GrainStrategy

Cottonwood Acres

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

700k bu at 72% priced
$2.7M under management
Price to the planCosts are stated, not from their booksLast spoke in 16 days(785) 555-6537
Nothing on this position needs a human today. Every live crop is tracking its plan, the break-evens are current, and nothing is resting near a trigger. That is the intended state.
Priced
72%
503k bu of 700k bu · pace 72%
Revenue locked
$1.9M
-$125,983 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 $3.82 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, Mar 9, 2026.
Cash bid today
$3.82
Board $4.05 with a -$0.23 basis.
Average sold
$3.78
-$0.25 over cost on 503k bu.
Bid over cost
-$0.21
The market is not paying this family's cost right now.
Priced against pace72% of 72% target
198k bu unpricedStorage 362k bu, 52% of the crop503k bu sold, not hauled50k bu resting93k bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Mankato Elevator
28k bu$4.41 board$0.36Good til canceled
Forward/HTA
Mankato Elevator
23k bu$4.41 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.