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CleanSpark Upsizes Zero-Coupon Convertible to $1.15 Billion for Buyback and AI Buildout

The financing is meant to restructure the balance sheet to speed a shift into AI-focused data centers.

Overview

  • CleanSpark priced a private offering of senior unsecured convertible notes due February 15, 2032, carrying a 0% coupon and payable in cash, stock, or both at the company’s election.
  • Approximately $460 million of net proceeds will fund repurchases of common stock at $15.03 per share through privately negotiated transactions.
  • Remaining funds are earmarked to expand power and land holdings, develop high-performance computing and AI data center infrastructure, repay bitcoin-backed credit lines, and for general corporate purposes.
  • The initial conversion rate is 52.1832 shares per $1,000 note (equivalent to $19.16 per share, about a 27.5% premium), with conversion restricted until August 15, 2031 except under specified conditions.
  • Cantor Fitzgerald and BTIG are leading the transaction, which includes an option for initial purchasers to buy additional notes and is expected to close November 13; CleanSpark shares fell following the announcement, with dealers’ hedging cited as a factor.