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A synthetic protective put strategy for phased investment in projects without an outright deferral

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Author Info
Sukanto Bhattacharya
Abstract

In this paper we propose and computationally demonstrate a synthetic protective put strategy for real options. Specifically, we deal with the problem of deferral option when an outright deferral is not permissible due to competitive pressures. We demonstrate that in such a situation an appropriate strategy would be to invest in the new project in phases rather than doing it all at once. By setting the owner’s equity in the project equal to the price of a call option on the value of the project, we set up the replicating portfolio for a protective put on the project. Our method is a logical extension of the financial protective put in the real options scenario and is rather simple and practicable for businesses to adopt and apply.

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File URL: http://129.3.20.41/eps/fin/papers/0507/0507005.pdf
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Paper provided by EconWPA in its series Finance with number 0507005.

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Length: 18 pages
Date of creation: 04 Jul 2005
Date of revision: 04 Jul 2005
Handle: RePEc:wpa:wuwpfi:0507005

Note: Type of Document - pdf; pages: 18
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Web page: http://129.3.20.41

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Related research
Keywords: synthetic protective put replicating portfolio deferral option

Find related papers by JEL classification:
G - Financial Economics

This paper has been announced in the following NEP Reports:

References listed on IDEAS
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  1. Cox, John C. & Ross, Stephen A. & Rubinstein, Mark, 1979. "Option pricing: A simplified approach," Journal of Financial Economics, Elsevier, vol. 7(3), pages 229-263, September. [Downloadable!] (restricted)
  2. Bhattacharya, Sudipto, 1978. "Project Valuation with Mean-Reverting Cash Flow Streams," Journal of Finance, American Finance Association, vol. 33(5), pages 1317-31, December. [Downloadable!] (restricted)
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