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A comment on Tesla Accounting Chief, HR Head Resign on the Same Day; Stock Plunges. Parent comment

Re:Tesla Accounting Chief, HR Head Resign on the Same Day; S... by Retric on Friday September 07, 2018 @10:10AM (#17934331)
Tesla is more than just a car manufacture. I doubt self driving + solar + battery + charging network etc is worth the kind premium they have over just being a car company.

But, analysis based strictly on car sales a mistake, especially as established car companies outsource so much parts production.

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Re:Tesla Accounting Chief, HR Head Resign on the Same Day; S... by scottkduncan on Friday September 07, 2018 @11:17AM (#17934905)
Agree with Jacques M on solar, and would also add that much of the battery tech is Panasonic's and self-driving is a long ways away from being road-ready.
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Re:Tesla Accounting Chief, HR Head Resign on the Same Day; S... by Retric on Friday September 07, 2018 @12:13PM (#17935440)
In terms of cash flow I agree.

But, if you had a company that just did self driving and had as many cars on the road as Tesla does people would value it. Likewise for a giant battery factory, or a company putting out those solar shingles even with just a handful of installs.

Now suppose they sell those lines of business off to some other company to free up some capital. It's a path through the cash crunch that may catch people off guard.

PS: I am not saying buy the stock, but I don't think it's dropping enough to become a 45 billion dollar company any time soon.

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Re:Tesla Accounting Chief, HR Head Resign on the Same Day; S... by seebee on Friday September 07, 2018 @04:48PM (#17937515)
How are they going to sell the battery factory when it's owned by Panasonic, not Tesla?
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Re:Tesla Accounting Chief, HR Head Resign on the Same Day; S... by Retric on Friday September 07, 2018 @06:29PM (#17938159)
Panasonic is a partner Tesla still put up money for the factory.

EX: Several companies could sell Hulu to free up some cash. The Walt Disney Company (30%), 21st Century Fox (30%), Comcast (30%), AT&T (10%)

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Re:Tesla Accounting Chief, HR Head Resign on the Same Day; S... by jacquesm on Friday September 07, 2018 @11:10AM (#17934841)
The Solar is a liability.
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