Finally, there is an impulse from Tesla’s shareholders to dismiss Elon Musk of the company after years of fear are ignored through the Maximum Administrators and Shareholders’ Board.
However, nothing will occur as long as the inventory (TSLA) is in place.
For years, we have expressed concerns about Elon Musk steering Tesla away from its mission to accelerate the world’s transition to sustainable transport and energy.
It has intensified during the last year when Musk threatened Tesla’s shareholders to break their fiduciary trochers, fired the entire Tesla change team in a knee reaction, headed head innumerable erroneous information. mission.
Most of them would be crimes extracted in the maximum companies, however, we have also pointed out for years that Tesla had large governance disorders, since the Board of Administrators was absolutely under the musk even though it does not have that 13% of The company.
This leaves things in the hands of the shareholders, which are limited to the vote once a year. During the Tesla shareholders assembly in June 2024, they obviously indicated that they were still for musk, the maximum of them voting according to what the Council (aka) recommended.
From the inauguration and the greetings of Musk, the return of the flame and its reaction to the return of the flame, it turns out to be more traction between the Tesla shareholders to eliminate it.
Currently, the maximum popular publication in the Tesla Investor Club in Reddit, one of Tesla’s largest shareholders, is Musk as CEO of Tesla, and there were some of those types of positions that obtained traction in recent weeks.
The position has been directed to the lack of new Tesla models different from Cybertruck in more than five years and the lack of expansion in delivery volumes despite the rest of the electric vehicle market.
This also argues that Musk attaches to his own guiding principles regarding the determination of work:
Assuming some of the few.
Musk does not make the number 3 and no longer plays No. 1 and No. 2 in Tesla for the mission. In addition, with its own logic, it is now a component of the organization of workers who have been released (# 4).
It is not a bad argument since, in addition to directing almost six corporations and running in the White House for its new Government Department of Doge, it surprised that you tweeting things that are not trigger in the middle of the winning call of Tesla last week .
During all this time, paintings that paint at home are enraged because it thinks it is less productive.
While many Tesla shareholders agreed with the position, the main objection that “the action is happening, why play with something that works?”
In fact, this is a challenge for Tesla enthusiasts to see that musk leaves. The Board of Administrators who do nothing, would be the shareholders to vote at the Board of Administrators and force a vote of confidence in Musk.
Shareholders fear that pushing Musk selling their actions and causing a giant correction in Tesla’s actions.
Taking into account that Tesla is recently negotiating at a crazy value / benefit ratio of two hundred closer to 400 if you eliminate Zev credits and Bitcoin’s gain, would it be so bad if it meant realign with the mission?
Obviously, I don’t think we see that going down if there was an acceptance vote like true with tomorrow. I believe that the action deserves to be summarized really to motivate shareholders to take action.
Personally, I think that being scared through a sale due to Musc’s item is in the short term. Tesla’s basic concepts have been worse day to day, and this quarter has been the worst for years.
If Tesla’s action does not block this quarter, Tesla will negotiate with a benefit of more than 500 p / e after having published the effects of the first quarter of 2025. The last time Tesla exchanged at those levels, Musk warns the workers of Tesla that the inventory would be crushed “like a damaged soufflé through a hammer” if that did not show the expansion of benefits.
A few years later, Tesla was in an even worse situation, given the benefits of its main activity, the car is blocking, while the benefits of cars and autonomous robots remain years.
It is true that the elimination of Musk would lead to an accident of the short -term inventory market, but I think it would be intelligent for Tesla in the long term.
I agree with the problems of the article, and for me, it led to an attitude replacement in Tesla. I plan to sell my style 3 2019 and I have no interest in going to a S. in fact, I will absolutely dissociate the brand. The authoritarian habit of Musk has giant impacts on scale, not only in business still in the federal space, where some of my colleagues face demanding situations due to their strength trips. His out of control is a threat to the corporations he directs and Giant’s global panorama.
The distraction of the Musk of Tesla mission, its public controversies and the best renewal within the company is worrying. The main volatility reports of legal movements and disorders with the SEC illustrate the dangers that its leadership supplies more.
Musk has access to delicate government formulas, adding the treasure payment formula, raises serious concerns. The treasure formula deals with more than $ 6 billion in annual invoices and non -public knowledge of millions of Americans. The displacement of that knowledge to the non -governmental platforms themselves can have devastating consequences for national security, confidentiality and public trust. This type of action has led others in prison of life. What will Musk do with that critical knowledge?
Global wishes replace, not just Tesla. The egocentric figures led by the United States government show the giant consequences at the out of control leadership scale.
First, Musk negatively affects Tesla’s sales. Deleted would probably give Tesla a safe breathing room with respect to demand.
Second, Musk has created a massive duty for Tesla through autonomous capacity constantly in all cars produced since 2016. This will have to be approached and fixed, and Musk is obviously not the user to do it.
Tesla wants the realine leadership to the company with its project and neglect the autonomous effort. I think there is space to aim at Musk’s wonderful vision for Tesla, but without begging and overed.
Call me crazy, however, I think the company would be greater with a competent full -time CEO instead of an intentional oligarch that is being aligned with shareholders, it is involved in resource tunnels with its personal competitive corporate and is deeply lost in one of the worst cases of dependence on the social networks that I have seen.
Fred is editor -in -chief and major in Electk.
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