是让Twitter破产，还是继续卖特斯拉？马斯克面临关键抉择

华尔街见闻2023-01-17

马斯克如何处理即将到来的利息支付，是对他在Twitter领导地位的一个关键考验。了解这笔交易的银行家们普遍认为，马斯克不太可能为Twitter申请破产程序，否则他将失去对该公司的控制权。马斯克收购Twitter的账单即将到期，他将在该公司的巨额债务上面临艰难抉择——是申请破产程序？还是再次高价出售特斯拉股票？1月17日，据媒体援引三名知情人士报道称，马斯克用来为收购Twitter而融资的130...

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Douglas92
·2023-01-17
[可爱]
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Kerrisdale
·2023-01-17
Wow to watch it.
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yuliang559
·2023-01-17
[微笑]
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hangyuliang
·2023-01-17
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Linda2240
·2023-01-17
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Linda2240
·2023-01-17
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all，即根本没有票息的缩写）的臭名昭著的公司俱乐部，其中包括美国汽车租赁公司赫兹（Hertz）和德国支付集团Wirecard。分析认为，马斯克可以通过Twitter的现金储备支付利息，或者出售更多的特斯拉股票来支付这笔款项——但这两种选择都很痛苦。马斯克提到，Twitter目前的现金头寸约为10亿美元。他警告称，如果不采取额外的成本节约措施，该公司明年的净现金流出可能达到60亿美元左右。申请破产程序？No！银行家和分析人士都认为，马斯克不太可能为Twitter申请破产程序，否则他将失去对该公司的控制权。他可能会与贷款机构达成新协议，比如以低于债务面值的价格进行债转股，或者在他争取时间让公司扭亏为盈之际，寻找其他方式为支付利息提供资金。如果Twitter宣布破产，马斯克在Twitter的约260亿美元个人股权投资，以及红杉资本、甲骨文联合创始人 Larry Ellison 和沙特王子 Alwaleed bin Talal 等其他股东的利益将化为乌有。一位持有大量Twitter债务的银行的高层表示：我认为Twitter不会拖欠债务，因为这带来的后果相当明确。他补充称，银行和Twitter管理层之间关于债务偿还的讨论还在进行中。自马斯克接管Twitter以来，围绕Twitter前景的负面情绪以及利率上升阻碍了银行向投资者出售这些贷款，银行庞大的资产负债表敞口可能会迫使其在破产时或庭外向马斯克出售贷款。银行家们认为，马斯克可能会试图通过在破产期间或破产后廉价收购Twitter的债务，然后将其转换为股权，来巩固自己的地位。一位知情人士向媒体指出，贷款人希望与马斯克保持良好关系，“破产的威胁可能会帮助马斯克从债权人那里获得让步，但实际申请破产对他没有多大帮助”。Twitter已经在进行一些财务重组。两名知情人士向媒体透露，银行家们正在与马斯克讨论，以马斯克所持特斯拉股份为担保，用保证金贷款替换约30亿美元的无担保债务，这些债务的利率为11.75%。这样的债务交换将阻碍马斯克的财务灵活性。根据公司备案文件，他现有的特斯拉股份中，约63%已被抵押为贷款的担保品。该公司将其高管可以质押的股票数量限制在价值的25%，这意味着如果特斯拉股价继续下跌，他可能会被迫出售更多的特斯拉股票，从而导致未来用于支持借款的资金减少。Twitter继续亏 马斯克继续卖与此同时，随着特斯拉股价去年暴跌65%以及马斯克的大量抛售，他所持特斯拉股份的价值已从去年4月他提出收购Twitter时的1700亿美元暴跌至约500亿美元。这使得他通过抵押更多股票来筹集现金的空间大大缩小。马斯克的另一种选择是行使部分特斯拉的股票期权，但这将直接给他留下一大笔税收账单。在特斯拉投资者这边，他们最大的担忧是，如果Twitter继续亏损，那么马斯克可能不得不出售更多特斯拉股票。马斯克在Twitter的交易中注入了约260亿美元，其中包括他在Twitter 9.6%的股份，价值约40亿美元。自2021年底以来，他已经出售了近400亿美元的特斯拉股票，部分是为了为收购Twitter提供资金。但自从马斯克接管Twitter以来，该公司的价值已经大幅下降。在马斯克完成交易后，富达投资集团将对Twitter的持股从去年10月的1970万美元削减至860万美元。Wedbush 证券的科技股分析师 Dan Ives 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