저자: JJ · 외국인
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테슬라 이사회 멤버 3명(로빈 덴홈 의장, 킴벌 머스크, 캐슬린 윌슨 톰슨)이 10b5-1 계획으로 약 3억 달러 규모 주식 매도를 준비 중이라는 기사 소개. 저자는 임원 매도가 FSD·로보택시 성장 주장과 모순된다고 보며, 과거 보상 소송 합의(약 7억 달러 반환)와 사기 의혹 소송도 언급. 다만 매도 이유는 다양하며 내부자 매도만으로 결론 내리기는 어렵다고 정리.
다듬은 글
their own board members including the chair of the board preparing to sell at a time when it's about to launch into its next huge massive cycle of growth hi everyone JJ here welcome back well today we're going to investigate discuss this article could it be true this is from Electric these three Tesla insiders including elon's own brother that's Kimble musk are preparing to sell $300 million in Tesla stock could this be true with FSD Robo taxes coming up Elon said that the Tesla market cap is going to go into the many trillions how could these insiders be selling surely it can't be true let's get into it so the article starts three Tesla insiders including Elon musk's own brother are preparing to sell about 300 million worth of Tesla stock in Tesla's 10q SEC filing which just came out days ago earnings have just been for the third quarter the automaker disclosed that three of its board members including chairwoman Robin denholm and Kimble musk CEO Elon musk's brother have signed new arrangements to sell a lot of shares now this is the information from that recent filing to prove it's actually the case on January 5th 2024 Robin denholm one of our directors adopted a rule 10 b51 trading arrangement for the potential sale of up to 6743 45 shares of our common stock all resulting from stock options expiring in June 2025 subject to certain conditions the arrangements expiration date is June 18th 2025 so if this is next year they're not selling immediately this is preparation to sell later on but not too far away well into to when Elon Musk said that the future things that they've just unveiled at we robot are son are going to kick into action how could they be planning to sell this many shares that's a lot we'll look at the value of that stake in a minute on July 31st 2024 Kimble musk one of our directors adopted the same rule for the potential sale of up to 152,000 just over shares of our common stock subject to certain conditions again and the expiration date for that that is May 30 2025 and on August 12th Kathleen Wilson Thompson also won of the directors adopted the same rule for the potential sale of up to 300,000 shares of our common stock subject to certain conditions the arrangements expiration date for that is February 28th 2025 so earlier and here is that information directly from the filing now Fred Lambert from Electric says Kimble must 100 52,000 shares would be worth just short of $40 million while Wilson Thompson's Arrangement would allow her to sell about $78 million Den Holm held only $85,000 shares as of the last report but as the disclosure specifies she is exercising stock options Tesla's board members have received excessive compensation from shareholders according to a lawsuit and we'll just have a look at that suit in a moment now Electric's take on this Fred's take on this is that it's wild that they had to return over 700 million yet three of them can still sell about 300 million worth of stock it's also important to note that this situation also plays into the ongoing legal battle over elon's CEO compensation and that is ongoing a judge found it unlawful because amongst other reasons he was in control of the board when the deal was negotiated and quotes there at the same time they gave elon's $44 billion package they also gave themselves this excessive board compensation and we'll take a look at that lawsuit around that and elon's compensation hasn't been finalized yes shareholders voted on it but it still has to go through the courts as I understand it in a moment we'll get into some discussion around that $300 million potential sale but but first about this compensation this lawsuit Elon Musk and other Tesla board members agreed to return over $735 million in stock and cash and this is from July 2023 Elon Musk and other Tesla board members have agreed to return over 335 million in stock awards and cash as part of a settlement of a lawsuit over the board's compensation you might remember all of the media scrutiny and social media talk around that at the time El mus compensation huge historically in the history of share markets and companies massive compensation in 2020 the police and fire retirement system of Detroit a Tesla shareholder decided to sue Tesla over what it believed to be excessive board compensation that had been improperly awarded since 2017 this goes back a lot of years I've talked about this in previous videos it was if Elon h massive targets with the share price with the market cap of the company that really nobody believe would happen and there's allegations that he has pumped up the share price various ways and that's fraudulent in order to be compensated what reason for him to become the wealthiest person in the world he would say so he can you know use this use the capital use that to have other ambitious projects like getting to Mars nevertheless there are allegations there that he was pumping up the sh share price in various ways now if you're getting value out of this episode s for and you're watching on YouTube I'd really appreciate it if you remember to hit that like button to help the algorithm to spread it to more people and do subscribe do follow if you want to get more of this kind of content in the future and you're new here now the defendants include Elon Musk CEO and board member of Tesla his brother Kimble musk media Mogul James Murdoch billionaire Larry Allison one of elon's good friends and virtually every Tesla board member of the last six years they have received hundreds of millions of dollars worth of stock options over the years to be fair most of the value of the stock options has been due to the rise in the value of Tesla's stock over those years as I said it's been an accusation that elon's been pumping the stock price in various ways so he can get that compensation now remember this article is from 2023 and a new filing with the court last week Tesla has agreed with the plaintiff on a massive settlement that was seab board members returning over 735 Million worth of stock awards and cash as part of the settlement Tesla directors don't admit to any wrongdoing and settle to eliminate the uncertainty risk burden and expense of further litigation now back to the latest article on this $300 million preparation for sale poised to sell these stock options now this is a top comment from that most recent article from from Brad and it says don't they know that Tesla are on track to complete FSD next year release Robo taxes and sentient humanoid robots that will create an age of abundance apparently Tesla is going to be worth trillions and be the most valuable company in the world they must really need the cash dot dot dot now that was my thought too I'm sure it's your thought too that why are these board members selling in the tens of Millions $300 million worth you could say that it's no indication of where the company's heading because people do sell for many reasons it's often said in investing investing circles that people sell for many reasons but they only buy for one reason and that's that they think the stock price is going up but one of those reasons to sell is that they think that the stock price isn't going up certainly as much as elon's saying as this commenter says it's going to be worth trillions and the most valuable company in the world you could say well they want to diversify their Investments they would have put it somewhere else but if if they truly believed it was going to be the most valuable company in the world what is a better investment than that or another reason to sell is you might want to buy say a big mansion so this is way past that that they're even selling here putting kids through college if that that age that cost doesn't cost nearly as much as that or keeping that much money in cash rather than having it stay invested in a company that's going to go through its next growth phase Elon Musk has said that that we're transitioning to the next growth phase of the company it's going to be amazing it's going to be multi trillion some of the Tesla fan boys and girls say that it's going to be as much as 10 trillion or more the most valuable company on Earth and not too long starting really next year and the year after with FSD kicking in Robo taxis kicking in humanoid robots to come soon after that why would you cash out this much at that time even if you had other Investments you thought were good it's a lot of money to be cashing out now another commenter said here the actions of men are the best interpreters of their thoughts from James Joyce in other words forget what people say look at what they do these folks are getting their Benjamins out while the getting is good and that is true look at what people actually do than what they say people often say that about Warren Buffett he says quite a lot of things usually they they are in face value but then what he's actually doing sometimes like in the past few quarters he's been a net seller of stocks he sold almost half of the Apple steak he's been selling Bank of America he's developing this huge cash pile you do have to look at what he's doing as well is he preparing for the market crisis nearly $300 billion of cash and cash equivalent birkshire heatherway built up he's not saying much at the moment about the market he he's not saying that he thinks something's coming up he wouldn't say that but he might think that and you can see by his actions what he may be thinking if he's not saying it in public now I want to say a little something about the content on this channel how it's changed a bit lately or become more focused on a certain area Tesla Elon Musk and so forth and I do have another Channel you can go to stocks today with JJ which is more of the oldest style of content that was doing there different stocks different companies information about Investors all that kind of thing that I used to do here that I'm not doing so much I'll put a link in the description to that if you want to go and check that out do subscribe there so I'll see you over there if you want to do that now this comment of Bill Cur says this is normal business practice for this type of firm it's even right there in the name pump and dump only works if you remember to dump before the marks catch on so that's fairly cynical fairly skeptical there saying that you've got to dump that they're selling out before people catch on that there's something going on you know this this is when Insider sell is it can be a sign of what's going on in the company they don't believe what Elon Musk is actually saying in public at the wi robot event for instance this Fantastic Future their own board members including the chair of the board preparing to sell at a time when it's about to launch into this next huge massive cycle of growth now this is Fred lampin on x in conversation with people after writing that post he says if you really believe that Tesla is on the verge of delivering unsupervised self-driving and humanoid robots it makes no sense to sell Tesla stock and yet these three board members are selling like it's no tomorrow and Gordon Johnson a very skeptical analyst on Tesla for many years he does think it's a fraud he's been very short the stock on many occasions taking a lot of criticism he says here because they know it's likely not true we told you this for years beginning in 2018 after Plain Sight published Tesla's letters to the cad MV you called us haters so the DMV does have a lawsuit against Tesla for misleading advertising the California DMV that's going to trial Tesla try to stop that going to trial it is going to trial so it's going to be super interesting PL Siders Aaron green who also has a lawsuit I've been through that in previous videos or parts of it it's a massive massive lawsuit with many many different allegations of fraud in different areas for Tessa so Gordon Johnson's referring to that there and Fred Lambert does say hey Gordon sure I've been wrong about Tessa before or rather maybe I didn't have enough doubts about it at some point so Fred Lambert in the past has been very supportive of Tesla he's kind of turned against it as he real realized hey there might be some things wrong here that elon's maybe not telling the truth or you know different things that may not come true it's taken him a while to get round to being more skeptical he was definitely an influencer a supporter with electric being that way the sister Gordon Johnson he continues but either way you're definitely a Tesla hater and you don't want me to start listing all the times you have been wrong about Tesla so as I said Gordon Johnson's been short or skeptical of test for a long time but if turns out to be true these things can go on for a long time if you look at previous frauds in particular over history they can go on for a very long time before they get found out there's so much money involved there's so many people supportive because they're making money they have been making money although Tesla stock price has really been going down since that height over over $400 in late 2021 but recently having a bump after that earnings Gordon Johnson's got more questions about those earnings in different ways perhaps I'll go go into that in a different video questioning some of the financials and Aaron Greenspan has been questioning financials for a long time in different ways about pumping up that stock price in terms of stock manipulation Market manipulation stock fraud accounting fraud many different things but you can go back on those videos that I went through about that Core case I put links to those in the description if you want to see that so what do you think about all this do you think that these insiders these three board members who are poised to sell a huge amount of stock for their lives for their Lifestyles it would be hard to see how they'd need all that and why would they be putting money somewhere else into other Investments if they truly believed that FSD is going to be solved autonomy is going to be solved as Elon puts it and Tesla is going to go through a massive growth phase another one from 2019 to 2021 the stock really went up in multiples and elon's implying that that's going to happen again as tesra solves autonomy but do these board members including his own brother really believe that what do you think let me know in the comments what you think of that I'd love to know what you think about this particular situation so let me know now on screen if you're watching on YouTube I'm going to put a link to one of those related videos go and see that now if you want to I'll put them related links in the description for those watching elsewhere too and thanks to everybody for watching this one and I'll see you in the next one
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