Bond Valuation

PENNY CORPORATION LIMITED

Promises to pay the bearer the sum of:

NZ$1,000,000.00
(One Million New Zealand Dollars)

on 5th September 2016

Plus interest, payable annually until maturity at a coupon rate of:

9% p.a.

R T Penny

R T PENNY
for and on behalf of Penny Corporation Limited (PCL)

Coupon Interest of $90,000.00 payable on
5th Sept 2016 Coupon Interest of $90,000.00 payable on
5th Sept 2015 Coupon Interest of $90,000.00 payable on
5th Sept 2014 Coupon Interest of $90,000.00 payable on
5th Sept 2013 Coupon Interest of $90,000.00 payable on
5th Sept 2012
Coupon Interest of $90,000.00 payable on
5th Sept 2011 Coupon Interest of $90,000.00 payable on
5th Sept 2010 Coupon Interest of $90,000.00 payable on
5th Sept 2009 Coupon Interest of $90,000.00 payable on
5th Sept 2008 Coupon Interest of $90,000.00 payable on
5th Sept 2007
Activity Schedule:

Date Event Calculation / Notes Bond Value

5th Sept 2006 Penny Corporation Ltd (a AA rated public company) raises approximately $40,000,000 through the public issue of 10 year bonds carrying an annual coupon of 9%. Market rates for AA bonds on issue date are 9.5% What is each bond worth?

How much does PCL receive?

5th Sept 2007 Market rates for AA rated debt issues have remained constant at 9.5%. You are considering selling your bond in order to free up some cash for another investment opportunity you’ve seen. You’ve just received interest How much is the bond worth?

$
Why has this value changed?

5th Sept 2007 You’ve made you decision to sell. Unfortunately, the Reserve Bank of NZ raised the OCR by ½% before you did the deal and market rates for AA d ...
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