GrainStrategy

Iron Mound Farms LLC

Peg Stoll · Nuckolls County, NE · Owen Speck · client since 2020

111k bu at 69% priced · 436 head at 66% sold
$1M under management
Call before pricingCosts are estimatesLast spoke in 51 days7 other findings(785) 555-8244
PositionPlanWorking OrdersSalesBreak-evensLivestockRecap
Wheat is 49% sold against a 72% pace with the bid $0.52/bu over cost. Price 1,129 bu through the elevator, which banks $587 over cost with no margin call risk. 6 more findings on this family.
Priced
69%
77k bu of 111k bu · pace 72%
Revenue locked
$696.2K
$117,042 of it over break-even
On the table
$70.2K
Margin over cost in 35k bu unpriced, at today's bids.
Reading
Needs a call
3 live crops across 959 acres.

Milo new crop · Dec 2026

585 acres at 112 bu/acre · 66k bu expected

Hold
Cash bid $4.04 is under the $4.26 break-even

No forced sales. Storage covers 23% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$4.26
Stated by the client, Jun 9, 2026.
Cash bid today
$4.04
Board $4.05 with a -$0.01 basis.
Average sold
$3.91
-$0.35 over cost on 45k bu.
Bid over cost
-$0.22
The market is not paying this family's cost right now.
Priced against pace68% of 72% target
21k bu unpricedStorage 15k bu, 23% of the crop4,600 bu basis open45k bu sold, not hauled5,900 bu resting1,300 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Cash
Superior Crush
5,900 bu$4.47 board$0.42Good til canceled

Corn new crop · Dec 2026

242 acres at 158 bu/acre · 38k bu expected

On plan
On plan: 74% sold at $4.50 average, $0.11/bu over break-even

Cash bid $4.50 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$4.39
Estimated from county averages.
Cash bid today
$4.50
Board $4.44 with a $0.06 basis.
Average sold
$4.50
+$0.11 over cost on 28k bu.
Bid over cost
+$0.11
$1,104 across the unpriced bushels.
Priced against pace74% of 72% target
10k bu unpricedStorage 23k bu, 61% of the crop28k bu sold, not hauled4,300 bu safe to contract

Wheat new crop · Jul 2027

132 acres at 57 bu/acre · 7,524 bu expected

Needs a call
Price the next 15%: the bid is $0.52/bu over break-even at 49% sold against a 72% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 5,300 bu, so 1,600 bu can be contracted without production risk.

1,129 bu at $5.79 banks $587 over break-even.

Break-even
$5.27
Stated by the client, Mar 9, 2026.
Cash bid today
$5.79
Board $6.01 with a -$0.22 basis.
Average sold
$5.88
+$0.61 over cost on 3,700 bu.
Bid over cost
+$0.52
$1,988 across the unpriced bushels.
Priced against pace49% of 72% target
3,824 bu unpricedStorage 2,000 bu, 27% of the crop3,700 bu sold, not hauled1,600 bu safe to contract

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.