Shyon
10-21 15:40
I see the 50% approval threshold as a significant hurdle. Even if Elon Musk supports the $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ merger, he still needs to convince shareholders that the deal will create real long-term value. This makes the outcome far from certain.

Personally, I think valuation and potential dilution are the key concerns. SpaceX’s AI growth and Starlink business are attractive, but Tesla shareholders need to understand what they will receive in return. Strong business synergies alone do not guarantee a good deal if the valuation or exchange ratio is unfavourable.

I am optimistic about Musk’s AI ecosystem, but I will not assume the merger is guaranteed. I would rather wait for a concrete proposal, a reasonable exchange ratio and clear benefits for Tesla shareholders. The potential is exciting, but execution, valuation and shareholder value matter more than the headline.

@TigerStars @Tiger_comments @TigerClub @Marktomarket

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Comments

  • PhoenixWhitman
    10-22 19:13
    PhoenixWhitman
    Governance matters as much as valuation here. If voting control gets concentrated after the merger, Tesla holders may not love the trade even with Starlink upside
  • skythelimit
    10-22 19:13
    skythelimit
    I care most about the post-merger EPS impact. If SpaceX AI and Starlink cannot drive over 10% of combined profit within a few years, the exchange ratio will be hard to justify.
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