GrainStrategy

Pawnee Ridge Farms

Cole Larsen · Jewell County, KS · Katie Rennick · client since 2019

680k bu at 67% priced
$4.7M under management
Price to the planCosts from their booksLast spoke in 54 days1 critical4 other findings(785) 555-7036
Wheat time stop passed 46 days ago on a 22% tranche. Price 53k bu at $5.75, which is $32,285 over cost, or agree a new date with Cole Larsen and write it down. 4 more findings on this family.
Priced
67%
456k bu of 680k bu · pace 72%
Revenue locked
$3.2M
$96,095 of it over break-even
On the table
$145.6K
Margin over cost in 224k bu unpriced, at today's bids.
Reading
Needs a call
3 live crops across 8,754 acres.

Wheat new crop · Jul 2027

5,012 acres at 48 bu/acre · 241k bu expected

Needs a call
Time stop passed: the 22% tranche was due 2026-07-09

The plan prices this tranche on the calendar rather than the market, so unpriced grain does not ride into delivery. Today's cash bid is $5.75 against a $5.14 break-even.

53k bu at $5.75 banks $32,285 over break-even.

Break-even
$5.14
From their books, Jun 9, 2026.
Cash bid today
$5.75
Board $6.01 with a -$0.26 basis.
Average sold
$5.81
+$0.67 over cost on 76k bu.
Bid over cost
+$0.61
$100,208 across the unpriced bushels.
Priced against pace32% of 72% target
164k bu unpricedStorage 99k bu, 41% of the crop76k bu sold, not hauled72k bu restingNo insurance schedule on file

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Concordia Grain
41k bu$6.10 board$0.09Sep 26, 2026
Forward/HTA
Concordia Grain
31k bu$6.06 cash$0.31Oct 16, 2026

Wheat old crop · Sep 2026

5,002 acres at 52 bu/acre · 260k bu expected

Hold
Cash bid $5.20 is under the $5.60 break-even

No forced sales. Storage covers 56% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$5.60
From their books, Jun 9, 2026.
Cash bid today
$5.20
Board $5.46 with a -$0.26 basis.
Average sold
$5.32
-$0.28 over cost on 252k bu.
Bid over cost
-$0.40
The market is not paying this family's cost right now.
Priced against pace97% of 95% target
7,804 bu unpricedStorage 145k bu, 56% of the crop1,300 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
1,300 bu$5.94 cash$0.74Oct 29, 2026

Soybeans new crop · Nov 2026

3,742 acres at 48 bu/acre · 180k bu expected

Hold
127k 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
$9.91
From their books, Aug 9, 2026.
Cash bid today
$10.78
Board $10.88 with a -$0.10 basis.
Average sold
$10.82
+$0.91 over cost on 127k bu.
Bid over cost
+$0.87
$45,428 across the unpriced bushels.
Priced against pace71% of 72% target
52k bu unpricedStorage 59k bu, 33% of the crop127k bu sold, not hauled13k bu restingNo insurance schedule on file

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
7,100 bu$10.88 cash$0.10Good til canceled
Forward/HTA
Concordia Grain
5,500 bu$11.12 cash$0.34Sep 4, 2026
11 days

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.