Copper Creek Farms
Tessa Carver · Thayer County, NE · Wes Tolliver · client since 2025
59k bu at 32% priced
$611.6K under management
Call before pricingCosts are estimatesLast spoke in 8 days1 critical4 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
19k bu priced, 32% of expected production.
Revenue locked
$198,405
$261 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
19k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| Jul 31, 2026 | Soybeans new crop | Forward/HTA | 11k bu | $10.82 | -$0.50 | $10.32 | +$0.00 $0 | Nov 2026 Hebron Farmers Co-op Not hauled |
| May 20, 2026 | Soybeans new crop | Cash | 8,700 bu | $10.82 | -$0.47 | $10.35 | +$0.03 $261 | 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 |
|---|---|---|---|
| Jul 18, 2026 | Soybeans | Priced | Filled the resting order and confirmed the contract |
| Jul 14, 2026 | Soybeans | Declined | Recommended moving old crop, client is holding for a rally |
| Jul 5, 2026 | Soybeans | Priced | Filled the resting order and confirmed the contract |
| Jul 1, 2026 | Soybeans | Check in | Season check in, no recommendation |
| Jun 20, 2026 | Soybeans | Priced | Booked a forward contract inside the insurance guarantee |
| Jan 10, 2026 | 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.