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Strategy to Buy Back $1.5 Billion of 2029 Convertible Notes at a Discount

The filing signals a shift toward flexible financing that could include selling Bitcoin.

Overview

  • Strategy agreed to repurchase $1.5 billion of its 2029 convertible notes for about $1.38 billion, roughly 8% below face value, with the repurchased debt to be canceled after settlement.
  • The company said it may use cash on hand, proceeds from an at-the-market common stock program, or the sale of Bitcoin to fund the transaction.
  • Executives framed the move as an opening step in a multi‑year effort to reduce an $8.2 billion convertible debt load by swapping debt for equity over time.
  • Strategy continues to raise money through its STRC preferred stock, which pays about an 11.5% annual dividend and has funded recent Bitcoin purchases while adding ongoing cash obligations.
  • The firm holds about 818,869 BTC valued near $65 billion, and Michael Saylor has outlined a plan that targets roughly 2.3% annual Bitcoin appreciation and allows limited coin sales for items like dividends.