GrainStrategy

Bluestem Family Farms

Marie Wendt · Smith County, KS · Bree Sandoval · client since 2024

856k bu at 82% priced
$3.5M under management
Call before pricingCosts are stated, not from their booksLast spoke in 44 days2 other findings(785) 555-9353
80k 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 Marie Wendt plainly that this part of the position is not fully priced yet.
Contracts
7
701k bu priced, 82% of expected production.
Revenue locked
$2,882,092
-$58,197 of it over break-even.
Basis left open
80k bu
Board locked, cash price not yet settled.
Sold, not hauled
352k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 7, 2026Corn
new crop
Cash175k bu$4.56-$0.28$4.28+$0.50
$87,450
Dec 2026
Concordia Grain
Not hauled
May 6, 2026Corn
old crop
Cash122k bu$4.42-$0.26$4.16-$0.45
-$54,675
Aug 2026
Concordia Grain
Hauled
Mar 17, 2026Corn
new crop
Cash97k bu$4.32-$0.20$4.12+$0.34
$32,980
Dec 2026
Concordia Grain
Not hauled
Mar 14, 2026Corn
old crop
Cash50k bu$4.17-$0.25$3.92-$0.69
-$34,293
Aug 2026
Concordia Grain
Hauled
Jan 19, 2026Corn
new crop
Forward/HTA80k bu$4.40-$0.23
Open
$4.17
estimate
+$0.39
$31,278
Dec 2026
Concordia Grain
Not hauled
Jan 6, 2026Corn
old crop
Basis91k bu$4.22-$0.28$3.94-$0.67
-$60,769
Aug 2026
Concordia Grain
Hauled
Nov 22, 2025Corn
old crop
Cash87k bu$4.17-$0.25$3.92-$0.69
-$60,168
Aug 2026
Concordia Grain
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 2, 2026CornNo answerLeft a message about an expiring order
May 10, 2026CornDeclinedRecommended pricing the next tranche, client wants to wait
Apr 27, 2026CornPricedPriced the next tranche at the elevator, board plus basis
Apr 2, 2026CornPricedFixed the basis on an open HTA
Mar 25, 2026CornAgreed, not yet executedAgreed to move old crop once trucking frees up
Mar 17, 2026CornPricedFilled the resting order and confirmed the contract
Jan 14, 2026CornCheck 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.