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
4,600 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 Stoll plainly that this part of the position is not fully priced yet.
Contracts
10
77k bu priced, 69% of expected production.
Revenue locked
$696,175
$117,042 of it over break-even.
Basis left open
4,600 bu
Board locked, cash price not yet settled.
Sold, not hauled
77k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 4, 2026Milo
new crop
Cash12k bu$3.92$0.00$3.92-$0.34
-$4,148
Dec 2026
Superior Crush
Not hauled
Apr 18, 2026Corn
new crop
Cash4,400 bu$4.50$0.08$4.58+$0.19
$836
Dec 2026
Superior Crush
Not hauled
Apr 7, 2026Wheat
new crop
Cash2,300 bu$6.24-$0.25$5.99+$0.72
$1,656
Jul 2027
Superior Crush
Not hauled
Mar 2, 2026Wheat
new crop
Forward/HTA1,400 bu$5.89-$0.20$5.69+$0.42
$588
Jul 2027
Superior Crush
Not hauled
Feb 14, 2026Corn
new crop
Cash2,100 bu$4.29$0.03$4.32-$0.07
-$147
Dec 2026
Superior Crush
Not hauled
Feb 9, 2026Milo
new crop
Forward/HTA4,000 bu$4.02$0.03$4.05-$0.21
-$840
Dec 2026
Superior Crush
Not hauled
Jan 9, 2026Milo
new crop
Forward/HTA4,600 bu$3.99-$0.01
Open
$3.98
estimate
-$0.28
-$1,288
Dec 2026
Superior Crush
Not hauled
Dec 20, 2025Corn
new crop
Cash7,700 bu$4.48$0.03$4.51+$0.12
$924
Dec 2026
Superior Crush
Not hauled
Nov 14, 2025Corn
new crop
Cash14k bu$4.45$0.04$4.49+$0.10
$1,400
Dec 2026
Superior Crush
Not hauled
Oct 31, 2025Milo
new crop
Cash24k bu$3.92-$0.05$3.87-$0.39
-$9,282
Dec 2026
Superior Crush
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
Jul 13, 2026WheatNo answerLeft a message about the next tranche
Mar 13, 2026MiloAgreed, not yet executedAgreed to move old crop once trucking frees up
Feb 19, 2026MiloCheck inWalked through the position and the ladder
Dec 26, 2025WheatPricedFixed the basis on an open HTA

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.