GrainStrategy

Wheatland Ag

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

190k bu at 82% priced
$812.2K under management
Price to the planCosts from their booksLast spoke in 4 months3 other findings(785) 555-9614
19k 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. 2 more findings on this family.
Priced
82%
157k bu of 190k bu · pace 72%
Revenue locked
$664.8K
$22,027 of it over break-even
On the table
$2K
Margin over cost in 34k 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 $3.86 is only $0.02/bu over 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, Jul 9, 2026.
Cash bid today
$3.86
Board $4.05 with a -$0.19 basis.
Average sold
$3.93
+$0.09 over cost on 48k bu.
Bid over cost
+$0.02
$448 across the unpriced bushels.
Priced against pace68% of 72% target
22k bu unpricedStorage 19k bu, 26% of the crop48k bu sold, not hauled6,400 bu resting1,400 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Concordia Grain
6,400 bu$4.36 board$0.31Sep 15, 2026

Milo old crop · Sep 2026

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

Hold
Cash bid $3.72 is only $0.09/bu over 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, Aug 9, 2026.
Cash bid today
$3.72
Board $3.91 with a -$0.19 basis.
Average sold
$3.73
+$0.10 over cost on 69k bu.
Bid over cost
+$0.09
$189 across the unpriced bushels.
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$3.87 cash$0.15Good til canceled

Wheat new crop · Jul 2027

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

Hold
19k 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, Jun 9, 2026.
Cash bid today
$5.75
Board $6.01 with a -$0.26 basis.
Average sold
$5.94
+$0.30 over cost on 19k bu.
Bid over cost
+$0.11
$862 across the unpriced bushels.
Priced against pace71% of 72% target
7,840 bu unpricedStorage 9,800 bu, 36% of the crop19k bu sold, not hauledNo insurance schedule on file

Wheat old crop · Sep 2026

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

On plan
On plan: 93% sold at $5.13 average, $0.26/bu over break-even

Cash bid $5.20 still clears break-even. Let the working orders rest and revisit at the next rung.

Break-even
$4.87
From their books, Jul 9, 2026.
Cash bid today
$5.20
Board $5.46 with a -$0.26 basis.
Average sold
$5.13
+$0.26 over cost on 21k bu.
Bid over cost
+$0.33
$512 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$5.54 board$0.08Oct 20, 2026
Forward/HTA
Concordia Grain
300 bu$5.62 board$0.16Oct 22, 2026

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.