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Fifteen years ago, Roop Industries sold $400 million of convetible bonds. The bo

ID: 2667739 • Letter: F

Question

Fifteen years ago, Roop Industries sold $400 million of convetible bonds. The bonds had a 40-year maturity, a 5.75% coupon rate, and paid interest annually. They were sold at their $1,000 par value. The conversion price was set at $62.75, and the common stock price was $55 per share. The bonds were subordinated debentures and were given an A rating; straight nonconvertible debentures of the same quality yield about 8.75% at the time Roop's bonds were issued.

What is Roop's annual before-tax interest savings on the convertible issue versus a straight-debt issue?

Explanation / Answer

The rate of interest had decreased to 5 3/4 %, which is the coupon rate on the bonds, and then straight bond value of $1,000. Since the value of the conversion characteristics would have decreased in value due to the fall in stock price and in the remaining time for the conversion to be exercised, the value of the conversion feature would still have a positive value. Hence, the bonds would probably have a price slightly above their par value of $1,000.
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