no plagiarism, Harvard style references, in text citations, table charts, three years analysis, 3000 words

BFA526 Financial Reporting and Analysis

Assignment

 

                       Company name for this report is Tasmania Mines Limited

 

 

Total word limit (Part 1 & 2):    3000 words (title page, reference list and the appendix are not included in the word count)

 

 

REQUIRED:

 

You have been allocated a Tasmanian publicly listed company.  An investor you know is keen to buy shares in this company and she has asked you to analyse its financial reports (along with other information) and present a report for her.  You will advise her on the potential investment, basing this information on your analysis and interpretation of the financial statements for the years 2014, 2015, 2016, and any other information which you deem important in her decision making.

 

Part 1

 

• Provide an overview of your company and its operations (max 400 words). In addition, identify, explain and critically analyse any use of corporate social responsibility reporting by your company. Use multiple sources and do not just repeat what you find in the company’s Annual Reports [25 marks].
• Present the ratios (below) for your company, in a table format, for the three years of analysis [39 marks]. This is to be done in preparation for inclusion in your final report (Part 2):

 

Profitability	Net profit margin
	Return on assets (you can choose to use net profit before interest and tax – see p326 of your text or the formula given on p324 of your text but be consistent with your choice of formula for all three years)
	Return of ordinary shareholders’ equity
Efficiency	Accounts receivable turnover
	Inventory turnover
Short-term solvency	Current ratio
	Quick ratio
Long-term solvency	Debt to equity
	Debt to total assets
	Leverage ratio
Market-based ratios	Price/Earnings ratio (before abnormals)
	Earnings yield
	Dividend yield

 

• Provide the information used to calculate the ratios in an Appendix. This is also in preparation for your final report (Part 2) but must be included in Part 1.
• Explain the meaning of each ratio (without specific analysis at this stage). This means that you should define and explain the ratio without analysing the specific results that you found [26 marks].  Leave this analysis and interpretation for Part 2.
• Provide a reference list in accordance with the Harvard Referencing System, which can be found on the University of Tasmania’s Library website [10 marks].

 

 

Part 2

 

• Provide the full report by incorporating the information from Part 1 of this assignment,
  • Structure the report as follows:
    • Title page
    • Executive summary
    • Table of contents
    • Introduction:
      • Overview of the company and its operations
    • Analysis of the company over three years:
      • profitability
      • efficiency
      • short-term solvency
      • long-term solvency
      • market-based ratios
    • Conclusions
    • Recommendations and limitations
    • List of references (Harvard Style of referencing)
    • Appendix (your data and workings for the ratios)

 

 

FURTHER INFORMATION:

 

 

Use the database DatAnalysis Premium, found on the University of Tasmania’s Library website, to access information on your company.  Do not limit your report information to this source.

 

Understand the concepts of financial statement analysis and interpretation. Use Chapter 10 of Hancock et al (2016), your lecture notes and workshop material to assist you in your preparation for this topic.

 

Provide the ratios required based on the consolidated financial statements (sometimes referred to as the “group”, or “economic entity”), not those of a parent company.

 

When reporting ratios, put into words exactly what the ratio numbers mean.  Comment also on the trends over the three years that you are examining.

 

Compare or benchmark the results of your analysis by using industry averages.

 

Analyse and interpret the ratios that you have calculated. The interpretation should take into account relevant information that may be found outside the financial reports themselves, for example, in the chairman’s report, the company’s web site, the press or other information on the internet.

 

Take care with writing your report. The report is for a busy person – she is expecting a clear and concise report that is not longer than it needs to be.  Unnecessarily long and verbose reports will lose marks.

 

Present your ratio-calculations in the Appendix, and then present the results of your calculations in a table in the body of your report.  You may like to include graphs in the body of your report. You may also like to use and include an Excel workbook for your calculations. If so, merge this document into your report in the Appendix.

 

Prepare a word document for your report.

 

Rubric for Financial Reporting and Analysis BFA526 Assignment – Part 1

Criteria	HD (80-100%)	DN (70-79%)	CR (60-69%)	PP (50-59%)	NN (<50%)
Provide an overview of your company and its operations25 marks	Provided a comprehensive description of the company and its operations from a variety of sources.  Noted any extenuating circumstances. Very well written.	Provided a good description of the company and its operations from a variety of sources.  Noted any extenuating circumstances. Very well written.	Provided a description of the company and its operations from a variety of sources.  Limited information on any extenuating circumstances. Well written.	Provided a description of the company and its operations from a variety of sources.	Answered inappropriately.
Calculate the ratios – Profitability9 marks	More than 80% of the calculations were correct.	More than 70% of the calculations were correct.	More than 60% of the calculations were correct.	More than 50% of the calculations were correct.	Less that 50% of the calculations were correct.
Calculate the ratios –Efficiency 6 marks	More than 80% of the calculations were correct.	More than 70% of the calculations were correct.	More than 60% of the calculations were correct.	More than 50% of the calculations were correct.	Less that 50% of the calculations were correct.
Calculate the ratios –Short-term solvency 6 marks	More than 80% of the calculations were correct.	More than 70% of the calculations were correct.	More than 60% of the calculations were correct.	More than 50% of the calculations were correct.	Less that 50% of the calculations were correct.
Calculate the ratios –Long-term solvency 9 marks	More than 80% of the calculations were correct.	More than 70% of the calculations were correct.	More than 60% of the calculations were correct.	More than 50% of the calculations were correct.	Less that 50% of the calculations were correct.
Calculate the ratios –Market-based ratios 9 marks	More than 80% of the calculations were correct.	More than 70% of the calculations were correct.	More than 60% of the calculations were correct.	More than 50% of the calculations were correct.	Less that 50% of the calculations were correct.
Define the ratios26 marks	Explained the meaning of the ratios very well.	Explained the meaning of the ratios well.	Explained the meaning of the most of the ratios well.	Explained more than half of the ratios.	Answered inappropriately.
Referencing10 marks	Referenced correctly using the Harvard Referencing system				Not referenced correctly

 

Rubric for Financial Reporting and Analysis Assignment – Part 2

Criteria	HD (80-100%)	DN (70-79%)	CR (60-69%)	PP (50-59%)	NN (<50%)
Correct formatting of a formal report.11 marks &nbsp;	Followed the suggested format.		Generally followed the suggested format.		Answered inappropriately.
Analyse the ratios – Profitability18 marks	Extremely well analysed. Explained the trends and used industry benchmarks.	A very good analysis. Explained the trends and used industry benchmarks.	A good analysis. Some explanation of the trends or benchmarks.	A fair analysis but more information was needed in terms of trends and should have used industry benchmarks.	Answered inappropriately.
Analyse the ratios –Efficiency 12 marks	Extremely well analysed. Explained the trends and used industry benchmarks.	A very good analysis. Explained the trends and used industry benchmarks.	A good analysis. Some explanation of the trends or benchmarks.	A fair analysis but more information was needed in terms of trends and should have used industry benchmarks.	Answered inappropriately.
Analyse the ratios –Short-term solvency 12 marks	Extremely well analysed. Explained the trends and used industry benchmarks.	A very good analysis. Explained the trends and used industry benchmarks.	A good analysis. Some explanation of the trends or benchmarks.	A fair analysis but more information was needed in terms of trends and should have used industry benchmarks.	Answered inappropriately.
Analyse the ratios –Long-term solvency 18 marks	Extremely well analysed. Explained the trends and used industry benchmarks.	A very good analysis. Explained the trends and used industry benchmarks.	A good analysis. Some explanation of the trends or benchmarks.	A fair analysis but more information was needed in terms of trends and should have used industry benchmarks.	Answered inappropriately.
Analyse the ratios –Market-based ratios 18 marks	Extremely well analysed. Explained the trends and used industry benchmarks.	A very good analysis. Explained the trends and used industry benchmarks.	A good analysis. Some explanation of the trends or benchmarks.	A fair analysis but more information was needed in terms of trends and should have used industry benchmarks.	Answered inappropriately.
Overall report writing and content6 marks	Excellent. Well written and easy to understand. Concise.  Embellished the report with graphs and examples.	Very good.  Well written and generally easy to understand. Concise.	Good.  Well written but the information content could be more concise or easier to understand.	Fairly well written but the investor might have to seek further clarification in order to make a good decision.	Not well written and the investor not find this report useful.
Referencing5 marks	Referenced correctly using the Harvard Referencing system				Not referenced correctly

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