GrainStrategy

Two Rivers Ranch

Gary Rasmussen · Washington County, KS · Danae Kruse · client since 2022

189k bu at 70% priced
$861.9K under management
Price to the planCosts are estimatesLast spoke in 50 days7 other findings(785) 555-2928
18k 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 Gary Rasmussen plainly that this part of the position is not fully priced yet.
Contracts
9
132k bu priced, 70% of expected production.
Revenue locked
$603,362
$4,540 of it over break-even.
Basis left open
18k bu
Board locked, cash price not yet settled.
Sold, not hauled
109k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 5, 2026Wheat
old crop
Cash8,500 bu$5.64-$0.26$5.38+$0.18
$1,530
Aug 2026
Smith Center Feeders
Hauled
Apr 12, 2026Milo
new crop
Forward/HTA20k bu$4.00-$0.24$3.76-$0.16
-$3,136
Dec 2026
Smith Center Feeders
Not hauled
Apr 5, 2026Wheat
new crop
Forward/HTA12k bu$6.18-$0.28$5.90+$0.47
$5,546
Jul 2027
Smith Center Feeders
Not hauled
Mar 15, 2026Wheat
old crop
Cash3,800 bu$5.35-$0.29$5.06-$0.14
-$532
Aug 2026
Smith Center Feeders
Hauled
Mar 4, 2026Wheat
new crop
Forward/HTA6,800 bu$6.01-$0.31$5.70+$0.27
$1,836
Jul 2027
Smith Center Feeders
Not hauled
Feb 11, 2026Milo
new crop
Forward/HTA18k bu$3.98-$0.22
Open
$3.76
estimate
-$0.16
-$2,848
Dec 2026
Smith Center Feeders
Not hauled
Jan 17, 2026Milo
new crop
Cash38k bu$4.09-$0.20$3.89-$0.03
-$1,125
Dec 2026
Smith Center Feeders
Not hauled
Jan 1, 2026Wheat
old crop
Forward/HTA11k bu$5.41-$0.34$5.07-$0.13
-$1,443
Aug 2026
Smith Center Feeders
Hauled
Jan 1, 2026Wheat
new crop
Forward/HTA15k bu$6.03-$0.29$5.74+$0.31
$4,712
Jul 2027
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
Apr 28, 2026WheatDeclinedRecommended fixing basis, client wants to see spring
Mar 7, 2026MiloPricedFixed the basis on an open HTA
Jan 4, 2026WheatPricedFixed the basis on an open HTA
Dec 30, 2025WheatDeclinedRecommended pricing the next tranche, client wants to wait
Dec 25, 2025MiloAgreed, not yet executedAgreed to move old crop once trucking frees up
Dec 15, 2025WheatNo answerLeft a message about the next tranche
Nov 9, 2025MiloDeclinedRecommended fixing basis, client wants to see spring

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.