GrainStrategy

Lone Oak Land & Cattle

Cassie Albrecht · Nuckolls County, NE · Danae Kruse · client since 2017

132k bu at 63% priced · 411 head at 68% sold
$1.3M under management
Price to the planCosts from their booksLast spoke in 4 months4 other findings(785) 555-4311
Soybeans is 31% sold against a 72% pace with the bid $0.31/bu over cost. Price 5,348 bu through the elevator, which banks $1,658 over cost with no margin call risk. 3 more findings on this family.
Priced
63%
84k bu of 132k bu · pace 72%
Revenue locked
$790.7K
$149,200 of it over break-even
On the table
$70.6K
Margin over cost in 48k bu unpriced, at today's bids.
Reading
Needs a call
2 live crops across 984 acres.

Corn new crop · Dec 2026

572 acres at 188 bu/acre · 108k bu expected

Hold
76k bu of new crop is contracted with no insurance guarantee on file

Forward sales are being screened against nothing. Get the Revenue Protection schedule on file, or treat every contracted bushel as production risk until it is.

Break-even
$4.04
From their books, Jul 9, 2026.
Cash bid today
$4.50
Board $4.44 with a $0.06 basis.
Average sold
$4.59
+$0.55 over cost on 76k bu.
Bid over cost
+$0.46
$14,507 across the unpriced bushels.
Priced against pace71% of 72% target
32k bu unpricedStorage 46k bu, 43% of the crop76k bu sold, not hauledNo insurance schedule on file

Soybeans new crop · Nov 2026

412 acres at 59 bu/acre · 24k bu expected

Needs a call
Price the next 22%: the bid is $0.31/bu over break-even at 31% sold against a 72% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 18k bu, so 11k bu can be contracted without production risk.

5,348 bu at $10.83 banks $1,658 over break-even.

Break-even
$10.52
From their books, Jun 9, 2026.
Cash bid today
$10.83
Board $10.88 with a -$0.05 basis.
Average sold
$11.01
+$0.49 over cost on 7,500 bu.
Bid over cost
+$0.31
$5,210 across the unpriced bushels.
Priced against pace31% of 72% target
17k bu unpricedStorage 13k bu, 53% of the crop7,500 bu sold, not hauled6,000 bu resting11k bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Superior Crush
2,300 bu$11.15 cash$0.32Oct 30, 2026
Cash
Superior Crush
3,700 bu$11.15 cash$0.32Sep 11, 2026

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.