Posts by: WST Expert 1

Re: Cash Circular
Check to see if you have anything on the BS that is referencing interest income. Could be that you "double counted" the interest income somewhere on the BS, on the asset side (since assets > liabilities). Otherwise, check to see that the Cash Flow Statement doesn't also do the same. Remember the ... Read More
Go to post added 11 years ago
Re: Cash Circular
Please confirm if our suggestion worked.
Go to post added 11 years ago
Re: Cash Circular
It doesn't count if you're on the first floor or have a balcony right underneath you! However, in all seriousness, we do not advocate jumping out of windows. So, we've got good news and bad news for you. Which do you want first? Always the bad of course. Bad news is that one can have a circula... Read More
Go to post added 11 years ago
Re: Beginning Cash Balance
Well, to be fair, we specifically say do not copy/paste or download from data vendors such as CapIQ, FactSet or Bloomberg because of these issues.
But glad you finally found the issue!
Go to post added 11 years ago
Re: Beginning Cash Balance
Change in Cash is CFO + CFI + CFF. Thus, when you calc Ending Cash Balance, you include Beg + Cash to get End. The Debt sweep starting point calculations you noted essentially say to use any ""excess cash"" above the minimum to pay for any debt mandatory payments or any shortfalls of cash that y... Read More
Go to post added 11 years ago
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Go to post added 11 years ago
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Go to post added 11 years ago
RE: What is the rationale for using PIKs in a LBO transaction?
In an LBO transaction, if the Company has insufficient cash they may have the ability to utilize a PIK instrument (payment-in-kind). Essentially, PIKs defer cash interest payments to the future. The downside to PIKs is that interest accretes and compounds over time, which increases the overall inter... Read More
Go to post added 11 years ago
RE: Complex LBO: mandatory repayment relink
That is correct, thank you for pointing it out. The actual mechanism would be as follows: 1) Copy Tranche 1 and Tranche 2 mandatory debt repayment amounts (Tranche 2 is zeroes) onto the cells above the Beginning Balance for both. Make sure that these cells, which are the hard coded cells, ar... Read More
Go to post added 11 years ago
Re: Implied P/E of debt
Ratios and multiples are simply inverses of each other. When discounting $100 by 10% over one year, one normally does $100/1.1 = $90.909091 However, old school finance teaches you to use PV factors, or $100 x 0.909091 = same result. The PV factor is derived by taking 1/1.1 which is the same mathemat... Read More
Go to post added 11 years ago