michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, it's a good question. And we've talked to a lot of our suppliers and you've been from here -- with the cement industry for a long time. The weather was extreme, no question, and we faced a lot of challenges both personally and in our business, but at the same time it's February. It's a typical slower quarter anyway. A lot of outages at these plants were planned in the winter. But I would tell you that from my experience, especially plants that are in Texas, they're built for whether to go down into the 20s and 30s for times, but not in the zero degrees or negative degrees for a long period of time. So, I think there is going to be some challenges to get those plants back up. The good thing to me is that a lot of the plants do have clinker inventory. And so, when you think about the power system versus the grinding, I think they will have the clinker inventory. But from our experience, and you've seen this for a long time as well, Kathryn, cement shortages can be a good thing if they're managed properly. And so, if cement does get short, I think it's an opportunity for us to even focus more on margin improvement in our ready-mix business.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. I'd say, as we look forward, mid to high 20s is where we should be aiming the margin. So we don't see a negative effect on margin going forward. I'd say we see a positive effect. As Mark said, we had a first quarter that we didn't operate the way we normally would because we had to ramp up production pretty quickly, we had to get product out because of the downtime from the storm. So we didn't optimize our ore blend. So as we go forward. I think you'll see us optimizing our ore blends there's going to be a little bit of a positive price impact as well. So I would say margin should go up from the first quarter and should be in that mid to upper 20s range.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you. Hi and congrats on the solid quarter. John, you said in the past that a third of customers land with the three or more module platform approach. And you've attributed this, I think, last quarter to the move toward observability as a landing zone away from applications as a landing zone.
So in that context, I'd like to better understand how you expect the size of new lands to trend long term. How do you expect that landing zone to evolve? And is there a point where you choose to limit the growth in new lands in favor of maybe a faster pace of new logo wins and then faster expansion rates or should we expect the size of new logo ASPs to trend up for the foreseeable future?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So a couple of notes about our business guests, if you will. So the way we think about it is really in two parts, and you mentioned that is the local business. And we have seen some of that return, especially in markets, not surprisingly, Florida and Texas. And we -- the private dining, if you will, the group dining piece, that's generally either an organization or some of the travel piece, right? And that's how we think about that business. And so yes, some of the local businesses are coming back. The -- I guess, the good sign around what might happen around group dining and private dining to the back half, as I mentioned also in the last call that we were out in the market, doing some research, talking to our guests and trying to understand when they will feel comfortable about group dining and business dining not with family members necessarily and what we found is that really uptick toward the back half of the year. So we're -- we have some confidence in that starting to rebuild again as well. We have seen, to your point about what's happening as far as check. We've seen a lift in check. So we're starting to see some of that spend go up. Your point around alcohol checks, we're not necessary seeing the same that we would when private dining is running at full capacity early in the week. So that is yet to return for us.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I just wanted to ask about the China business. China looks like it was a record on a dollar basis and about a third of revenue. Did that business skew a little bit more demand given the NAND strength? Are you still seeing that being pretty broad-based?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. What we've been saying right now and look we'll give guidance as we get into this free cash flow generation is, that we want to have a dividend that's better than the S&P 500 like yield. And why, because obviously the oil and gas business is a little riskier, more volatile due to commodity prices. So we want to set that at a level that gives us a better yield and we are going to be in that position, again as I mentioned with these FPSOs coming on, that we can set that have a better yield and withstand lower commodity prices. So we'll test it at lower commodity prices, but again due to the uniqueness of the Guyana cash flows that will be coming in, we can do that. So that's the initial guidance. I would look at is that we're going to have our yield better than that S&P 500.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Christina. This concludes our earnings call for today. Thank you, everyone.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. That's correct, Thomas.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, thank you for taking my question. I have one question. I just wanted to know if you could comment a bit on price elasticity. I mean, prices for yourself on the Mineral Fiber is already up, double-digit. I guess as you go into 2022 you'll definitely need more price increases as well. So when you reflect on what is needed to offset costs and the impact it could have on demand, are you starting to see also some delays or cancellation due to the fact that you've got more inflation on your products and some competing products as well?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, thanks. Good morning. Maybe, following up on some of the color, Mark, that you just gave in response to Chris, which was incredibly helpful, just thinking about kind of how the fourth-quarter played out there. I mean you came short of kind of where the initial guide had been by about 55 million on EBITDA, and I just want to clarify that the expectation is, given the timing, you don't necessarily get most of that back in 20 -- in 2021?
And then maybe additional kind of market color that there are some [Indecipherable] distributors reducing inventory in North America, and maybe just elaborate on that point a little bit, it would be helpful. Thank you.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Okay. As we mentioned before not only today, but in the last I don't know several other quarters report, we are very focused in increasing capacity, increasing our productivity, increasing deals and doing that great job in sustainability in the Salar. We are going to reach the 180,000 metric tons that is more than four times what you used to have three years ago, we are increasingly [Indecipherable] our facilities the qualities incredibly grew today, we're really proud of our process that we're working on fast and as good as we can and we don't foresee any issue regarding our license or work connectivity activity in the Salar; of course, publicly known. we have full agreement you are already explained that until the year 2030. We're working very hard in order to do the best job we can.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. And that's certainly the Delta variance given us all something to think about as we look at our modeling and our original projections. Deanna, further thoughts?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. No, it's a good question, Gabe. Why don't I go ahead and take a shot at that, and then, Craig, you add anything that I may miss here. It's effectively like -- not all of our contracts are cost of service. And so it is a calculation that's based on the asset level cash flows associated with the capital and operating costs as well as volumes specific to that particular area in which that cost of service contract is relevant. And so as you allocate those costs, there's a determination as to what the rate might be based on historical volumes received and then future volumes projected for the area. What we did see as it relates to the recalculation for 2021 is that, the significant effort that the team had done in order to reduce the overall cost, to gather the projected volumes, actually had downward pressure to the point where we reduced the rates in oil and water in Delaware Basin as a result of those efforts.
So that's effectively the way that it's calculated. The way that we look at it is that each dollar that we spend needs to be really thoughtful and needs to have an associated value with it because regardless of where those savings might be shared, it's either incentivizing additional development on our acreage position or recruiting and accruing to the benefit of our unitholders. So Craig, is there anything else that you'd add?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Those are great questions, Steve. Just a couple, I would say, comments that I made before. As you know, volume is the biggest piece that drives margin leverage for 3M.
You should assume the normal 30% to 40% margin leverage that you would get. The amount of volume is going to depend on a lot of the uncertainties that I've talked about, whether it's elective procedures, whether it is semiconductor, chip availability for auto and consumer, whether it is the strength in stationery remains, whether our oil and gas -- whether the oil and gas industry picks up. So a lot of long-term, I would say, end markets growing. We'll have to figure out what happens in the second quarter with all of these from an end market perspective.
Similarly, on supply chain disruption, there are two pieces. One is, of course, the inflation that we've told you about, which will cost 75 to 125 basis points of headwind between price and inflation and the raw material and logistics costs, as well as making sure that we have all the product availability that we have. So that's the other, I would say, headwind to 1Q.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Nothing makes me feel better worth. I'd say that -- I think I commented in the past that we believe that a patient shouldn't get a surprise bill. So we agree that, that's the right thing. So we're not all against surprise billing legislation. And we enjoy a very good relationship with our payers who know that we're a vital we're vital to their members and to their networks. So we think that while there are times where we have negotiations, that's never going to come to an end and are at times like the CVS and we might be out of network for some period of time. we think that if you do your job well, you'll be a necessary part of networks, and there will be no reason to generate a surprise bill.
So there's nothing in the legislation so far. Now some of the implementations of the time points of the legislation, we don't know yet. So there are lots of things that we're still going to learn. But yes, I would say, overall, we favor doing everything that's good for the patient and getting the whopper of a surprise is not, and we haven't been a surprise billing organization. So overall, we're fine with it. And I think we will manage our company and our relationships to make sure that it's a positive for our patients and for us.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, good, afternoon, guys. On your earnings deck, you highlighted some strong leasing levels were driven by the non-office sectors. I was hoping you can give some insights into which sectors drove that strength and then maybe any developments on the office leasing post quarter that you could provide some transparency on?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I think so. I think that we've gotten to this new level and I think that's a trend going forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I'm not sure I got the question. Try it one more time.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I think your -- I think a big part of that is the Kantar comes in, in Q2. And then there's really -- there's slight sequential increases factored in the next two quarters, but nothing that's substantial other than getting back on track on VA as you roll through the year and sort of getting that ramp continuing. So it's not really anything unusual relative to sequential revenue increases as you go Q3 to Q4.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi. Good afternoon, Nik, Damian. Couple of quick ones. One, just a follow-up on that last question on COGS. Can you just -- are there any issues with labor? We've -- we're seeing it a lot here in the states. It's not just labor cost pressure, but it's like labor availability, I guess, for lack of a better way to put it. So, maybe that's the first question is, just is there any pressure on either one of those, whether it's labor cost pressure, but more importantly, just staying fully staffed I guess?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Rudy, of course, as we did our deal model, we planned on dis-synergies. We don't know where they'll come from certainly at this point in the plan, but we did put a hold for those, but John Michael, since this is primarily in the Americas, do you want to elaborate a little bit on that dealer network?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It does.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hello, Kody.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So the traditional payment systems, I answered that -- traditional Damon system been very -- really tilted toward young adults and teens and a lot more complicated cases. The Spark, today is a good portion of it is with adults. But our traditional customers are orthodontists that have been using Ormco to begin with. Now they're beginning to offer both clear aligners as well as bracket and wire, and they're using it. Now they have option to use one versus the other or a combination of both. But today, if we can take a percentage of the clear aligner Spark that they're sold a good part of it is coming from adults, coming to those offices and getting Spark as a solution.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Not the utilities. I think once the coal plant is offline, it's very, very -- it's very unlikely that it'll start back up now. Having said that, there is a plant in the UK that they went back and brought out of the 

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Irvin, yes, I mean, we talk to our customers all the time. I mean in our conversations with our big enterprise at scale customers and our hyperscale customers, they're really doing the same thing we're doing on kind of pre purchasing chips and the things that they need to run their business. So we haven't had any kind of anybody say, like, listen, we're not taking the capacity because we don't have chips. The industry is super focused on it across the board, on all layers of the data center. And the demands that we see is obviously the same demand that they're seeing on their businesses. So it's top of mind, but nothing has changed any in kind of our delivery time lines. And our early commencements that we reported this quarter kind of speak to that. Everybody is focused on it, and everybody is still focused on executing on the business.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks Chris.

    Prediction (one of UP, DOWN, SAME): SAME