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Carlyle Credit Fund announces preferred share sale

Published 27/08/2024, 13:16
CCIF
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NEW YORK - Carlyle Credit Income Fund (NYSE: CCIF), a closed-end fund specializing in collateralized loan obligation (CLO) investments, has announced a private placement of its 7.125% Series B Convertible Preferred Shares due August 2029. The fund has entered into a Purchase Agreement with select institutional investors for the sale of approximately 11,517 preferred shares, each with a liquidation preference of $1,000.00. The transaction is expected to yield net proceeds of around $10.6 million before expenses, with the offering anticipated to close today, subject to customary closing conditions.

The preferred shares will pay a fixed annual dividend of 7.125%, amounting to $71.25 per share. The fund is obligated to redeem all outstanding Convertible Preferred Shares on August 27, 2029, at the liquidation preference plus any accumulated unpaid dividends. Starting February 27, 2025, the fund may opt to redeem these shares in whole or in part.

Holders of the Convertible Preferred Shares have the option to convert their holdings into common shares of the fund after six months from the issue date and before the redemption date. The conversion price will be the higher of the market price or the fund's net asset value per common share prior to conversion. The preferred shares will not be listed on any exchange and are non-transferable without the fund's consent.

Concurrently, Carlyle Credit Income Fund has agreed to a registered direct placement of 1,444,865 Common Shares at $7.9592 per share, with an expected closing date of June 30, 2022. This separate offering is anticipated to generate approximately $11.5 million in net proceeds before expenses.

The proceeds from both offerings are intended for investment in line with the fund's objectives, shareholder distributions, and general working capital. The offerings are detailed in the fund's filings with the U.S. Securities and Exchange Commission (SEC), including a Current Report on Form 8-K.

The securities mentioned have not been registered under the Securities Act of 1933 and are being issued under an exemption. They may not be sold in the United States without registration with the SEC or an applicable exemption from such registration requirements.

This news is based on a press release statement from Carlyle Credit Income Fund.

In other recent news, Carlyle Credit Income Fund (CCIF) has maintained its quarterly dividend at $0.105 per share through November 2024, demonstrating a strong performance in the Collateralized Loan Obligation (CLO) market. The fund has seen a 16.5% dividend increase based on its net asset value as of July 31, 2024, and reported a resilient loan portfolio with noteworthy EBITDA growth and moderate default rates. Investments in new CLOs during the quarter reached $12.2 million, with a significant weighted average GAAP yield of 19.5%. The fund's total investment income for the third quarter was $7.4 million, and it raised $5.5 million successfully through an At-The-Market (ATM) program. These are among the recent developments that highlight the fund's robust activity in the CLO market and its commitment to maintaining its dividend. The fund's portfolio showed a GAAP yield of 20.26% on a cost basis and a weighted average junior overcollateralization cushion of 4.17%. The company remains positive on the CLO market and aims to provide an attractive dividend yield and total return.

InvestingPro Insights

As Carlyle Credit Income Fund (NYSE: CCIF) navigates through its latest offerings, investors are closely monitoring the fund's performance and potential. According to real-time data from InvestingPro, the fund has a market capitalization of $116.14 million and is trading near its 52-week high, with the price at 98.75% of this peak. This suggests a strong market confidence in the fund's performance and stability.

InvestingPro Tips highlight that while CCIF pays a significant dividend to shareholders, with a robust yield of 14.5%, it suffers from weak gross profit margins. This could be a point of concern for investors looking for long-term profitability beyond dividend returns. Additionally, the fund's valuation implies a poor free cash flow yield, which might indicate challenges in sustaining its high dividend payments in the future. However, it's worth noting that CCIF has maintained dividend payments for 13 consecutive years, demonstrating a commitment to returning value to shareholders.

For those interested in a deeper analysis, InvestingPro offers additional tips for CCIF at https://www.investing.com/pro/CCIF, which could provide further insights into the fund's financial health and investment potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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