Research – Eagle Bulk Shipping (EGLE) – Convert Debt Funds Another Acquisition, Pressures Stock Price

Friday, July 26, 2019

Eagle Bulk Shipping (EGLE)

Convert Debt Funds Another Acquisition, But Pressures Stock Price.

Eagle Bulk Shipping Inc. is a US-based drybulk owner-operator focused on the Supramax/Ultramax mid-size asset class, which ranges from 50,000 and 65,000 deadweight tons in size; these vessels are equipped with onboard cranes allowing for the self-loading and unloading of cargoes, a feature which distinguishes them from the larger classes of drybulk vessels and provides for greatly enhanced flexibility and versatility- both with respect to cargo diversity and port accessibility.

Poe Fratt, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.

  • Convert debt priced yesterday despite 18% stock price drop after offering was announced. Unsecured convert debt of $100 million due in 2024 was priced with a coupon of 5% and conversion premium of 25%, or $5.61/share. Green shoe is $15 million.
  • Convert debt funds another acquisition to extend fleet renewal program. Six Ultramaxes (four built in 2015 and two in 2016) will be acquired for $122 million. There is an option to issue…



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