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Strategy Diluted $54.4M Shares, Bought 34% Less Bitcoin

Strategy Dilutes Shareholders by $54.4M but Purchases 34% Less Bitcoin, Faces Dividend Obligations and Maintains Enterprise Value 33% Above BTC Holdings

  • Strategy diluted common shareholders by $54.4 million but purchased only $45.6 million in Bitcoin (BTC).
  • The company bought 34% less BTC than the total $69.5 million raised through dilution of common and preferred shares.
  • Strategy sold $15.1 million in preferred shares, obliging it to pay ongoing dividend payments.
  • Preferred share STRC, heavily promoted for its 10.5% dividend, saw zero sales during the dilution.
  • The company’s enterprise value stands 33% above its BTC holdings, despite prior promises to limit dilution.

Strategy (formerly MicroStrategy) diluted shareholders last week by $54.4 million through the issuance of additional common stock. Despite this, the company acquired only $45.6 million worth of bitcoin (BTC) during the period.

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The total amount raised by the company from diluting both common and preferred shareholders was $69.5 million. Of this, $8.4 million came from selling 10% yielding preferred shares labeled STRF, $4.4 million from 8% yielding STRK, $2.3 million from 10% yielding STRD, and $54.4 million from 0% yielding common shares (MSTR). The proceeds were not fully converted into BTC, with the company purchasing 34% less BTC than the amount raised.

Because of selling $15.1 million worth of these preferred shares, Strategy faces ongoing dividend obligations on these securities. The firm, which earns minimal profits from software, has indicated that future dividends might be supported through dilution.

Interestingly, the company did not sell any of the preferred shares labeled STRC last week. Despite featuring STRC prominently in earnings reports and founder Michael Saylor endorsing its 10.5% dividend as competitive with bank and money-market rates, sales for this class were zero. Currently, STRC’s market capitalization is just 3% of Strategy‘s enterprise value, meaning 97% of the capital raised comes from other securities.

The company has mainly funded BTC accumulation by diluting common stock. It once promised to cease issuing new shares at less than a 150% premium over its BTC holdings, but this was not upheld. At present, Strategy‘s enterprise value is around 33% higher than its BTC holdings, according to statements from Saylor.

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Additionally, the firm carries significant financial obligations beyond shareholder dilution. Over the past 12 months, it paid approximately $35 million in interest to corporate bondholders and spent $278 million on Selling, General, and Administrative (SG&A) expenses, which cover operational costs.

For complete financial details, see the SEC filing and financial summary.

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