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27 thoughts on “Texas Capital Bancshares Announces New Preferred Issuance”

  1. I’ve been in and out if TCBI preferreds. Mostly out because it’s a risk. If it may be too risky at 6.5% what is it at 5.5%

  2. Price talk 5.5 – 5.625

    Previous two never went up much, nor did they sell off much. Kind of thin.

  3. RE – TCBIP Correct me if I’m wrong but I believe that TCBI cannot call this issue until 6/15 because it’s beyond the 30 day notification period for call on 3/15. That means at the current price of 25.50 this looks like a great MM alternative candidate given it doesn’t go ex-div for 3/15 coupon for another few days……

      1. Tim, TCBI has been in a state of turbulence for past year. They announced a merger, cancelled it, the President/CEO departed and was just recently replaced in January 2021. Plus they are trying to diversify away from the oil patch. Have recently replaced several senior positions. So I have hope for the future and added to my TCBIL shares with expectation that my TCBIP will be called.

    1. TCBIP is now trading at 25.42/.43 which would roughly equal the proceeds on the expected call for 6/15, so you have an opportunity to get out now, 3 months early.

    1. Just have replaced half of my position in TCBIL with NYCB-PRU. Better safe than sorry…

      1. Yuiry – That’s an interesting replacement. Is there a date NYCB can recall this or lower the interest rate (to LIBOR +something), otherwise looks good, unless people doubt the quality?

        1. No, both have a Fixed rate and both are callable. Both are about the same yield (~6,5%) and both pay unqualified distributions (interest).
          Just NYCB now have some premium to redemption price ($50) since is trading at $46 so I decided to add those.
          As far as risks are concerned, in my opinion they are about the same, TCBI has a big exposure in oil and NYCB in New York real estate. But according to the agencies, the TCBI is higher than the NYCB.

          1. I thought NYCB-U was considered ‘broken’ by the terms of redemption being 125% of the conversion price of $50 (62.50) –no? per QOnline Otherwise, not redeemable.
            The common stock is far too low for it too be possible for a long time.

              1. Guys, NYCB-U is a convertible. Its more “busted” as NYCB common has to get over $20 to sniff conversion. And considering common pays out like a big bond, stock price isnt moving anywhere quickly. Actually its pretty safe as most of their loans in NY are rent restricted dwellings and generally loan 50% and less on values of the buidings. Dont pay they get the property and most are paying just fine. Im a long time holder of this issue. It does generate “phantom income taxes” so its better served in a tax free account…Below is the conversion formula.

                The Bifurcated Option Note Unit SecuritiESSM (“BONUSES units”) included in the preceding table were issued by the Company on November 4, 2002 at a public offering price of $50.00 per share. Each of the 5,500,000 BONUSES units offered consisted of a capital security issued by New York Community Capital Trust V, a trust formed by the Company, and a warrant to purchase 2.4953 shares of the common stock of the Company (for a total of approximately 13.7 million common shares) at an effective exercise price of $20.04 per share. Each capital security has a maturity of 49 years, with a coupon, or distribution rate, of 6.00% on the $50.00 per share liquidation amount. The warrants and capital securities were non-callable for five years from the date of issuance and were not called by the Company when the five-year period passed on November 4, 2007.

                1. I’ve never bothered to follow any of these types of “units,” so here’s a very basic academic question – It says, “At any time after the BONUSES units are issued, the preferred security and warrant components of each BONUSES unit may be separated by the holder and transferred separately. Thereafter, a separated preferred security and warrant may be combined to form a BONUSES unit.” With that being said, how does one know whether what they are buying in the secondary is separated or with warrants attached? I’m sure there’s a simple answer, but I’ve never bothered to try to find out because they really don’t interest me… However, grid me with the facts, Grid, for the sake of academia..

                  1. 2WR, Im not gonna try to blow smoke up ‘ur arse and act like I have any deep understanding. I know bottom line Im gonna either gonna get $50 in securities on a conversion (it wont happen for a long time), a redemption notice and get paid $50 (seems like that wont be in cards either), or hold until I ever get tired of holding and sell (no plans to do that either).
                    I think the rest of the junk is mostly irrelevant. Now they did in 2009 make a voluntary tender that involved the process of giving a couple of shares and $10 cash per Bonus unit. But that was a fair deal in 2009 crisis and NYCB-U held up considerably better than almost all bank issues. Oddly enough the common back then wasnt trading for much less than it is now.

                    The offer is currently expected to expire on Tuesday, August 25, 2009, and the Exchange Ratio would then be fixed at 4:30 p.m. New York City time, on August 21, 2009. For each BONUSES unit tendered and accepted (and not subsequently withdrawn), the Company will issue (i) 2.4953 shares plus (ii) $10.00 divided by the daily volume-weighted average price (the “Average VWAP”) of its common shares during the five consecutive trading days ending on August 21, 2009. The Average VWAP and the total number of shares to be issued will be announced in a press release before the opening of trading on the New York Stock Exchange on Monday, August 24, 2009

                    https://ir.mynycb.com/news-and-events/news-releases/press-release-details/2009/New-York-Community-Bancorp-Inc-Commences-Exchange-Offer-for-275000000-of-Its-Bifurcated-Option-Note-Unit-SecuritiesSM/default.aspx

                    1. You had me laughing outloud, Grid, spelling out three possible scenarios for you personally with what you own of NYCB-U. ‘Fess up – there’s really only one for you – ” hold until I ever get tired of holding and sell.” ha.

                      Trying to answer my own question, maybe the answer is that if someone were to split the units, mechanically he would no longer own a BONUSES, aka, NYCB-U. Maybe he’d then own 2 separate securities of sort with 2 different CUSIPs neither of which would be NYCB-U’s CUSIP. That final quoted sentence, “Thereafter, a separated preferred security and warrant may be combined to form a BONUSES unit,” probably infers that a BONUSES is not a BONUSES if the preferred and the warrants are separated…

  4. So, do I have this right, because of 30 day required notice on TCBIP and the fact that it can only be redeemed on a dividend payment date, it cannot be redeemed before approx. 6/15/21, or two additional dividend payments?

    1. From Prospectus https://www.sec.gov/Archives/edgar/data/1077428/000119312513122452/d505350d424b2.htm Cover page and elsewhere

      We may redeem the Preferred Stock (i) in whole or in part, from time to time, on any dividend payment date on or after June 15, 2018,

      and p S-18 If we redeem shares of the Preferred Stock, we will provide notice by first class mail (or, if the Preferred Stock is issued or held in book-entry form through DTC or another facility, in accordance with the procedures of such facility) to the holders of record of the shares of Preferred Stock to be redeemed. Such notice will be provided not less than 30 days and not more than 60 days prior to the date fixed for the redemption

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