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1) Antivirus Inc. expects its sales next year to be $3,300,000. Inventory and ac

ID: 2651125 • Letter: 1

Question

1)

Antivirus Inc. expects its sales next year to be $3,300,000. Inventory and accounts receivable will increase by $560,000 to accommodate this sales level. The company has a steady profit margin of 8 percent with a 15 percent dividend payout.

How much external financing will the firm have to seek? Assume there is no increase in liabilities other than that which will occur with the external financing.

  External funds needed

$

2)

Biochemical Corp. requires $520,000 in financing over the next three years. The firm can borrow the funds for three years at 10.90 percent interest per year. The CEO decides to do a forecast and predicts that if she utilizes short-term financing instead, she will pay 7.75 percent interest in the first year, 12.50 percent interest in the second year, and 8.75 percent interest in the third year. Assume interest is paid in full at the end of each year.


a.

Determine the total interest cost under each plan.


Interest Cost

  Long-term fixed-rate

$    

  Short-term variable-rate

$    


b.

Which plan is less costly?

Short-term variable-rate plan

Long-term fixed-rate plan

3)

Gary’s Pipe and Steel company expects sales next year to be $1,040,000 if the economy is strong, $720,000 if the economy is steady, and $389,000 if the economy is weak. Gary believes there is a 40 percent probability the economy will be strong, a 35 percent probability of a steady economy, and a 25 percent probability of a weak economy.

  

What is the expected level of sales for next year?

  

  Expected level of sales

$

4)

Antonio Banderos & Scarves makes headwear that is very popular in the fall-winter season. Units sold are anticipated as:


  October

1,800

  November

2,800

  December

  5,600

  January

4,600

14,800

units


If seasonal production is used, it is assumed that inventory will directly match sales for each month and there will be no inventory buildup.

However, Antonio decides to go with level production to avoid being out of merchandise. He will produce the 14,800 items over four months at a level of 3,700 per month.


a.

What is the ending inventory at the end of each month? Compare the unit sales to the units produced and keep a running total. (Leave no cells blank - be certain to enter "0" wherever required.)


Ending
Inventory

  October

units  

  November

units  

  December

units  

  January

units  


b.

If the inventory costs $6 per unit and will be financed at the bank at a cost of 12 percent, what is the monthly financing cost and the total for the four months? (Use 1 percent as the monthly rate.) (Leave no cells blank - be certain to enter "0" wherever required.)


Inventory
Financing Cost

  October

$

  November

  December

  January

  Total financing cost

$

5)

Sharpe Knife Company expects sales next year to be $1,710,000 if the economy is strong, $905,000 if the economy is steady, and $710,000 if the economy is weak. Mr. Sharpe believes there is a 40 percent probability the economy will be strong, a 35 percent probability of a steady economy, and a 25 percent probability of a weak economy.


What is the expected level of sales for the next year?


  Expected level of sales

6)

Bambino Sporting Goods makes baseball gloves that are very popular in the spring and early summer season. Units sold are anticipated as follows:

  

  March

4,250

  April

8,250

  May

13,500

  June

11,500

37,500

  

If seasonal production is used, it is assumed that inventory will directly match sales for each month and there will be no inventory buildup.

The production manager thinks the preceding assumption is too optimistic and decides to go with level production to avoid being out of merchandise. He will produce the 37,500 units over four months at a level of 9,375 per month.

  

a.

What is the ending inventory at the end of each month? Compare the unit sales to the units produced and keep a running total. (Leave no cells blank - be certain to enter "0" wherever required.)

  

Ending
Inventory

  March

units  

  April

units  

  May

units  

  June

units  

  

b.

If the inventory costs $12 per unit and will be financed at the bank at a cost of 12 percent, what is the monthly financing cost and the total for the four months? (Use 1.0 percent as the monthly rate.) (Leave no cells blank - be certain to enter "0" wherever required.)

  

Inventory
Financing Cost

  March

$

  April

  May

  June

  Total financing cost

$

7)

Boatler Used Cadillac Co. requires $950,000 in financing over the next two years. The firm can borrow the funds for two years at 12 percent interest per year. Mr. Boatler decides to do forecasting and predicts that if he utilizes short-term financing instead, he will pay 7.75 percent interest in the first year and 13.55 percent interest in the second year. Assume interest is paid in full at the end of each year.


a.

Determine the total two-year interest cost under each plan.


Interest Cost

  Long-term fixed-rate

$    

  Short-term variable-rate

$    


b.

Which plan is less costly?

Short-term variable-rate plan

Long-term fixed-rate plan

8)

Tobin Supplies Company expects sales next year to be $390,000. Inventory and accounts receivable will increase $60,000 to accommodate this sales level. The company has a steady profit margin of 20 percent with a 45 percent dividend payout.

  

How much external financing will Tobin Supplies Company have to seek? Assume there is no increase in liabilities other than that which will occur with the external financing.

  

  External funds needed

$

Antivirus Inc. expects its sales next year to be $3,300,000. Inventory and accounts receivable will increase by $560,000 to accommodate this sales level. The company has a steady profit margin of 8 percent with a 15 percent dividend payout.

Explanation / Answer

1. Sales = $3,300,000

Net income = 8% * Sales

= 8% * $3,300,000

= $264,000

Dividend paid = Dividend payout * Net income

= 15% * $264,000

= $39,600

Retained earning = Net income - Dividend paid

   = $264,000 - $39,600

= $224,400

External funding required = Increase in asset - Retained earning

= $560,000 - $224,400

= $335,600

2. (a)

Interest cost for Long-term fixed-rate = $520,000 * 3 * 10.90%

= $170,040

Interest cost for Short-term variable-rate = $520,000 * (7.75% + 12.50% + 8.75%)

= $150,800

(b) Long-term fixed-rate is more costly.

3. Expected level of sales = $1,040,000 * 40% + $720,000 * 35% + $389,000 * 25%

= $765,250

4. (a)

(b)

Month Opening stock Produced    Sold    Ending Inventory October 0 3700 1800 1900 November 1900 3700 2800 2800 December 2800 3700 5600 900 January 900 3700 4600 0