[Retric]

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.

[scottkduncan]

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.

[Retric]

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.

[seebee]

How are they going to sell the battery factory when it's owned by Panasonic, not Tesla?

[Retric]

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%)

[jacquesm]

The Solar is a liability.