GrainStrategy

Goose Creek Grain Co

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

143k bu at 70% priced · 353 head at 96% sold
$1M under management
Price to the planCosts are estimatesLast spoke in 3 months9 other findings(785) 555-7967
Wheat is 58% sold against a 80% pace with the bid $0.40/bu over cost. Price 3,500 bu through the elevator, which banks $1,400 over cost with no margin call risk. 8 more findings on this family.
Priced
70%
100k bu of 143k bu · pace 80%
Revenue locked
$836.6K
$125,075 of it over break-even
On the table
$10.8K
Margin over cost in 43k 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 $0.40/bu over break-even at 58% sold against a 80% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 20k bu, so 3,500 bu can be contracted without production risk.

3,500 bu at $5.30 banks $1,400 over break-even.

Break-even
$4.90
Stated by the client, Mar 25, 2026.
Cash bid today
$5.30
Board $5.90 with a -$0.60 basis.
Average sold
$5.30
+$0.40 over cost on 17k bu.
Bid over cost
+$0.40
$4,926 across the unpriced bushels.
Priced against pace58% of 80% target
Sold against insured
Sold 17k buInsured 20k bu, typed on the planExpected 29k bu

3,500 bu left inside the insured bushels.

12k bu unpricedStorage 5,800 bu, 20% of the crop17k bu sold, not hauled2,100 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Concordia Grain
2,100 bu$5.92 board$0.02
Near
Dec 16, 2026

Corn new crop · Dec 2026

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

Hold
Cash bid $3.85 is under the $3.90 break-even

No forced sales. Storage covers 49% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.90
Estimated from county averages.
Cash bid today
$3.85
Board $4.31 with a -$0.46 basis.
Average sold
$3.93
+$0.03 over cost on 83k bu.
Bid over cost
-$0.05
The market is not paying this family's cost right now.
Priced against pace73% of 80% target
Sold against insured
Sold 83k buInsured 86k bu, typed on the planExpected 114k bu

2,300 bu left inside the insured bushels.

31k bu unpricedStorage 55k bu, 49% of the crop83k bu sold, not hauled12k bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Concordia Grain
8,600 bu$4.13 cash$0.28Nov 7, 2026
13 days
Forward/HTA
Concordia Grain
3,100 bu$4.13 cash$0.28Jan 9, 2027

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.