GrainStrategy

Old Cedar Land & Cattle

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

107k bu at 62% priced
$795.2K under management
Call before pricingCosts are stated, not from their booksLast spoke in 54 days5 other findings(785) 555-9552
15k 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 Lori Novak plainly that this part of the position is not fully priced yet.
Contracts
10
67k bu priced, 62% of expected production.
Revenue locked
$511,490
$28,516 of it over break-even.
Basis left open
15k bu
Board locked, cash price not yet settled.
Sold, not hauled
52k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 10, 2026Wheat
new crop
Forward/HTA5,300 bu$5.93-$0.25$5.68+$0.49
$2,597
Jul 2027
Superior Crush
Not hauled
Apr 28, 2026Soybeans
new crop
Forward/HTA8,100 bu$11.28-$0.05
Open
$11.23
estimate
+$0.64
$5,184
Nov 2026
Superior Crush
Not hauled
Apr 23, 2026Wheat
old crop
Forward/HTA6,600 bu$5.57-$0.22
Open
$5.35
estimate
-$0.12
-$792
Aug 2026
Superior Crush
Hauled
Mar 18, 2026Wheat
old crop
Cash1,700 bu$5.45-$0.21$5.24-$0.23
-$391
Aug 2026
Superior Crush
Not hauled
Mar 1, 2026Soybeans
new crop
Cash8,700 bu$10.75-$0.09$10.66+$0.07
$609
Nov 2026
Superior Crush
Not hauled
Feb 15, 2026Wheat
new crop
Cash2,400 bu$6.26-$0.22$6.04+$0.85
$2,040
Jul 2027
Superior Crush
Not hauled
Jan 13, 2026Soybeans
new crop
Cash7,800 bu$11.41-$0.02$11.39+$0.80
$6,240
Nov 2026
Superior Crush
Not hauled
Dec 30, 2025Wheat
new crop
Forward/HTA6,300 bu$5.97-$0.19$5.78+$0.59
$3,717
Jul 2027
Superior Crush
Not hauled
Dec 21, 2025Wheat
old crop
Cash7,700 bu$5.47-$0.24$5.23-$0.24
-$1,848
Aug 2026
Superior Crush
Hauled
Nov 21, 2025Wheat
new crop
Basis12k bu$6.31-$0.19$6.12+$0.93
$11,160
Jul 2027
Superior Crush
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
May 25, 2026WheatDeclinedRecommended fixing basis, client wants to see spring
Apr 24, 2026WheatPricedBooked a forward contract inside the insurance guarantee
Feb 4, 2026SoybeansPricedFixed the basis on an open HTA
Oct 24, 2025WheatCheck inWalked through the position and the ladder

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.