Sweetwater Ag
Peg Hastings · Cloud County, KS · Wes Tolliver · client since 2026
125k bu at 80% priced · 257 head at 97% sold
$1M under management
Self directedCosts from their booksLast spoke in 4 months1 other findings(785) 555-5123
Peg Hastings has declined a recommendation 3 times on this account. That is a client's right on their own grain, and the dated record of it below is what protects both sides of the conversation later.
Contracts
3
99k bu priced, 80% of expected production.
Revenue locked
$856,850
$115,737 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
99k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Wheat new crop | Cash | 40k bu | $6.11 | -$0.58 | $5.53 | +$0.03 $1,200 | Jul 2027 Concordia Grain Not hauled |
| May 4, 2026 | Wheat new crop | Cash | 35k bu | $6.10 | -$0.57 | $5.53 | +$0.03 $1,044 | Jul 2027 Concordia Grain Not hauled |
| Mar 17, 2026 | Wheat new crop | Forward/HTA | 25k bu | $5.78 | -$0.62 | $5.16 | -$0.34 -$8,364 | Jul 2027 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
| Date | Crop | Outcome | Recommendation |
|---|---|---|---|
| Aug 24, 2026 | Wheat | Check in | Walked through the position and the ladder |
| Jul 22, 2026 | Wheat | Check in | Season check in, no recommendation |
| May 31, 2026 | Wheat | No answer | Left a message about an expiring order |
| May 6, 2026 | Wheat | Check in | Season check in, no recommendation |
| Apr 19, 2026 | Wheat | Declined | Recommended pricing the next tranche, client wants to wait |
| Mar 14, 2026 | Wheat | Declined | Recommended moving old crop, client is holding for a rally |
| Feb 16, 2026 | Wheat | Declined | Recommended fixing basis, client wants to see spring |
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.