GrainStrategy

Wheatland Ag

Alma Janzen · Clay County, KS · Wes Tolliver · client since 2015

190k bu at 83% priced
$750.1K under management
Price to the planCosts from their booksLast spoke in 4 months7 other findings(785) 555-9614
21k bu of Wheat contracted with no insurance schedule on file. Get the Revenue Protection schedule on file. Until then every contracted bushel is production risk. 6 more findings on this family.
Priced
83%
159k bu of 190k bu · pace 80%
Revenue locked
$626.8K
-$27,824 of it over break-even
On the table
$77.5
Margin over cost in 32k bu unpriced, at today's bids.
Reading
Hold
4 live crops across 1,117 acres.

Milo new crop · Dec 2026

701 acres at 100 bu/acre · 70k bu expected

Hold
Cash bid $3.48 is under the $3.84 break-even

No forced sales. Storage covers 26% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.84
From their books, Sep 25, 2026.
Cash bid today
$3.48
Board $3.95 with a -$0.47 basis.
Average sold
$3.54
-$0.30 over cost on 48k bu.
Bid over cost
-$0.36
The market is not paying this family's cost right now.
Priced against pace68% of 80% target
Sold against insured
Sold 48k buInsured 49k bu, typed on the planExpected 70k bu

1,400 bu left inside the insured bushels.

22k bu unpricedStorage 19k bu, 26% of the crop48k bu sold, not hauled6,400 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
6,400 bu$4.26 board$0.31Dec 1, 2026

Milo old crop · Dec 2026

700 acres at 101 bu/acre · 71k bu expected

Hold
Cash bid $3.48 is under the $3.63 break-even

No forced sales. Storage covers 33% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$3.63
From their books, Oct 25, 2026.
Cash bid today
$3.48
Board $3.95 with a -$0.47 basis.
Average sold
$3.49
-$0.14 over cost on 69k bu.
Bid over cost
-$0.15
The market is not paying this family's cost right now.
Priced against pace97% of 95% target
2,100 bu unpricedStorage 23k bu, 33% of the crop18k bu sold, not hauled300 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
300 bu$3.85 cash$0.37Good til canceled

Wheat new crop · Jul 2027

416 acres at 65 bu/acre · 27k bu expected

Hold
21k bu of new crop is contracted with no insurance guarantee on file

Forward sales are being screened against nothing. Get the Revenue Protection schedule on file, or treat every contracted bushel as production risk until it is.

Break-even
$5.64
From their books, Aug 25, 2026.
Cash bid today
$5.30
Board $5.90 with a -$0.60 basis.
Average sold
$5.49
-$0.15 over cost on 21k bu.
Bid over cost
-$0.34
The market is not paying this family's cost right now.
Priced against pace79% of 80% target
5,740 bu unpricedStorage 9,800 bu, 36% of the crop21k bu sold, not hauledNo insurance schedule on file

Wheat old crop · Dec 2026

410 acres at 55 bu/acre · 23k bu expected

Hold
Cash bid $4.92 is only $0.05/bu over the $4.87 break-even

No forced sales. Storage covers 35% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$4.87
From their books, Sep 25, 2026.
Cash bid today
$4.92
Board $5.52 with a -$0.60 basis.
Average sold
$4.84
-$0.03 over cost on 21k bu.
Bid over cost
+$0.05
$77 across the unpriced bushels.
Priced against pace93% of 95% target
1,550 bu unpricedStorage 8,000 bu, 35% of the crop600 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
300 bu$5.60 board$0.08Jan 5, 2027
Forward/HTA
Concordia Grain
300 bu$5.68 board$0.16Jan 7, 2027

Every figure on this page is computed from the desk's records. Nothing here is a trade recommendation to the client: the plan is what they agreed to, the next action is what that plan calls for today, and a person decides.