GrainStrategy

Salt Fork Farms

Peg Hemmelgarn · Thayer County, NE · Katie Rennick · client since 2016

67k bu at 76% priced · 333 head at 68% sold
$767.2K under management
Self directedCosts are estimatesLast spoke in 16 days6 other findings(785) 555-9230
5,000 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 Peg Hemmelgarn plainly that this part of the position is not fully priced yet.
Contracts
9
50k bu priced, 76% of expected production.
Revenue locked
$547,887
$121,410 of it over break-even.
Basis left open
5,000 bu
Board locked, cash price not yet settled.
Sold, not hauled
44k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Apr 29, 2026Wheat
new crop
Basis3,700 bu$6.15-$0.29$5.86+$0.84
$3,108
Jul 2027
Hebron Farmers Co-op
Not hauled
Apr 26, 2026Wheat
old crop
Forward/HTA5,000 bu$5.26-$0.32
Open
$4.94
estimate
-$0.11
-$550
Aug 2026
Hebron Farmers Co-op
Hauled
Apr 25, 2026Corn
new crop
Forward/HTA20k bu$4.51-$0.23$4.28-$0.16
-$3,136
Dec 2026
Hebron Farmers Co-op
Not hauled
Mar 14, 2026Corn
new crop
Basis7,000 bu$4.34-$0.20$4.14-$0.30
-$2,100
Dec 2026
Hebron Farmers Co-op
Not hauled
Feb 27, 2026Wheat
old crop
Basis1,900 bu$5.59-$0.37$5.22+$0.17
$323
Aug 2026
Hebron Farmers Co-op
Hauled
Feb 14, 2026Wheat
new crop
Cash1,700 bu$6.02-$0.33$5.69+$0.67
$1,139
Jul 2027
Hebron Farmers Co-op
Not hauled
Jan 16, 2026Wheat
old crop
Forward/HTA2,100 bu$5.41-$0.29$5.12+$0.07
$147
Aug 2026
Hebron Farmers Co-op
Not hauled
Jan 5, 2026Wheat
new crop
Cash5,500 bu$6.10-$0.27$5.83+$0.81
$4,455
Jul 2027
Hebron Farmers Co-op
Not hauled
Oct 23, 2025Wheat
old crop
Forward/HTA3,900 bu$5.37-$0.30$5.07+$0.02
$78
Aug 2026
Hebron Farmers Co-op
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
Jun 13, 2026WheatDeclinedRecommended fixing basis, client wants to see spring
May 31, 2026WheatPricedPriced the next tranche at the elevator, board plus basis
Mar 24, 2026CornCheck inUpdated break-evens from their books
Mar 14, 2026WheatAgreed, not yet executedAgreed to place a resting order at the next target
Feb 8, 2026WheatPricedFixed the basis on an open HTA
Jan 7, 2026CornCheck inUpdated break-evens from their books
Oct 16, 2025CornCheck inWalked through the position and the ladder

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.