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Old 05-03-2019, 12:52 PM   #47 (permalink)
JSH
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Quote:
Originally Posted by Piotrsko View Post
So back a while ago, there was some sort of trigger requirement that the stock value had to have a threshold value otherwise it was a cash repayment.

Anything like that in this issue?

Yes there will be a conversion price but we do not know what it is. From the press release:

"The notes in this offering will be convertible into cash and/or shares of Tesla’s common stock at Tesla’s election. The interest rate, conversion price and other terms of the notes are to be determined."

EDIT: There is no update to Tesla Investors page but Bloomberg is reporting the following for the bonds:

2% coupon compounded semiannually.
Conversion at 27.5% above a $243 stock price so that would be $310
Maturity in 2024

In comparison you can get a fully guaranteed 5 year CD that compounds daily at 3% interest. No investor is buying these bonds for the interest payments. They will only really pay off if the bonds convert to stock at a much higher price than $310. (Converting at $310 would be a 5% annual return + the 2% coupon for a total gain of 7%)

Another interesting note is that 25% of the money raise today will be used to pay off older bonds that mature in November.

In another article it was noted that Tesla convertible bonds are popular with Tesla short sellers. They use the bonds as a hedge against the stock rising.


The Bloomberg Article: https://www.bloomberg.com/news/artic...rings-jv82k0mf

Last edited by JSH; 05-03-2019 at 01:43 PM..
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