GrainStrategy

Copper Creek Land & Cattle

Ray Hastings · Clay County, KS · Owen Speck · client since 2021

195k bu at 61% priced
$1.6M under management
Self directedCosts are stated, not from their booksLast spoke in 34 days8 other findings(785) 555-8509
Soybeans is 63% sold against a 95% pace with the bid $1.07/bu over cost. Price 17k bu through the elevator, which banks $17,921 over cost with no margin call risk. 7 more findings on this family.
Priced
61%
119k bu of 195k bu · pace 80%
Revenue locked
$956.5K
$86,775 of it over break-even
On the table
$60.8K
Margin over cost in 76k bu unpriced, at today's bids.
Reading
Needs a call
3 live crops across 2,494 acres.

Soybeans new crop · Nov 2026

1,197 acres at 47 bu/acre · 56k bu expected

Needs a call
Price the next 23%: the bid is $1.37/bu over break-even at 48% sold against a 80% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 39k bu, so 12k bu can be contracted without production risk.

12k bu at $10.46 banks $16,714 over break-even.

Break-even
$9.09
Stated by the client, Oct 25, 2026.
Cash bid today
$10.46
Board $10.86 with a -$0.40 basis.
Average sold
$10.70
+$1.61 over cost on 27k bu.
Bid over cost
+$1.37
$39,811 across the unpriced bushels.
Priced against pace48% of 80% target
Sold against insured
Sold 27k buInsured 39k bu, typed on the planExpected 56k bu

12k bu left inside the insured bushels.

29k bu unpricedStorage 37k bu, 65% of the crop27k bu sold, not hauled10k bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
3,900 bu$10.98 board$0.12Jan 2, 2027
Cash
Concordia Grain
6,100 bu$10.83 cash$0.37Oct 30, 2026
5 days

Soybeans old crop · Nov 2026

998 acres at 53 bu/acre · 53k bu expected

On plan
On plan: 63% sold at $10.58 average, $1.19/bu over break-even

Cash bid $10.46 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$9.39
Stated by the client, Sep 25, 2026.
Cash bid today
$10.46
Board $10.86 with a -$0.40 basis.
Average sold
$10.58
+$1.19 over cost on 34k bu.
Bid over cost
+$1.07
$20,752 across the unpriced bushels.
Priced against pace63% of 95% target
19k bu unpricedStorage 31k bu, 59% of the crop20k bu sold, not hauled2,700 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
2,700 bu$11.08 board$0.22Dec 22, 2026

Wheat new crop · Jul 2027

1,297 acres at 66 bu/acre · 86k bu expected

Hold
Cash bid $5.30 is only $0.01/bu over the $5.29 break-even

No forced sales. Storage covers 60% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$5.29
Stated by the client, Mar 25, 2026.
Cash bid today
$5.30
Board $5.90 with a -$0.60 basis.
Average sold
$5.34
+$0.05 over cost on 58k bu.
Bid over cost
+$0.01
$274 across the unpriced bushels.
Priced against pace68% of 80% target
Sold against insured
Sold 58k buInsured 60k bu, typed on the planExpected 86k bu

1,700 bu left inside the insured bushels.

27k bu unpricedStorage 51k bu, 60% of the crop58k bu sold, not hauled

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.