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.... They shouldn't","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876390683","repostId":1150016535,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":159,"commentSize":12,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.23.1","shortVersion":"4.23.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1150016535"}