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
Lori Tillman has declined a recommendation 1 time on this account. That is a client's right on their own grain, and the dated record of it below is what protects both sides of the conversation later.
Contracts
3
559k bu priced, 80% of expected production.
Revenue locked
$1,898,512
-$352,243 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
559k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| Jun 25, 2026 | Milo new crop | Cash | 242k bu | $3.92 | -$0.50 | $3.42 | -$0.61 -$147,376 | Dec 2026 Mankato Elevator Not hauled |
| May 16, 2026 | Milo new crop | Cash | 173k bu | $3.82 | -$0.50 | $3.32 | -$0.71 -$122,901 | Dec 2026 Mankato Elevator Not hauled |
| Mar 21, 2026 | Milo new crop | Cash | 144k bu | $4.02 | -$0.56 | $3.46 | -$0.57 -$81,966 | Dec 2026 Mankato Elevator Not 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
| Date | Crop | Outcome | Recommendation |
|---|---|---|---|
| Mar 16, 2026 | Milo | Declined | Recommended fixing basis, client wants to see spring |
| Jan 21, 2026 | Milo | Agreed, not yet executed | Agreed to move old crop once trucking frees up |
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.