GrainStrategy

Goose Creek Grain Co

Vern Larsen · Clay County, KS · Wes Tolliver · client since 2018

143k bu at 68% priced · 353 head at 66% sold
$1.1M under management
Price to the planCosts are estimatesLast spoke in 4 months8 other findings(785) 555-7967
Wheat is 50% sold against a 72% pace with the bid $0.85/bu over cost. Price 5,800 bu through the elevator, which banks $4,930 over cost with no margin call risk. 7 more findings on this family.
Priced
68%
98k bu of 143k bu · pace 72%
Revenue locked
$749K
$144,087 of it over break-even
On the table
$79.4K
Margin over cost in 45k bu unpriced, at today's bids.
Reading
Needs a call
2 live crops across 1,240 acres.

Wheat new crop · Jul 2027

541 acres at 54 bu/acre · 29k bu expected

Needs a call
Price the next 23%: the bid is $0.85/bu over break-even at 50% sold against a 72% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 20k bu, so 5,800 bu can be contracted without production risk.

5,800 bu at $5.75 banks $4,930 over break-even.

Break-even
$4.90
Stated by the client, Jan 9, 2026.
Cash bid today
$5.75
Board $6.01 with a -$0.26 basis.
Average sold
$5.75
+$0.85 over cost on 15k bu.
Bid over cost
+$0.85
$12,422 across the unpriced bushels.
Priced against pace50% of 72% target
15k bu unpricedStorage 5,800 bu, 20% of the crop15k bu sold, not hauled2,500 bu resting5,800 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Concordia Grain
2,500 bu$6.03 board$0.02
Near
Sep 30, 2026

Corn new crop · Dec 2026

699 acres at 163 bu/acre · 114k bu expected

On plan
On plan: 73% sold at $4.29 average, $0.39/bu over break-even

Cash bid $4.21 still clears break-even. Let the working orders rest and revisit at the next rung (21% at $4.77).

Break-even
$3.90
Estimated from county averages.
Cash bid today
$4.21
Board $4.44 with a -$0.23 basis.
Average sold
$4.29
+$0.39 over cost on 83k bu.
Bid over cost
+$0.31
$9,528 across the unpriced bushels.
Priced against pace73% of 72% target
31k bu unpricedStorage 55k bu, 49% of the crop83k bu sold, not hauled12k bu resting2,300 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
3,100 bu$4.23 cash$0.02
Near
Oct 24, 2026
Cash
Concordia Grain
8,600 bu$4.47 cash$0.26Aug 22, 2026
-2 days

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.