GrainStrategy

Limestone Farms LLC

Dell Hemmelgarn · Mitchell County, KS · Katie Rennick · client since 2020

96k bu at 82% priced
$426.9K under management
Call before pricingCosts from their booksLast spoke in 41 days3 other findings(785) 555-5083
20k 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 Dell Hemmelgarn plainly that this part of the position is not fully priced yet.
Contracts
8
78k bu priced, 82% of expected production.
Revenue locked
$343,212
-$12,778 of it over break-even.
Basis left open
20k bu
Board locked, cash price not yet settled.
Sold, not hauled
61k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 15, 2026Corn
new crop
Cash18k bu$4.28-$0.22$4.06+$0.12
$2,196
Dec 2026
Concordia Grain
Not hauled
May 1, 2026Wheat
new crop
Cash3,300 bu$5.86-$0.29$5.57-$0.33
-$1,089
Jul 2027
Concordia Grain
Not hauled
Apr 6, 2026Corn
old crop
Cash8,300 bu$4.25-$0.24$4.01-$0.54
-$4,482
Aug 2026
Concordia Grain
Hauled
Feb 19, 2026Corn
new crop
Forward/HTA11k bu$4.63-$0.26$4.37+$0.43
$4,601
Dec 2026
Concordia Grain
Not hauled
Feb 12, 2026Wheat
new crop
Cash3,700 bu$6.04-$0.21$5.83-$0.07
-$259
Jul 2027
Concordia Grain
Not hauled
Feb 11, 2026Corn
old crop
Cash8,600 bu$4.18-$0.21$3.97-$0.58
-$4,988
Aug 2026
Concordia Grain
Hauled
Dec 22, 2025Wheat
new crop
Forward/HTA5,900 bu$6.16-$0.29$5.87-$0.03
-$177
Jul 2027
Concordia Grain
Not hauled
Dec 18, 2025Corn
old crop
Forward/HTA20k bu$4.34-$0.23
Open
$4.11
estimate
-$0.44
-$8,580
Aug 2026
Concordia Grain
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 25, 2026CornCheck inSeason check in, no recommendation
Apr 19, 2026CornDeclinedRecommended moving old crop, client is holding for a rally
Jan 18, 2026CornNo answerLeft a message about an expiring order
Oct 30, 2025CornNo answerLeft a message about the next tranche

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.