GrainStrategy

Silver Sage Land & Cattle

Lori Novak · Thayer County, NE · Owen Speck · client since 2016

161k bu at 71% priced
$1.7M under management
Call before pricingCosts are stated, not from their booksLast spoke in 3 months2 other findings(785) 555-2365
Lori Novak has declined a recommendation 1 time 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
2
114k bu priced, 71% of expected production.
Revenue locked
$1,233,915
$202,656 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
114k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Apr 6, 2026Soybeans
new crop
Basis72k bu$10.87-$0.19$10.68+$1.61
$115,920
Nov 2026
Hebron Farmers Co-op
Not hauled
Feb 25, 2026Soybeans
new crop
Forward/HTA42k bu$11.33-$0.18$11.15+$2.08
$86,736
Nov 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
Aug 1, 2026SoybeansPricedFixed the basis on an open HTA
Feb 21, 2026SoybeansPricedPriced the next tranche at the elevator, board plus basis
Nov 20, 2025SoybeansDeclinedRecommended pricing the next tranche, client wants to wait
Oct 20, 2025SoybeansPricedPriced the next tranche at the elevator, board plus basis
Oct 18, 2025SoybeansCheck inUpdated break-evens from their books

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.