Liberty Media Corporation Closes Private Offering of $575 Million of 3.75% Convertible Senior Notes Due 2028
March 10 2023 - 5:06PM
Business Wire
Liberty Media Corporation (“Liberty”) (NASDAQ: LSXMA, LSXMB,
LSXMK, BATRA, BATRK, FWONA, FWONK) announced today that it has
closed its previously announced private offering of $575 million
aggregate principal amount of its 3.75% convertible senior notes
due 2028 (the “Notes”), including notes with an aggregate principal
amount of $75 million issued pursuant to the exercise of an option
granted to the initial purchasers, which was exercised in full.
The Notes will be convertible into shares of Liberty’s Series A
Liberty SiriusXM common stock (“LSXMA”), which may be settled at
Liberty’s election in LSXMA, cash or a combination thereof. Prior
to December 15, 2027, the Notes will be convertible at the option
of holders only upon satisfaction of certain conditions and during
certain periods, and on and after December 15, 2027, at any time
until the close of business on the second scheduled trading day
immediately preceding the maturity date. The Notes will have an
initial conversion rate of 25.9000 shares of LSXMA per $1,000
principal amount of Notes, representing an initial conversion price
of approximately $38.61 for each share of LSXMA, which represents a
conversion premium of approximately 30% to the last reported sale
price of $29.70 per share of LSXMA on the Nasdaq Global Select
Market on March 7, 2023.
The Notes will mature on March 15, 2028, unless earlier
redeemed, repurchased or converted. Interest will be payable
semi-annually in arrears on March 15 and September 15 of each year,
commencing September 15, 2023. Liberty may redeem for cash all or
any portion of the Notes (subject to certain limitations), at its
option, on or after March 20, 2026, if the last reported sale price
of LSXMA has been at least 130% of the conversion price then in
effect for at least 20 trading days (whether or not consecutive)
during any 30 consecutive trading day period (including the last
trading day of such period) ending on the trading day immediately
preceding the date on which Liberty provides notice of redemption
at a redemption price equal to 100% of the principal amount of the
Notes to be redeemed, plus accrued and unpaid interest to, but
excluding, the redemption date.
Liberty expects to use the proceeds of the offering, together
with the other cash amounts as described below, to repurchase a
total of approximately $591 million in aggregate principal amount
of Liberty’s existing 1.375% cash convertible notes due 2023 (the
“1.375% Cash Convertible Notes”) and approximately $112 million in
aggregate adjusted principal amount of Liberty’s existing 2.125%
exchangeable senior debentures due 2048 at a cost of $774 million.
In addition to the net proceeds of the offering, Liberty expects to
use $39 million of net proceeds from the proportional termination
and unwinding of the related bond hedges and warrants that Liberty
entered into in connection with the issuance of the 1.375% Cash
Convertible Notes and $170 million of cash attributed to Liberty
SiriusXM Group, including cash to be received over time from the
Liberty Formula One Group in connection with the settlement and
extinguishment of approximately 3.1 million notional shares
represented by the intergroup interest in the Liberty Formula One
Group that is attributed to the Liberty SiriusXM Group (which is
equivalent to the number of shares of Series A Liberty Formula One
common stock underlying the repurchased 1.375% Cash Convertible
Notes) to fund such repurchases.
In connection with the offer and sale of the Notes, the
repurchases of the 1.375% Cash Convertible Notes and the
proportional termination and unwinding of the related bond hedges
and warrants, certain financial intermediaries entered into various
derivative and other transactions with respect to the shares of
LSXMA, FWONA and BATRA and those financial intermediaries may
purchase shares of LSXMA, FWONA and BATRA subsequent to the
issuance of the Notes. The net effect of these activities could
have caused an increase (or reduced the size of any decrease) in
the market price of LSXMA (and of FWONA and BATRA) at the time of
the pricing of the Notes and may continue to have an impact at such
subsequent times, which may affect the trading price of the
Notes.
The Notes (and any shares of LSXMA issuable on conversion of the
Notes) will not be registered under the Securities Act of 1933, as
amended (the “Securities Act”), or any state securities laws and,
unless so registered, may not be offered or sold in the United
States except pursuant to an exemption from, or in a transaction
not subject to, the registration requirements of the Securities Act
and applicable state securities laws. The Notes were offered by
means of an offering memorandum solely to “Qualified Institutional
Buyers” pursuant to, and as that term is defined in, Rule 144A of
the Securities Act. This press release does not constitute an offer
to sell or the solicitation of an offer to buy any of these
securities nor shall there be any sale of any of these securities
in any state in which such offer, solicitation or sale would be
unlawful prior to registration or qualification under the
securities laws of such state.
Forward-Looking Statements
This press release includes certain forward-looking statements
within the meaning of the Private Securities Litigation Reform Act
of 1995, including statements relating to the use of proceeds. All
statements other than statements of historical fact are
“forward-looking statements” for purposes of federal and state
securities laws. These forward-looking statements generally can be
identified by phrases such as “possible,” “potential,” “intends” or
“expects” or other words or phrases of similar import or future or
conditional verbs such as “will,” “may,” “might,” “should,”
“would,” “could,” or similar variations. These forward-looking
statements involve many risks and uncertainties that could cause
actual results to differ materially from those expressed or implied
by such statements, including, without limitation, general market
conditions. These forward-looking statements speak only as of the
date of this press release, and Liberty expressly disclaims any
obligation or undertaking to disseminate any updates or revisions
to any forward-looking statement contained herein to reflect any
change in Liberty’s expectations with regard thereto or any change
in events, conditions or circumstances on which any such statement
is based. Please refer to the publicly filed documents of Liberty,
including its most recent Annual Report on Form 10-K, for
additional information about Liberty and about the risks and
uncertainties related to Liberty’s business which may affect the
statements made in this press release.
About Liberty Media Corporation
Liberty Media Corporation operates and owns interests in a broad
range of media, communications and entertainment businesses. Those
businesses are attributed to three tracking stock groups: the
Liberty SiriusXM Group, the Braves Group and the Formula One Group.
The businesses and assets attributed to the Liberty SiriusXM Group
(NASDAQ: LSXMA, LSXMB, LSXMK) include Liberty Media Corporation’s
interests in SiriusXM and Live Nation Entertainment. The businesses
and assets attributed to the Braves Group (NASDAQ: BATRA, BATRK)
include Liberty Media Corporation’s subsidiary Braves Holdings,
LLC. The businesses and assets attributed to the Formula One Group
(NASDAQ: FWONA, FWONK) consist of all of Liberty Media
Corporation’s businesses and assets other than those attributed to
the Liberty SiriusXM Group and the Braves Group, including its
subsidiary Formula 1 and other minority investments.
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version on businesswire.com: https://www.businesswire.com/news/home/20230310005391/en/
Liberty Media Corporation Shane
Kleinstein, 720-875-5432
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