GrainStrategy

Cottonwood Acres

Lori Tillman · Clay County, KS · Owen Speck · client since 2021

700k bu at 80% priced
$2.4M under management
Price to the planCosts are stated, not from their booksLast spoke in 1 day3 other findings(785) 555-6537
144k bu of Milo is due at Mankato Elevator in 37 days. Confirm with Lori Tillman that the bushels are in the bin and the trucking is arranged for Dec 2026. 2 more findings on this family.
Priced
80%
559k bu of 700k bu · pace 80%
Revenue locked
$1.9M
-$352,243 of it over break-even
On the table
—
Today's bids do not clear this family's cost of production.
Reading
Hold
1 live crop across 6,483 acres.

Milo new crop · Dec 2026

6,483 acres at 108 bu/acre · 700k bu expected

Hold
Cash bid $3.44 is under the $4.03 break-even

No forced sales. Storage covers 52% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$4.03
Stated by the client, May 25, 2026.
Cash bid today
$3.44
Board $3.95 with a -$0.51 basis.
Average sold
$3.40
-$0.63 over cost on 559k bu.
Bid over cost
-$0.59
The market is not paying this family's cost right now.
Priced against pace80% of 80% target
Sold against insured
Sold 559k buInsured 595k bu, typed on the planExpected 700k bu

37k bu left inside the insured bushels.

142k bu unpricedStorage 362k bu, 52% of the crop559k bu sold, not hauled36k bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Mankato Elevator
20k bu$4.31 board$0.36Good til canceled
Forward/HTA
Mankato Elevator
16k bu$4.31 board$0.36Good til canceled

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.