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
 
Yes. So we estimated $270 for next year. So the largest incremental growth release is coming from the top line. And so you've got the benefit from -- they had made a small acquisition of a silicone engineering that they just announced recently, so you have the benefit of that, as well as about mid-teens growth from an organic perspective, really coming from the strength in the pipeline that Jon had highlighted earlier.
So about 30% of their revenue is in advanced mobility, which is ADAS, which is growing kind of in the mid-teens, and then battery, which gets upwards of 20% plus. And then finally, they did have a fire at one of their facilities in Asia, so we're expecting recovery there, incremental 2022 over 2021. So those are really the key drivers of the top line that are dropping to the bottom line and giving us that confidence that we'll get to $270 next year.

    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, certainly. And it's -- as we have commented, it's a modest increase. And talking numbers, it's limited to $3,000 a day step-up over that period from commencement of the new charter until July 2025.

    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
 
We're busy. Now busy is good and also busy also sometimes means repayments. So it's an active market again, the market as thawed out, and it's kind of very, very active now. We are getting some repayments and we're also putting new money out.
We've never had a real challenge ramping our portfolio. Subject to our quality control constraints, we obviously only want to do deals that are very comfortable. So if you look at our history over 14 years, we've never had a problem originating assets that fit our box. These deals because they are more bespoke, they take time.
You know, we -- they take a couple of months to work and you're negotiating covenants and things like that. It's not like you're flipping a switch. But that said, we are active, we do hope and expect to grow, both the JV, PSLF, as well as, PNNT on balance sheet. And importantly, and we're starting to see the green shoots with Wheel Pros and Walker Edison.
Taking those equity proceeds and converting them to yield is obviously a key part of the strategy and we're looking forward to doing that.

    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, Matt. Diego, next question.

    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
 
It is about to wrap up, and we will be able to report this data in the second half of this year. That's correct.

    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
 
Alright. Umer. Let me thank you for your comment on the transparency. That's exactly what we tried to do, and we continue to take a feedback on that. And Rajiv, if you could add, as both the China and BOTOX question.

    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
 
Yes. Thank you, Arun. First of all, in inventories, I was actually just looking at that data this morning, the industry data. And industry inventories, both PE and PP, are below typical levels that we've seen in the past. Again, I think following on from what I answered to Steve earlier, we still don't know what's the level of demand. My guess is the level of demand is higher than what we saw in February and March.
And so our first priority is to meet the demand of our customers and then find the opportunity to rebuild inventory. So if you think about what's ahead, we still have reopening ahead in the US. We have reopening ahead in Europe. Many parts of Asia, ex China, still reopening ahead. So a stronger demand period.
Typically, we see seasonal improvement. So opportunity to rebuild inventory, we may not have that until later in Q3. Also recall that there's a lot of planned downtime in the industry because many producers deferred planned maintenance last year into this year. So I mean, I think all of these reasons are why the setup looks to be for a very tight market for most of this year, if not all.

    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, Van.

    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
 
Great. Thanks for taking the question. I just wanted to follow-up on the PG&E acquisition. Obviously, the 700 sites you acquired and then the additional 28,000 you have the right to market. Just wondering kind of the tenants per tower in that portfolio? And then on that 28,000, how many do you really think realistically tenants per tower you think you can drive and colocatability of perhaps some of those sites in terms of growing that portfolio from where it's at today, that would be helpful.

    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
 
Sure. Thanks, Steve. I think in general, the Merck data, as published in the recent paper, is completely supportive of our approach. We believe the kind of biology that they're following in terms of the tumor types that they're exploring and the data that they saw really is very similar, if not identical, to the biology that we're following. And I think we were very pleased to see it published. We're really encouraged by the data that they've shared. We remain super excited about this mechanism. And I think, in particular, their data continues to reinforce that this is a mechanism that may reverse PD-1 inhibitor resistance and be able to increase the number of patients who can benefit beyond those who just respond to PD-1 inhibitors. Dmitri, if you want to say something about the biomarker?

    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's a small world, right. And being someone who was on the inside, you kind of always stay on the inside. I mean, I've known a lot of the customers. I know a lot of people on this call, I know a lot of the employees and I've maintained relationships with all of them. I wouldn't say I've been involved in the operations of the business. I'd say I've been at Board oversight. I think I did a pretty good job of going from being a CEO to being a Board member, which is not easy. But I've maintained good relationships with a lot of customers and a lot of employees. And while I don't know a lot of the investors, because I haven't been in this seat, I'm excited to meet them.

    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
 
Thank you, Chris. We expect to release our Q2 2021 results after market close on August 10, with the conference call held the following morning. Thank you for your interest in Franco-Nevada.

    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
 
All right, everybody. We've run over on time. Thank you for joining us. It's fun to have watched the entire sunrise in Brandon's background here in Denver, and we've got a new day starting. Talk to you all soon. Bye.

    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, Tom. I appreciate everybody dialing in today, and I look forward to speaking with you again in May when we announce our first-quarter results. So, everybody take care and stay safe. Bye-bye.

    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, guys. Thanks for taking questions. I want to piggyback on the last question because I actually think it's really important. So if we look at the first half of new ARR growth this year, it was up 40%.
And if we look at the second half of new ARR growth over the past year, it was down 40% year over year. So I just want to understand -- I understand the Q4 commentary from the prior year being driven mostly by timing of both 3Q deal pushing and 4Q deal signing. But how -- what's the magnitude, Vinny, of the deals that you had expected to sign in the quarter that got pushed out? Because that is a -- even from a dollar value perspective, that second-half number is pretty substantially below from a new SaaS ARR perspective versus the year-ago period. Even versus two years ago, it's up maybe 10%, that second-half number.
So just calibrate that timing differential for us as it was magnified.

    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, we will be watching them grow, too. And we are very much looking forward to that journey 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
 
Yeah, I think, well our margins include freight. So I mean if you look at it that way, we anticipate to get back around like that 46%, 47% margin profiles that we had in 2020 I think would be an area just currently as we continue to optimize. But as we gain more scale, we can -- we anticipate to be able to go north of that. But we're also looking at these transitory costs. So we are keeping that in mind as well, so the timing of those decreasing and getting back to more normalization. But, looking on a normal profile, I would say like mid to upper 40%s is kind of an area we feel we can get back to. I don't know, Edwin do you want to --

    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
 
Yeah. So we haven't really had this exact type of true-up. We had a more of an ROE type of true-up in the past. That was in the $0.16 rate case.
That didn't get a lot of traction but I think we're gonna get more receptive audience to this. I'll let Frank talk about it a little bit too.

    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
 
Okay, hang on. Maybe I do have the 1/23.

    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
 
So we'll come to Hal in just a second, but just to repeat the assumptions in the outlook that we've given, and that Iain laid out is that, we would expect. And this is really in large developing markets that healthcare operating systems return to kind of verging on normal in the second half of the year. This is because we are assuming successful, in this scenario, successful deployment of the vaccination of COVID.
As Iain said, very clearly, the variance in that will depend on the pace of that the infection rate. At the same time, and how to certainly comment on this scientifically and epidemiologically that it is clear that this virus is continuing to mutate and we do expect some kind of an endemic market. Although, as you've all seen the dates we're showing in different degrees on the different vaccines a degree of protection on certain mutants to-date, but Hal, I just want to clarify what the assumptions are and what we've laid out. And then Hal perhaps can comment on the ongoing opportunity for COVID. Not least with the hesitancy rates in some countries of vaccination anyway. Hal?

    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. I mean, look, we arent in a position to really provide much guidance as were looking forward. I would say, look, were really pleased with the third quarter. As we saw from a sequential basis, we continue to build the momentum. The team continues to execute extremely well. If there are some challenges as have been highlighted. And certainly, some of them are broader than just our business in the economy. I mean, we called out some of the wage pressures that are kind of broad across the economy. We are looking for ways through productivity and footprint expansion in order to mitigate some of the impacts there. But those are things that well navigate as we move forward. But all in all, look, we think were well-positioned. Were hoping, as everyone is, that we can get back to some level of normalcy post-pandemic and get back to the rhythms that we had seen from some of the referral patterns on a historic basis. And as I said, I think were well-positioned to capture that demand as it starts to return to its normal form. But there still are a lot of hits around anything that would happen in the colder months as we move back indoors and whether thats going to have impact around some spikes in the pandemic and within COVID. So Mike, I dont know if you have --

    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 think it's still difficult to call in this quarter, especially with our announcement on Neenah as we rebalance our system, but the team is working hard to manage our inventories down, especially with these elevated pull prices.

    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
 
Well, it continues to do well, like you saw. And I think it's a combination of things. I mean the market is definitely growing because of all these design activity as you can see in these multiple domain. So the market is growing and we believe that we are also taking market share. So I would say it's a combination of both -- both these things driving our digital growth.

    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, Walt. Good morning Walt.

    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
 
Great. Thank you very much. So Ed, you were talking about enterprises being interested in your cloud. Maybe you could give us a little color on the larger client and enterprise business last quarter and what you project might be interesting going forward?

    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
 
Yes, that's a good question, Dave. And there is a lot of, what I'll say, upside that's out there that the teams are really looking at closing and then speed back to this on-demand capacity and scalability. So there's a lot that's out there that I feel really, really good about. Now depending upon how fast those deals close and then how fast the actual client requirements are, there's some upside beyond kind of this where we are tracking right now.
But that's stuff that we still have to go out and hit. And I think you hit the nail on the head. Those definitely would have a big impact in '22 and to a lesser extent in the second half of the year. But we feel very good about the second half, and that's why we why we moved up guidance to where Karl talked about.

    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
 
Brett, I actually don't have an updated number there. There has been activity and continuing activity weekly on that, but we've had hired a material number of new middle-market C&I lenders. Our team in Texas has expanded, continue to expand and we've added to our teams in Houston, in Dallas-Fort Worth and Denver, Colorado, a number of new team members there as well. So, I'm sorry, I don't have a number. We can get that back to you, Brett, exactly what that -- what our net -- what our gross hires and what our net hires are for the year. But it's material and is part of the reason why we are continuing to be encouraged about our growth, even as we focus on infrastructure and making sure that we have our back of the house in order as well.

    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
 
Thanks, Jim.

    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
 
Hey Rick.

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