老馬今日中午發(fā)出一條推文，不，扔出了一個炸彈，表示在考慮打算將以420每股的價格回購特斯拉，令其重新成為私有化公司。

股價在人們認(rèn)知到他貌似不是開玩笑后的不到兩小時內(nèi)狂飆了超過7%，交易一度凍結(jié)。如果老馬的意向不實(shí)，我真非常擔(dān)心他此舉會被指控操作行情。

今日股價最終收市于379.56，漲幅10.99%，非常逼近于歷史最高位。市后價格似乎在往下走

有太多的問題，像是資金來源。老馬僅僅一句“funding secured”，并沒有透露出具體的來源。

原因方面我個人方面其實(shí)表示理解，正如我上一篇專欄中提到的，老馬大概在今年不甚其擾的情況下，對于上市的抉擇日漸更加后悔。從最近的一系列動作來看，也可以看出他希望增加特斯拉在財(cái)政上獨(dú)立性的決心。但即使如此，回購公司使其私有化仍然是讓我大跌眼鏡的。

于是乎，以下是老馬在下午3點(diǎn)多發(fā)布的對特斯拉內(nèi)部公開信：

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

從老馬之后的推文來看，這樁事情似乎已然板上定釘。筆者我目前仍然有些思路混亂，且限于時間，暫且將這些信息堆在這里，歡迎在評論區(qū)討論。