
BDScattlecorn
229 posts


@JerodMcDaniel Congratulations on getting enough rain to not wear a pivot out in 40 years, we are all impressed
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@GrainsGorilla @openingprint Nobody hedges it dumb man’s game
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@openingprint Opening would hurt farmers. What are you talking about.
Farmers are getting prices to hedge today that are DOLLARs above what they should be.
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@BDScattlecorn @laurenpayne2012 @DDFalpha Nothing but gets people like you fired up. Good enough for a good laugh.
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@FleetOutlaw @laurenpayne2012 @DDFalpha This literally makes no fucking sense, I hedge against the unforeseen risk that could appear against cattle that I have on feed, what the fuck does this have to do about oil shorts?
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@laurenpayne2012 @BDScattlecorn @DDFalpha Day traders . Good 4 them. I love short traders because it makes it fun when bulls take them 4 a good butt cleaning. Oil shorts comes to mind. Cleaned out
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@FleetOutlaw @laurenpayne2012 @DDFalpha Yes you’re right, it should always just be a bullish cof report because fundamentals never change cause we say they haven’t.
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@BDScattlecorn @laurenpayne2012 @DDFalpha No one knows for sure with so much outside stuff going on however if u base a trade on higher placements in 1 month it’s brave strategy. Numbers r not getting more numerous. That said it n no way can keep mrk from going down. Lots of head winds today. Drought is a lurking problem
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@FleetOutlaw @laurenpayne2012 @DDFalpha So this is already priced in I guess, thanks for your input.
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@laurenpayne2012 @DDFalpha Placements for February was against an extremely low number in 2025. Got nice price rally and dry weather brought lots of wheat cattle to market. March placements will be down drastically y/y IMO. 15% or more I am thinking
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@laurenpayne2012 Makes me feel like they could go to making 500 a head again soon
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Is Greeley priced in?
Brian Hoops@BrianHoops
Packer margins are estimated at $128.90/head #oatt
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@JerodMcDaniel You should have put 4.80 in there as a guess Jarod so we could actually pick something that would be right, probably still high
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@MBAeconomics1 The dollar is the only thing you’re leaving out of this analysis
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@Grainger20 Grainger- Daddy the Parmer county guys keep picking on me on the internet what should I do ? Here’s 3 million son just buy them out, we’ll raise tea prices and they’ll eventually pay us back through their wives.
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@Grainger20 Thanks but tea shops weren’t a thing when I got started, and I chose to build my empire out of spite to all the neighbors instead of relying on someone to just give it to me.
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@BDScattlecorn You sure seem to know a lot. Sounds like your dad should have bought into tea shops to fund your operation like mine does mine. Makes it pretty easy
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@Grainger20 It was probably one of your family’s farms yall sold
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BDScattlecorn retweetou

@Grainger20 @gwiesefarms Grainger is a trust fund baby that has a farm operation paid for by selling tea, I don’t feel like he understands any of this.
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@gwiesefarms But you have a partner on it all. You could just own 100 percent of half as much and not have to deal with other interests.
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Fred farms 6,000 acres which are all leased through many landlords.
He is well known as a top-notch producer and regularly must turn down offers to rent acres from new and existing landlords as those farms don’t fit within his operational goals.
For his first opportunity to buy out a small parcel from a landlord, he had the ability to make the entire purchase on his own. His understanding of the importance of cash to keep his risk levels down and how much cash is needed to scale the operation led him to pursue a different option.
Instead of buying the entire property, he found a friend from college who ran his own business. These two bought the ground on 50% shares.
The ability to bring in a like-minded investor and preserve cash will allow Fred to buy ground each time a landlord approaches him wanting to sell.
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@amandaa_fuller Let’s see next week I’m thinking packers are in favor
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@5thWave_tcronin I feel like anyone retaining heifers is the problem
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A decade of eating shit and we’re back to cattlemen are the problem.
No one can handle the producer having any leverage in cattle or grain production. It’s almost as if it’s our duty to do it for nothing.
Swift Trading Company@shootinthebull2
Cattlemen appear to be disregarding all other aspects of the supply and demand equations to focus solely on the supply factors of, not enough cattle and too much production capacity. The reliance upon the next producer to pay even higher is great. That is because the consumer, grocer, restaurant, packer and futures trader have all made some shift in buying practices, with cattlemen still paying top dollar at present. As it is unknown the extent of this current event, or the unintended consequences of, cattlemen will have a great deal to contend with going forward besides "there just aren't any more cattle." Open to discussion:
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