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Capital expenditures, financial constraints, and the use of options

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Author Info
Adam, Tim
Abstract

This paper analyzes why gold mining firms use options instead of linear strategies to hedge their gold price risk. Consistent with financial constraints based theories, the largest and least financially constrained firms are the most likely to hedge with insurance strategies (put options), while more constrained firms finance the purchase of puts by selling calls (collars). The most financially constrained firms use strategies that involve selling calls. Firms with large investment programs are also more likely to use insurance rather than linear strategies. Firms' hedging instrument choices are also correlated with current market conditions, suggesting that managers' market views partially drive hedging instrument choices.

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File URL: http://www.sciencedirect.com/science/article/B6VBX-4VF570K-2/2/054b008dc903f4ef9ecc60a0db0c2398
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Publisher Info
Article provided by Elsevier in its journal Journal of Financial Economics.

Volume (Year): 92 (2009)
Issue (Month): 2 (May)
Pages: 238-251
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Handle: RePEc:eee:jfinec:v:92:y:2009:i:2:p:238-251

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Web page: http://www.elsevier.com/locate/inca/505576

For technical questions regarding this item, or to correct its listing, contact: (Heidi Boesdal).

Related research
Keywords: Risk management Hedging Insurance Instrument choice Speculation;

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This page was last updated on 2009-12-30.


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