$41 bn all-cash Bid, 3 KeyPoints on Elon Musk's Ambitious to Twitter

It is a pity that Musk is not qualified to run for the US president,

because he was born in South Africa.

Joking Here.

On April 14th, Elon Musk offers to buy 100% of $Twitter(TWTR)$  for $54.20 per share in an all-cash deal.

Elon Musk Letter to Chairman: "I invested in Twitter as I believe in its potential to be the platform for free speech around the globe, and I believe free speech is a societal imperative for a functioning democracy. However, since making my investment I now realize the company will neither thrive nor serve this societal imperative in its current form. Twitter needs to be transformed as a private company. As a result, I am offering to buy 100% of Twitter for $54.20 per share in cash, a 54% premium over the day before I began investing in Twitter and a 38% premium over the day before my investment was publicly announced. My offer is my best and final offer and if it is not accepted, I would need to reconsider my position as a shareholder. Twitter has extraordinary potential. I will unlock it."

 Why Elon Musk Made this decision? Does he really needs an “Edit” function? Any other story we can expect ?

1. Why did Musk offer to buy Twitter?

Musk is a Twitter star with a huge number of followers.

Donald Trump, who was once the number one celebrity on Twitter, had 88 million followers before his account was deleted, while Musk's followers exceeded 80 million.

Both of them belonged to Twitter's influencers. Relying on the platform of Twitter, Musk has beaten the SEC, Biden and the White House.

Like other richest men, Tesla CEO Elon Musk needs a medium to output his ideology. Today's media are focusing on the dual attributes of "social media". The concept of "social" emphasizes the two-way flow of information, and the concept of "media" emphasizes the single-line output of information.

Facebook's "social" attribute is heavier, and Twitter's "media" attribute is stronger. For Musk, he doesn't need "everyone else" to communicate with him two-way, he just needs a platform to output his ideology in a single line.

In early April, Musk spent more than $2 billion to become Twitter's largest shareholder. Musk just wanted to remind Twitter not to restrict him from using this platform for ideological output, otherwise it would be a matter of minutes for him to buy all the company and merge it into Tesla. 

Sure enough, now there is the next step.

2.Will Twitter be successfully acquired?

It is said that,Unlike Google,FB and etc, Twitter founders don't have spcial voting controls, which makers things uncertain for Twitter.

Since Musk's debut, there are only two outcomes for the companies he "meddled" with, either he completely controls them, or he completely abandons them.

Various reports have shown that he is a very controlling CEO.

Earlier dumps included the sale of PayPal to EBay and Zip2 to Compaq; and companies that took full control included merging into struggling SolarCity.

For Musk, there are only two outcomes of 0% and 100% (referring to actual control, not equity) in controlling companies, and there has never been an option for 9.2% passive investment.

As the richest man in the world, Musk is even more disdainful to hype in the secondary market and earn a few percentage points.

Musk's recent tweets have long revealed his determination to reinvent Twitter.

  • teasing changes to twitter over a poll
  • buying a 9.2% stake
  • accepting then declining a board seat
  • getting sued by twitter shareholders over delayed disclosure
  • offering to buy ALL of twitter

Seems It won't be far fetched if Elon completely buys Twitter. he has more than enough money and motivation.

3. How about the future of Twitter?

Musk is a person who likes to create "story". I wonder if anyone has done a "share price decomposition" of Tesla's stock price rise - how much of the stock price increase is due to performance, and how much is because of "story"?

Twitter, as the world's storytelling platform, is an absolute match made in heaven with Musk. I can't imagine how many stories a storyteller can have on a story platform.

Don't despise the logic of the stock market relying on "story". Isn't the reason why human society exists because everyone believes in the same "story" (history, country, bloodline...)? Looking forward to more stories from Musk and Twitter.

How do you believe in this offering?

Do you have confidence in Twitter's future price?

# Will Musk's bid to buy Twitter succeed?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • Songa
    ·2022-04-18
    If I choose to believe the offering is real and accepted, then there is no need for the 2nd question. And if i dont believe, then the comment for the 2nd question is, twitter future price will drop.
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  • Qmar
    ·2022-04-20
    Given shareholders will sell their stake and would not be able to buy back in, would you sell?
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  • Lostinroom
    ·2022-04-18
    Twitter hardly earn with current bussiness unless they change it
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  • WillsonToh
    ·2022-04-18
    Board of. Director Twitter please give up and let elon do his job
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  • breAkdaWn
    ·2022-04-20
    and where do you think Obama was born?
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  • CGE
    ·2022-04-20
    Good speech
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  • wobi
    ·2022-04-20
    speechless
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  • HappyGalT
    ·2022-04-20
    Hard. a lot of resistance
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  • Baobao83
    ·2022-04-18
    Buy low sell high
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  • 嘛嘛财商FQ
    ·2022-04-18
    [呆住] [财迷] [财迷] [财迷]
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  • CET 789
    ·2022-04-18
    [Miser] [Miser] [Miser] [Miser]
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  • DrSam
    ·2022-04-18
    Must be Musk again
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  • GGao
    ·2022-04-18

    谁赢?

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  • blessedOne55
    ·2022-04-18
    Interesting
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  • yung kai
    ·2022-04-18
    谢谢你的分享
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  • Success88
    ·2022-04-18
    Thank for sharing
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  • Andaru
    ·2022-04-18
    now Twitter going downtrend after the rejection
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  • ChuTing
    ·2022-06-26
    seen
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  • Silly Trader
    ·2022-06-18
    [Smile]
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  • Paul Giam
    ·2022-06-06
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