重磅|马斯克发Twitter,考虑以每股420美元的价格将特斯拉私有化 | 电车汇
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重磅|马斯克发Twitter,考虑以每股420美元的价格将特斯拉私有化

电车汇消息:特斯拉首席执行官埃隆·马斯克(Elon Musk)今天在金融和汽车领域掀起了轩然大波,他在Twitter上宣布,他正在考虑以每股420美元的价格将这家加州汽车制造商私有化。该公司于2010年6月首次上市,以每股17美元的价格发行了1330万股。

尽管马斯克表示,他只是在考虑,但公平地说,他可能会“认真考虑”,特别是他表示资金已经得到了保障。该公司的流通股为1.6979亿股,每股420美元,公司市值为713.1亿美元。显然不是一个小数字。

正如人们可能预期的那样,特斯拉的股价反应迅速而强劲,几乎立刻就超过了5%。该股继续攀升,截至本文撰写时,已收于363.18美元(上涨21.19美元)。我们只能认为现在是做空股票的糟糕时机——“做空”意味着你打赌股票价格会下跌。

当全世界都在疯狂地试图弄清楚这一举动对公司或他们意味着什么时,马斯克随后在推特上欢快地说了一句“早上好”,很可能与股价上涨有关:

一条新的推文可能证实了马斯克的第一条推文的真实性。

马斯克最近又在推特上澄清了这一切是如何发生的。

马斯克的邮件如下:

特斯拉私有化:

2018年8月7日,

今天发给特斯拉员工的邮件如下:

今天早些时候,我宣布考虑以每股420美元的价格将特斯拉私有化。我想让你们知道我的理由,以及为什么我认为这是最好的前进道路。

首先,最终决定尚未做出,但这么做的原因是为了创造环境,让特斯拉能更好地运营。作为一家上市公司,我们容易受到股价剧烈波动的影响。对于在特斯拉工作的所有人来说,股价波动可能会让他们分心,因为他们都是股东。上市也让我们受制于季度盈利周期,这给特斯拉带来了巨大的压力,迫使它做出可能适合某个季度、但不一定适合长期的决定。最后,作为股票市场历史上做空最多的股票,上市意味着有大量的人有动机攻击公司。

我从根本上相信,当每个人都专注于执行时,当我们能够继续专注于我们的长期使命时,当人们没有错误的动机试图伤害我们所有人都在努力实现的目标时,我们就处于最佳状态。

对于像特斯拉这样有长远眼光的公司来说更是如此。SpaceX就是一个完美的例子:它的运营效率要高得多,这在很大程度上是因为它是私人所有的。这并不是说特斯拉长期保持私有是有意义的。未来,一旦特斯拉进入一个更缓慢、更可预测的增长阶段,重返公开市场可能是有意义的。

以下是我所设想的私有化对所有股东,包括所有员工的意义。

首先,我想让所有股东都有选择。他们要么继续投资于私人的特斯拉,要么以每股420美元的价格被收购,这比我们第二季度财报电话会议(已经上涨了16%)后的股价高出20%。我的希望是所有股东都留下来,但如果他们更愿意被收购,那么这将使这一切以相当高的溢价发生。

其次,我的意图是让所有特斯拉员工都继续成为公司的股东,就像SpaceX的情况一样。如果我们私有化,员工仍能定期出售股票并行使期权。随着时间的推移,这将使你仍然能够分享公司不断增长的价值。

第三,其目的不是将SpaceX和特斯拉合并。它们将继续拥有独立的所有权和治理结构。然而,特斯拉设想的结构在许多方面与SpaceX的结构相似:外部股东和员工股东大约每六个月就有一次出售或买入的机会。

最后,这与为自己积累控制权无关。我现在拥有公司约20%的股份,我不认为任何交易完成后会有很大的不同。

基本上,我是在努力实现这样一个结果:特斯拉可以尽其所能地运营,不受过多的干扰和短期思维的影响,而且我们所有的投资者,包括我们所有的员工,都能尽可能少地做出改变。

这项私有化的提议最终将通过我们的股东投票确定。如果这个过程以我预期的方式结束,那么对于我们所有人来说,特斯拉私有化最终将是一个巨大的机会。不管怎样,未来是非常光明的,我们将继续为实现我们的使命而奋斗。

邮件原文:

Email from Elon below:

Taking Tesla Private

August 7, 2018

The following email was sent to Tesla employees today:

Earlier today, I announced that I’m considering taking Tesla private at a price of $420/share. I wanted to let you know my rationale for this, and why I think this is the best path forward.

First, a final decision has not yet been made, but the reason for doing this is all about creating the environment for Tesla to operate best. As a public company, we are subject to wild swings in our stock price that can be a major distraction for everyone working at Tesla, all of whom are shareholders. Being public also subjects us to the quarterly earnings cycle that puts enormous pressure on Tesla to make decisions that may be right for a given quarter, but not necessarily right for the long-term. Finally, as the most shorted stock in the history of the stock market, being public means that there are large numbers of people who have the incentive to attack the company.

I fundamentally believe that we are at our best when everyone is focused on executing, when we can remain focused on our long-term mission, and when there are not perverse incentives for people to try to harm what we’re all trying to achieve.

This is especially true for a company like Tesla that has a long-term, forward-looking mission. SpaceX is a perfect example: it is far more operationally efficient, and that is largely due to the fact that it is privately held. This is not to say that it will make sense for Tesla to be private over the long-term. In the future, once Tesla enters a phase of slower, more predictable growth, it will likely make sense to return to the public markets.

Here’s what I envision being private would mean for all shareholders, including all of our employees.

First, I would like to structure this so that all shareholders have a choice. Either they can stay investors in a private Tesla or they can be bought out at $420 per share, which is a 20% premium over the stock price following our Q2 earnings call (which had already increased by 16%). My hope is for all shareholders to remain, but if they prefer to be bought out, then this would enable that to happen at a nice premium.

Second, my intention is for all Tesla employees to remain shareholders of the company, just as is the case at SpaceX. If we were to go private, employees would still be able to periodically sell their shares and exercise their options. This would enable you to still share in the growing value of the company that you have all worked so hard to build over time.

Third, the intention is not to merge SpaceX and Tesla. They would continue to have separate ownership and governance structures. However, the structure envisioned for Tesla is similar in many ways to the SpaceX structure: external shareholders and employee shareholders have an opportunity to sell or buy approximately every six months.

Finally, this has nothing to do with accumulating control for myself. I own about 20% of the company now, and I don’t envision that being substantially different after any deal is completed.

Basically, I’m trying to accomplish an outcome where Tesla can operate at its best, free from as much distraction and short-term thinking as possible, and where there is as little change for all of our investors, including all of our employees, as possible.

This proposal to go private would ultimately be finalized through a vote of our shareholders. If the process ends the way I expect it will, a private Tesla would ultimately be an enormous opportunity for all of us. Either way, the future is very bright and we’ll keep fighting to achieve our mission.

Thanks,
Elon

文章摘自 电车汇 20180808 发自北京
编译:蝶雨晨萱
文章内容引自 InsideEVs

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