Rolling Plains Land & Cattle
Dana Yoder · Republic County, KS · Danae Kruse · client since 2019
156k bu at 45% priced
$899.4K under management
Price to the planCosts from their booksLast spoke in 5 months1 other findings(785) 555-4004
Dana Yoder has declined a recommendation 2 times on this account. That is a client's right on their own grain, and the dated record of it below is what protects both sides of the conversation later.
Contracts
3
71k bu priced, 45% of expected production.
Revenue locked
$406,534
-$12,124 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
71k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| Apr 19, 2026 | Wheat new crop | Cash | 39k bu | $5.95 | -$0.24 | $5.71 | -$0.22 -$8,668 | Jul 2027 Mankato Elevator Not hauled |
| Feb 18, 2026 | Wheat new crop | Cash | 16k bu | $6.24 | -$0.26 | $5.98 | +$0.05 $800 | Jul 2027 Mankato Elevator Not hauled |
| Jan 2, 2026 | Wheat new crop | Cash | 15k bu | $5.90 | -$0.25 | $5.65 | -$0.28 -$4,256 | Jul 2027 Mankato Elevator 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
| Date | Crop | Outcome | Recommendation |
|---|---|---|---|
| Jul 7, 2026 | Wheat | Priced | Fixed the basis on an open HTA |
| Jun 23, 2026 | Wheat | Declined | Recommended fixing basis, client wants to see spring |
| May 25, 2026 | Wheat | Priced | Filled the resting order and confirmed the contract |
| Apr 30, 2026 | Wheat | No answer | Left a message about the next tranche |
| Apr 15, 2026 | Wheat | Priced | Priced the next tranche at the elevator, board plus basis |
| Nov 14, 2025 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Oct 28, 2025 | Wheat | Agreed, not yet executed | Agreed 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.