GrainStrategy

Tallgrass Grain Co

Lori Ulrich · Washington County, KS · Danae Kruse · client since 2025

704k bu at 63% priced · 2,113 head at 67% sold
$7.6M under management
Price to the planCosts are estimatesLast spoke in 36 days5 other findings(785) 555-7846
$4,944,389 is locked across 8 contracts, $382,139 of it over this family's cost of production. Every one of those decisions has a dated record behind it.
Contracts
8
444k bu priced, 63% of expected production.
Revenue locked
$4,944,389
$382,139 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
371k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Apr 14, 2026Milo
old crop
Basis40k bu$3.90-$0.19$3.71-$0.03
-$1,191
Aug 2026
Mankato Elevator
Not hauled
Apr 11, 2026Milo
new crop
Cash46k bu$4.04-$0.25$3.79+$0.19
$8,797
Dec 2026
Mankato Elevator
Not hauled
Mar 15, 2026Milo
old crop
Cash16k bu$4.01-$0.24$3.77+$0.03
$486
Aug 2026
Mankato Elevator
Hauled
Mar 7, 2026Milo
new crop
Cash24k bu$3.94-$0.23$3.71+$0.11
$2,651
Dec 2026
Mankato Elevator
Not hauled
Dec 18, 2025Milo
old crop
Cash67k bu$4.11-$0.25$3.86+$0.12
$8,028
Aug 2026
Mankato Elevator
Not hauled
Dec 17, 2025Milo
new crop
Cash59k bu$3.93-$0.22$3.71+$0.11
$6,457
Dec 2026
Mankato Elevator
Not hauled
Dec 1, 2025Milo
new crop
Cash136k bu$3.93-$0.21$3.72+$0.12
$16,272
Dec 2026
Mankato Elevator
Not hauled
Nov 27, 2025Milo
old crop
Basis57k bu$3.80-$0.25$3.55-$0.19
-$10,735
Aug 2026
Mankato Elevator
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
Jun 10, 2026MiloPricedFixed the basis on an open HTA
Apr 22, 2026MiloCheck inWalked through the position and the ladder
Mar 13, 2026MiloCheck inUpdated break-evens from their books
Dec 20, 2025MiloCheck inWalked through the position and the ladder
Nov 29, 2025MiloPricedBooked a forward contract inside the insurance guarantee

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.