Chris Rickly @LoderFarms

Millersburg, OH Joined March 2011

Tweets

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402
Following

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Chris Rickly @LoderFarms

2 months ago

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

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Chris Rickly @LoderFarms

3 months ago

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

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Chris Rickly @LoderFarms

3 months ago

@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.

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Chris Rickly @LoderFarms

3 months ago

@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.

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@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

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Chris Rickly @LoderFarms

4 months ago

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

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Chris Rickly @LoderFarms

4 months ago

@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.

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Chris Rickly @LoderFarms

4 months ago

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

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Chris Rickly @LoderFarms

5 months ago

@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.

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Chris Rickly @LoderFarms

7 months ago

@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

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Chris Rickly @LoderFarms

7 months ago

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

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Chris Rickly @LoderFarms

10 months ago

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

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Chris Rickly @LoderFarms

10 months ago

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

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Chris Rickly @LoderFarms

11 months ago

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

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Chris Rickly @LoderFarms

11 months ago

@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.

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Chris Rickly @LoderFarms

11 months ago

@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.