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Bitdeer Stock Sinks on $300 Million Convertible Notes Plan, Contingent Share Sale

The deal funds hedges against dilution to enable an AI data-center push.

Overview

  • Bitdeer launched a private offering of $300 million in convertible senior notes due 2032, with an option for initial purchasers to buy an additional $45 million.
  • The notes are convertible at the company’s election into cash, Class A ordinary shares, or a combination of both.
  • A separate registered direct sale of Class A shares to certain holders of Bitdeer’s 5.25% convertible notes due 2029 is planned and depends on closing the new notes and related repurchases.
  • Proceeds will fund capped-call transactions to limit dilution and repurchase a portion of the 2029 notes, with remaining funds directed to data centers, AI/high-performance computing, and ASIC rig development.
  • Shares fell about 17–18% on Thursday, traded below $8, and closed at $7.94, reflecting investor concern about potential future dilution.