GrainStrategy

Bluestem Farms

Tessa Jansen · Clay County, KS · Katie Rennick · client since 2019

552k bu at 77% priced
$2.9M under management
Price to the planCosts from their booksLast spoke in 45 days2 other findings(785) 555-4727
19k 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 Tessa Jansen plainly that this part of the position is not fully priced yet.
Contracts
15
423k bu priced, 77% of expected production.
Revenue locked
$2,168,636
$115,277 of it over break-even.
Basis left open
19k bu
Board locked, cash price not yet settled.
Sold, not hauled
312k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 9, 2026Soybeans
new crop
Cash26k bu$10.86-$0.14$10.72+$0.73
$18,834
Nov 2026
Concordia Grain
Not hauled
May 8, 2026Wheat
old crop
Basis28k bu$5.35-$0.29$5.06-$0.22
-$6,204
Aug 2026
Concordia Grain
Not hauled
May 7, 2026Wheat
new crop
Forward/HTA19k bu$5.84-$0.29$5.55+$0.66
$12,276
Jul 2027
Concordia Grain
Not hauled
Apr 29, 2026Milo
new crop
Basis40k bu$4.09-$0.20$3.89+$0.37
$14,911
Dec 2026
Concordia Grain
Not hauled
Apr 7, 2026Milo
old crop
Forward/HTA27k bu$3.89-$0.17$3.72-$0.25
-$6,625
Aug 2026
Concordia Grain
Not hauled
Mar 20, 2026Wheat
old crop
Forward/HTA19k bu$5.63-$0.26
Open
$5.37
estimate
+$0.09
$1,710
Aug 2026
Concordia Grain
Not hauled
Mar 19, 2026Wheat
new crop
Forward/HTA15k bu$5.84-$0.27$5.57+$0.68
$9,996
Jul 2027
Concordia Grain
Not hauled
Mar 14, 2026Milo
old crop
Forward/HTA25k bu$3.92-$0.22$3.70-$0.27
-$6,669
Aug 2026
Concordia Grain
Hauled
Mar 14, 2026Soybeans
new crop
Cash8,200 bu$11.40-$0.09$11.31+$1.32
$10,824
Nov 2026
Concordia Grain
Not hauled
Feb 12, 2026Milo
new crop
Cash34k bu$4.00-$0.21$3.79+$0.27
$9,180
Dec 2026
Concordia Grain
Not hauled
Jan 9, 2026Soybeans
new crop
Cash20k bu$11.23-$0.13$11.10+$1.11
$21,867
Nov 2026
Concordia Grain
Not hauled
Dec 31, 2025Wheat
new crop
Cash19k bu$6.13-$0.31$5.82+$0.93
$17,763
Jul 2027
Concordia Grain
Not hauled
Dec 16, 2025Milo
old crop
Cash23k bu$3.88-$0.18$3.70-$0.27
-$6,129
Aug 2026
Concordia Grain
Hauled
Dec 14, 2025Milo
new crop
Cash57k bu$4.26-$0.14$4.12+$0.60
$34,440
Dec 2026
Concordia Grain
Not hauled
Nov 19, 2025Milo
old crop
Forward/HTA64k bu$3.99-$0.19$3.80-$0.17
-$10,897
Aug 2026
Concordia Grain
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 3, 2026WheatNo answerLeft a message about an expiring order
Mar 27, 2026WheatCheck inSeason check in, no recommendation
Mar 20, 2026WheatDeclinedRecommended fixing basis, client wants to see spring
Feb 6, 2026MiloPricedPriced the next tranche at the elevator, board plus basis
Nov 25, 2025WheatDeclinedRecommended pricing the next tranche, client wants to wait

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.