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8. Your client is a biochemist who has discovered a technique to create a new bi

ID: 2769677 • Letter: 8

Question

8. Your client is a biochemist who has discovered a technique to create a new biofuel. He estimates it will take him 2 years to make it economically feasible at a cost of $2,000,000. He is willing to put in $400,000 of his own money and has secured a line of credit for 2 years at 12% to cover the rest. a) Assume that loan is set up as interest-only (meaning any accrued interest is paid monthly) and interest is accrued monthly based on average daily balance. Assume further that the $1,600,000 is withdrawn ratably over the 2 year period, with withdrawals taken out on the 15th of every month. What is total cost of the line of credit? (5 points) b) He estimates that there’s an 80% chance that at the end of the 2 year period, he can sell the patent of the process for $10,000,000. Assume that all of the costs incurred were capitalized as costs of the patent, he has a combined federal and state tax rate of 30% and he has an expected rate of return of 8%. What is the present value of his expected payoff?

Explanation / Answer

Total withdrawal =1600000

No of withdrawal period = 12*2*2=48

Per period rate = 12%/24/2 = 0.50%

Per period withdrawal = 1600000/48 = 33333.33

Answer a. Cost of line of credit is $294000.

Expected rate of return 8%

Per period expected rate of return = 8/12=0.667%

80% chance of selling patent at $10000000 hence inflow = 10000000*80%=8000000

Capital gain tax = (8000000-2000000-294000)*30% = 1711800

Answer b. NPV is 2770093.92

Workings:-

Interest

periods

Opening balance

withdawal

interest @0.50% (A)

closing balance

0

1

0

33333.33

                      250.00

33333.33

2

33333.33

33333.33

                      500.00

66666.66

3

66666.66

33333.33

                    750.00

99999.99

4

99999.99

33333.33

                   1,000.00

133333.32

5

133333.32

33333.33

                   1,250.00

166666.65

6

166666.65

33333.33

                   1,500.00

199999.98

7

199999.98

33333.33

                   1,750.00

233333.31

8

233333.31

33333.33

                   2,000.00

266666.64

9

266666.64

33333.33

                   2,250.00

299999.97

10

299999.97

33333.33

                   2,500.00

333333.3

11

333333.3

33333.33

                   2,750.00

366666.63

12

366666.63

33333.33

                   3,000.00

399999.96

13

399999.96

33333.33

                   3,250.00

433333.29

14

433333.29

33333.33

                   3,500.00

466666.62

15

466666.62

33333.33

                   3,750.00

499999.95

16

499999.95

33333.33

                   4,000.00

533333.28

17

533333.28

33333.33

                   4,250.00

566666.61

18

566666.61

33333.33

                   4,500.00

599999.94

19

599999.94

33333.33

                   4,750.00

633333.27

20

633333.27

33333.33

                   5,000.00

666666.6

21

666666.6

33333.33

                   5,250.00

699999.93

22

699999.93

33333.33

                   5,500.00

733333.26

23

733333.26

33333.33

                   5,750.00

766666.59

24

766666.59

33333.33

                   6,000.00

799999.92

25

799999.92

33333.33

                   6,250.00

833333.25

26

833333.25

33333.33

                   6,500.00

866666.58

27

866666.58

33333.33

                   6,750.00

899999.91

28

899999.91

33333.33

                   7,000.00

933333.24

29

933333.24

33333.33

                   7,250.00

966666.57

30

966666.57

33333.33

                   7,500.00

999999.9

31

999999.9

33333.33

                   7,750.00

1033333.23

32

1033333.23

33333.33

                   8,000.00

1066666.56

33

1066666.56

33333.33

                   8,250.00

1099999.89

34

1099999.89

33333.33

                   8,500.00

1133333.22

35

1133333.22

33333.33

                   8,750.00

1166666.55

36

1166666.55

33333.33

                   9,000.00

1199999.88

37

1199999.88

33333.33

                   9,250.00

1233333.21

38

1233333.21

33333.33

                   9,500.00

1266666.54

39

1266666.54

33333.33

                   9,750.00

1299999.87

40

1299999.87

33333.33

                10,000.00

1333333.2

41

1333333.2

33333.33

                10,250.00

1366666.53

42

1366666.53

33333.33

                10,500.00

1399999.86

43

1399999.86

33333.33

                10,750.00

1433333.19

44

1433333.19

33333.33

                11,000.00

1466666.52

45

1466666.52

33333.33

                11,250.00

1499999.85

46

1499999.85

33333.33

                11,500.00

1533333.18

47

1533333.18

33333.33

                11,750.00

1566666.51

48

1566666.51

33333.33

                12,000.00

1599999.84

             2,93,999.97

NPV

Own cost

Interest cost

Loan payment

Sales value

Tax on capital gain

Net cashflow

Disco @0.667% (B)

Discounted cashflow

-400000

                     -  

-4,00,000.00

1

                  -4,00,000.00

          -250.00

            -250.00

0.993377483

                            -248.34

          -500.00

            -500.00

0.986798825

                            -493.40

          -750.00

            -750.00

0.980263733

                            -735.20

       -1,000.00

        -1,000.00

0.97377192

                            -973.77

       -1,250.00

        -1,250.00

0.9673231

                        -1,209.15

       -1,500.00

        -1,500.00

0.960916986

                        -1,441.38

       -1,750.00

        -1,750.00

0.954553298

                        -1,670.47

       -2,000.00

        -2,000.00

0.948231753

                        -1,896.46

       -2,250.00

        -2,250.00

0.941952072

                        -2,119.39

       -2,500.00

        -2,500.00

0.935713979

                        -2,339.28

       -2,750.00

        -2,750.00

0.929517198

                        -2,556.17

       -3,000.00

        -3,000.00

0.923361455

                        -2,770.08

       -3,250.00

        -3,250.00

0.917246478

                        -2,981.05

       -3,500.00

        -3,500.00

0.911171998

                        -3,189.10

       -3,750.00

        -3,750.00

0.905137747

                        -3,394.27

       -4,000.00

        -4,000.00

0.899143457

                        -3,596.57

       -4,250.00

        -4,250.00

0.893188864

                        -3,796.05

       -4,500.00

        -4,500.00

0.887273706

                        -3,992.73

       -4,750.00

        -4,750.00

0.881397722

                        -4,186.64

       -5,000.00

        -5,000.00

0.875560651

                        -4,377.80

       -5,250.00

        -5,250.00

0.869762236

                        -4,566.25

       -5,500.00

        -5,500.00

0.864002221

                        -4,752.01

       -5,750.00

        -5,750.00

0.858280352

                        -4,935.11

       -6,000.00

        -6,000.00

0.852596376

                        -5,115.58

       -6,250.00

        -6,250.00

0.846950042

                        -5,293.44

       -6,500.00

        -6,500.00

0.841341102

                        -5,468.72

       -6,750.00

        -6,750.00

0.835769306

                        -5,641.44

       -7,000.00

        -7,000.00

0.83023441

                        -5,811.64

       -7,250.00

        -7,250.00

0.824736169

                        -5,979.34

       -7,500.00

        -7,500.00

0.81927434

                        -6,144.56

       -7,750.00

        -7,750.00

0.813848682

                        -6,307.33

       -8,000.00

        -8,000.00

0.808458956

                        -6,467.67

       -8,250.00

        -8,250.00

0.803104923

                        -6,625.61

       -8,500.00

        -8,500.00

0.797786347

                        -6,781.18

       -8,750.00

        -8,750.00

0.792502994

                        -6,934.40

       -9,000.00

        -9,000.00

0.78725463

                        -7,085.29

       -9,250.00

        -9,250.00

0.782041023

                        -7,233.88

       -9,500.00

        -9,500.00

0.776861943

                        -7,380.19

       -9,750.00

        -9,750.00

0.771717162

                       -7,524.24

    -10,000.00

      -10,000.00

0.766606453

                        -7,666.06

    -10,250.00

      -10,250.00

0.761529589

                        -7,805.68

    -10,500.00

      -10,500.00

0.756486346

                        -7,943.11

    -10,750.00

      -10,750.00

0.751476503

                        -8,078.37

    -11,000.00

      -11,000.00

0.746499838

                        -8,211.50

    -11,250.00

      -11,250.00

0.74155613

                        -8,342.51

    -11,500.00

      -11,500.00

0.736645162

                        -8,471.42

  -11,750.00

      -11,750.00

0.731766717

                        -8,598.26

    -12,000.00

-16,00,000.00

80,00,000.00

-1711800

46,76,200.00

0.72692058

                  33,99,226.02

NPV

                  27,70,093.92

periods

Opening balance

withdawal

interest @0.50% (A)

closing balance

0

1

0

33333.33

                      250.00

33333.33

2

33333.33

33333.33

                      500.00

66666.66

3

66666.66

33333.33

                    750.00

99999.99

4

99999.99

33333.33

                   1,000.00

133333.32

5

133333.32

33333.33

                   1,250.00

166666.65

6

166666.65

33333.33

                   1,500.00

199999.98

7

199999.98

33333.33

                   1,750.00

233333.31

8

233333.31

33333.33

                   2,000.00

266666.64

9

266666.64

33333.33

                   2,250.00

299999.97

10

299999.97

33333.33

                   2,500.00

333333.3

11

333333.3

33333.33

                   2,750.00

366666.63

12

366666.63

33333.33

                   3,000.00

399999.96

13

399999.96

33333.33

                   3,250.00

433333.29

14

433333.29

33333.33

                   3,500.00

466666.62

15

466666.62

33333.33

                   3,750.00

499999.95

16

499999.95

33333.33

                   4,000.00

533333.28

17

533333.28

33333.33

                   4,250.00

566666.61

18

566666.61

33333.33

                   4,500.00

599999.94

19

599999.94

33333.33

                   4,750.00

633333.27

20

633333.27

33333.33

                   5,000.00

666666.6

21

666666.6

33333.33

                   5,250.00

699999.93

22

699999.93

33333.33

                   5,500.00

733333.26

23

733333.26

33333.33

                   5,750.00

766666.59

24

766666.59

33333.33

                   6,000.00

799999.92

25

799999.92

33333.33

                   6,250.00

833333.25

26

833333.25

33333.33

                   6,500.00

866666.58

27

866666.58

33333.33

                   6,750.00

899999.91

28

899999.91

33333.33

                   7,000.00

933333.24

29

933333.24

33333.33

                   7,250.00

966666.57

30

966666.57

33333.33

                   7,500.00

999999.9

31

999999.9

33333.33

                   7,750.00

1033333.23

32

1033333.23

33333.33

                   8,000.00

1066666.56

33

1066666.56

33333.33

                   8,250.00

1099999.89

34

1099999.89

33333.33

                   8,500.00

1133333.22

35

1133333.22

33333.33

                   8,750.00

1166666.55

36

1166666.55

33333.33

                   9,000.00

1199999.88

37

1199999.88

33333.33

                   9,250.00

1233333.21

38

1233333.21

33333.33

                   9,500.00

1266666.54

39

1266666.54

33333.33

                   9,750.00

1299999.87

40

1299999.87

33333.33

                10,000.00

1333333.2

41

1333333.2

33333.33

                10,250.00

1366666.53

42

1366666.53

33333.33

                10,500.00

1399999.86

43

1399999.86

33333.33

                10,750.00

1433333.19

44

1433333.19

33333.33

                11,000.00

1466666.52

45

1466666.52

33333.33

                11,250.00

1499999.85

46

1499999.85

33333.33

                11,500.00

1533333.18

47

1533333.18

33333.33

                11,750.00

1566666.51

48

1566666.51

33333.33

                12,000.00

1599999.84

             2,93,999.97

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