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A farmer must choose between two possible investments that both require an initi

ID: 2553460 • Letter: A

Question

A farmer must choose between two possible investments that both require an initial outlay of $120,000 and will have no salvage value at the end of their economic life (3 years). The first investment is expected to yield annual net cash flows of $55,000 over a 3-year planning horizon. The second will yield $30,000 in the first year, $40,000 in the second and $50,000 in the third.

-The farmer finances 50% of the investment with an outside loan (interest rate 4%), and the principal will be paid in three equal yearly installments. Assume the farmer is in the 20% tax bracket and that the cost of capital is 5%. Assess the profitability of the two investments with the NPV for the ROE approach. (6 points)

Explanation / Answer

Investment Required

$        120,000

Financed through loan

$          60,000

Repayment Schedule

Year

Opening Balance

Interest @ 4%

Installment

Closing Balance

1

$          60,000

$             2,400

$          22,400

$          40,000

2

$          40,000

$             1,600

$          21,600

$          20,000

3

$          20,000

$                800

$          20,800

$                   -  

Cash Flow Statement

Year

Option 1

Option 2

Cash Inflow

Interest

Tax

Net Cash Flow

Cash Inflow

Interest

Tax

Net Cash Flow

A

B

C = (A-B)*20%

D = A-B-C

A

B

C = (A-B)*20%

D = A-B-C

1

$          55,000

$             2,400

$          10,520

$          42,080

$                 30,000

$            2,400

$          5,520

$          22,080

2

$          55,000

$             1,600

$          10,680

$          42,720

$                 40,000

$            1,600

$          7,680

$          30,720

3

$          55,000

$                800

$          10,840

$          43,360

$                 50,000

$                800

$          9,840

$          39,360

$        128,160

$          92,160

Net Present Value

Year

Particulars

Discounting Factor @ 5%

Option 1

Option 2

Cash Flow

Discounted Cash Flow

Cash Flow

Discounted Cash Flow

0

Initial Investment

1

$       (60,000)

$        (60,000)

$               (60,000)

$       (60,000)

1

Cash Flow

                  0.95

$          22,080

$          21,029

$                   2,080

$            1,981

2

Cash Flow

                  0.91

$          22,720

$          20,608

$                 10,720

$            9,723

3

Cash Flow

                  0.86

$          23,360

$          20,179

$                 19,360

$          16,724

Net Present Value

$            1,816

$       (31,572)

Investment Required

$        120,000

Financed through loan

$          60,000

Repayment Schedule

Year

Opening Balance

Interest @ 4%

Installment

Closing Balance

1

$          60,000

$             2,400

$          22,400

$          40,000

2

$          40,000

$             1,600

$          21,600

$          20,000

3

$          20,000

$                800

$          20,800

$                   -  

Cash Flow Statement

Year

Option 1

Option 2

Cash Inflow

Interest

Tax

Net Cash Flow

Cash Inflow

Interest

Tax

Net Cash Flow

A

B

C = (A-B)*20%

D = A-B-C

A

B

C = (A-B)*20%

D = A-B-C

1

$          55,000

$             2,400

$          10,520

$          42,080

$                 30,000

$            2,400

$          5,520

$          22,080

2

$          55,000

$             1,600

$          10,680

$          42,720

$                 40,000

$            1,600

$          7,680

$          30,720

3

$          55,000

$                800

$          10,840

$          43,360

$                 50,000

$                800

$          9,840

$          39,360

$        128,160

$          92,160

Net Present Value

Year

Particulars

Discounting Factor @ 5%

Option 1

Option 2

Cash Flow

Discounted Cash Flow

Cash Flow

Discounted Cash Flow

0

Initial Investment

1

$       (60,000)

$        (60,000)

$               (60,000)

$       (60,000)

1

Cash Flow

                  0.95

$          22,080

$          21,029

$                   2,080

$            1,981

2

Cash Flow

                  0.91

$          22,720

$          20,608

$                 10,720

$            9,723

3

Cash Flow

                  0.86

$          23,360

$          20,179

$                 19,360

$          16,724

Net Present Value

$            1,816

$       (31,572)

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