Cogent announces $600 million senior secured notes offering

Published 02/06/2025, 18:34
Cogent announces $600 million senior secured notes offering

WASHINGTON - Cogent Communications Holdings, Inc. (NASDAQ: CCOI) disclosed plans by its subsidiaries to initiate an offering of $600 million in senior secured notes due in 2032. The offering is targeted at qualified institutional buyers according to Rule 144A, as well as certain non-U.S. persons in compliance with Regulation S. According to InvestingPro data, the company already operates with a significant debt burden, with a debt-to-equity ratio of 16.7x, though its current ratio of 1.49 indicates sufficient liquidity to meet short-term obligations.

The notes, to be guaranteed by Cogent’s domestic subsidiaries, will also receive a senior unsecured guarantee from the company itself. However, the company will not be bound by the covenants of the indenture governing the notes. Want deeper insights into Cogent’s financial health and debt structure? InvestingPro offers comprehensive analysis with 13+ additional key insights available for subscribers.

Cogent Group intends to allocate a portion of the net proceeds to redeem its existing $500 million 3.500% senior secured notes due in 2026. The remaining funds are earmarked for general corporate purposes, which may include special or recurring dividends to Cogent Communications Holdings.

The completion of the notes offering and the redemption of the existing secured notes are not guaranteed, and the announcement does not constitute an offer to sell or solicit the purchase of any securities. The notes have not been registered under the Securities Act or any state securities laws and may not be offered or sold without registration or an applicable exemption from such requirements.

Cogent Communications is a facilities-based provider of low-cost, high-speed Internet access and private network services, operating an all-optical IP network in 292 markets globally. Despite current challenges, including a negative return on equity and trading near its 52-week low of $43.65, the company maintains an impressive 8.84% dividend yield and has sustained dividend payments for 14 consecutive years. The company has cautioned that the statements in the press release are forward-looking and subject to risks and uncertainties that could cause actual results to differ materially.

The information provided is based on a press release statement from Cogent Communications Holdings, Inc.

In other recent news, Cogent Communications reported its first-quarter 2025 earnings, revealing a slight miss on both earnings per share (EPS) and revenue compared to forecasts. The company’s EPS stood at -1.09 USD, against a forecast of -1.05 USD, while revenue reached 247 million USD, falling short of the projected 251.36 million USD. Citi analyst Michael Rollins adjusted the price target for Cogent, reducing it from $82.00 to $67.00, but maintained a Buy rating. Meanwhile, JPMorgan analyst Philip Cusick revised the price target to $62.00 from $76.00, keeping a Neutral stance, citing weaker first-quarter results. Cogent’s data center monetization efforts are advancing, with four letters of intent moving towards initial contract negotiations. The company also updated its incentive plan and bylaws, increasing the number of shares available for issuance and extending the award date to 2035. Additionally, Cogent’s stockholders approved the appointment of Ernst & Young LLP as the independent registered public accountants for the fiscal year ending December 31, 2025.

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