US media predicts that Apple will once again acquire Tesla. How does Musk survive another "dark moment"?

[Medical Media predicts that Apple will once again acquire Tesla. How does Musk survive another "dark moment"? The US media TheStreet14 made several heavyweight merger and acquisition predictions in 2018, such as Apple’s acquisition of Tesla, Amazon’s acquisition of Sears, and Microsoft's acquisition of Netflix.

However, the news you may see in the morning may be: "American media: Apple's due diligence on the acquisition of Tesla, Musk is willing to accept the buyout." The news source quoted is TheStreet. The topic of "Apple's acquisition of Tesla" is absolutely With hot spots, I believe there will be many people who are concerned about similar news.

This is not the first time it has been predicted. Unfortunately, the US media TheStreet did not give us much valuable basis for judgment.

Tesla’s current market value is estimated at 51.3 billion US dollars. However, Apple’s cash reserves are 285.1 billion. At least from the financial point of view of Apple, it is not difficult to acquire Tesla.

In an interview with TheStreet, Apple’s former CEO John Sculley said: “According to Apple’s financial resources, it is not difficult to acquire Tesla. If Apple wants to acquire a big company, I’m convinced that it will choose revolutionary and disruptive in the big addressing market. Products, so an automotive company like Tesla is perfectly capable of matching acquisition standards."

Tesla expert Anton Wahlman commented: “It is easiest to convince Musk to agree to the acquisition. He will undoubtedly accept this acquisition. (Masker) wants to operate SpaceX. This is what he really wants to do. He does not want a Pile car business."

Only a neutral view of former Apple CEO John Sculley and an animator commentary by analyst Anton, plus many "instant facts" that Tesla's insiders have hinted at on blogs and Twitter - Apple has completed in recent years. Twice due diligence on the acquisition of Tesla.

These incidents obviously cannot persuade us to believe such predictions. The answers to the questions are still pending, but such "prediction" has brought an interesting idea.

Not absurd "prediction"

Apple's market value will soon exceed 1 trillion US dollars, Tesla's current market value is about 51.2 billion US dollars, and Apple has about 285.1 billion US dollars in cash. Terms such as "doing a background check" and "according to the acquisition criteria" have also confirmed that this is not a ridiculous "prediction."

The only problem is not whether Apple has the ability to acquire, but whether the values ​​of the two parties can really match.

Many people have judged Apple as the "character of promoting acquisition." The reason is simple: Apple's testing in the automotive industry includes changes to the previous "Titan Project." Automated driving is tepid, and Apple needs a "breakthrough point" to deal with more serious problems in the coming years. Increase resistance.

The merger of the two companies will create a strong “competition camp” in the auto-pilot industry, just as Intel bought MobileEye that year.

This seems to be a considerable investment for Apple. In accordance with Musk's compensation plan for the next 10 years, the Tesla board believes that its value will reach 650 billion U.S. dollars in ten years. If Tesla is to be recognized this will undoubtedly be an attractive investment, even foreign media analysts commented, "If the purchase price is within 100 billion US dollars, Apple should not hesitate to buy."

The reason why Tesla may compromise is that Apple’s advantageous resources and huge cash flow in the manufacturing industry support and promote the production of Tesla and turn Tesla back into profit. After all, the total debt reached 12.57 billion yuan, and it has suffered four consecutive years of operating losses. This has become one of the important handles of Tesla's negative news.

This is exactly what Tesla CEO Elon Musk is really worried about.

The anxiety behind the listing

In an interview with RollingStone journalist Neil Strauss in November 2017, Elon Musk stated: "I hope Tesla will remain privatized. In fact, Being a publicly listed company will reduce our efficiency."

However, it is even more noteworthy that this brings anxiety to Musk.

More and more shareholders and investors watch Tesla with a magnifying glass. The continued loss of Tesla has gradually increased the number of people who sing Tesla, and even many credit rating companies have lowered Tesla’s credit rating to “junk”, and it is difficult to overcook this year’s end. Such a series of public opinion leads to Musk's fatigue.

The singing of empty Tesla may also come from investors' selfishness. More and more competitors in the industry have emerged. The more and more choices have been made. After sing, the advantages of Tesla have been carved out. Even if it is acquired, Tesla's investors will get a premium because Apple has already held shares.

However, the decision about such an acquisition was in Musk.

Apple's cash and manufacturing resources can make Musk no longer have to spend a minute to raise funds for financing or unnecessary management, or even answer investors' questions. This can liberate Musk's energy and use his advantage to make even more of his advantage. Important place.

Negative answer

But Apple's acquisition of Tesla will not be so simple.

In Musk's biographies, Musk once sold his Tesla to Google because it fell into a trough in the face of poor car sales. In 2013, sales fell and stock prices fell.

The disclosure deal was that Musk had asked Google to acquire Tesla’s $5 billion factory expansion total for $6 billion, and to ensure that Google would not simply split the company and that Musk could run it. Year or until it produces third-generation cars.

At the crucial moment of impending bankruptcy, in addition to the extreme control over the terms of the acquisition, it is more important that Musk has been dragging the deal back to Tesla's car sales to pick up, the factory restarted, and because of profitability, the stock price has quintupled and can be repaid. Loan, free from bankruptcy.

Tesla is now not just a car company but an energy system company. Even under the pressure of public opinion and capital, as a person who controls the product extremely well, Musk will not dedicate himself to a complete set of “vision”, but he needs to overcome this one of his “dark moments.” "."

On the other hand, issues involving the values ​​of the two companies, as well as financial risks, are overly reckless. Although Apple's investors have reaped huge returns over the past few years, “investment” may be a solid choice for Apple, just as they are investing in Didi.

Let's take a step back and say why Apple didn't shoot when one Tesla was about to fall below or had no other choice, with lower prices and tougher bargaining chips.

So unless Tesla goes bankrupt, "selling products" is the only choice to save Tesla at the moment.

If Apple bought Tesla, it would be fun; unfortunately, reality will only be more boring.

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