POINTS ON ADDITIONAL INFORMATION 2 TO THE ICAN QUESTION


Now to the second additional information in the question; 

a.    Summary of additional information 2:

Barewa acquired 70% of the equity interests of Mindara on 1 June 2012 when the retained earnings of Mindara were N550million and other components of equity were N70million. Here the purchase consideration is made up of two (2) components namely, cash of N1.28billion (i.e. N1,280million) and an arrangement (which can be deemed a contingent liability), with a fair value of N120million.
On this date, the fair value (not book value or carrying amount) of the net asset of Mindara was N1.76billion (i.e. N1,760million) while the fair value of the non-controlling interest was given as N530million.
Lastly, here the policy of Barewa as to measurement or valuation of non-controlling interests on the basis of their proportionate share (interest) in the identifiable net assets of the acquired subsidiary and not at fair value (full goodwill method) will also apply. PPE is also depreciated on a straight-line basis over seven years.

b.    Explanation on what to do about additional information 2

What to do with this additional information 2 is almost similar to what we did with the additional information 1. The only issue is in relation to what value to take as the purchase consideration with regards to the acquisition of Mindara.
The question here then is: Should this arrangement which is contingent upon Mindara’s profits in the financial years ending on 31 May 2013 and 31 May 2014 be included in the purchase consideration for the acquisition of Mindara, and in computing the cost of control?

Since this arrangement is a contingent liability (i.e. the payment is contingent upon Mindara making profits in the financial years ending 31 May 2013 and 31 May 2014), the principles of IAS 37, Provisions, Contingent Liabilities and Contingent Assets, will be applied. This standard defines a contingent liability as both a possible obligation and a present obligation.
This standard defined it as a “possible obligation arising from past event which existence depends on whether some uncertain future events occur, or a present obligation that arises from past event but payment is not probable or the amount cannot be reliably measured”. The conclusion of this standard is that contingent liability which is a present obligation should NOT be recognized in the financial statements but rather to be disclosed by way of note to the accounts. But is this position the conclusion on this matter?

No! But according to IFRS 3, Business Combination, contingent liability which is a possible obligation can be recognized and brought into the financial statements. With present obligation, payment is not probable or the amount cannot be reliably measured. The question here then is: Is this contingent liability a possible obligation or a present obligation?

Looking at the arrangement to pay in the future 30% of the profit of Mindara for both the financial years ending in 31 May 2013 and 31 May 2014 to the former shareholders of Mindara, one will realize it is a possible obligation and not a present obligation. The amount involved had also been reliably measured at a fair value of N120million. To simply put it, this amount should also be included in the purchase consideration.

Lastly, the addition to the value of PPE through revaluation will have to be depreciated in line with IAS 16, Property, Plant and Equipment, on a straight-line basis by dividing the revaluation surplus using the estimated useful life of 7 years. In the same vein, Mindara’s post acquisition retained earnings (which will be split between the controlling and non-controlling interests) will have to be reduced by the amount of the depreciation figure arrived at.

Now with this conclusion, the format for computing our cost of control in Mindara will look like this:
Fair value of Purchase Consideration                                            XX
Contingent Liability as part of the Purchase Consideration        XX
Add: Fair value of Non-controlling Interest in the subsidiary      XX
                                                                                                        XX
Less: Fair value of the net asset of the subsidiary                        XX
Goodwill/(Gain on Bargain Purchase)                                             XX

c.     Working note on additional information 2

NOTE 4: Calculation of the cost of control in Mindara on 1 June 2012

=N= 'Million
=N= 'Million
PURCHASE CONSIDERATION

1,280.00
ADD: FAIR VALUE OF THE 30% OF MINDARA'S PROFIT TO PAY TO THE SHAREHOLDERS

120.00
ADD: PROPORTIONATE SHARE  OF NONCONTROLLING INTEREST IN THE BOOK VALUE OF THE NET ASSET OF MEGIDA


      SHARE CAPITAL (30% X 1,000)
300.00

      RETAINED EARNINGS(30% X 550)
165.00

      OTHER COMPONENT OF EQUITY(30% X 70)
21.00



486.00


1,886.00
LESS: FAIR VALUE OF NET ASSET

1,760.00
GOODWILL

126.00

NOTE 5: Calculation of revaluation surplus on the property, plant and equipment of Mindara as at 1 June 2012
AS AT 31 MAY 2013:
=N= 'Million
=N= 'Million
SHARE CAPITAL
2,200.00

FAIR VALUE OF RETAINED EARNING(INCLUSIVE OF REVALUATION SURPLUS OF 400)
1,900.00

OTHER COMPONENT OF EQUITY
40.00



4,140.00



AS AT 1 JUNE 2012:


SHARE CAPITAL
2,200.00

FAIR VALUE OF RETAINED EARNING(INCLUSIVE OF REVALUATION SURPLUS OF 400)
1,760.00

OTHER COMPONENT OF EQUITY
40.00



4,000.00
POST-ACQUISITION RETAINED EARNING

140.00


NOTE 6: Calculation of the carrying value of the PPE of Mindara as at 31 May 2013


=N= 'Million
BALANCE AS AT 31 MAY 2013

1,610.00
ADD: REVALUATION SURPLUS

140.00


1,750.00
LESS: DEPRECIATION (140million/7 years)

20.00


1,730.00

NOTE 7: Calculation of the post-acquisition retained earnings/reserves in Mindara as at 31 May 2013

=N= 'Million
=N= 'Million
AS AT 31 MAY 2013:


SHARE CAPITAL
1,000.00

RETAINED EARNINGS AS PER ACCOUNT
800.00

REVALUATION SURPLUS OF 140million LESS DEPRECIATION of 20million)
120.00

OTHER COMPONENT OF EQUITY
70.00



1,990.00



AS AT 1 JUNE 2012:


SHARE CAPITAL
1,000.00

FAIR VALUE OF RETAINED EARNING(INCLUSIVE OF REVALUATION SURPLUS OF 140)
690.00

OTHER COMPONENT OF EQUITY
70.00



1,760.00
POST-ACQUISITION RETAINED EARNINGS

230.00


NOTE 8: Calculation of non-controlling interest in Mindara as at 31 May 2013

=N= 'Million
=N= 'Million
BALANCE AS AT 1 JUNE 2012 (i.e. 30% X [1,000 + 550 + 70])

486.00
ADD: SHARE OF POST-ACQUISITION RETAINED EARNING (30% x 230million)

69.00


555.00




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