Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
Restructuring is challenged by immense cost pressures, pure play approach to ride EV momentum, and easing of supply constraints fosters revenue rebound.
EV skepticism could become costly in woke environment, demand rebound makes up for lost production, and ongoing share repurchase program keeps returns alive.
Planned restructuring to turnaround profitability and value, accelerated electrification necessary to stay competitive, and strategic partnerships to bring autonomous driving forward.
