GrainStrategy

Tallgrass Grain Co

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

704k bu at 67% priced · 2,113 head at 67% sold
$7.3M under management
Price to the planCosts are estimatesLast spoke in 21 days8 other findings(785) 555-7846
$4,869,334 is locked across 8 contracts, $197,284 of it over this family's cost of production. Every one of those decisions has a dated record behind it.
Contracts
8
475k bu priced, 67% of expected production.
Revenue locked
$4,869,334
$197,284 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
402k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Jun 30, 2026Milo
old crop
Basis40k bu$3.94-$0.47$3.47-$0.27
-$10,719
Oct 2026
Mankato Elevator
Not hauled
Jun 27, 2026Milo
new crop
Cash52k bu$3.94-$0.53$3.41-$0.19
-$9,804
Dec 2026
Mankato Elevator
Not hauled
May 31, 2026Milo
old crop
Cash16k bu$4.05-$0.52$3.53-$0.21
-$3,402
Oct 2026
Mankato Elevator
Hauled
May 23, 2026Milo
new crop
Cash27k bu$3.85-$0.51$3.34-$0.26
-$6,994
Dec 2026
Mankato Elevator
Not hauled
Mar 5, 2026Milo
old crop
Cash67k bu$4.15-$0.53$3.62-$0.12
-$8,028
Oct 2026
Mankato Elevator
Not hauled
Mar 4, 2026Milo
new crop
Cash65k bu$3.83-$0.50$3.33-$0.27
-$17,658
Dec 2026
Mankato Elevator
Not hauled
Feb 16, 2026Milo
new crop
Cash151k bu$3.83-$0.49$3.34-$0.26
-$39,338
Dec 2026
Mankato Elevator
Not hauled
Feb 12, 2026Milo
old crop
Basis57k bu$3.84-$0.53$3.31-$0.43
-$24,295
Oct 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
Aug 26, 2026MiloPricedFixed the basis on an open HTA
Jul 8, 2026MiloCheck inWalked through the position and the ladder
May 29, 2026MiloCheck inUpdated break-evens from their books
Mar 7, 2026MiloCheck inWalked through the position and the ladder
Feb 14, 2026MiloPricedBooked 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.