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Financing the Energy Industry







new common stock financing provide whatever equity financing is needed but not provided by retained earnings.

Footnotes

Footnote :

f Note that net new financing does not include the refinancing of existing capital. In the case of debt, new debt financing will be less than the dollar volume of total funds raised by the amount of maturing debt and refunded debt.

B.8 EARNINGS AND FINANCING COSTS

EBIT = earnings before interest and taxes, i.e., earnings from operations

r (t) = rate of earnings return on total capital (an input).

Then

EBIT = r (t) · TF (t) (B–17)

where TF (t), the total financing, is the book value of total capital.

The interest on debt and the amount of dividends paid on preferred stock are


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PSDIV (t) = PSDIV (t − 1) + NPS (t) · ip (t) (B–19)

where REF (t) is refunded debt in period t and id (t) and ip (t) are obtained from the schedule of current interest rates and preferred dividends that are input parameters to the model.

Income taxes are given by

ITAX (t) = tr (t) · [EBIT (t) − INT (t)] (B–20)

where tr (t), the effective tax rate, is an input parameter. The parameter tr (t) is based on taxes paid plus deferred taxes.

Earnings to common shareholders are earnings from operations less interest, taxes, and preferred dividends, i.e.