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Sequans Sells 970 Bitcoin to Halve Convertible Debt to $94.5 Million

The sale eases covenant constraints to open buyback and capital‑market options, with the company maintaining its Bitcoin strategy.

Overview

  • Sequans reduced its total liabilities from $189 million to $94.5 million and now holds 2,264 BTC worth roughly $240 million.
  • The debt-to-net-asset-value ratio fell from 55% to 39% following the transaction, improving the company’s leverage profile.
  • CEO Georges Karam called the move tactical and market-driven and reiterated a long-term commitment to holding Bitcoin.
  • Management said the balance-sheet shift enables potential ADR buybacks, preferred-share issuance, and yield strategies on remaining BTC.
  • SQNS closed down 16.6% on Tuesday, and the news arrived as Bitcoin slipped near $101,000 after noted ETF outflows and macro pressure; analysts had flagged a prior transfer to a Coinbase-linked address.