Dilution tracking for finance professionals
Posts/tweets not investment advice
Dec 2, 2025 • 13 tweets • 1 min read
🚨 Daily Dilution Report - Dec 2, 2025
Today we tracked 18 dilution events raising significant capital.
Breakdown 🧵👇
Dilution Alert: $IREN (MC: $13.75B)
- Offering: Filed to offer undisclosed amount of shares in RDO
- Conv. Note: Offering $2.0B in convertible senior notes
- Buyback: To repurchase existing convertible notes and enter into new capped calls to mitigate dilution
Nov 29, 2025 • 11 tweets • 2 min read
🚨 Daily Dilution Report - Nov 29, 2025
Today we tracked 24 dilution events raising significant capital.
Breakdown 🧵👇
Dilution Alert: $ACTU (MC: $177M)
- ATM: Filed $100M At-the-Market (ATM) offering
- ATM: Has a $50M Committed Equity Financing Facility (CEFF)
- Shelf: Filed $250M universal shelf; limited by 'baby shelf' rule
- Warrants: Has 666.5k outstanding warrants exercisable @ $7.00
Nov 26, 2025 • 14 tweets • 2 min read
🚨 Daily Dilution Report - Nov 26, 2025
Today we tracked 22 dilution events raising significant capital.
Breakdown 🧵👇
$AEP | MC: $64.94B
- ATM: Launched a $3.5B At-the-Market (ATM) offering program
• Shelf: Using its $10B universal shelf for ATM program
