尽管有季度记录、两家新工厂以及 FSD Beta 取得重大进展，但特斯拉的股价仍在下跌。特斯拉需要计划吗？

Tesla Giga Texas：开幕派对（Tesla Q1 2022 报告）

美国东部时间2022 年 5 月 20 日上午11:55

作者：史蒂文·洛夫戴

我们经常承认自己是金融专家或顾问，我们也不会假装对股市的来龙去脉有深入的了解。然而，特斯拉股东 KoGuan Leo 最近的一条推文肯定引起了我们的注意，因为我们在Teslarati的朋友已经报道了这个故事。

Leo是特斯拉在首席执行官埃隆马斯克和甲骨文创始人拉里埃里森之后的第三大股东，他在推特上建议该公司回购其“被低估”的股票。Leo 知道特斯拉有足够的自由现金流来实现这样的事情，而且其他几家大公司似乎过去也采用了这样的策略。

Teslarati 指出，截至去年 9 月，Leo 拥有 631 万股特斯拉股票。此外，股东有权以低行使价购买 182 万股特斯拉股票。Leo持有特斯拉的相关信息来自彭博亿万富翁指数。

同样，虽然我们可能无法完全理解与股票市场相关的一些细节，但很明显，特斯拉可以以当前价格购买大量公司股票，该价格远低于该汽车制造商的历史高点。在撰写本文时，特斯拉的交易价格约为 670 美元。不久前，股价接近这个数字的两倍。

对特斯拉股价的研究表明，该股比去年仍然上涨了 14%，在过去五年中上涨了 930% 左右。然而，这里的论点是，特斯拉最近发布了另一个创纪录的季度，与此同时，大多数全球汽车制造商都在为零部件短缺而苦苦挣扎。此外，特斯拉刚刚开设了两家全新的工厂，该公司表示，它有望继续将产量和交付量同比增长 50%。

从 Leo 的推文中可以看出，他还建议，与此同时，特斯拉可以继续投资 Full Self-Driving Beta，以及有趣的 Tesla Bot。Leo 认为这一策略可以为各种分析师敲响警钟，他认为这些分析师在提供价格目标时忽略了考虑特斯拉的巨大进步。然而，需要明确的是，目前几乎整个股市似乎都非常不稳定，许多公司的股价下跌幅度甚至超过了特斯拉的股价。

根据特斯拉拉蒂的说法，2021 年，特斯拉产生了 50 亿美元的自由现金流。Vocal Tesla 分析师兼股东 Gary Black 预测，该公司今年可能产生 100 亿美元的收入，这还不包括与特斯拉的 FSD、其能源部门或 Optimus 机器人相关的任何利润。毫不奇怪，Black同意Leo的建议。

显然，毫无疑问，特斯拉可以从这样的计划中大量受益，但前提是股价回升。由于 COVID-19 大流行、供应链问题、俄乌关系以及整个美国政治局势的后果，今天全球发生的一切，很难准确预测未来会发生什么。

你是投资者吗？如果是这样，您对 Leo 的提议有何看法？这是个好主意吗？没那么多？让我们知道您的想法和原因。

资料来源：KoGuan Lee (Twitter)，来自 Teslarati

史蒂文·洛夫戴

作者：史蒂文·洛夫戴

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A Top Tesla Shareholder Proposes "Undervalued" Stock Buyback Strategy

Tesla's stock is dropping despite quarterly records, two new factories, and major strides with FSD Beta. Does Tesla need a plan?

Tesla Giga Texas: Opening party (Tesla Q1 2022 report)

May 20, 2022 at 11:55am ET

By: Steven Loveday

We often admit that we're not financial experts or advisers, and we don't pretend to have a solid grasp of the ins and outs of the stock market. However, a recent tweet by Tesla shareholder KoGuan Leo certainly got our attention, as the story was covered by our friends at Teslarati.

Leo – who's Tesla's third-largest shareholder behind CEO Elon Musk and Oracle founder Larry Ellison – took to Twitter to suggest that the company buy back its "undervalued" shares. Leo is aware that Tesla has enough free cash flow to make something like this happen, and it appears several other major companies have employed such a strategy in the past.

Teslarati notes that Leo owned 6.31 million Tesla shares as of this past September. In addition, the shareholder has options to buy 1.82 million Tesla shares at a low strike price. The information related to Leo's Tesla holdings came from Bloomberg Billionaires Index.

Again, while we may not fully comprehend some details related to the stock market, it seems clear that Tesla could buy a large number of company shares at current prices, which are down significantly from the automaker's all-time high. At the time of writing, Tesla is trading at around $670. It wasn't long ago that the share price was nearing double that figure.

Researching Tesla share prices reveals that the stock is still up 14% over the last year and around 930% over the last five years. However, the argument here is that Tesla recently posted another record-breaking quarter, all while most global automakers are struggling with parts shortages. Moreover, Tesla just opened two brand-new factories, and the company says it's on track to continue increasing production and deliveries by 50% year-over-year.

As you can see from Leo's tweet, he also proposes that, in the meantime, Tesla could continue to invest in Full Self-Driving Beta, as well as its interesting Tesla Bot. Leo sees this strategy as one that could deliver a wake-up call to various analysts, who he believes are neglecting to consider Tesla's monumental strides when providing price targets. However, to be clear, virtually the entire stock market seems to be extremely volatile right now, and many companies' shares are down even more than Tesla's.

According to Teslarati, in 2021, Tesla generated $5 billion in free cash flow. Vocal Tesla analyst and shareholder Gary Black has predicted that the company could generate $10 billion this year, and that doesn't include any profits related to Tesla's FSD, its energy division, or the Optimus robot. Not surprisingly, Black agrees with Leo's suggestion.

Obviously, it goes without saying that Tesla could stand to benefit from such a plan in a big way, but only if the stock recovers. With everything happening across the globe today due in part to the aftermath of the COVID-19 pandemic, supply chain concerns, Russia's invasion of Ukraine, and the entire US political situation, it's hard to accurately predict what lies ahead.

Are you an investor? If so, what's your take on Leo's proposal? Is it a good idea? Not so much? Let us know what you think and why.

Source: KoGuan Lee (Twitter) via Teslarati

Steven Loveday

By: Steven Loveday

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