GrainStrategy

Lone Oak Ranch

Curt Jansen · Nuckolls County, NE · Wes Tolliver · client since 2015

89k bu at 78% priced
$485.8K under management
Call before pricingCosts are estimatesLast spoke in 30 days1 critical8 other findings(785) 555-2882
4,100 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 Curt Jansen plainly that this part of the position is not fully priced yet.
Contracts
14
70k bu priced, 78% of expected production.
Revenue locked
$378,146
-$11,172 of it over break-even.
Basis left open
4,100 bu
Board locked, cash price not yet settled.
Sold, not hauled
46k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 3, 2026Soybeans
new crop
Basis3,900 bu$10.69-$0.26$10.43-$0.59
-$2,301
Nov 2026
Hebron Farmers Co-op
Not hauled
Apr 30, 2026Corn
new crop
Basis7,900 bu$4.42-$0.26$4.16-$0.48
-$3,792
Dec 2026
Hebron Farmers Co-op
Not hauled
Apr 22, 2026Wheat
new crop
Forward/HTA300 bu$6.03-$0.29$5.74+$0.27
$81
Jul 2027
Hebron Farmers Co-op
Not hauled
Apr 20, 2026Corn
old crop
Forward/HTA8,500 bu$4.38-$0.27$4.11+$0.03
$255
Aug 2026
Hebron Farmers Co-op
Hauled
Apr 4, 2026Soybeans
old crop
Cash5,100 bu$11.02-$0.22$10.80-$0.17
-$867
Aug 2026
Hebron Farmers Co-op
Hauled
Feb 26, 2026Soybeans
new crop
Basis1,700 bu$11.39-$0.18$11.21+$0.19
$323
Nov 2026
Hebron Farmers Co-op
Not hauled
Feb 24, 2026Corn
new crop
Forward/HTA4,100 bu$4.51-$0.24
Open
$4.27
estimate
-$0.37
-$1,517
Dec 2026
Hebron Farmers Co-op
Not hauled
Feb 12, 2026Wheat
new crop
Basis200 bu$5.85-$0.28$5.57+$0.10
$20
Jul 2027
Hebron Farmers Co-op
Not hauled
Feb 11, 2026Corn
old crop
Forward/HTA10k bu$4.24-$0.29$3.95-$0.13
-$1,352
Aug 2026
Hebron Farmers Co-op
Not hauled
Feb 10, 2026Soybeans
old crop
Basis2,100 bu$11.00-$0.24$10.76-$0.21
-$441
Aug 2026
Hebron Farmers Co-op
Not hauled
Jan 18, 2026Corn
new crop
Forward/HTA14k bu$4.67-$0.21$4.46-$0.18
-$2,592
Dec 2026
Hebron Farmers Co-op
Not hauled
Dec 20, 2025Wheat
new crop
Cash400 bu$6.31-$0.33$5.98+$0.51
$204
Jul 2027
Hebron Farmers Co-op
Not hauled
Dec 16, 2025Corn
old crop
Cash9,600 bu$4.33-$0.21$4.12+$0.04
$384
Aug 2026
Hebron Farmers Co-op
Hauled
Nov 4, 2025Wheat
new crop
Cash900 bu$6.31-$0.37$5.94+$0.47
$423
Jul 2027
Hebron Farmers Co-op
Not 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
Jun 15, 2026CornNo answerLeft a message about an expiring order
Jun 7, 2026SoybeansPricedBooked a forward contract inside the insurance guarantee
Mar 2, 2026SoybeansNo answerLeft a message about the next tranche
Jan 21, 2026SoybeansAgreed, not yet executedAgreed to price the next rung, waiting on the delivery window
Dec 13, 2025WheatDeclinedRecommended pricing the next tranche, client wants to wait
Nov 30, 2025CornDeclinedRecommended pricing the next tranche, client wants to wait
Oct 30, 2025CornAgreed, not yet executedAgreed to price the next rung, waiting on the delivery window

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.