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FennEdge Know the ticker. Know the evidence.
Browse terms140
Browse terms140

Core terms

Convertible

Debt or preferred securities that can convert into common stock under fixed or variable-price terms, sometimes with floors, resets, accrued interest, premiums, or default adjustments.

Calculation framework

Fixed conversion shares ≈ (principal + convertible interest and fees) ÷ conversion priceVariable conversion price may equal max(floor, reference price × (1 − discount)); model multiple price scenarios

What traders should verify

Verify principal outstanding, OID, interest, maturity, floor and reset mechanics, conversion notices, blockers, exchange caps, collateral, defaults, and actual shares issued.

Do not conflate

Low-price scenarios can expand share counts sharply, but theoretical capacity is not proof that conversion occurred.

Primary source

Primary source

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