GrainStrategy

Ash Hollow Land & Cattle

Wade Klein · Thayer County, NE · Katie Rennick · client since 2026

52k bu at 69% priced
$290.3K under management
Price to the planCosts are stated, not from their booksLast spoke in 68 days2 other findings(785) 555-2133
6,100 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 Wade Klein plainly that this part of the position is not fully priced yet.
Contracts
4
36k bu priced, 69% of expected production.
Revenue locked
$199,607
-$4,737 of it over break-even.
Basis left open
6,100 bu
Board locked, cash price not yet settled.
Sold, not hauled
36k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Apr 11, 2026Wheat
new crop
Cash9,300 bu$5.87-$0.36$5.51-$0.23
-$2,139
Jul 2027
Hebron Farmers Co-op
Not hauled
Mar 17, 2026Wheat
new crop
Forward/HTA6,400 bu$6.10-$0.29$5.81+$0.07
$448
Jul 2027
Hebron Farmers Co-op
Not hauled
Jan 21, 2026Wheat
new crop
Forward/HTA6,100 bu$5.90-$0.32
Open
$5.58
estimate
-$0.16
-$976
Jul 2027
Hebron Farmers Co-op
Not hauled
Nov 7, 2025Wheat
new crop
Cash14k bu$5.87-$0.28$5.59-$0.15
-$2,070
Jul 2027
Hebron Farmers Co-op
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
Jun 27, 2026WheatCheck inWalked through the position and the ladder
Apr 30, 2026WheatPricedPriced the next tranche at the elevator, board plus basis
Mar 22, 2026WheatCheck inUpdated break-evens from their books
Feb 28, 2026WheatCheck inUpdated break-evens from their books
Feb 3, 2026WheatAgreed, not yet executedAgreed to place a resting order at the next target
Dec 29, 2025WheatPricedFixed the basis on an open HTA

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.