Still, the fact that the stock market reacted very favorably to the report could potentially help persuade Farley to reconsider the idea. A complete spinoff for either division may not be necessary but rather just part of one. The battery R&D division, for example, could become its own separate entity. Doing so could potentially place it in a stronger position to pursue new technologies such as solid-state batteries in a more timely and efficient manner.
But until Farley officially goes on record stating a spinoff of any sort is being considered, nothing on the ground is going to change. Still, we can’t imagine a scene involving Dearborn management not raising a few eyebrows following Friday’s market reaction.