橡树博士前几天推荐给我的文章，我找不到原版了，但下面这个也可以，您看过吗，

或许可以“对冲”一下你的“稀释”

风险肯定大，但这个binding agreement weakened a big deal of its risks, now, with msft's deal, you really nailed it!

 

https://irisenergy.gcs-web.com/news-releases/news-release-details/iren-prices-875-million-convertible-notes-offering

所有跟帖： 

• 多谢多谢，没看过，convertible notes是个很不错的主意 -GandalfOld- ♂ (0 bytes) () 11/03/2025 postreply 07:16:13

• 关键是0% rate on the notes and the non-selling clause for -晓炎- ♀ (73 bytes) () 11/03/2025 postreply 08:14:26

• 0 coupon... -620Oaks- ♂ (107 bytes) () 11/03/2025 postreply 08:49:18

• You leave me speechless! Sharp ! -晓炎- ♀ (167 bytes) () 11/03/2025 postreply 09:04:43

• 比起直接买股，买方用42.5% conversion premium的代价来换最多100%的稀释？很多terms要学 -GandalfOld- ♂ (315 bytes) () 11/03/2025 postreply 10:01:23

• 贪心了吧，贪心了吧 -晓炎- ♀ (167 bytes) () 11/03/2025 postreply 10:28:14

• 哈哈，不过仓位小，不弄那么复杂了，保持灵活性，微软的deal derisk这个股票的前景 -GandalfOld- ♂ (0 bytes) () 11/03/2025 postreply 12:16:24