FA – L1 – Q102 – Statement of cash flows

The statements of financial position for the last two years for ZA Ltd are shown below. ZA Ltd implemented an expansion programme during the year ended 31st May 20X9.

20X8 20X9
GH¢ GH¢ GH¢ GH¢
Non-current assets (net) 380,000 530,000
Current assets
Inventory 80,000 108,000
Receivables 32,000 37,000
Bank 13,000
Cash 1,000 3,000
Total assets 506,000 678,000
Current liabilities
Payables 26,000 30,000
Corporation Tax 22,000 28,000
Overdraft 5,000
Dividends 21,000
Accruals 4,000
Total liabilities 68,000 88,000
Capital and Reserves
Ordinary shares 350,000 490,000
General reserve 62,000 62,000
Revaluation reserve 10,000
Retained earnings 26,000 28,000
Total capital and liabilities 506,000 678,000

Additional information:
(i) The total depreciation provision incorporated in the statements of financial position was GH¢48,000 at 31st May 20X8 and GH¢122,000 at 31st May 20X9.
(ii) During the year ended 31st May 20X9 a non-current asset costing GH¢22,000 with a carrying amount of GH¢6,000 was sold for GH¢1,000. No other disposals took place.
(iii) The revaluation surplus represents a revaluation of premises during the year ended 31st May 20X9.

Required:
(a) Prepare a statement of cash flows for ZA Ltd for the year ended 31st May 20X9 in accordance with IAS 7. (Use the indirect method).

(b) State the effects of the expansion policy on ZA Ltd.

Answer:

(a) Statement of cash flows for ZA Ltd for the year ended 31 May 20X9

GH¢ GH¢
Cash flows from operating activities
Net profit for the year (W1) 33,000
Depreciation (122,000 + 16,000 – 48,000) 90,000
Loss on sale 5,000
Increase in inventory (28,000)
Increase in receivables (5,000)
Increase in payables 4,000
Increase in accruals 4,000
Cash generated from operations 103,000
Dividends paid (18,000)
Tax paid (22,000)
Net cash flow from operating activities 61,000
Cash flows from investing activities
Proceeds of sale of a non-current asset 1,000
Purchase of non-current assets (W2) (218,000)
Net cash used in investing activities (217,000)
Cash flows from financing activities
Issue of shares 140,000
Net cash flow from financing activities 140,000
Decrease in cash and cash equivalents (16,000)
Cash and cash equivalents at start of year 14,000
Cash and cash equivalents at end of year (2,000)

WORKINGS
W1 Net profit for the year

GH¢ GH¢
Retained earnings b/d 26,000
Net profit before tax 41,000
Taxation (8,000)
33,000
Dividends (31,000)
Retained earnings c/d 28,000

W2 Purchase of non-current assets

GH¢ GH¢
Non-current assets c/d (530,000 + 122,000) 652,000
Cost of non-current asset disposed of (22,000)
Non-current assets b/d (380,000 + 48,000) (428,000)
Revaluation of premises (10,000)
Purchase of non-current assets 218,000

(b)

The liquidity position has fallen as evidenced by the decrease in cash. The current ratio has fallen from 1.85:1 to 1.68:1.

The acid test for both years is below 1:1 which could indicate that the company may have a problem in paying short-term debts.

The company has large amounts of cash invested in inventory and the inventory holding has increased by GH¢28,000. Inventory is not a liquid asset and it will take time to convert into cash.

Investment in non-current assets has increased and the total cost of the investment in non-current assets was GH¢218,000. The increased investment may increase future profits and increase the return on capital employed and returns for the shareholders.

The company has taken a risk with a large investment and if income does not increase, then it may make a lower return for shareholders.

The equity share capital has increased due to the issue of shares of GH¢140,000. More shares are available for purchase on the stock market. Although this increases equity, the control factor could change because of the increase in the number of votes by ordinary shareholders.