Tesla Analyst Kallo Doesn’t See Flagging Appetite for Model 3

The transcript discusses the financial challenges faced by a car company, focusing on the delivery shortfall of the S&X models and the performance of the Model 3. It highlights the need for potential vehicle refreshes to boost demand and examines the impact of global market expansion on deliveries. The discussion also touches on the company's price target and future outlook, with an emphasis on upcoming investor events for more insights.

What impact does the miss on the S&X deliveries have on the company's cash flow situation?

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In what ways can the company refresh its older models to drive demand?

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What are the implications of maintaining guidance for total car deliveries despite recent challenges?

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How does the age of the car affect its demand and sales performance?

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What factors might contribute to the cannibalization of the Model S and X by the Model 3?

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