Created: 12/08/2020 | Version: 1.0 Code: ACBUS204A Title: Business Finance Sem 2, 2020 Assessment 3: Group Assignment and Presentation Weighting: 30% Due: Week 11 – Written Assignment (25%) Week 11 &...

1 answer below »
report and excel spreadsheet as for this assignment


Created: 12/08/2020 | Version: 1.0 Code: ACBUS204A Title: Business Finance Sem 2, 2020 Assessment 3: Group Assignment and Presentation Weighting: 30% Due: Week 11 – Written Assignment (25%) Week 11 & 12 – Interviews (5%) Instructions to Students: Students should be aware that the group/individual assignment report and Excel spreadsheet analysis will be submitted via the Turnitin software which picks up paraphrasing and plagiarism of all levels from a vast array of material including essays submitted at other institutions. Refer to the TAFE NSW Higher Education Academic Integrity and Honesty Procedure for further details. Refer to the ‘Turnitin Guidelines for Students’ on your subject Moodle for further information on using Turnitin software. NOTE : Please read through carefully ALL of the Case Study closely & accurately – as it contains ALL of the KEY information & details required; as well as clues & hints !!! ( © TAFE NSW - Higher Education ) ( Semester 2, 20 20 ) ( Page 4 of 4 ) Written Assignment (25%) Case Study Scenario – SOLGEN Z Company Background SOLGEN Z Limited is a new publicly listed company on the ASX that manufacturers and distributes hi-tech monocrystalline silicon/graphite encased solar storage panels to both domestic and global markets. The capital structure of the company is as follows: $20,000,000 Ordinary shares issued, currently trading at $20.00 $10,000,000 Preference shares issued, currently trading at $13.30 $300,000,000 FV; 6.00% Corporate Bonds currently trading at $87.65 Ordinary shareholders are expecting to receive a dividend of $2.50 next year, with anticipated growth of 3.5% each year thereafter. The risk-free rate in the marketplace is 4%, the market risk premium is 8%, and the Beta of SOLGEN shares is 1.5. The Preference shares pay a constant dividend of $2.00. The Corporate bonds have five years to maturity with bond holders receiving the coupon rate paid six monthly (semi-annual). Current Proposal The company is experiencing strong and increasing growth due to their extremely efficient solar panels. The company’s current line of solar panels leads the market in helping customers save money on energy costs, while reducing their ‘carbon footprint’. The company believes the next rapid growth area will be in solar storage and the Board of Directors are committed to pursuing this new market. This investment will also maintain the company’s reputation as the market leader in innovation and product development in solar energy. As general manager of the company’s capital budgeting department, the board has asked your team to evaluate a project for the SLX-2020, the ultimate solar storage system, which has the ability for customers to completely disconnect from the grid. The prototype model has so far cost $4,000,000 in research and development funds, and is now in beta testing, in readiness for full production. Due to capacity constraints with their current production facilities, the company will need additional new plant which will be built on some of the company’s land which it owns; and the current market value of the land is $3,000,000. The project requires an initial capital investment (CapEx) of $30,000,000 to build a new plant and purchase relevant machinery & equipment. The investment will be depreciated (straight-line) over the life of the project which is estimated to be 5 years. At the end of the project, the plant and equipment is expected to be worth $1,000,000 and the land is expected to be worth $4,000,000 (ignoring CGT and GST). Anticipated sales are expected to be 5,000 units in the first year. Sales will increase in the next year (year 2) by 10%; and then due to new & aggressive competition, unit sales will then decline by 10% each year over the remaining life of the project. The company will produce units at a cost of $7,250 each and will sell them for $11,000 each. To supplement the production process, the company will need to purchase $5,000,000 worth of inventory (NWC) to commence production and that inventory will be depleted (or run down & returned to starting levels), during the final year of the project (by year’s end). There are additional annual fixed costs of $1,000,000 and the company will need to hire an additional factory supervisor with an annual salary of $150,000. Total market survey & data research expenses (information gathering for the project analysis) to date; are $500,000. The company tax rate is 30% and is paid in the year following the year of income. Capital Expenditure Investment Criteria The Director’s believe the company’s risk tolerance and investment time horizon is important due to the rapid change in technology & competition becoming ready to hit the market. As a result, the Board has adopted the following decision rules for approving capital expenditure: projects need to have a discounted cash flow greater than 50% of ‘CapEx’; a minimum internal rate of return of 27.5%; and a payback period of two & a half years or less. Required: 1. Prepare a spreadsheet clearly showing the discounted cash flow for each year. The calculations must include the NPV, IRR and the Payback Period of the project. Scenario analysis (3 cases) & Sensitivity analysis (2 cases) should be utilized, to fully justify your recommendations & decision. You should also demonstrate the WACC for the company, as well as each cost of capital/security, and the capital structure of the company. Spreadsheet presentation, functionality and ease of understanding & interpretation; will also be graded (refer to the marking guide rubric). (12 marks) HINT: (Best to do the Scenario & Sensitivity analysis’- use a separate worksheet, for each different analysis in the Excel workbook). With Sensitivity analysis, it is most appropriate to test the negative effects of the chosen factors first! 2. Typed business report (approx. 2000 words – not a limit) making a recommendation whether to accept or reject the project, in regards of the financial analysis you have conducted above. Include ALL scenarios in the report. Also a detailed summary analysis of the KEY factors that drive the project & give it the value it has. Highlight the vital elements or factors. Consideration of broader business factors, the opportunities & threats analysis (SWOT) of the project; also to consider, the general ‘emission reduction targets’ and the environment. Identify any political issues, policies or strategies that the company may face or benefit from in pursuing of this project; and explain a possible management plan to address such issues. (So you may want to include or refer to a PESTLE analysis). The executive summary/introduction should contain concise reasons for your recommendation and a summary of your of key financial analysis. Your report must also contain a strong conclusion to justify your analysis of the project. All supporting sections of the report such as the contents page, reference list and appendices are in addition to the report (re word count). ( Subject: ACBUS204 A – Business Finance ) Students are advised to attach all relevant spreadsheets, charts and any other research or statistics etc. as appendices. (13 marks) Group or Individual Interview/Reflection (5%) (5 marks) An Online Interview will be conducted by your teacher for 10 mins, asking you ‘one-on-one’ questions about your report, Excel spreadsheet, the results you reported and the recommendations you made. This can also include the various factors you listed in your SWOT analysis of the report. (The guide here is to know your Excel results & report analysis well, as this will form the basis of the interview questions). One-on-One Online interview will be organized & booked at a later date – coinciding with week 12 of delivery. Your marks will be awarded based on the ability to address likely reflective criteria & questions, such as those criteria listed below (BUT not just limited to these criteria below): In looking at the various KEY elements you had to calculate & report on in this Case Study (e.g. NPV, IRR, WACC, scenario & sensitivity analysis of cash flows & the assumptions made when using this analysis etc). · What were the most difficult elements to calculate for the spreadsheet & why? Highlight these (in summary). Eg. Assumptions for various types of analysis. · What challenges did you undergo to arrive at the conclusions you reached & recommendations you made? In regards of financial & business/industry analysis? · Excel spreadsheet, what layout or formatting difficulties did you encounter? What features of Excel were you able to utilize and which aspects do you need improvement/further training on? · When compiling the SWOT & business analysis, what issues if any did you encounter? Do you believe this covers all of the key issues that the company would face? ACBUS204A – Individual Case Study- Assignment Marking Guide Student No. – [Student Names]
Answered Same DayOct 21, 2021

Answer To: Created: 12/08/2020 | Version: 1.0 Code: ACBUS204A Title: Business Finance Sem 2, 2020 Assessment 3:...

Shakeel answered on Oct 24 2021
148 Votes
1
Executive Summary
In this paper, the financial feasibility of project - SLX-2020, the ultimate solar storage system, is analyzed. Three capital budgeting tools – NPV, IRR and Payback period are used and by estimating all the relevant cost, revenue and Investment, the analysis suggests that project is financially feasible and one should proceed with it. Scenario analysis suggests that in the case of “worst scenario” project is not financially feasible, however, it is financially feasible in “Base case” and “Best case” scenario. Sensitive analysis suggests that project is highly sensitive to the discount rate and hence, company should restructure its capital to make the project
successful. Further, the SWOT analysis is conducted to look at the strength, weaknesses, opportunity and threat to business and PESTLE analysis is done to analyze the different factors for long term survival of the business.
Table of Contents
Executive Summary    1
Introduction    3
Cost of Capital    4
Operating Cash flows    4
Feasibility Analysis    5
Payback period    5
Net present Value (NPV)    6
Internal rate of return (IRR)    7
Results    7
Scenario Analysis    8
Sensitivity Analysis    9
SWOT Analysis    10
PESTLE Analysis    11
Conclusion and Recommendation    12
References    13
Appendix    14
Introduction
Undertaking of the project is a part of company’s long terms strategy of growth and expansion. The business valuation is also significantly affected through undertaking of project. Hence, revenue and profit making is not the only motive but to enhance the value of the firm is also a major determinant for undertaking several projects. Before going with the project, it is ensure to test the feasibility of project through several dimensions (Maroyi, 2011). Apart from environmental, political and social dimensions, the financial dimension is most important through which a project must be evaluated (Atrill, 2009). A project needs huge capital outflow followed by cash inflow till the life of the project. Since, project so undertaken is generally having long term life and involves infusion of huge capital and resources, its financial feasibility is imperative for the successful completion of project. In the words of Kusuma (2012), “the financial feasibility analysis is a systematic evaluation of capital expenditure in relation to the expected income for a particular purpose of an investment decision”.
In this paper, the financial feasibility of project - SLX-2020, the ultimate solar storage system, is analyzed. Project is proposed by SOLGEN Z Limited that manufacturers and distributes hi-tech monocrystalline silicon/graphite encased solar storage panels to both domestic and global markets. The associated investment, costs and cash flows are estimated and then, the financial feasibility is tested through capital budgeting tools like – Net Present Value (NPV), Internal Rate of Return (IRR) and Payback Period. Further, the Scenario analysis and Sensitivity analysis are conducted to get in-depth insights for better cost controlling and successful completion of the project. A brief of SWOT analysis and PESTLE analysis are also conducted so a better management plan can be formed to tackle any difficulty in pursuing the project.
Cost of Capital
Company has three kinds of Capital – Ordinary shares, Preference Shares and Corporate bond. Their proportion or weights in capital is calculated as follows –
    Weight of Equity
    0.50
    Weight of Preference shares
    0.17
    Weight of Bonds
    0.33
    
    
Further, the cost of individual capital is calculated as follows –
    Cost of Equity
    16%
    Cost of Preference shares
    15.04%
    Cost of Bonds
    3.20%
    
    
The complete calculations for Cost of each capital are given in Appendix and Excel worksheet.
Hence, the overall Cost of capital, WACC is calculated by using the fomula - ∑ Wi*Ki, where Wi is the weight of individual source of capital and Ke is their respective cost.
The WACC is calculated at 11.61%
Operating Cash flows
Considering the Investment, costs and revenue, the operating cash flow is projected for next five years as follows –
    Year
    0
    1
    2
    3
    4
    5
    Initial Investment
    -$33,000,000
    
    
    
    
    
    NWC
    -$5,000,000
    
    
    
    
    
    Sales volume
    
    5,000
    5,500
    4,950
    4,455
    4,010
    Selling price
    
    $11,000
    $11,000
    $11,000
    $11,000
    $11,000
    Sales/Revenue
    
    $55,000,000
    $60,500,000
    $54,450,000
    $49,005,000
    $44,104,500
    Less:
    
    
    
    
    
    
     Manufacturing cost per unit
    
    $7,250
    $7,250
    $7,250
    $7,250
    $7,250
     Total Manufacturing cost
    
    $36,250,000
    $39,875,000
    $35,887,500
    $32,298,750
    $29,068,875
     Fixed cost
    
    $1,000,000
    $1,000,000
    $1,000,000
    $1,000,000
    $1,000,000
     Supervisor salary
    
    $150,000
    $150,000
    $150,000
    $150,000
    $150,000
     Depreciation
    
    $6,000,000
    $6,000,000
    $6,000,000
    $6,000,000
    $6,000,000
    Profit before tax
    
    $11,600,000
    $13,475,000
    $11,412,500
    $9,556,250
    $7,885,625
    Tax @ 30%
    
     
    $3,480,000
    $4,042,500
    $3,423,750
    $2,866,875
    Net Income
    
    $11,600,000
    $9,995,000
    $7,370,000
    $6,132,500
    $5,018,750
    Add:
    
    
    
    
    
    
     Recovery of NWC
    
    
    
    
    
    $5,000,000
    After tax Salvage value of Plant & Equipments
    
    
    
    
    $700,000
    After tax Salvage value of land
    
    
    
    
    
    $700,000
     Depreciation
     
    $6,000,000
    $6,000,000
    $6,000,000
    $6,000,000
    $6,000,000
    Net Operating cash flow
    -$38,000,000
    $17,600,000
    $15,995,000
    $13,370,000
    $12,132,500
    $17,418,750
Note: The Research and Development costs of $4,000,000 and Market survey and Data research expenses of $5,00,000 are not taken into consideration because they are sunk costs and hence, irrelevant for our analysis.
Once, the cash flows are projected, the capital budgeting tools are used to analyze the financial feasibility of project.
Feasibility Analysis
The project’s feasibility is tested by three major capital budgeting tools – Payback period, Net Present Value (NPV) and Internal rate of Return (IRR).
Payback period
Payback period is the time period in which the Initial cash outlay is recovered during the life of the project. It is simplest and widely used method. To find the Payback period, the cumulative cash flows are calculated for each year and then, following formula is used –
    Discounting Payback Period = A +
    B
    
    C
Where,
A is the last period when the cumulative cash flow turns to be negative;
B is the absolute value of cumulative cash flow at the end of the period A;
C is the total cash flow during the period after A
Decision rule
If the calculated payback period is less than the pre-decided payback period, then project should be accepted otherwise rejected.
Net present Value (NPV)
When all the future cash flows associated with the project are discounted by an...
SOLUTION.PDF

Answer To This Question Is Available To Download

Related Questions & Answers

More Questions »

Submit New Assignment

Copy and Paste Your Assignment Here