重启440亿美元收购推特，马斯克是回心转意还是拖延战术？

每日经济新闻2022-10-06

在经历放弃收购又对簿公堂后，特斯拉（TSLA，股价249.44美元，市值7816.13亿美元）CEO埃隆·马斯克最终又回到了收购推特（TWTR，股价52美元，市值397.93亿美元）的谈判桌上。当地时间10月4日，马斯克的律师向推特以及美国证券交易委员会（SEC）简短致函，提议继续完成他以每股54.2美元，即以440亿美元总价收购这家社交媒体巨头的交易。据外媒报道，周一马斯克的律师就上述提议向推特...

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2022-10-06
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Jennings）说：“推特不会仅仅因为马斯克的一面之词就放弃庭审——它需要更多的确定性。”他指出，推特可能担心马斯克的提议是一种拖延战术。哥伦比亚大学法学教授埃里克·塔利（Eric Talley）表示，他对马斯克的反悔并不感到意外，尤其是在推特的律师将从周四开始按计划对马斯克进行庭外取证。塔利说，“这似乎是一个非常简单的买家悔恨案。”大多数法律专家认为，马斯克接下来需要说服最高法院首席法官凯瑟琳·圣裘德·麦考密克（Kathaleen St. Jude McCormick），让她相信自4月份的收购协议以来发生了一些变化，并证明终止交易是正当的。不过，麦考密克法官似乎并不买账。在周一晚些时候向特拉华州衡平法院提交的一份文件中，麦考密克法官权衡了推特要求进一步调查马斯克核心圈子和推特前安全负责人Peiter “Mudge” Zatko之间潜在联系的请求。据报道，今年5月6日，一封神秘电子邮件出现在代表马斯克的律师事务所Quinn Emanuel的文件中。发件人在那天联系了一个匿名的ProtonMail帐户，称自己“曾在推特直接涉及信任与安全内容审核的管理”。不过，Zatko表示他没有联系马斯克或其团队。马斯克法律团队认为有关Zatko的调查无关紧要，而麦考密克在周一的文件中予以驳回。麦考密克表示，Zatko的证词虽然作了否认，但在现阶段无法受到可信度评估，因此不是决定性的。在马斯克试图退出收购该推特的最初协议后，双方已经发生了数月的法律纠纷。两个多月前，美国特拉华州法官宣布，将从10月17日开始，对推特起诉马斯克的收购案进行为期五天的审理。此前，绿光资本的创始人David Einhorn、一位坚定的特斯拉空头曾预计，马斯克有95%以上的可能被迫买下推特。如果推特胜诉，其股价将有17美元的上涨空间，若败诉，则有17美元的下跌空间。据美联社报道，除了迫在眉睫的庭审和定于周四的庭外取证之外，马斯克还面临着潜在的利息成本上升的风险。如果他败诉，法官不仅可以强迫他完成交易，还可以强制支付利息，这会增加交易成本。债务融资恐陷入停滞尽管周二推特飙涨的股价表明市场对马斯克重新收购该公司的看好，但马斯克的难题还未完全解决。马斯克的律师发给推特和SEC的信函中这样写道，马斯克的收购目前正在等待“收到债务融资”。马斯克的律师信函 图片来源：CNBC据媒体报道，马斯克收购推特的资金来源主要包括债务融资、个人出资以及私募股权融资。目前，马斯克的融资总额已高达510亿美元，但仍有大约125亿美元的融资额度属于债务融资的部分，其中包括大约65亿美元的杠杆贷款、30亿美元的担保债券和30亿美元的无担保债券。彭博社称，要达成所有的融资额度，意味着需要由摩根士丹利牵头的华尔街大行出手。他们早在今年4月份就承诺为这笔交易提供债务融资，并打算将其中大部分出售给机构投资者。并且，华尔街大行还将额外提供5亿美元的循环信贷额度。如果最初的125亿美元融资方案的条款保持不变，那么在当前信贷市场开始崩溃的环境之下，华尔街大行可能很难出售高风险的推特收购债券。如今，美债收益率已处于多年高位，如果银行试图以当前的市场水平将无担保的部分出售给投资者，那么银行可能会遭受数亿美元的损失，因为他们不得不以大幅折扣出售债务。据彭博社报道，银行承诺无担保债券部分的最高利率约为11.75%，但实际数据显示，CCC债券（高风险的债券或投资）目前的平均交易利率约为15%。彭博社分析，这一切都有可能在企业债务市场上引发更广泛的影响。随着美联储提高利率，经济继续走向低迷，投资者倾向于避开风险交易，转而将资金投入到更高评级的信贷中，加上大行的资产负债表限制不断增加，马斯克的融资几乎陷入停滞。投资公司Brandywine Global Investment Management的高收益投资组合经理约翰·麦克莱恩（John McClain）在谈到投资者对收购债务的需求时表示，“鉴于自收购推特的交易达成以来的种种消息，再加上经济的显著恶化，贷方将非常犹豫是否为其提供融资。”目前，摩根士丹利发言人对此拒绝置评，推特和马斯克的代表也没有立即回应媒体的置评请求。另据彭博社，不只推特收购案在债务融资市场上步履艰难。在最近几个月里，仅 Apollog Global Management、Citrix Systems 两家公司的杠杆收购，就导致华尔街投行背负了总计约100亿美元的债务，预计将记入至少数十亿美元的账面亏损。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9915254422,"gmtCreate":1665056904566,"gmtModify":1676537550256,"author":{"id":"3587038191942835","authorId":"3587038191942835","name":"康康的","avatar":"https://static.tigerbbs.com/73a7001836b41194d4d68114ab8afcfd","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3587038191942835","authorIdStr":"3587038191942835"},"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915254422","repostId":2273482122,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104241535,"gmtCreate":1665056929546,"gmtModify":1665056933095,"authorId":3587038191942835,"author":{"id":3587038191942835,"idStr":"3587038191942835","authorId":3587038191942835,"name":"康康的","avatar":"https://static.tigerbbs.com/73a7001836b41194d4d68114ab8afcfd","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior 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