Monday, 10 March 2014

Offer some examples of expansion or growth opportunities in which companies might use capital budgeting methods to analyze. Cite real company examples

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Marta Ortiz
1. Offer some examples of expansion or growth opportunities in which companies might use capital budgeting methods to analyze. Cite real company examples.

I believe every company on earth uses capital budgeting methods that they analyze for expansion and growth opportunities.  I am going to go with the company that I work for – the Board of Education.  The Board of Education is a company that uses its capital budgeting  for expansion and growth.  They have to expand when it comes to their testing techniques to improve testing scores for the students.  In order to do this they need the resources for the growth opportunities.  What I mean by this, they need to hire the perfect teachers.  They need the teachers to be trained.  They need to have the correct materials for the testing.  All of these are a must in order for the expansion and growth opportunities to take place.  And in order for this to take place they need the proper capital budgeting methods.  And this capital budgeting method needs to be analyzed in order to be productive and successful for the benefit of each student which it is affecting.  In  order for this to take place, they need to consider the four basic steps in the capital budgeting process:  the generation of proposals; the estimation of cash flows; the evaluation and selection of alternatives and the post-audit review.

2. How should a company prioritize all of its capital project opportunities?

Capital planning and budgeting go hand in hand:  “Capital planning is a way of defining how you’re going to spend money to get the most impact how you’re going to spend money to get the most impact for your organization and its mission.” “Capital budgeting is knowing what you’re going to spend your money on in the next year.”  This is the process of planning for purchases of assets whose returns are expected to continue beyond one year.

Capital investment is one of the most important decision processes a utility faces.  The stakes are very high.  Poor decisions – and especially wrong decisions – will likely prove very costly. Therefore, the objective for a company to prioritize all of its capital project opportunities is to develop a concise but comprehensive set of integrated management strategies (including operations, maintenance, and capital) for all assets within the company.  These strategies form the heart of an asset management plan.  The plan systematically:  identifies the current state (performance) of the assets; articulates the level of performance that the assets need to sustain into the future; identified those assets that are “critical” to sustained performance; integrates operations, maintenance, and capital investment strategies to sustain performance at lowest total cost of ownership; and describes a fiscal strategy to fund the integrated strategies.


Linn Hennoey

1. An example of a company that might use capital budgeting to analyze expansion or growth opportunities is the aircraft component manufacturer B/E Aerospace. They could analyze the potential investment to replace one of their old machines with a brand new model.


2. A company should prioritize the capital projects in the order of need or perceived value. They should start with projects that pose issues such as health, safety or code-related issues. Then the company should move on the items on the list that will have adverse consequences if they’re deferred and, undertake the tasks that will help them reduce future capital and operating costs. Lastly, they should think about the marketability of their properties and the projects that will add perceived value to the organization.

Wenjing Zhang


 1. Apple recently announced its in car iPhone integration system called CarPlay, and it is designed to be an eyes-free system which allows users to safely use their iPhone for making call, texting and entertainment. Since this is a new product which never exist in market before and Apple is the first company who enter into this field, this is a huge risk for Apple’s investment on this system. I think Apple might use Scenario analysis as capital budgeting methods.
Firstly, Apple should consider the R&D costs. Could the R&D costs be low due to its maturity and expertise on system development? Or the costs might be high because this is new system which requires more investments.
Secondly, Apple should consider if the contractors who produce iPhone, iPad and Macbook can also produce this new system. The production cost might be low if they can. However, the cost might be high if Apple needs switch to another contractors.
Finally, Apple needs consider the demand of this system because this is a totally new product in the market and it is difficult to predict the future demand. If this works and customers are satisfied with that, the demand might be strong. However, if many people think this has a lot of potential distractions, the demand might be very low.
Apple may has optimistic, most likely and pessimistic estimates on every variable based on its past experience and prediction. Then Apple can estimate the probability of every situation and the new present value to calculate the expected new present value of the project.
2.      2. As general, company should prioritize capital project opportunities based on the internal return rate (IRR), and the highest IRR project could be considered and implemented first. However, this is based on that all variables and factors are equal among the projects. The higher return projects always require higher risk and the company may fail to get expected outcome and even less than lower risk projects. So, I think company should prioritize capital project based on the net present value of the value. For example, company should first use risk-adjusted discount rate method to determine the risk rate of each project. This method can then assist company determine the net present value of each project because it consider the risk premium of the project compared to the market return and the financial situation of the company such as beta (systematic risk).

Cheryl Martin

Some examples of expansion or growth opportunities in which companies might use capital budgeting methods to analyze are the decisions to either replace old or obsolete equipment or completely revamp the operation. If a plant is operating at a certain level and a part is needed in the assembly line, for example, the company may just decide to replace the worn out part or consider an entirely new, more efficient machine all together. The company would have to look at the cost of replacing the entire machine versus just the part instead. Perhaps an entire new machine would produce more, take less energy to run, or require less resource time. The company would have to decide whether to operate as business as usual with the old part or see if investing in new equipment would save the company money in the long run by being more efficient. A company may also consider a new product line within their market to try and reach new customers. If they manufactured sneakers only for adults, as an example, they may want to try and make sneakers for children to reach that age group. A company may come up with a completely new product to expand the reach of their market. The same sneaker company might develop a great new winter boot that would expand their consumer base especially in the winter.
Some real company examples are Microsoft and Dove Soap. Microsoft, who is known for their operating systems and Office Suite software, recently made their own tablet called the Surface tablet. It is the first time they made a hardware product instead of just putting their operating system on other computer manufacturers’ devices. Another example is Dove Soap. Years back they only made soap. Today, they make body wash, shampoo, conditioner, and many other hair and skin products.  
A company should prioritize all of its capital project opportunities by realizing the amount of funds that are available for the capital projects. If a company has unlimited funds, for example, there are really no restrictions on the amount of projects they can invest in. If a company does not have an unlimited amount of funds, they would have to put a constraint on the  amount put towards the capital projects. Another step in prioritizing is seeing if there are enough managerial resources available to execute these projects.  


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