Imagine if Elon Musk delivers on his take Tesla (TSLA) private Twitter pledge.

Leave it to a hardcore Tesla bull to speculate on how a private Tesla could upend slow-moving traditional automakers such as Ford (F) and General Motors (GM) . Berenberg analyst Alexander Haissl, who rates Tesla a buy with a $500 price target (he believes Musk's $420 pitch undervalues the company), says automakers could be forced back to the drawing board on their profit and investment plans. 

In turn, their shareholders could be whacked.

Says Haissl:

"For the traditional OEMs, a privately held Tesla exacerbates several problems. Firstly, the company will be much better placed to execute its expansion plans, such as in China and Europe, with potentially accelerated timeframes. That means Tesla competitors may have even less time to produce viable alternatives, or risk losing significant market share. Meanwhile, with likely less visibility on profitability or investment levels at Tesla, the OEMs will struggle to benchmark their own electric vehicle development plans and gauge the risk of becoming laggards. That means the OEMs may need to bolster their own investment plans, putting cash flow and return targets in danger."

Thanks, Elon. 

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