% of 72% target
14k bu unpricedStorage 34k bu, 58% of the crop44k bu sold, not hauledNo insurance schedule on file

Corn old crop · Sep 2026

437 acres at 132 bu/acre · 58k bu expected

On plan
On plan: 96% sold at $4.24 average, $0.36/bu over break-even

Cash bid $4.17 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$3.88
From their books, Aug 9, 2026.
Cash bid today
$4.17
Board $4.27 with a -$0.10 basis.
Average sold
$4.24
+$0.36 over cost on 55k bu.
Bid over cost
+$0.29
$720 across the unpriced bushels.
Priced against pace96% of 95% target
2,484 bu unpricedStorage 45k bu, 79% of the crop

Soybeans new crop · Nov 2026

352 acres at 36 bu/acre · 13k bu expected

Hold
9,000 bu of new crop is contracted with no insurance guarantee on file

Forward sales are being screened against nothing. Get the Revenue Protection schedule on file, or treat every contracted bushel as production risk until it is.

Break-even
$10.07
From their books, Jun 9, 2026.
Cash bid today
$10.64
Board $10.88 with a -$0.24 basis.
Average sold
$10.87
+$0.80 over cost on 9,000 bu.
Bid over cost
+$0.57
$2,093 across the unpriced bushels.
Priced against pace71% of 72% target
3,672 bu unpricedStorage 8,700 bu, 69% of the crop9,000 bu sold, not hauled700 bu restingNo insurance schedule on file

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Belleville Co-op
700 bu$11.18 board$0.30Oct 1, 2026

Soybeans old crop · Aug 2026

284 acres at 38 bu/acre · 11k bu expected

Needs a call
Price the next 16%: the bid is $0.95/bu over break-even at 67% sold against a 95% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 7,600 bu, so 3,592 bu can be contracted without production risk.

1,727 bu at $10.60 banks $1,641 over break-even.

Break-even
$9.65
From their books, Aug 9, 2026.
Cash bid today
$10.60
Board $10.84 with a -$0.24 basis.
Average sold
$10.73
+$1.08 over cost on 7,200 bu.
Bid over cost
+$0.95
$3,412 across the unpriced bushels.
Priced against pace67% of 95% target
3,592 bu unpricedStorage 2,800 bu, 26% of the crop1,800 bu sold, not hauled

Every figure on this page is computed from the desk's records. Nothing here is a trade recommendation to the client: the plan is what they agreed to, the next action is what that plan calls for today, and a person decides.