PTT職涯區 / Stock (股票)

Re: [其他] Musk: taking Tesla private at $420已刪文

看板Stock (股票)作者 (缺鈣缺很大)時間7年前 (2018/08/13 22:22), 編輯推噓22(22推 0噓 103→)
留言125則, 17人參與, 7年前最新討論串4/5 (看更多)
關於Tesla 私有化的最新狀況 Elon Musk 剛發了一篇Blog 解釋了幾個這幾天各界關注的疑問 來源： https://www.tesla.com/blog/update-taking-tesla-private?redirect=no 節錄幾個重點： 1. 8月2日(美國時間)，Elon 通知Tesla 董事會，想以每股420美元的價格收購特斯拉。 (Elon 發推特說要私有化是在8/7 ) 並且召開了一次Elon 與他的兄弟Kimbal 都沒參加的會議討論這項提案。 會議結束後也與大股東們聯繫，了解他們的意向。 2. 為什麼要公布私有化的消息？ Elon 認為若不跟所有的股東分享這項資訊，而只與大股東們討論私有化這提案， 這樣是不對的。 3. 為什麼會說資金已確保？ 近兩年前，沙特基金就曾多次就私有化問題跟Elon 接觸，首次會面是2017年初 然後在2018年又有了多次會議，重申了將Tesla 私有化的興趣，並且試圖推進 私有化(這是暗示沙特基金曾經想要併購嗎？) 最近，沙特基金在市場收購了近5% 的股票，然後聯繫Elon 在7/31開了另一次會。 會議時，該基金常務董事對他們之前沒能跟Elon 達成交易感到遺憾。他強烈表示 要為Tesla 私有化提供資金，這就是會說資金已確保的原因。 (這一段還有講到其他的事情) 另外，Elon 覺得報導說需要超過700億美元才能私有化是太過誇張了。私有化的過程 大部分會由股權而不是債權提供資金，他預計將會有三分之二的現有股東會留下 轉入私有化後的Tesla。(前十大股東佔股也是差不多三分之二) 4. 下一步要做什麼？ Elon 認為將私有化消息公開才是正確跟公平的，因為這樣所有的投資者才能有相同 的資訊。(小股東們感謝你~~) Elon 將會繼續與現有股東溝通，也聘請了顧問來了解Tesla 現有公眾股東有多少 願意保留他們的股份轉入私有化Tesla。 接下來就是提交最終提案給董事會進行評估，委員會(排除Elon 與他的兄弟)與法律 顧問也同時在設立中，如果董事會批准，那就會交由股東大會投票。 Blog 內容大致就這樣，如果有興趣的話我猜不用多久中國官網就會放出中文版的Blog 出來，可以自行去看中文版的。(上次幾個小時內就出來了) 這已經證實沙特基金就是幕後的大金主，而且對方已經籌畫了近兩年了! 個人覺得，Elon 雖然也很想要私有化，但也有點算是被逼到了 如果Elon 遲遲不答應沙特基金私有化的提案，那沙特基金強行收購股份也不是不可能 只是成本變高，雙方也難看。 還好Elon 本來就認為私有化對長遠來說是有利的，避免了併購這種可能的狀況出現 空軍們，還要撐嗎？ 原文如下： ======================================================================= Update on Taking Tesla Private Elon Musk August 13, 2018 As I announced last Tuesday, I’m considering taking Tesla private because I believe it could be good for our shareholders, enable Tesla to operate at its best, and advance our mission of accelerating the transition to sustainable energy. As I continue to consider this, I want to answer some of the questions that have been asked since last Tuesday. What has happened so far? On August 2nd, I notified the Tesla board that, in my personal capacity, I wanted to take Tesla private at $420 per share. This was a 20% premium over the ~$350 then current share price (which already reflected a ~16% increase in the price since just prior to announcing Q2 earnings on August 1st). My proposal was based on using a structure where any existing shareholder who wished to remain as a shareholder in a private Tesla could do so, with the $420 per share buyout used only for shareholders that preferred that option. After an initial meeting of the board’s outside directors to discuss my proposal (I did not participate, nor did Kimbal), a full board meeting was held. During that meeting, I told the board about the funding discussions that had taken place (more on that below) and I explained why this could be in Tesla’s long-term interest. At the end of that meeting, it was agreed that as a next step, I would reach out to some of Tesla’s largest shareholders. Our largest investors have been extremely supportive of Tesla over the years, and understanding whether they had the ability and desire to remain as shareholders in a private Tesla is of critical importance to me. They are the ones who believed in Tesla when no one else did and they are the ones who most believe in our future. I told the board that I would report back after I had these discussions. Why did I make a public announcement? The only way I could have meaningful discussions with our largest shareholders was to be completely forthcoming with them about my desire to take the company private. However, it wouldn’t be right to share information about going private with just our largest investors without sharing the same information with all investors at the same time. As a result, it was clear to me that the right thing to do was announce my intentions publicly. To be clear, when I made the public announcement, just as with this blog post and all other discussions I have had on this topic, I am speaking for myself as a potential bidder for Tesla. Why did I say “funding secured”? Going back almost two years, the Saudi Arabian sovereign wealth fund has approached me multiple times about taking Tesla private. They first met with me at the beginning of 2017 to express this interest because of the important need to diversify away from oil. They then held several additional meetings with me over the next year to reiterate this interest and to try to move forward with a going private transaction. Obviously, the Saudi sovereign fund has more than enough capital needed to execute on such a transaction. Recently, after the Saudi fund bought almost 5% of Tesla stock through the public markets, they reached out to ask for another meeting. That meeting took place on July 31st. During the meeting, the Managing Director of the fund expressed regret that I had not moved forward previously on a going private transaction with them, and he strongly expressed his support for funding a going private transaction for Tesla at this time. I understood from him that no other decision makers were needed and that they were eager to proceed. I left the July 31st meeting with no question that a deal with the Saudi sovereign fund could be closed, and that it was just a matter of getting the process moving. This is why I referred to “funding secured” in the August 7th announcement. Following the August 7th announcement, I have continued to communicate with the Managing Director of the Saudi fund. He has expressed support for proceeding subject to financial and other due diligence and their internal review process for obtaining approvals. He has also asked for additional details on how the company would be taken private, including any required percentages and any regulatory requirements. Another critical point to emphasize is that before anyone is asked to decide on going private, full details of the plan will be provided, including the proposed nature and source of the funding to be used. However, it would be premature to do so now. I continue to have discussions with the Saudi fund, and I also am having discussions with a number of other investors, which is something that I always planned to do since I would like for Tesla to continue to have a broad investor base. It is appropriate to complete those discussions before presenting a detailed proposal to an independent board committee. It is also worth clarifying that most of the capital required for going private would be funded by equity rather than debt, meaning that this would not be like a standard leveraged buyout structure commonly used when companies are taken private. I do not think it would be wise to burden Tesla with significantly increased debt. Therefore, reports that more than $70B would be needed to take Tesla private dramatically overstate the actual capital raise needed. The $420 buyout price would only be used for Tesla shareholders who do not remain with our company if it is private. My best estimate right now is that approximately two-thirds of shares owned by all current investors would roll over into a private Tesla. What are the next steps? As mentioned earlier, I made the announcement last Tuesday because I felt it was the right and fair thing to do so that all investors had the same information at the same time. I will now continue to talk with investors, and I have engaged advisors to investigate a range of potential structures and options. Among other things, this will allow me to obtain a more precise understanding of how many of Tesla’s existing public shareholders would remain shareholders if we became private. If and when a final proposal is presented, an appropriate evaluation process will be undertaken by a special committee of Tesla’s board, which I understand is already in the process of being set up, together with the legal counsel it has selected. If the board process results in an approved plan, any required regulatory approvals will need to be obtained and the plan will be presented to Tesla shareholders for a vote. ======================================================================= -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.34.252.81 ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1534170175.A.A31.html
推
08/13 22:24, 7年前 , 1F
他意思就是 不用買也能私有化？
08/13 22:24, 1F
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08/13 22:24, 7年前 , 2F
炒股之神
08/13 22:24, 2F
推
08/13 22:26, 7年前 , 3F
自助餐真好吃 我不用買回也能下市？
08/13 22:26, 3F
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08/13 22:26, 7年前 , 4F
下市之後，流動性就變差了
08/13 22:26, 4F
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08/13 22:27, 7年前 , 5F
late, investor sue tesla
08/13 22:27, 5F
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08/13 22:27, 7年前 , 6F
兩年前TSLA股價多少，債務多少？兩年前有意願，現在呢？
08/13 22:27, 6F
推
08/13 22:29, 7年前 , 7F
The offer that u can’t refuse.
08/13 22:29, 7F
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08/13 22:29, 7年前 , 8F
Musk為何僅是董事會談論，用推特公告私有化與股價訊息？
08/13 22:29, 8F
推
08/13 22:30, 7年前 , 9F
94狂
08/13 22:30, 9F
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08/13 22:30, 7年前 , 10F
你沒看清楚，沙特最近一次與Elon 開會是在今年7/31，當時
08/13 22:30, 10F
推
08/13 22:30, 7年前 , 11F
空軍悲憤，太扯了
08/13 22:30, 11F
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08/13 22:30, 7年前 , 12F
Musk大概債務問題大到不得不利用推特操縱股價！
08/13 22:30, 12F
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08/13 22:31, 7年前 , 13F
股價可以自己查。人家還是強烈要求要私有化交易
08/13 22:31, 13F
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08/13 22:32, 7年前 , 14F
華爾街同樣也問過RIF，RIF回答並無意願私有化TSLA
08/13 22:32, 14F
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08/13 22:32, 7年前 , 15F
那不是RIF 回答的。你回去看清楚文章
08/13 22:32, 15F
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08/13 22:32, 7年前 , 16F
現在是Musk單方面解釋，還是靜待SEC調查後結果吧！
08/13 22:32, 16F
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08/13 22:33, 7年前 , 17F
在今天之前有兩種報導，一種說沙特無意提供資金，一種則是
08/13 22:33, 17F
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08/13 22:33, 7年前 , 18F
完全相反。而消息來源都是很隱晦的"內部消息人士"
08/13 22:33, 18F
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08/13 22:34, 7年前 , 19F
認為TSLA有被私有化可能的，也可以搶進！真的不阻止！
08/13 22:34, 19F
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08/13 22:34, 7年前 , 20F
這種會議都會有記錄的，還說這是Elon 單方面的說法不承認
08/13 22:34, 20F
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08/13 22:35, 7年前 , 21F
這是真的，甚至覺得是Elon 說謊的話就太過一廂情願了
08/13 22:35, 21F
推
08/13 22:36, 7年前 , 22F
所以被告了
08/13 22:36, 22F
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08/13 22:38, 7年前 , 23F
問題是推特用funding secured，Musk要舉證證明確實存在
08/13 22:38, 23F
推
08/13 22:39, 7年前 , 24F
會議記錄查的到嗎？查不到就目前只能認定是Musk的說法
08/13 22:39, 24F
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08/13 22:40, 7年前 , 25F
Musk與沙特主權基金主管私下談話不代表funding secured
08/13 22:40, 25F
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08/13 22:41, 7年前 , 26F
Elon 要舉證？ 你是不是誤會了什麼
08/13 22:41, 26F
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08/13 22:44, 7年前 , 27F
推特推文重點不在consider，市場信的是funding secured
08/13 22:44, 27F
推
08/13 22:44, 7年前 , 28F
今天沒交易?
08/13 22:44, 28F
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08/13 22:44, 7年前 , 29F
推特用上funding secured，Musk就要提出資金來源證明
08/13 22:44, 29F
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08/13 22:45, 7年前 , 30F
沒事 剛好平盤
08/13 22:45, 30F
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08/13 22:46, 7年前 , 31F
華爾街問RIF,因為RIF收購TSLA5%股權消息在前,推特在後
08/13 22:46, 31F
推
08/13 22:46, 7年前 , 32F
Y大說的沒錯，沙特有強烈興趣不代表沙特已承諾xxx億資金，
08/13 22:46, 32F
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08/13 22:46, 7年前 , 33F
除非事後證實會議上已定案，才能說secured
08/13 22:46, 33F
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08/13 22:48, 7年前 , 34F
資金來源就沙特啊，還要什麼證明？
08/13 22:48, 34F
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08/13 22:49, 7年前 , 35F
連要收購幾股都還不知道，怎麼可能承諾確切金額？
08/13 22:49, 35F
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08/13 22:50, 7年前 , 36F
這要做的工作超級多的，沙特已經表明了他們想要讓Tesla
08/13 22:50, 36F
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08/13 22:50, 7年前 , 37F
私有化，這就是證明。
08/13 22:50, 37F
推
08/13 22:51, 7年前 , 38F
談私有化會不先承諾預定預算? 喊一兆也收?
08/13 22:51, 38F
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08/13 22:51, 7年前 , 39F
路透社的新聞，說有兩位"消息人士"說RIF沒興趣，這叫哪門子
08/13 22:51, 39F
還有 46 則推文
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08/13 23:08, 7年前 , 86F
你們以為Musk目前發表文章在跟市場解釋嗎？在跟SEC解釋
08/13 23:08, 86F
推
08/13 23:08, 7年前 , 87F
發布消息有很多種，喊股價委曲無罪，展望樂觀無罪，喊有人
08/13 23:08, 87F
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08/13 23:08, 7年前 , 88F
已經答應要$420買我，那就不一定
08/13 23:08, 88F
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08/13 23:11, 7年前 , 89F
美國M&A有法定程序要走，Musk用推特算是先例，爭議很大
08/13 23:11, 89F
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08/13 23:12, 7年前 , 90F
可是TSLA在跌欸..
08/13 23:12, 90F
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08/13 23:16, 7年前 , 91F
美股中Musk算是最注意股價的創始人，天天推文戰空頭
08/13 23:16, 91F
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08/13 23:17, 7年前 , 92F
沒事會那麼注意股價，場外大概跟人對賭很大才那麼注意
08/13 23:17, 92F
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08/13 23:20, 7年前 , 93F
噗 連場外對賭都出來了
08/13 23:20, 93F
推
08/13 23:24, 7年前 , 94F
場外對賭純開玩笑，不過Musk想證明自己而炮轟外界的程度真
08/13 23:24, 94F
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08/13 23:24, 7年前 , 95F
的算高的
08/13 23:24, 95F
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08/13 23:25, 7年前 , 96F
沙特百尺竿頭基金
08/13 23:25, 96F
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08/13 23:26, 7年前 , 97F
市場知道別跟大股東對作，沒人想過空軍為何對作那麼大嗎
08/13 23:26, 97F
推
08/13 23:27, 7年前 , 98F
我不太懂耶 如果資金確定了 為什麼股價還在350徘徊?
08/13 23:27, 98F
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08/13 23:28, 7年前 , 99F
照理來說 不是應該拉到逼近400? 如果收購價是420
08/13 23:28, 99F
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08/13 23:29, 7年前 , 100F
私有化過程很長，空軍們也還在撐。
08/13 23:29, 100F
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08/13 23:29, 7年前 , 101F
而且今天NASDAQ 出來放風的情況下 還沒拉起來 真的不懂
08/13 23:29, 101F
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08/13 23:30, 7年前 , 102F
私有化過程很長是沒錯 但是這個15%如果消息那麼確定
08/13 23:30, 102F
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08/13 23:31, 7年前 , 103F
應該是現賺的 但是都沒人追進去?
08/13 23:31, 103F
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08/13 23:31, 7年前 , 104F
我現在是滿倉不然是蠻想買的 他明年狀況應該會好很多
08/13 23:31, 104F
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08/13 23:32, 7年前 , 105F
就算不私有化 打算明年Roth IRA 進去就可能會買
08/13 23:32, 105F
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08/13 23:32, 7年前 , 106F
台灣有先例，樂陞股價怎麼漲又是怎麼跌，不很像嗎？
08/13 23:32, 106F
推
08/14 00:16, 7年前 , 107F
從過去幾個月的 向供應鏈要錢 退訂達25% 實際賣出去的車是
08/14 00:16, 107F
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08/14 00:17, 7年前 , 108F
0 輛.....的消息 比較客觀的說 華爾街自己在釋放假消息
08/14 00:17, 108F
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08/14 00:19, 7年前 , 109F
特斯拉大多是被動的接受這些空軍殷切希望成真的假消息
08/14 00:19, 109F
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08/14 00:21, 7年前 , 110F
鋼鐵人砲轟空方的新聞及空方假消息佔據 google 的比例 很明
08/14 00:21, 110F
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08/14 00:23, 7年前 , 111F
顯是空方新聞壓倒性的多~ 多到真的有人相信這家公司快倒了
08/14 00:23, 111F
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08/14 00:51, 7年前 , 112F
是覺得空頭在撐，看看會不會私有化失敗
08/14 00:51, 112F
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08/14 00:52, 7年前 , 113F
今天Musk的發文幫我又充值了一些信仰，繼續死抱
08/14 00:52, 113F
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08/14 01:13, 7年前 , 114F
現在去 google 特斯拉的新聞，真的非常有趣~ 五五波，
08/14 01:13, 114F
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08/14 01:14, 7年前 , 115F
主權基金:我沒興趣! 鋼鐵人:金主就是主權基金
08/14 01:14, 115F
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08/14 01:15, 7年前 , 116F
如果鋼鐵人沒說謊 那代替主權金表示沒興趣的媒體臉就腫了
08/14 01:15, 116F
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08/14 01:20, 7年前 , 117F
都發在tesla blog上了，而且有董事會背書，主權基金有興趣
08/14 01:20, 117F
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08/14 01:20, 7年前 , 118F
應該是沒問題，問題在於是不是真的要吃下那麽多流通股份以
08/14 01:20, 118F
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08/14 01:20, 7年前 , 119F
及是不是最後用420收購
08/14 01:20, 119F
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08/14 01:24, 7年前 , 120F
但這件事讓我覺得美國媒體很GY，空頭假新聞發成這樣是有多
08/14 01:24, 120F
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08/14 01:24, 7年前 , 121F
希望tesla倒
08/14 01:24, 121F
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08/14 01:35, 7年前 , 122F
現在是要開拉了嗎 空軍抖抖
08/14 01:35, 122F
推
08/14 11:54, 7年前 , 123F
空頭狂放假新聞都沒人管，這世界怎麼了？
08/14 11:54, 123F
推
08/14 12:38, 7年前 , 124F
TSLA 就是買, 可是他的CEO 讓人買不下去
08/14 12:38, 124F
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08/14 12:39, 7年前 , 125F
所以 這就是所謂的低估股價
08/14 12:39, 125F
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