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飞鲸投资笔记
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回复@Erich: $先科电子(SMTC)$ 官网新闻
Semtech Announces Full Exercise of Greenshoe Option and Closing of Public Offering
Semtech 宣布全面行使绿鞋选择权并结束公开发行Dec 09, 2024 4:05 PM
2024 年 12 月 9 日 下午 4:05
CAMARILLO, Calif.--(BUSINESS WIRE)-- Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider (“Semtech” or “Company”), today announced the closing of its underwritten public offering of 10,496,032 shares of its common stock, which includes the full exercise of the underwriters’ option to purchase an additional 1,369,047 shares of its common stock, at a public offering price of $63.00 per share. The gross proceeds to the Company, before deducting the underwriting discounts and commissions and estimated offering expenses payable by the Company, were approximately $661 million.
加利福尼亚州卡马里洛--(美国商业资讯)-- 高性能半导体、物联网系统和云连接服务提供商(“Semtech”或“公司”)Semtech Corporation(纳斯达克股票代码:SMTC)今天宣布结束其 10,496,032 股普通股的承销公开发行,其中包括承销商全面行使选择权,以每股 63.00 美元的公开发行价额外购买 1,369,047 股普通股。在扣除承销折扣和佣金以及公司应付的估计发行费用之前,公司的总收益约为 6.61 亿美元。
The Company intends to use the net proceeds from the offering for the repayment of certain indebtedness under the Company’s Third Amended and Restated Credit Agreement, dated September 26, 2022, with the lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent (“Credit Agreement”).
公司拟将此次发行的净收益用于偿还公司于 2022 年 9 月 26 日签订的第三次修订和重述信贷协议项下的某些债务,该协议的贷方和摩根大通银行 (NA) 作为行政代理人 (“信用协议”)。
Morgan Stanley and UBS Investment Bank acted as joint book-running managers for the offering.
摩根士丹利和瑞银投资银行担任此次发行的联合账簿管理人。
“This transaction aligns with a key objective of balance sheet improvement and facilitates each of the three CEO near-term priorities to focus our strategy and rationalize our portfolio, accelerate revenue growth and drive margin expansion and promote a high-performance culture through our Semtech Rising initiative,” said Hong Hou, Semtech’s president and chief executive officer. “Semtech’s execution and performance, supported by our employees, suppliers and partners, were foundational to the success of this transaction.”
“这项交易符合改善资产负债表的关键目标,并有助于三位首席执行官的近期优先事项集中我们的战略并合理化我们的投资组合,加速收入增长并推动利润率扩张,并通过我们的 Semtech Rising 促进高绩效文化Semtech 总裁兼首席执行官 Hong Hou 表示。 “在我们的员工、供应商和合作伙伴的支持下,Semtech 的执行力和业绩是此次交易成功的基础。”
“We are pleased with investor support of this public offering, which facilitated an increase in transaction size and full exercise of the greenshoe,” said Mark Lin, Semtech’s executive vice president and chief financial officer. “Net proceeds are expected to reduce long-term debt to less than half of the principal outstanding as of the end of our fiscal third quarter of 2025. Based on current interest rates on our Credit Agreement, we expect net proceeds from the offering will result in annual cash interest savings of approximately $48 million.”
Semtech 执行副总裁兼首席财务官 Mark Lin 表示:“我们很高兴投资者对本次公开发行的支持,这促进了交易规模的增加和绿鞋的充分行使。” “截至 2025 年第三财季末,预计净收益将减少长期债务至未偿本金的一半以下。根据我们信贷协议的当前利率,我们预计此次发行的净收益将达到每年可节省约 4800 万美元的现金利息。”//@Erich:回复@飞鲸投资笔记:是9号发的公告 public offering.想请问public offering 是场内买出给散户么,不太懂和ATM区别。我看了一下10号开始到现在总交易量大概 1500万股,增发也9百万股,如果场内可能还没卖完?

@飞鲸投资笔记 :英伟达GTC大会之后,NVLink/NVL72非常火爆,这让网络互联这个领域热度急剧升高。随后的OFC大会更是火上浇油。
不过虽然各家在技术上争奇斗艳,我感觉美股中走势比较好的(因为网络互联/光通信概念)寥寥无几,出乎我意外的是$MACOM Technology(MTSI)$$先科电子(SMTC)$ 这两个,尤其是后者的...