What if instead of going public on it's own, Tesla were to buy majority stake in Starlink? Adam Jonas would probably give us a $5k TSLA PT. Jokes aside, there could be some synergies there. Elon could retain effective control, while spinning off cash for SpaceX. Plus he has said in the past that he likes the idea of a holding company for all of his businesses.At that point, it's better for Tesla to just straight up buy SpaceX and Starlink to get them under one umbrella company. Tesla could just offer stock to do the buyouts. Might as well put Boring company under the umbrella as well.
View attachment 738690
Elon & Tesla itself have said CT will not be mass produced in 2022, so it’s not really FUD is it? In fact the 12-14 month “production Intent“ timeline I think is pretty good news, implying production might start ramping so where between Nov 2022 - Jan 2023 (Assuming this supplier actually lands the contract).
I don’t think Elon would ever agree to have his Mars effort publicly listed and within easy reach of a boneheaded SEC decision that would cause him to lose control.At that point, it's better for Tesla to just straight up buy SpaceX and Starlink to get them under one umbrella company. Tesla could just offer stock to do the buyouts. Might as well put Boring company under the umbrella as well.
Tesla as a company has grown enough and generating enough cashflow to support those businesses without it ever threatening Tesla's core business. We keep wondering what Tesla is going to do with the growing pile of cash (that will grow rapidly in 2022)......well that should do it
You're compiling a lot of information here... and planning to make it public and publicized too. How does it benefit us forum members? We're not outsmarting ourselves somehow that your survey info could more easily be used against us, are we?I could always share the output with Dave Lee or Rob Maurer..?
PS When I get a chance in the next day or so, I'm going to follow-up with analysis on risk - what % are leveraged by # of shares / age / profession? any suggestions / requests? I was wondering if / how the risk profile varied by, for example, country, but I didn't subject us to identifying which country we're from.
Also, I'd be happy to run a follow-up survey oriented around options trading, but I need concrete suggestions as I just don't know the subtleties (thx for your inputs @pz1975, @elasalle, @Lycanthrope ) - what are the questions and what are the optional responses (picklist)? I can create a separate thread to help draft this if there's interest.
I'd have to disagree. The SEC is rather toothless and there are quite a few ways even in that scenario to get SpaceX out of the SEC's grasp by spinning it off.
Agreed, and don't worry, I didn't ask for, nor will I, distribute. This is intended for our reference only.
Yes, there will lot of areas of collaboration. But markets may not like Tesla buying SpaceX.
Well, to me at least, I think that's a very key point about Elon's response when he says "A lot has happened in 8 years".
Valuations have also gone through the roof in the last 8 years. The latest private valuation of SpaceX was c.$100b, however the story to the public market could be at a valuation of double that or more - a great way to raise a ton of cash to de-risk starship development.
Production intent doesn't mean start of production. It's a final prototype to be considered by the customer. Mass production would begin an unknown amount of time after that.
In no way and no uncertain terms was I trying to disparage Playboy. The quality of the articles in Playboy is vastly superior to that of Time's.
