Memra

Rights, warrants and order types

◈ 9 cards

The value of a right cum- and ex-rights; a right against a warrant against a call option on issuer, term and purpose; and the TSX order book — market, limit, on-stop, day and GTC — with board lots by price band.

Rights — the pre-emptive right made tradeable

When Tamarack Foods raises equity from its own holders it issues rights: one per share held, each a short-lived (typically a few weeks) entitlement to buy a new share at a subscription price below the market. Tamarack trades at $30.00 and offers one new share at $24.00 for every 5 rights. What is one right worth?

Cum-rights — the share still carries the right. A buyer of 5 shares gets 5 rights, adds $24 and receives a 6th share; the 6 shares are worth what the market will pay once the new shares exist:

=(30-24)/(5+1). The ex-rights price — the share after the right has been detached — is =30-1.00 = $29.00.

Ex-rights — the right now trades separately. Five rights plus $24 buy a share worth 29: $(29 - 24)/5$ = 1.00. The two formulas agree, as they must; the $n+1$ in the cum formula is the same share counted before the split of value. A holder who neither exercises nor sells the rights simply gives away the $1.00.

Right, warrant, call — three ways to buy later

One definition before the table, since Module 12 is where the call is taught: a call option is a traded right to buy a share at a fixed strike price until an expiry date, sold (written) by another investor for a premium — the company is not a party.

RightWarrantCall option
Issued bythe company, to existing holdersthe company, as a sweetener attached to a new debenture or preferredwritten by an investor; cleared by CDCC
Termweeksyearsmonths (standard cycles)
Purposeraise equity without dilutionmake the debt issue saleable at a lower couponspeculate or hedge
Tradeson the exchange, brieflyon the exchange, separately from the debton the Montréal Exchange, 100 shares a contract

A warrant on Cobalt Ridge Mining's new debenture lets its holder buy Cobalt Ridge shares at a fixed price for five years; when exercised, the company issues new shares and receives the money. A call on the MX is a contract between two investors; the company is not a party (Module 12).

Telling the dealer how — order types

  • Market order — fills now at the best available price; execution certain, price not.
  • Limit order — fills only at your price or better; price guaranteed, execution not.
  • On-stop order (TSX) — held out of the book until the trigger price trades, then enters as a limit order at the limit you set. Used as a stop-loss below a long position, or a stop-buy above a short (Lesson 11.8). Some dealers offer a stop-market variant that enters as a market order on trigger — then there is no price floor.
  • Duration — a day order expires at the close (5 p.m. on the TSX); GTD to a date you set; GTC (good-till-cancelled) stays until filled or cancelled, subject to the dealer's maximum life.
  • Board lot — the standard trading unit, set by the previous close: 100 shares at $1.00 and over; 500 from $0.10 to under 0.10. An odd lot (fewer) trades through the odd-lot facility, often at a slightly worse price.

"All-or-none" is a handling instruction some dealers accept, not a TSX order type; do not list it among the exchange's orders.

Recompute

A 4-for-1 offer at the same prices: cum =(30-24)/(4+1) = 1.20; ex-rights price 28.80; ex =(28.80-24)/4 = 1.20. Cold — the order for four situations: buy now whatever the price → market; buy only at 27 or less → limit; protect a long if it falls through 26 → stop-loss (on-stop); keep the order live for a month → GTC.

RightWarrantCall optionIssued bythe companythe company, as asweeteneran investor(writer)TermweeksyearsmonthsPurposeraise equity fromholdersmake a debt issuesaleablespeculate or hedgeTradesexchange, brieflyexchange,separatelyMontréal ExchangeTamarack 5-for-1 at $24 with the share at $30: right = (30 − 24)/(5 + 1) = 1.00; ex-rights 29.00; exvalue (29 − 24)/5 = 1.00.
Three claims on a share you do not yet own. The company issues rights and warrants and receives the money on exercise; a call is written by another investor and the company is not a party.
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