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The Intelligent Investors Guide to Option Pricing  •  73
With this happy news story, our call options went from nearly
worthless to worth quite a bit—the increase in volatility amplified the
rising stock price and allowed us to profit from changes to two drivers of
option pricing.
There is an important follow-up to this happy story that is well worth
keeping in the back of your mind when you are thinking about investing
in possible takeover targets using options. That is, our BSM cone widened
a great deal when the announcement was made because the market be-
lieved that there might be a higher counteroffer or that the deal would fall
through. If instead the announcement from DuPont was that it had made
a friendly approach to the ABC board of directors and that its offer had
already been accepted, uncertainty surrounding the future of ABC would
fall to zero (i.e., the market would know that barring any antitrust con-
cerns, DuPont would close on this deal when it said it would). In this case,
implied volatility would simply fall away, and the call options value would
become the intrinsic value (in other words, there is no potential or time
value left in the option). The situation would look like this:
20
30
40 Stock Price
50
60
70
Agricultural Boron Co. (ABC)
80
GREEN
We would still make $5 worth of intrinsic value on an invested base
that must have been very small (lets say $0.50 or so), but were the situation
to remain uncertain, we would make much more.