GrainStrategy

Old Cedar Land & Cattle

Lori Novak · Thayer County, NE · Danae Kruse · client since 2017

107k bu at 63% priced
$757.6K under management
Call before pricingCosts are stated, not from their booksLast spoke in 39 days7 other findings(785) 555-9552
Wheat is 68% sold against a 80% pace with the bid $0.15/bu over cost. Price 800 bu through the elevator, which banks $120 over cost with no margin call risk. 6 more findings on this family.
Priced
63%
68k bu of 107k bu · pace 80%
Revenue locked
$504.6K
$4,714 of it over break-even
On the table
$1.8K
Margin over cost in 39k bu unpriced, at today's bids.
Reading
Hold
3 live crops across 1,217 acres.

Wheat new crop · Jul 2027

598 acres at 64 bu/acre · 38k bu expected

On plan
On plan: 68% sold at $5.49 average, $0.30/bu over break-even

Cash bid $5.34 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$5.19
Stated by the client, May 25, 2026.
Cash bid today
$5.34
Board $5.90 with a -$0.56 basis.
Average sold
$5.49
+$0.30 over cost on 26k bu.
Bid over cost
+$0.15
$1,841 across the unpriced bushels.
Priced against pace68% of 80% target
Sold against insured
Sold 26k buInsured 27k bu, typed on the planExpected 38k bu

800 bu left inside the insured bushels.

12k bu unpricedStorage 18k bu, 47% of the crop26k bu sold, not hauled4,600 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Superior Crush
1,400 bu$5.50 cash$0.16Jan 20, 2027
Forward/HTA
Superior Crush
3,200 bu$5.57 cash$0.23Nov 1, 2026
7 days

Wheat old crop · Dec 2026

583 acres at 57 bu/acre · 33k bu expected

Hold
Cash bid $4.96 is under the $5.47 break-even

No forced sales. Storage covers 42% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$5.47
Stated by the client, May 25, 2026.
Cash bid today
$4.96
Board $5.52 with a -$0.56 basis.
Average sold
$5.00
-$0.47 over cost on 16k bu.
Bid over cost
-$0.51
The market is not paying this family's cost right now.
Priced against pace48% of 95% target
17k bu unpricedStorage 14k bu, 42% of the crop6,600 bu basis open1,700 bu sold, not hauled3,000 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Superior Crush
3,000 bu$5.80 cash$0.84Good til canceled

Soybeans new crop · Nov 2026

619 acres at 58 bu/acre · 36k bu expected

Hold
Cash bid $10.51 is under the $10.59 break-even

No forced sales. Storage covers 49% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$10.59
Stated by the client, Aug 25, 2026.
Cash bid today
$10.51
Board $10.86 with a -$0.35 basis.
Average sold
$10.76
+$0.17 over cost on 26k bu.
Bid over cost
-$0.08
The market is not paying this family's cost right now.
Priced against pace73% of 80% target
Sold against insured
Sold 26k buInsured 27k bu, typed on the planExpected 36k bu

700 bu left inside the insured bushels.

9,702 bu unpricedStorage 18k bu, 49% of the crop8,600 bu basis open26k bu sold, not hauled4,200 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Superior Crush
2,000 bu$11.23 cash$0.72Jan 10, 2027
Forward/HTA
Superior Crush
2,200 bu$11.23 cash$0.72Dec 5, 2026

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.