GrainStrategy

Harvest Moon Ag

Ross Hastings · Cloud County, KS · Wes Tolliver · client since 2022

296k bu at 66% priced · 3,256 head at 8% sold
$9.6M under management
Price to the planCosts are estimatesLast spoke in 15 days1 critical7 other findings(785) 555-6132
PositionPlanWorking OrdersSalesBreak-evensLivestockRecap
Pen, Feb placement time stop passed 76 days ago on a 649 head lot. Move 649 head at $182.00/cwt, which is $161,160 over cost, or agree a new date with Ross Hastings and write it down. 7 more findings on this family.
Priced
66%
195k bu of 296k bu · pace 72%
Revenue locked
$1.9M
$97,438 of it over break-even
On the table
$784.9K
Margin over cost in 101k bu unpriced, at today's bids.
Reading
Needs a call
3 live crops across 3,473 acres.

Soybeans new crop · Nov 2026

1,286 acres at 52 bu/acre · 67k bu expected

On plan
On plan: 68% sold at $11.28 average, $1.39/bu over break-even

Cash bid $10.87 still clears break-even. Let the working orders rest and revisit at the next rung (23% at $12.04).

Break-even
$9.89
Estimated from county averages.
Cash bid today
$10.87
Board $10.88 with a -$0.01 basis.
Average sold
$11.28
+$1.39 over cost on 46k bu.
Bid over cost
+$0.98
$20,945 across the unpriced bushels.
Priced against pace68% of 72% target
21k bu unpricedStorage 25k bu, 38% of the crop46k bu sold, not hauled4,400 bu resting1,300 bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Atchison River Terminal
4,400 bu$10.95 board$0.07Good til canceled

Wheat new crop · Jul 2027

2,187 acres at 57 bu/acre · 125k bu expected

Needs a call
Price the next 25%: the bid is $0.28/bu over break-even at 43% sold against a 72% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 100k bu, so 46k bu can be contracted without production risk.

31k bu at $5.91 banks $8,726 over break-even.

Break-even
$5.63
Stated by the client, Nov 9, 2025.
Cash bid today
$5.91
Board $6.01 with a -$0.10 basis.
Average sold
$5.83
+$0.20 over cost on 53k bu.
Bid over cost
+$0.28
$19,981 across the unpriced bushels.
Priced against pace43% of 72% target
71k bu unpricedStorage 47k bu, 38% of the crop53k bu sold, not hauled9,000 bu resting46k bu safe to contract

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Atchison River Terminal
9,000 bu$6.42 board$0.41Aug 13, 2026
-11 days

Wheat old crop · Sep 2026

1,765 acres at 59 bu/acre · 104k bu expected

Hold
Cash bid $5.36 is under the $5.53 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
$5.53
Estimated from county averages.
Cash bid today
$5.36
Board $5.46 with a -$0.10 basis.
Average sold
$5.28
-$0.25 over cost on 96k bu.
Bid over cost
-$0.17
The market is not paying this family's cost right now.
Priced against pace92% of 95% target
7,935 bu unpricedStorage 54k bu, 52% of the crop69k bu sold, not hauled1,200 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Atchison River Terminal
1,200 bu$5.69 board$0.23Oct 22, 2026

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.