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Topic 4 and 5

Forums › OBU Forums › Topic 4 and 5

  • This topic has 3 replies, 3 voices, and was last updated 1 month ago by GillianM – OBU Registered Mentor.
Viewing 4 posts - 1 through 4 (of 4 total)
  • Author
    Posts
  • July 17, 2023 at 7:38 pm #688426
    farekhan
    Participant
    • Topics: 12
    • Replies: 6
    • ☆

    Hi
    For topic 4 and 5, it states that analyse and evaluate a company which has performed exceptionally poor/well over a 3 year period. Does this 3 year period if submitting for Nov 2023 is last 3 years (2020,2021 and 2022 )

    July 22, 2023 at 7:05 am #688712
    trephena
    Moderator
    • Topics: 23
    • Replies: 2603
    • ☆☆☆☆☆

    You start by looking at the last 3 years of the published accounts and count backwards bearing in mind the 90 day rule. This rule is that the latest published accounts includes any up to 1 August that year for November submissions and 1 February for May submissions. Publishing date is usually the day after they were signed off by the auditors.

    You are correct :in most instances it will be 2020, 2021 and 2022, however a listed company with a 31 March year end would be 2021, 2022 and 2023

    August 11, 2023 at 12:23 pm #689735
    farekhan
    Participant
    • Topics: 12
    • Replies: 6
    • ☆

    So, in my report I need to include quarter ended reports as well?
    And when calculating ratios do I calculate for annual reports only so till January 2023?

    August 13, 2023 at 7:15 pm #689859
    GillianM – OBU Registered Mentor
    Moderator
    • Topics: 3
    • Replies: 505
    • ☆☆☆☆

    Not necessarily – The advice above was about Annual Reports. Please consult your mentor about any final details relevant to your particular company

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