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Aggie Oil has the following financial instruments at the end of 2017 with one co

ID: 1171975 • Letter: A

Question

Aggie Oil has the following financial instruments at the end of 2017 with one counterparty.  The instruments are used to hedge fluctuations in price that would impact the sales price of future inventory.  All hedges are considered to be 95% effective.    

  

Strike Price

Market Price

Current Black- Value (12/31/2017)

Previous Black- Value (9/30/2017)

Short call

Long put

Short future

At September 30, 2017, the market price was $7.00.  What gain or loss would be added to net income for the financial instruments on December 31, 2017 (the entry, not the total in the account at year end)? ROUND ALL ANSWERS TO WHOLE DOLLARS.

Strike Price

Market Price

Current Black- Value (12/31/2017)

Previous Black- Value (9/30/2017)

Short call

300,000 $6.35 $6.50 213,960 356,280

Long put

300,000 $5.75 $6.50 9,960 3,570

Short future

100,000 $7.25 $6.50 N/A N/A

Explanation / Answer

For short call, premium received=3,00,000*6.35=$19,05,000

If market price is $7.00 at 30th September, then call lapses, payoff is NIL.

Net gain from short call=$19,05,000

For long put, premium paid=3,00,000*5.75=$17,25,000

If market price is $7.00 at 30th September, then put is exercised in our favour. Gain=(7-6.5)*3,00,000=$1,50,000

Net loss from long put=$(17,25,000-1,50,000)=$15,75,000

For short future, gain=1,00,000*(7-6.5)=$50,000

Net gain=$(19,05,000-15,75,000+50,000)=$3,80,000