Copper Creek Farms
Tessa Carver · Thayer County, NE · Wes Tolliver · client since 2025
59k bu at 25% priced
$630.6K under management
Call before pricingCosts are estimatesLast spoke in 23 days1 critical3 other findings(785) 555-2917
Tessa Carver has declined a recommendation 2 times 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
15k bu priced, 25% of expected production.
Revenue locked
$154,478
$4,838 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
15k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | Soybeans new crop | Forward/HTA | 7,900 bu | $10.84 | -$0.20 | $10.64 | +$0.32 $2,528 | Nov 2026 Hebron Farmers Co-op Not hauled |
| Mar 4, 2026 | Soybeans new crop | Cash | 6,600 bu | $10.84 | -$0.17 | $10.67 | +$0.35 $2,310 | 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
| Date | Crop | Outcome | Recommendation |
|---|---|---|---|
| May 2, 2026 | Soybeans | Priced | Filled the resting order and confirmed the contract |
| Apr 28, 2026 | Soybeans | Declined | Recommended moving old crop, client is holding for a rally |
| Apr 19, 2026 | Soybeans | Priced | Filled the resting order and confirmed the contract |
| Apr 15, 2026 | Soybeans | Check in | Season check in, no recommendation |
| Apr 4, 2026 | Soybeans | Priced | Booked a forward contract inside the insurance guarantee |
| Oct 25, 2025 | Soybeans | Declined | Recommended pricing the next tranche, client wants to wait |
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.