Assessment Information - What you need to do

Over the last two years, Fever Tree plc has been on quite a rollercoaster in terms of its share price. The share price graph shows that shares were quite low around January and February 2021 and then peaked in July and December 2021 but later dropped again to close around 40% lower than the peak. Your assignment is to question if the fortunes of the company are bourn out in the Annual Report and Financial Statements.

You are required to consider the information contained in the Annual Report and Financial Statements of Fever Tree for the year 2018, 2019 and 2020. These can be found at the following link:

https://fever-tree.com/en_GB/investors-results-and-reports

Your task has been split into 4 mini-tasks as follows:

Task One

As a Financial Analyst and using the Annual Report and Accounts of Fever Tree Plc for the period 2018, 2019 and 2020, you are required to evaluate the performance of the company by selecting 2 ratios from each of the categories of ratios. The report and annual accounts for these years are available at the following link:

https://fever-tree.com/en_GB/investors-results-and-reports

You are required to evaluate the performance of the company across all categories of ratios.

You should summarise your findings and make particular reference to the interests of the different stakeholders of the company.

Note: Any accounting ratios mustbe calculated (and workings shown) and not extracted from external databases.

(50%)

Task Two

As a Financial Analystand considering your response to Task One above, you are required to provide advice on what you think should be done in order to improve the performance of the ratio.

(20%)

Task Three

Now consider yourself as a shareholder in the company. Your third task is to analyse the four sections of the Chairman's Statement - Strategic Priorities (page 16 and 17).

Consider one question for each of the strategic prioritiesthat you would like to ask the Chairman. Your question should be focused, relevant to helping you make an informed decision about investing in the company and should be worded coherently. Ask yourself, what would you like to know before investing?

(15%)

Task Four

Now consider yourself as a Financial Analystanalysing the opportunities as described on page 12 and page 13 - The Global Opportunity Ahead.

For each of the 6 opportunities that are outlined on page 12 and 13, you are required to suggest which category would be interestin g to analyse and why the category is relevant?

(15%)

(Total 100%)

Further Information:

Learning Outcomes specifically assessed:

Subject Specific Knowledge and Skills

1. Identify and critically appraise the different components of a financial report, and assess the adequacy of current international financial reporting requirements for a greater understanding of company performance
2. Analyse and interpret financial data and information, evaluate their relevance and validity, and synthesise a range of information in the context of business situations
3. Demonstrate the ability to use conventional management accounting and financial management techniques to produce appropriate information for management to aid planning, control and decision making
4. Evaluate the usefulness of contemporary management accounting techniques in measuring business performance
5. Critically appraise management accounting techniques with respect to their effectiveness and identify any weaknesses inherent in their use

Non Subject Specific and Cognitive Skills

1. Manage own learning, using the available range of resources, and ability to conduct research into business and management issues
2. Ability to collect relevant information relating to a given situation, analyse that information and synthesise it into an appropriate form in order to evaluate decision alternatives
3. Demonstrate a practical and integrative approach to a problem area or issue
4. Demonstrate rigour of academic arguments as well as the application of theory

Assignments will be graded according to the general postgraduate assessment criteria and you should also bear the following in mind:

• Evidence of critical judgement in selecting, ordering and analysing content in order to present a sound argument
• The demonstration and understanding of relevant concepts and models
• The demonstration of insight and originality in responding to the assignment
• The provision of well-referenced evidence

Students are required to achieve an average of 50% in order to pass this module. You must achieve at least 40% in both this assignment and in the Business Simulation work.

All of the usual University regulations will apply with regard to the late submission of work and plagiarism.

Submission date: As per handbook.

Criteria for Assessment - How you will be marked

This assignment is designed to assessthe followinglearning outcomes:

• Identify and critically appraise the different components of a financial report, and assess the adequacy of current international financial reporting requirements for a greater understanding of company performance
• Demonstrate the ability to use conventional management accounting and financial management techniques to produce appropriate information for management to aid planning, control and decision-making.
• Critically evaluate the usefulness of contemporary management accounting techniques in measuring business performance.
• Manage own learning, using the available range of resources, and ability to conduct research into business and management issues.
• Demonstrate an ability to obtain publicly available financial data from databases and internet resources.
• Be able to collect relevant information relating to a given situation, critically analyse that information and synthesise it into an appropriate form in order to evaluate decision alternatives.
• Demonstrate a practical and integrative approach to a problem area or issue. Demonstrate rigour of academic arguments as well as the application of theory.

Assessment Details

The word count is 2000 words

There will be a penalty of a deduction of 10% of the mark for work exceeding the word limit by 10% or more.