A plain English explanation of MSTRs convertible bond strategy (sort of long, sorry)

Posted: Nov 23, 2024

  • Company MSTR is issuing convertible bonds at 0% interest with a convert price above current share price
  • MSTR uses bond proceeds to buy bitcoin, increasing share value
  • Bond holders can convert bonds into shares if stock price rises above convert price
  • Dilutive to existing shareholders, but only if stock appreciates
  • Bitcoin is not encumbered in bonds, but must be paid off if bonds mature
  • MSTR aims to entice other companies to follow suit, potentially leading to systemic risk
  • FASB accounting rule changes in 2025 will allow for fair valuation of bitcoin on corporate balance sheets
  • MSTR's future earnings may see significant gains if accounting rules change is implemented
  • Long-term risk due to potential for other companies to adopt similar strategies
  • Uncertain future for MSTR CEO Michael Saylor, could lead to huge success or financial ruin




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