GrainStrategy

Harvest Moon Ag

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

296k bu at 69% priced · 3,256 head at 8% sold
$9.4M under management
Price to the planCosts are estimatesLast spoke in 1 day1 critical10 other findings(785) 555-6132
Pen, Apr placement time stop passed 61 days ago on a 649 head lot. Move 649 head at $180.13/cwt, which is $145,674 over cost, or agree a new date with Ross Hastings and write it down. 10 more findings on this family.
Priced
69%
205k bu of 296k bu · pace 80%
Revenue locked
$1.9M
$23,009 of it over break-even
On the table
$686.6K
Margin over cost in 91k 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

Needs a call
Price the next 23%: the bid is $0.66/bu over break-even at 68% sold against a 80% pace

Locking this tranche at today's bid banks profit with no margin call risk. Insurance guarantees 47k bu, so 1,300 bu can be contracted without production risk.

1,300 bu at $10.55 banks $858 over break-even.

Break-even
$9.89
Estimated from county averages.
Cash bid today
$10.55
Board $10.86 with a -$0.31 basis.
Average sold
$10.96
+$1.07 over cost on 46k bu.
Bid over cost
+$0.66
$14,106 across the unpriced bushels.
Priced against pace68% of 80% target
Sold against insured
Sold 46k buInsured 47k bu, typed on the planExpected 67k bu

1,300 bu left inside the insured bushels.

21k bu unpricedStorage 25k bu, 38% of the crop46k bu sold, not hauled4,400 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Atchison River Terminal
4,400 bu$10.93 board$0.07Good til canceled

Wheat new crop · Jul 2027

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

Hold
Cash bid $5.46 is under the $5.63 break-even

No forced sales. Storage covers 38% of the crop, so plan delivery or a basis contract for the rest and let the board come to you.

Break-even
$5.63
Stated by the client, Jan 25, 2026.
Cash bid today
$5.46
Board $5.90 with a -$0.44 basis.
Average sold
$5.38
-$0.25 over cost on 63k bu.
Bid over cost
-$0.17
The market is not paying this family's cost right now.
Priced against pace51% of 80% target
Sold against insured
Sold 63k buInsured 100k bu, typed on the planExpected 125k bu

36k bu left inside the insured bushels.

61k bu unpricedStorage 47k bu, 38% of the crop63k bu sold, not hauled7,800 bu resting

Resting in the market

InstrumentBushelsTriggerAwayExpires
Forward/HTA
Atchison River Terminal
7,800 bu$6.31 board$0.41Oct 29, 2026
4 days

Wheat old crop · Dec 2026

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

Hold
Cash bid $5.08 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
$5.08
Board $5.52 with a -$0.44 basis.
Average sold
$5.00
-$0.53 over cost on 96k bu.
Bid over cost
-$0.45
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$5.75 board$0.23Jan 7, 2027

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.