GrainStrategy

Walnut Grove Farms LLC

Lyle Hemmelgarn · Clay County, KS · Katie Rennick · client since 2018

323k bu at 29% priced
$1.3M under management
Call before pricingCosts are estimatesLast spoke in 4 months1 critical3 other findings(785) 555-2514
Lyle Hemmelgarn 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
4
95k bu priced, 29% of expected production.
Revenue locked
$378,905
-$23,471 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
95k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Apr 28, 2026Milo
new crop
Basis29k bu$4.22-$0.19$4.03-$0.21
-$6,090
Dec 2026
Smith Center Feeders
Not hauled
Mar 18, 2026Milo
new crop
Basis8,300 bu$4.02-$0.26$3.76-$0.48
-$3,984
Dec 2026
Smith Center Feeders
Not hauled
Jan 4, 2026Milo
new crop
Cash15k bu$4.18-$0.21$3.97-$0.27
-$3,915
Dec 2026
Smith Center Feeders
Not hauled
Dec 1, 2025Milo
new crop
Cash43k bu$4.21-$0.19$4.02-$0.22
-$9,482
Dec 2026
Smith Center Feeders
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
Jul 7, 2026MiloDeclinedRecommended fixing basis, client wants to see spring
Jul 1, 2026MiloPricedFilled the resting order and confirmed the contract
May 13, 2026MiloDeclinedRecommended moving old crop, client is holding for a rally
Apr 6, 2026MiloPricedFixed the basis on an open HTA
Feb 25, 2026MiloCheck inSeason check in, no recommendation
Dec 15, 2025MiloPricedFilled the resting order and confirmed the contract
Oct 16, 2025MiloAgreed, not yet executedAgreed 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.