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Old 05-02-2019, 02:21 PM   #45 (permalink)
JSH
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Quote:
Originally Posted by redpoint5 View Post
What sets the rate of return on the bond if the stock price criteria is not met, or during the maturation period? It sounds like convertible bond holders would always want to achieve the stock price.
The interest rate (coupon in bond terms) it set when the bond is sold. It pays out just like a normal bond with interest payments scheduled for the life of the bond. That schedule could be monthly, quarterly, yearly, etc. It depends on the terms set when the bond is sold.

Quote:
Originally Posted by redpoint5 View Post
At maturation, must the bonds be converted to cash, or can they carry forward as bonds?
At maturate the principle is either paid in cash or paid in stock.

The advantage of a convertible bond for the company issuing the bond is that there is the potential to pay the bond in stock (which is basically free) instead of burning cash. The advantage to the buyer is that their is the potential to get gains above and beyond the simple interest earned on the bond.
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