Wgu Financial Analysis Task 3

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Summary Report of Proposed Expansion By Kenneth W. Buckley Western Governors University Financial Analysis Task 3 A1 – Capital Structure: A capital structure is how a company finances or pays for its operations and growth. Equity, debt and securities combine, through many possible variations, to provide this financing. After evaluating the EBIT figures from the Canadian Budgeted earnings within the framework of the individual alternative capital sources, the following table represents the findings: Years | 12% Bonds | 50% CS/50% Preferred stock | 20% Bonds/80% CS | 40% Bonds/60% CS | 60% Bonds/40% CS | 9 | .002 | .027 | .027 | .023 | .017 | 10 | .009 | .032 | .032 | .028 | .023 | 11 | .019 | .039 | .038 | .035 | .031 |…show more content…
This allows the company to meet its short term debt and operational needs. Two areas that, when properly managed, can help a company ensure maximized levels of working capital are inventory and receivables management. These are the two primary areas that absorb cash and keep it tied up. When cash is tied up it cannot but utilized to make money and increase working capital. According to D’Addario, ”Inventory accounts for 43% of excess working capital” (2013). Working capital tied up in inventory is stagnant money that isn’t readily available for the company to handle short-term obligations. Managing inventory effectively frees up cash and eliminates the need to borrow money to fund working capital. Additionally, by properly managing inventory level, companies reduce the risks of a costly write off when materials become obsolete. Competition Bikes will want to determine all lead times for the materials supply chain to help with inventory management. By understanding their specific inventory life cycle, CB can effectively create a just-in-time ordering process. For example, if CB knows that it takes 4 days from purchase order to delivery of inventory from a supplier, they can maintain an appropriate level of inventory to eliminate costly stock outs. Because they understand the life cycle of the inventory…show more content…
What results is the ability to incorporate strengths and offset weaknesses. In the Competition Bikes and Canadian Biking (Can B) proposed merger the outstanding shares of Canadian Biking are to be exchanged for Competition Bikes shares at a rate of 3:1. Currently the earnings per share at CB are 0.032 and are 0.121 at Can B. After the merger the earnings per share are projected to be 0.053. An acquisition is when one company purchases another company with no new company being created. The proposed acquisition of Can B by CB is for a buyout of the Can B shares at 30% above the year 8 ending share price which equates to $1.43 per share. With 200,000 shares outstanding the acquisition offer is $286,000. From the standpoint of Competition Bikes, the best route to expansion would be the merger. The offer of 30% above the year 8 ending share price for outstanding Can B shares makes the acquisition a negative net present value investment. With an offer price of $286,000 and a net present value of $212,138 the investment results in a negative net present value investment of -$73,862. To be an attractive option the acquisition would need to result in a net present value investment of zero or greater. The merger is the better option for Competition Bikes. Offering a 3:1 ratio of CB shares for the outstanding shares of Canadian Biking stock they are ultimately splitting the risk of a successful merger

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