PureCycle Technologies Inc. (NASDAQ:PCT) shares are under pressure Thursday after the company priced concurrent public offerings totaling $395 million — a capital raise that came on the heels of a parabolic run that saw the stock more than double in three months.

The Offerings

PureCycle priced $250 million in 4.75% convertible senior notes due 2032 and 17,661,388 shares of common stock at $8.21 per share, for aggregate gross proceeds of $395 million. Morgan Stanley is acting as sole bookrunner for both offerings, with Cantor as co-manager. The offerings are expected to close on or about June 15. Underwriters have been granted 30-day over-allotment options that could bring total proceeds to approximately $433 million.

Use of Proceeds

The company plans to use the bulk of the proceeds — approximately $246.3 million — to repurchase roughly $216 million in aggregate principal of its existing 7.25% green convertible notes due 2030, effectively refinancing at a lower rate. The remainder will be used to repurchase additional green convertible notes and for working capital and general corporate purposes.

The Convertible Notes

The new notes carry a 4.75% annual interest rate, payable semi-annually beginning January 1, 2027, and mature July 1, 2032. The initial conversion price is approximately $11.08 per share — a 35% premium to the $8.21 common stock offering price. PureCycle may not redeem the notes prior to July 6, 2029.

PureCycle Shares Fall

PCT Price Action: At the time of publication, PureCycle shares are trading 15.02% lower at $8.40, according to data from Benzinga Pro.

This illustration was generated using artificial intelligence via Midjourney.