Chris Rickly

[Chris Rickly @LoderFarms]

@cfarms76 Max ECO corn payment here. County was 15 bushel below expected

[Chris Rickly @LoderFarms]

@_TheMizzouTiger You can fit more pounds on a load. Don’t get paid any more for it.

[Chris Rickly @LoderFarms]

@TorkWhisler It doesn’t matter where the money comes from. Only the amount left over sticks with the farmers. You have to fix your cost structure first.

[Chris Rickly @LoderFarms]

@CoachNickerson @coachvint You understand he was spending $10k a year and got $5k a year in return. I don’t need to see the math to know that’s a bad investment.

[Chris Rickly @LoderFarms]

@FoulkShay @BradyD78 @FarminKurty In a competitive industry, they would cut margins to gain market share. They would invest in additional capacity to meet domestic demand further lowering prices. These things aren’t happening. You’re right though. Their actions make business sense when they have no competition

[Chris Rickly @LoderFarms]

@FoulkShay @BradyD78 @FarminKurty Not equal, but directly correlated

[Chris Rickly @LoderFarms]

@FoulkShay @BradyD78 @FarminKurty Yes I can and your point about the optics is valid. But it’s also perception that 2 or 3 major players control the fertilizer market and their quarterly profits look far better than most farmers right now. Even after the subsidies.

[Chris Rickly @LoderFarms]

@FoulkShay @BradyD78 @FarminKurty What farmer are you referring to that controls 40% of the market?

[Chris Rickly @LoderFarms]

@gwiesefarms We would make more money. If you bought revenue crop insurance and participate in ARC/PLC you are already short the market. Prices dropping would be a good thing.

[Chris Rickly @LoderFarms]

@Srm67 @Hoosier7883 @HawkeyeRy I could argue these estimated payments are closer to fact than estimated yields most of the time. Budgets are always maybes and I think so

[Chris Rickly @LoderFarms]

@RealTackyElliot @CBKimbrell I’m not sure choosing to invest your money in land is greedy. Better than sticking it under the mattress

[Chris Rickly @LoderFarms]

@GrainsGorilla @ISU145 Looks like the soybean market couldn’t find the story either

[Chris Rickly @LoderFarms]

@MSGCapital @patrickB0YLE You live in a world of prices on a screen. We live in a world of actually producing soybeans. .

[Chris Rickly @LoderFarms]

@GrainsGorilla @TToftoy The fact that you’re bearish makes me bullish. Jim Cramer 2.0

[Chris Rickly @LoderFarms]

@BrianMitchem3 @efarmerdot Better check that. I said 2024/25 actual stocks to use not the 25/26 projection. Projections are a guess. The actual current stocks to use is very tight (as you confirm here) which is what today’s price should be based on. Real supply vs demand.

[Chris Rickly @LoderFarms]

@BrianMitchem3 @efarmerdot August WASDE showed USA final 2024/2025 ending stocks to use ratio was 8.6%. Lowest since 2021 and 2013. Both years had very high grain prices.

[Chris Rickly @LoderFarms]

@BrianMitchem3 @efarmerdot Not true. Global corn ending stocks are the lowest since 2013. Do you remember the price of corn in 2013?

[Chris Rickly @LoderFarms]

@ChrisDoerksen We had one fail after just 300 hours.

[Chris Rickly @LoderFarms]

@agtradertalk @thegrainbinguy You do realize volatility increases more when prices decline right?

[Chris Rickly @LoderFarms]

@ScottIrwinUI Its a guess. Guesses don't end debates they fuel them