Discuss the proposed medium term financial strategies for your selected company to become a FTSE100 company or for your company to become dominant in the industry / sector.
Assessment Task
This assessment requires students to produce an individual report analysing the performance and operations of a publicly listed company within a selected sector. A list of companies will be provided for students to select from.This assessment represents 50% of the total marks.
Module Assignment Information
Due date: To be determined – UK semester 1 / overseas assignment due from 1st September 2022 to 31st August 2023
The aim of this assignment is to test students’ knowledge and understanding of key accounting and corporate finance concepts, theories and tools that can be used to critically analyse organisations. It will also test the ability to present non-financial information
Required:
You have been asked to write a report to the board of directors of one of the selected companies below as part of the interview process for your first appointment as a Finance Director of a company listed on AIM (which is the Alternative Investment Market for small companies) within the London Stock Exchange (LSE). The board of directors have asked you to write a report about your vision and strategic financial goals for the company.
The companies are within a selected sector of the AIM. Assume that your selected company has ambitions and plans to become a FTSE 100 (the largest UK listed companies) company in the near future.
Guide:
You need to introduce the company, discuss the product or services, location, turnover, number of employees, etc. The report should be maximum 2,500 words (+/- 10%). Remember you need to make an impression on the board of directors for you to be considered for the critical post of Finance Director.
The essence of this assignment is to test your knowledge and understanding of key accounting and corporate governance concepts, theories and tools and ability to present data in a concise manner.
Required:
You have been asked to write a report to the board of directors of one of the selected companies below as part of the interview process for your first appointment as a Finance Director of a AIM company. The board of directors have asked you to write a report about your vision and strategic financial goals for the company.
The companies are within the AIM index. Assume that your selected company wants to become a FTSE 100 (the largest UK listed companies) company in the near future.
Additional Guidance
You need to introduce the company, discuss the product or services, location, turnover, number of employees, the contribution of the sector to the UK economy. To analyse, you need to compare the financial data / ratios of your selected company with either a competitor within the sector or the average of the sector. The report should be maximum 2,500 words. Remember you need to make an impression on the board of directors for you to be considered for the critical post of Finance Director.
Please note that you must select a company from the list below for 2019/20
List of companies to select from for 2019/2020
| Company Name | ICB Super-Sector | Country of Incorporation | Market | Company Market Cap (£m) |
| ACCSYS TECHNOLOGIES PLC | Construction & Materials | United Kingdom | AIM | £87.65 |
| BILLINGTON HOLDINGS PLC | Construction & Materials | United Kingdom | AIM | £37.25 |
| EPWIN GROUP PLC | Construction & Materials | United Kingdom | AIM | £114.34 |
| JAMES HALSTEAD PLC | Construction & Materials | United Kingdom | AIM | £848.53 |
| MICHELMERSH BRICK HOLDINGS PLC | Construction & Materials | United Kingdom | AIM | £82.33 |
| NEXUS INFRASTRUCTURE PLC | Construction & Materials | United Kingdom | AIM | £78.90 |
| SIGMAROC PLC | Construction & Materials | United Kingdom | AIM | £56.46 |
| VAN ELLE HOLDINGS PLC | Construction & Materials | United Kingdom | AIM | £72.80 |
Section A- 2000 words.
- Analyse the performance of your chosen company using relevant financial and non-financial ratios (5 years). Your analysis should include profit ratios, efficiency, liquidity and other ratios that you consider relevant.
Section B 500 words
- Critically evaluate the company’s corporate governance compliance and its impact on the brand and reputation as reported in the press (print, online and social media)
- Discuss the proposed medium term financial strategies for your selected company to become a FTSE100 company or for your company to become dominant in the industry / sector.
