马斯克向股东认怂:特斯拉私有化计划流产

董车会

08-25 14:03

这两天特斯拉很热闹,马斯克看起来很糟心。

昨天,特斯拉美国加州弗里蒙特工厂发生火灾,特斯拉 CEO 马斯克表示原因是围墙附近的纸板箱起火,至于这次火灾会给工厂生产带来多大的负面影响,目前还不得而知。

这个月初,马斯克在推特上放出了想要私有化特斯拉的消息,马斯克试图借沙特主权基金的资金帮助以每股 420 美元的价格完成特斯拉的私有化。

出于对资本市场做空者的深恶痛绝,加上沙特主权基金在 2017 年就对此表现出了兴趣,马斯卡克才下定决心要私有化特斯拉。

我正在考虑将特斯拉私有化,因为我相信这对股东有利,让特斯拉能够以最佳状态运营,并推进我们加速向可持续能源转变的愿景。

不过老马还是没能顶住压力,今天对股东的一则公开信宣告了私有化计划的流产。有趣的是,凡事都喜欢在推特上提前官宣的马斯克这一次在社交媒体上选择了沉默。

不难看出,他的心情很不好。

以下是公开信原文(翻译来自网络,感谢译者):

放弃私有化

马斯克 2018 年 8 月 24 日

本月早些时候,我宣布开始考虑将特斯拉进行私有化。作为私有化进程的一部分,最重要的方面就是了解当前的投资者是否认为这是一种合适的战略举措,以及投资者是否愿意参与到特斯拉的私有化中。

投资者对特斯拉来说非常重要。2010 年,当我们还只是展望公司的愿景,并没有真正开始生产汽车的时候,投资者们就毅然决然的给予了支持。投资者的信任是推动公司发展的动力,并帮助我们取得成功。

我曾与银湖、高盛和摩根士丹利接触,这些机构该领域都拥有世界级的专业水准。同时考虑到特斯拉在私有化过程中的很多因素,以及私有化交易的资金来源,我还花了很多时间听取股东们的意见,无论持股多少,我都要了解大家的想法,究竟哪种做法才最符合特斯拉长期发展的利益。

基于过去几周与各个机构和股东接触讨论的结果,以及对公司发展最有利因素的考虑,我可以为大家介绍目前最新的进展。

首先结合我所收到的反馈,很明显特斯拉现有的大多数股东都认为,作为一家上市公司对特斯拉更有利。此外一些机构股东也认为,他们有一些内部规定,限制了针对私营公司的投资额度。

如果特斯拉私有化,那么大多数散户投资者也没有办法继续持有公司的股票。尽管在我接触过的股东中大多数都表示如果特斯拉私有化,依然还会继续持有公司股票。但总体来看,目前特斯拉私有化的动力和意愿明显不足,大家都不太同意这么做。

其次,尽管我已经有了私有化过程会充满挑战性的心理准备。但很明显,实际情况要比我最初预期的更消耗精力和时间。这是很大的问题,因为我们目前必须要专注于增加 Model 3 车型的产能,并实现盈利的目标。除非我们在财政上有可持续的资金来源,否则就无法实现自己推进可持续能源发展的使命。

但目前我依然相信,特斯拉依然会获得足够多的资金支持。

在考虑了以上所有因素之后,昨天我与特斯拉董事会进行了接触,决定让大家知道私有化的最新进度是更好的选择,董事会也同意了我的这种做法。

展望未来,我们会继续关注特斯拉最重要的使命:打造消费者喜爱的产品,并对地球的环境和未来继续努力。我们已经证明,特斯拉可以造出伟大的可持续发展能源汽车,现在我们要证明公司具有持续盈利的能力。我们已经在 Model 3 上取得了初步进展,而公司和团队已经做好继续努力的准备。

感谢我们所有的投资者、消费者和员工,感谢大家给予特斯拉如此多的关注和支持。能领导特斯拉这样的上市公司继续发展,我感到非常骄傲。

英文原文:

Staying Public

Elon Musk August 24, 2018

Earlier this month, I announced that I was considering taking Tesla private. As part of the process, it was important to understand whether our current investors believed this would be a good strategic move and whether they would want to participate in a private Tesla.

Our investors are extremely important to me. Almost all have stuck with us from the time we went public in 2010 when we had no cars in production and only a vision of what we wanted to be. They believe strongly in our mission to advance sustainable energy and care deeply about our success.

I worked with Silver Lake, Goldman Sachs and Morgan Stanley, who have world-class expertise in these matters, to consider the many factors that would come into play in taking Tesla private, and to process all the incoming interest that we received from investors to fund a go-private transaction. I also spent considerable time listening to current shareholders, large and small, to understand what they think would be in the best long-term interests of Tesla.

Based on all the discussions that have taken place over the last couple of weeks and a thorough consideration of what is best for the company, a few things are clear to me:

• Given the feedback I’ve received, it’s apparent that most of Tesla’s existing shareholders believe we are better off as a public company. Additionally, a number of institutional shareholders have explained that they have internal compliance issues that limit how much they can invest in a private company. There is also no proven path for most retail investors to own shares if we were private. Although the majority of shareholders I spoke to said they would remain with Tesla if we went private, the sentiment, in a nutshell, was “please don’t do this.”

• I knew the process of going private would be challenging, but it’s clear that it would be even more time-consuming and distracting than initially anticipated. This is a problem because we absolutely must stay focused on ramping Model 3 and becoming profitable. We will not achieve our mission of advancing sustainable energy unless we are also financially sustainable.

• That said, my belief that there is more than enough funding to take Tesla private was reinforced during this process.

After considering all of these factors, I met with Tesla’s Board of Directors yesterday and let them know that I believe the better path is for Tesla to remain public. The Board indicated that they agree.

Moving forward, we will continue to focus on what matters most: building products that people love and that make a difference to the shared future of life on Earth. We’ve shown that we can make great sustainable energy products, and we now need to show that we can be sustainably profitable. With all the progress we’ve made on Model 3, we’re positioned to do this, and that’s what the team and I are going to be putting all of our efforts toward.

Thank you to all of our investors, customers and employees for the support you’ve given our company. I’m incredibly excited to continue leading Tesla as a public company. It is a privilege.

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