GrainStrategy

Dry Creek Farms

Gary Voss · Washington County, KS · Danae Kruse · client since 2023

966k bu at 67% priced
$6.7M under management
Price to the planCosts from their booksLast spoke in 24 days1 critical5 other findings(785) 555-7262
105k bu is priced on the board with the basis still open, so the average price below is an estimate on those bushels rather than a number. Somebody has to ring the elevator and fix it, or tell Gary Voss plainly that this part of the position is not fully priced yet.
Contracts
11
647k bu priced, 67% of expected production.
Revenue locked
$4,992,308
$119 of it over break-even.
Basis left open
105k bu
Board locked, cash price not yet settled.
Sold, not hauled
373k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
May 8, 2026Milo
old crop
Cash53k bu$3.78-$0.24$3.54-$0.59
-$31,034
Aug 2026
Clay Center Ethanol
Hauled
May 3, 2026Soybeans
old crop
Cash71k bu$10.91-$0.01$10.90+$0.35
$24,745
Aug 2026
Clay Center Ethanol
Hauled
Apr 29, 2026Milo
new crop
Cash49k bu$3.97-$0.18$3.79-$0.04
-$1,960
Dec 2026
Clay Center Ethanol
Not hauled
Apr 21, 2026Soybeans
new crop
Forward/HTA83k bu$11.14-$0.04
Open
$11.10
estimate
+$0.24
$19,848
Nov 2026
Clay Center Ethanol
Not hauled
Mar 16, 2026Soybeans
new crop
Cash80k bu$11.24$0.01$11.25+$0.39
$31,317
Nov 2026
Clay Center Ethanol
Not hauled
Mar 9, 2026Milo
old crop
Cash54k bu$3.92-$0.19$3.73-$0.40
-$21,760
Aug 2026
Clay Center Ethanol
Hauled
Feb 24, 2026Milo
new crop
Cash15k bu$3.94-$0.17$3.77-$0.06
-$894
Dec 2026
Clay Center Ethanol
Not hauled
Feb 10, 2026Soybeans
old crop
Basis49k bu$11.08-$0.08$11.00+$0.45
$21,915
Aug 2026
Clay Center Ethanol
Not hauled
Jan 23, 2026Milo
new crop
Forward/HTA22k bu$3.95-$0.20
Open
$3.75
estimate
-$0.08
-$1,776
Dec 2026
Clay Center Ethanol
Not hauled
Jan 11, 2026Soybeans
old crop
Cash75k bu$10.62-$0.03$10.59+$0.04
$3,008
Aug 2026
Clay Center Ethanol
Not hauled
Dec 12, 2025Milo
old crop
Forward/HTA96k bu$3.90-$0.22$3.68-$0.45
-$43,290
Aug 2026
Clay Center Ethanol
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
May 29, 2026SoybeansPricedFilled the resting order and confirmed the contract
May 1, 2026SoybeansPricedPriced the next tranche at the elevator, board plus basis
Apr 6, 2026MiloDeclinedRecommended fixing basis, client wants to see spring
Jan 19, 2026SoybeansDeclinedRecommended pricing the next tranche, client wants to wait
Oct 20, 2025MiloDeclinedRecommended pricing the next tranche, client wants to wait

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.