GrainStrategy

Windmill Ranch

Lori Frawley · Clay County, KS · Bree Sandoval · client since 2020

118k bu at 76% priced · 103 head at 92% sold
$1M under management
Price to the planCosts are estimatesLast spoke in 6 days9 other findings(785) 555-8739
6,600 bu is priced on the board with the basis still open, so the average price below is an estimate on those bushels rather than a number. Somebody has to ring the elevator and fix it, or tell Lori Frawley plainly that this part of the position is not fully priced yet.
Contracts
12
89k bu priced, 76% of expected production.
Revenue locked
$791,819
$38,885 of it over break-even.
Basis left open
6,600 bu
Board locked, cash price not yet settled.
Sold, not hauled
66k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Jul 14, 2026Wheat
new crop
Cash7,300 bu$6.16-$0.57$5.59+$0.21
$1,533
Jul 2027
Belleville Co-op
Not hauled
Jul 13, 2026Wheat
old crop
Forward/HTA6,600 bu$5.65-$0.59
Open
$5.06
estimate
-$0.40
-$2,640
Oct 2026
Belleville Co-op
Hauled
Jul 10, 2026Soybeans
new crop
Cash15k bu$10.80-$0.54$10.26+$0.26
$3,926
Nov 2026
Belleville Co-op
Not hauled
May 31, 2026Wheat
old crop
Basis1,900 bu$5.51-$0.61$4.90-$0.56
-$1,064
Oct 2026
Belleville Co-op
Hauled
May 20, 2026Soybeans
new crop
Forward/HTA3,900 bu$10.57-$0.57$10.00+$0.00
$0
Nov 2026
Belleville Co-op
Not hauled
May 17, 2026Wheat
new crop
Forward/HTA3,000 bu$6.08-$0.57$5.51+$0.13
$390
Jul 2027
Belleville Co-op
Not hauled
Apr 13, 2026Wheat
new crop
Cash3,800 bu$6.20-$0.62$5.58+$0.20
$760
Jul 2027
Belleville Co-op
Not hauled
Mar 12, 2026Soybeans
new crop
Forward/HTA8,100 bu$11.39-$0.54$10.85+$0.85
$6,885
Nov 2026
Belleville Co-op
Not hauled
Mar 1, 2026Wheat
old crop
Cash2,900 bu$5.64-$0.59$5.05-$0.41
-$1,189
Oct 2026
Belleville Co-op
Hauled
Jan 30, 2026Wheat
new crop
Forward/HTA13k bu$6.07-$0.59$5.48+$0.10
$1,310
Jul 2027
Belleville Co-op
Not hauled
Jan 30, 2026Soybeans
new crop
Cash12k bu$10.69-$0.54$10.15+$0.15
$1,800
Nov 2026
Belleville Co-op
Not hauled
Jan 15, 2026Wheat
old crop
Basis12k bu$5.70-$0.61$5.09-$0.37
-$4,329
Oct 2026
Belleville Co-op
Hauled

Net cash is the board plus the basis, which is the only price the family is actually paid. Where the basis is open the stored figure is today's estimate rather than a settled price, so the average across the account moves until somebody fixes it.

What was advised, and what they decided

DateCropOutcomeRecommendation
Oct 3, 2026WheatDeclinedRecommended fixing basis, client wants to see spring
May 31, 2026SoybeansDeclinedRecommended fixing basis, client wants to see spring
Apr 16, 2026WheatDeclinedRecommended moving old crop, client is holding for a rally
Apr 7, 2026SoybeansAgreed, not yet executedAgreed to move old crop once trucking frees up

TODO: the contact history in this demo is synthetic. These are invented conversations and they must be cleared before anybody outside the desk sees this page. The record itself is the point: it is the least glamorous thing in the product and probably the most valuable.