$NEBIUS(NBIS)$ The $4.5B conve

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nizzmo
08-25 05:13

$NEBIUS(NBIS)$ The $4.5B convertible raise ended up pricing at $5B and has now closed at the full $5.75B after institutional buyers exercised the entire $750M additional option. That looks like very strong demand for the financing. Today was also the expected settlement date for the separate $800M old-note exchange for roughly 15.8M shares. The market has spent days absorbing the financing, hedging and exchange pressure. Now that the transaction has closed, I'm interested to see what NBIS does as that technical overhang begins to clear and attention returns to Q2 execution and the $7-9B ARR target.

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