[ref
http://electric-vehicle-discussion-list.413529.n4.nabble.com/Tesla-privatisation-intention-confirmed-tp4690815.html
]

https://jalopnik.com/elon-musk-says-he-has-funding-from-saudi-arabia-to-take-1828298232
Elon Musk Says He Has Funding From Saudi Arabia to Take Tesla Private
2018-08-13  Patrick George

What we know about Elon Musk’s alleged take-Tesla-private plans a week
later, how Lincoln wants to go more premium, Harley-Davidson’s troubles and
more on The Morning Shift for Monday, August 13, 2018.

1st Gear: Why Saudi Arabia Could Be a Player in Tesla

A week ago, Elon Musk shocked the business world—as he does—with a Tweet—as
he also does—claiming he has funding “secured” to take now-publicly traded
Tesla private. Since then details of this alleged plan have been scarce, and
it’s even led to an inquiry by the SEC and a shareholder lawsuit. It’s been
a busy week!

Until this morning we didn’t really know who Musk had lined up for the
funding of such a venture, though many speculated it would be Saudi Arabia’s
sovereign wealth fund, which recently bought a 5 percent stake in Tesla. Now
we know: it is the Saudis, per a new blog post from Musk himself, who says
the “funding secured” comments came from meetings he had with them this
summer.

From Musk:

    Going back almost two years, the Saudi Arabian sovereign wealth fund has
approached me multiple times about taking Tesla private. They first met with
me at the beginning of 2017 to express this interest because of the
important need to diversify away from oil. They then held several additional
meetings with me over the next year to reiterate this interest and to try to
move forward with a going private transaction. Obviously, the Saudi
sovereign fund has more than enough capital needed to execute on such a
transaction.

    Recently, after the Saudi fund bought almost 5% of Tesla stock through
the public markets, they reached out to ask for another meeting. That
meeting took place on July 31st. During the meeting, the Managing Director
of the fund expressed regret that I had not moved forward previously on a
going private transaction with them, and he strongly expressed his support
for funding a going private transaction for Tesla at this time. I understood
from him that no other decision makers were needed and that they were eager
to proceed.

    I left the July 31st meeting with no question that a deal with the Saudi
sovereign fund could be closed, and that it was just a matter of getting the
process moving. This is why I referred to “funding secured” in the August
7th announcement.

    Following the August 7th announcement, I have continued to communicate
with the Managing Director of the Saudi fund. He has expressed support for
proceeding subject to financial and other due diligence and their internal
review process for obtaining approvals. He has also asked for additional
details on how the company would be taken private, including any required
percentages and any regulatory requirements.

Why Saudi Arabia? Apparently it’s the Kingdom’s goal to move to more than
just a petroleum-based economy, and electric cars—probably more accurately,
Tesla’s planned large-scale battery production—could help there.

(Fun fact: Whenever we’re critical of Tesla we’re either accused of being
“shorts”, or pawns for Big Oil, which sees a sometimes-struggling electric
car company with less than 2 percent of U.S. market share as an existential
threat. Now here’s a Big Oil country potentially taking a big stake in
Tesla.)

Anyway, Musk says in the post that he is “having discussions with a number
of other investors.” Wired reports that besides Saudi Arabia, the big
investors could be from Japan and China. But an investment plan by Japan’s
SoftBank last year didn’t work thanks to the latter’s concerns over who
would control the company. China’s a strong contender here too, given that
government’s strict EV requirements coming soon:

    But China is the most likely source for the money, according to Michael
Dunne, CEO of ZoZo Go, an investment advisory company for the automotive
industry. He says the massive luxury car market there, a
government-determined to transition to EVs, and customers who’ll pay a
premium for an exclusive brand, all make China the most important market for
electric cars, and one that’s only going to grow. The government is
mandating 10 percent of all sales next year are battery powered.

    That means Chinese investors are desperately looking to buy their way
in. China’s internet giant, Tencent, already holds about 5 percent of Tesla
stock. “If you look at China’s EV sector, and how much money has poured into
startups born in the last few years, from Byton to Neo, it’s billions of
dollars easily,” says Dunne. And that’s for companies that haven’t built a
car, and have no track record. Tesla might be a new player in the automotive
world, but it’s a surer bet compared to some of its competitors.

With any luck, we’ll find out more this week.

2nd Gear: Why Go Private Anyway?

It has to be about more than just burning the short-sellers and avoiding the
quarterly earnings call circus in favor of long-term stability, reports
Automotive News:

    Success in the auto industry requires a long memory, and for some
automakers the apocalyptic days of the 2008-09 downturn are still fresh.
Though Tesla has shown how shifting tastes and new technological
possibilities can shape the future of the business and inspire consumers and
investors alike, it has not been forged in the fires of adversity that make
traditional automakers so resilient.

    The conservative, risk-averse industry culture that has made Tesla’s
limitless confidence seem so inspiring to investors makes little sense in
the summer of a sustained bull market, but it comes into its own when
investor disillusionment and economic winter beckon ... 

    Going private to avoid scrutiny and short sellers won’t be enough. To
survive lean years, Tesla will have to deliver on Musk’s forecast of ongoing
profitability and positive cash flow. If Musk can lead Tesla to financial
sustainability and end its dependence on the markets for capital infusions
it will survive any correction and prove that it has the key attribute of a
“real automaker”: the ability to endure ...
[© 2018 Gizmodo]




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