GrainStrategy

Painted Sky Family Farms

Beth Ellison · Mitchell County, KS · Katie Rennick · client since 2023

645k bu at 55% priced
$2.5M under management
Price to the planCosts are estimatesLast spoke in 1 day4 other findings(785) 555-2054
$1,387,896 is locked across 4 contracts, -$139,044 of it over this family's cost of production. Every one of those decisions has a dated record behind it.
Contracts
4
357k bu priced, 55% of expected production.
Revenue locked
$1,387,896
-$139,044 of it over break-even.
Basis left open
0 bu
Board locked, cash price not yet settled.
Sold, not hauled
279k bu
Contracted bushels that still have to physically move.

Contracts

PricedCropInstrumentBushelsBoardBasisNet cashOver costDelivery
Jul 29, 2026Corn
old crop
Basis71k bu$4.41-$0.51$3.90-$0.06
-$4,236
Oct 2026
Concordia Grain
Not hauled
Jul 11, 2026Corn
new crop
Forward/HTA111k bu$4.48-$0.49$3.99-$0.51
-$56,508
Dec 2026
Concordia Grain
Not hauled
Jun 6, 2026Corn
new crop
Cash97k bu$4.18-$0.50$3.68-$0.82
-$79,868
Dec 2026
Concordia Grain
Not hauled
Apr 30, 2026Corn
old crop
Forward/HTA78k bu$4.45-$0.47$3.98+$0.02
$1,568
Oct 2026
Concordia Grain
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
Oct 16, 2026CornPricedPriced the next tranche at the elevator, board plus basis
Jul 31, 2026CornCheck inWalked through the position and the ladder
Jul 24, 2026CornAgreed, not yet executedAgreed to place a resting order at the next target
Feb 14, 2026CornCheck inWalked through the position and the ladder
Jan 28, 2026CornPricedFixed the basis on an open HTA

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.