GM and Ford 'need to spin off their EV operations ASAP:' DataTrek

Yahoo2021-11-18

Automakers GM and Ford "need" to spin off their electric vehicle units, says DataTrek co-founder Nicholas Colas. The former auto analyst highlights the latest valuations obtained by pure EV companies ...

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精彩评论

andrew123
2021-11-19
andrew123
Like
littlekitten
2021-11-19
littlekitten
Cool
Foreverhuat
2021-11-19
Foreverhuat
Say
Sorrie2u
2021-11-19
Sorrie2u
Gg
LionKingAir
2021-11-19
LionKingAir
Yes
- littlekitten:
  cool
- Sorrie2u:
  no
fabio
2021-11-19
fabio
No.... They shouldn't

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When it was just Tesla with a crazy valuation, they could afford to dismiss this idea. Now, with Rivian, Lucid, etc., they can’t,\" Colas wrote in a note to investors.\n\"If I were banking Ford or GM right now, I would be pushing hard for them to spin off their electric vehicle operations. The valuation differentials are straightforward enough to at least get a meeting with the CFO:\"\n\nTesla (TSLA): $1.1 trillion\nRivian (RIVN): $148 billion\nLucid Group (LCID): $88 billion\nGeneral Motors (GM): $91 billion\nFord (F) : $79 billion\n\nColas suggests creating \"an EV newco.” The operations would include \"all the parts of the business relevant to winning in an all-electric vehicle future: R&D, product design, parts sourcing, and assembly.\"\nColas isn't the only one suggesting a spin-off. 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They shouldn't&nbsp;","listText":"No.... They shouldn't&nbsp;","text":"No.... 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