MicroStrategy boosts convertible note sale to $700M amid crypto boom

MicroStrategy has announced plans to increase its sale of convertible notes from $600 million to $700 million, aiming to capitalize on the current cryptocurrency bull market. 

The notes, set for 2030, will have a modest interest rate of 0.625% per year and a conversion price of $1,497.68 per share. This conversion price is set at a 21% premium over its current share price of $1,234.48, as of the announcement on March 6. 

Details and terms of the note sale 

The sale is exclusive to accredited or institutional investors, thus highlighting MicroStrategy’s approach to engage sophisticated financial backers. Also, the terms include provisions for note holders to demand repurchase by MicroStrategy on specific dates or upon certain fundamental changes, guaranteeing a repurchase price of 100% of the principal amount plus any accrued interest.

Moving forward, MicroStrategy anticipates raising approximately $684.3 million from the note sale, which could increase to $782.0 million if all purchase options are exercised. The company plans to use the proceeds to acquire more Bitcoin or cover corporate expenses. Presently, MicroStrategy holds about 193,000 BTC, bought at an average price of $31,544, amounting to a $12.9 billion value and representing a 112% return on investment. This strategic investment has contributed to a 429.2% return in the company’s stock, paralleling the broader Bitcoin market’s performance.

Michael Saylor, MicroStrategy’s chairman and co-founder, has been a vocal proponent of Bitcoin, integrating it into the company’s asset allocation strategy since August 2020. The company has continued to add Bitcoin to its treasury in subsequent quarters, affirming its commitment to the cryptocurrency as a core component of its financial strategy.


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