Milo time stop passed 46 days ago on a 20% tranche. Price 52k bu at $3.85, which is $1,046 over cost, or agree a new date with Gary Voss and write it down.
5 more findings on this family.
Priced
647k bu of 966k bu · pace 72%
Revenue locked
$119 of it over break-even
On the table
Margin over cost in 319k bu unpriced, at today's bids.
Reading
4 live crops across 6,510 acres.
Milo new crop · Dec 2026
2,589 acres at 101 bu/acre · 261k bu expected
Time stop passed: the 20% tranche was due 2026-07-09
The plan prices this tranche on the calendar rather than the market, so unpriced grain does not ride into delivery. Today's cash bid is $3.85 against a $3.83 break-even.
52k bu at $3.85 banks $1,046 over break-even.
Break-even
From their books, Jun 9, 2026.
Cash bid today
Board $4.05 with a -$0.20 basis.
Average sold
-$0.05 over cost on 86k bu.
Bid over cost
$3,508 across the unpriced bushels.
Priced against pace33% of 72% target
175k bu unpricedStorage 108k bu, 41% of the crop22k bu basis open86k bu sold, not hauled110k bu safe to contract
Milo old crop · Sep 2026
2,579 acres at 109 bu/acre · 281k bu expected
Cash bid $3.71 is under the $4.13 break-even
No forced sales. Storage covers 55% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.
Break-even
From their books, Jun 9, 2026.
Cash bid today
Board $3.91 with a -$0.20 basis.
Average sold
-$0.47 over cost on 203k bu.
Bid over cost
The market is not paying this family's cost right now.
Priced against pace72% of 95% target
78k bu unpricedStorage 155k bu, 55% of the crop19k bu resting
Resting in the market
| Instrument | Bushels | Trigger | Away | Expires |
|---|
| Cash Clay Center Ethanol | 19k bu | $4.01 board | $0.10 | Aug 22, 2026 -2 days |
Soybeans new crop · Nov 2026
3,921 acres at 55 bu/acre · 216k bu expected
Cash bid $10.84 is under the $10.86 break-even
No forced sales. Storage covers 59% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.
Break-even
From their books, Aug 9, 2026.
Cash bid today
Board $10.88 with a -$0.04 basis.
Average sold
+$0.31 over cost on 163k bu.
Bid over cost
The market is not paying this family's cost right now.
Priced against pace76% of 72% target
53k bu unpricedStorage 128k bu, 59% of the crop83k bu basis open163k bu sold, not hauled9,100 bu resting20k bu safe to contract
Resting in the market
| Instrument | Bushels | Trigger | Away | Expires |
|---|
| Forward/HTA Clay Center Ethanol | 9,100 bu | $11.51 cash | $0.67 | Sep 28, 2026 |
Soybeans old crop · Aug 2026
3,838 acres at 54 bu/acre · 207k bu expected
On plan: 94% sold at $10.81 average, $0.26/bu over break-even
Cash bid $10.80 still clears break-even. Let the working orders rest and revisit at the next rung.
Break-even
From their books, Jul 9, 2026.
Cash bid today
Board $10.84 with a -$0.04 basis.
Average sold
+$0.26 over cost on 195k bu.
Bid over cost
$3,163 across the unpriced bushels.
Priced against pace94% of 95% target
13k bu unpricedStorage 112k bu, 54% of the crop124k bu sold, not hauled
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.