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CleanSpark Upsizes Zero-Coupon Convertible to $1.15 Billion, Pairing the Deal With a $460 Million Buyback

Investor demand enables financing that backs a pivot into AI data centers.

Overview

  • The senior unsecured notes carry 0% interest and mature on February 15, 2032, with an initial conversion rate of 52.1832 shares per $1,000 note, implying $19.16 per share and a 27.5% premium.
  • CleanSpark will repurchase approximately $460 million of common stock through privately negotiated transactions at $15.03 per share.
  • Remaining proceeds are earmarked to expand power and land holdings, build AI and high-performance computing data center infrastructure, and repay bitcoin-backed credit lines.
  • The offering includes an option for initial purchasers to buy additional notes, is led by Cantor Fitzgerald and BTIG, and is expected to close on November 13.
  • Shares fell several percent after the announcement as convertible-related hedging weighed on the stock, aligning with a broader shift by miners toward AI infrastructure following CleanSpark’s Texas site acquisition.