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by Thoeu388 1070 days ago
How much revenue do they need to generate for $250M investment? Paid version with extra features, $40M per year, and they will do fine.
1 comments

> How much revenue do they need to generate for $250M investment

$30 to 40 million for interest on this issue.

Telegram sold $1bn of bonds in March 2021, when rates were 25 bps, with a 7% coupon [1]. Rates are now 5.25%. Their new bonds should thus yield 12%+.

That implies a total annual interest bill over $100 million, with a refinancing in 2026 on $1bn. Not ideal.

[1] https://bondblox.com/news/messaging-app-telegram-sells-bonds...