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
The figures below are computed from the desk's records and are the same figures the drafter is handed. The model writes the prose around them and does no arithmetic at all, because a wrong number in a recap is a misrepresentation to a family rather than a bug. If the drafter is unavailable the facts are still here, and the facts are the part that has to be right.

The position, as the family will read it

Expected production
296k bu
Priced
66%
195k bu · plan wants 72% by now
Revenue locked
$1,928,112
$97,438 over cost
Still unpriced
101k bu
Worth $7,654,248 at today's bids and markets, plus 2,996 head
CropPricedAverage receivedCost of productionMade over cost
Soybeans (new crop)46k bu$11.28$9.89+$1.39
$63,368
Wheat (new crop)53k bu$5.83$5.63+$0.20
$10,395
Wheat (old crop)96k bu$5.28$5.53-$0.25
-$24,082

Livestock, in head and hundredweight

GroupHeadSoldAverage receivedCost of gainMade over costFloor
Pen, Feb placement
Feedlot
3,256260$176.69$162.54$14.15None

Percent sold on livestock is BY HEAD, and it is never comparable to the grain percentage above. A floor is net of the premium paid, and it floors RMA's published index rather than what the animals bring at the barn.

The note to send

Nothing drafted yet. The drafter is handed the figures above and asked to explain them, and it is told not to calculate, forecast, or tell the family what to do.

The drafter is given computed figures and forbidden from doing arithmetic, deriving anything, or implying a market forecast. Nobody on this desk knows where the board is going, and a recap that hints otherwise is the one document that could make a family's loss the desk's fault.

A recap is not a recommendation to the family. The advisor recommends, the family decides, and the language is written that way on purpose.