8-KOther EventsExhibits & Filings

CHARTER COMMUNICATIONS, INC. /MO/ 8-K Report, Corporate Update (Feb 3, 2012)

Filed February 3, 2012For Securities:CHTR

Summary

Charter Communications, Inc. (CHTR) announced amendments to ongoing tender offers for its debt securities through its subsidiaries, Charter Communications Operating, LLC and CCH II, LLC. The key changes involve the removal of a sublimit for the 2016 Notes tender offer, an extension of the expiration date to February 14, 2012, and an increase in the maximum aggregate purchase price from $843 million to $1.01 billion. These adjustments indicate Charter's continued efforts to manage its debt structure by repurchasing notes at potentially favorable terms. Investors should note that Charter has already completed an early settlement for a portion of its 2012 and 2014 notes, and a significant amount of the 2016 notes had been tendered as of February 1, 2012. The company is offering specific consideration amounts per $1,000 principal for each series of notes, including consent fees or early tender payments, suggesting a strategy to incentivize bondholder participation in the debt reduction efforts.

Key Highlights

  • 1Charter Communications amended its tender offers for certain outstanding debt securities.
  • 2The expiration date for the tender offers has been extended to February 14, 2012.
  • 3The maximum aggregate purchase price for all tendered notes has been increased from $843 million to $1.01 billion.
  • 4A sublimit previously imposed on the 2016 Notes tender offer has been removed.
  • 5Charter previously completed an early settlement for $300 million of 8.00% Senior Second Lien Notes due 2012 and $294 million of 10.875% Senior Second Lien Notes due 2014.
  • 6As of February 1, 2012, approximately $334 million of 13.50% Senior Notes due 2016 had been tendered.

Frequently Asked Questions

The tender offers have been amended to remove the sublimit for the 2016 Notes, extend the expiration date to February 14, 2012, and increase the maximum aggregate purchase price from $843 million to $1.01 billion.

Yes, Charter completed an early settlement on January 26, 2012, purchasing approximately $300 million of its 2012 Notes and $294 million of its 2014 Notes.

The filing details that as of January 11, 2012, there was $500,341,000 principal of 8.00% Senior Second Lien Notes due 2012, $311,561,000 principal of 10.875% Senior Second Lien Notes due 2014, and $1,480,367,024 principal of 13.50% Senior Notes due 2016 outstanding.

The total consideration per $1,000 principal is $1,019.40 for the 2012 Notes, $1,068.35 for the 2014 Notes, and $1,155.00 for the 2016 Notes, which includes the tender offer consideration and consent/early tender payments.