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
 
Well, for sustainable aviation fuel, all you really have to do is there is two avenues to it. One is to put a fractionator on the back end and fractionated out of the renewable diesel production. There's about 20% of that available in that with the right catalyst selections. And then the second alternative, if you want to make more is to add another reactor, which is a much more expensive option, but could increase the yield to 80%, 90%, sustainable jet. Our kind of our position on sustainable jet right now is, is that the regulatory environment is not suitable to produce it again. You're taking a $6 oil and shoving it into a $2 market. And you got to have substantial subsidies to make that occur. In the airlines, with the ones we've talked to are not interested in paying more for it. So it has to come with the government subsidies of some sort.

    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
 
Twitter right now is the strongest partner, I'll call it, within MediaDonuts. But another social media partner that we see with tremendous potential is TikTok in Southeast Asia.

    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
 
Thanks for your question. It's great to hear from you. That's exactly what we stated six to eight. We expect to deliver toward the high end and the IRP cohort and those enterprises assets strengthen and lengthen that path. So absolutely.

    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. Thank you. I appreciate it, Brian. So before we conclude the call, I just want to take a moment to reiterate that we believe our industry is strong and our business model is solid. We'll take nothing for granted as we understand our customers have alternatives to shopping with us. We will continue to focus on the basics as we strive to optimize shareholder value for the remainder of fiscal 2022. Lastly, we want to wish everyone a happy, healthy and safe holiday season and a very prosperous New Year. Thank you for your time today. Thank you for your interest in AutoZone. Take care.

    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, maybe I'll start there and Bill can weigh-in as well. I mean, look we're seeing big demand on the local marketplace but two things, one, interestingly, you asked the question about CNA's and patient care assistance in the step down professional areas that has been an impact on our local business in the sense that the labor supply there is even more constrained right. And the second piece I would say there Kevin is also that division was doing especially in the first quarter, a lot of business providing vaccinated some screeners to testing facilities and that business is really wound down. So, those two factors in the decline fill rates which you noted are really what are contributing to kind of what was relatively a flat quarter if you take the fill rate into consideration. Bill, you might want to add to that?

    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, Matt, it's tough. We aren't -- we're seeing a little bit of activity and a little bit maybe less than 10% of the market's activity. And the challenge you've always had with China is, it has been rather opaque. And so, when it comes on and how fast it comes on is not evident to us at this point. It's out there, the regs are out there, the needs are out there, but when it turns on and how fast it turns on is not necessarily apparent at this point.

    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 depends on the customer and on the currency.

    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, I mean, listen, we have 237 tenants, and certainly some of them are on our watch list, and we're working to right-size those investments as you see in our disposition activity. Certainly, the 3% that that's in the non-recognized -- two-thirds of that is AMC, and the other is a bunch of little guys that I would say is not terribly material. We're hopeful that 1% comes back online, but it's certainly not a driver of our story.

    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, Gokul. I have here that you were asking about pricing contracts for next year, and also an outlook for 2022. And then somehow circle back over to a concepts of double booking. Generally, we were trying to keep the number of questions for up to two questions for go around. So let's go with the first two, the pricing and the outlook for 2022.

    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
 
I'm sorry, could you -- could you ask that question again? Are you talking about inventory or you're talking about sell through consumer dynamics?

    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 would say there's three main levers. Like I said in my statement, some of the divestitures and some of the acquisitions really lifted our margins and those were stores that had a history of higher margin business when we were lower margin business. I think there's definitely going to be a sustainable pickup there. We also changed our production per employee when the downturn hit and we stayed disciplined with that. And to your point with Clicklane, it's only three stores, it's one full month, but it's up over 100% pretty close to each. Most of them were luxury brands that we tried Clicklane in. So we're very hopeful between those three levers that there is a meaningful difference here in SG&A over time 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
 
Well, we benefited at Freeport because of some very significant investments in that molybdenum business prior to our acquisition of Phelps Dodge. I mean, creating the processing facilities, capabilities. Mike Kendrick is on the line, he can chip in on this. But rather than just being a metal producer and a byproduct producer, the past efforts created a really sustainable global leading business of where we are able to maximize the value of our ore resources in Colorado from our molybdenum mines through the by-product credits in North America and South America, and we can expect those to come with expansion projects and moreover. And so, we were able to generate higher than the metal price value from molybdenum back processing as a chemical products. And we run this thing as a business. It obviously ebbs and flows with the price of molybdenum, today's price. Look at it in four years and a lot of cash is coming out of that business. But it's strategically important to us. We just got a great team. It's a global team. They work together very well. Colorado is a state where you've got, all states are, but you got to be very careful about environmental management. The city of Denver gets maybe 10% of its drinking water off of Climax Mountain. And so -- but it's a business that goes back 100 years, more than 100 years, for our predecessors. And it's strategically very important. And now, it's generating cash.
Mike, you want to add anything to 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
 
Yeah, hey Brent, it's Dave. I think it's -- the backlog growth, just to give you the figures for March 31, it's 52.9 billion. The weighted average life is about where we've been for the past several quarters, so about -- a little over three years in terms of the weighted average remaining life. So, that's up about 55% right now.
So, it really continues to be really strong and really pleased with that. I think that's backlog figures, but also just the revenue growth and the momentum we're seeing in here is a lot of hard work and innovation on the teams and growing teams and reaching out and working with those. And so, you can expect to continue to see customers making these long-term commitments. We think it's a representation you think of a lot of companies that have worked with us, been engaged with us, been with us.
And as they get better comfort line of sight with what they want to do. And as we are able to add even more value and services, it's just a great partnership and a relationship that they want to build with us over those multi-year periods.

    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, Sterling. Really, the $20 million to $25 million, it's not going to scale with our revenue. It's fairly stagnant as far as what the costs are going to be on a go-forward basis. There's a few things that are like penetration testings and a few things like that that are in that $20 million to $25 million number that may increase slightly as our customer base increases, as our IT portfolio -- or as our IT footprint increases over time.
But it's not going to scale with the rest of our 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
 
Okay. Thanks. Thanks so much for all the questions. We've got a few questions that we need to tidy up and get back to you with some answers on. It'll be great to have Mark Shearman on the next call because the next some of those will probably more in his wheelhouse than maybe -- than Lisa's, but I want to thank everybody for participating in today's call, for the great questions and for your support as we try to bring this transformational new technology and turn it into real medicines to help patients. Thanks so much and we'll talk to you next quarter.

    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
 
Shortages are a concern. And our procurement team is actively working on trying to make sure that we have enough material to be able to supply our customers. But shortages are a concern.

    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
 
Questions. I guess talk a little further out, if you think about some of the puts and takes over the next 12 months, maybe some potential for competition, but also bigger sales force, some other tailwinds like new product launches. Just kind of curious how you see the puts and takes over the next year, if you will. And the Street is kind of at the low end of what you typically do at modeling 20%. So just kind of thinking about the next 12 months, if you will.

    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 the -- just to reiterate the numbers, the GAAP revenue, 25% last quarter, this quarter 23%. The recurring revenue, last quarter 22%, this quarter 20%. The 18% was a Q1 number that you're referencing, just so you have that. And so -- and one of the reasons as it relates to the 25% going to 23%, or the 22% going to 20%, do keep in mind that last year -- so this really has to do with more of a comparison. So last year, Q3 was the first quarter where we started to see that pretty large significant acceleration on the fulfillment side and Q3 is now it's the first quarter we're lapping that.

    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
 
Touchless for us was roughly about $95 million to $100 million in sales in the year. So up over 100% from where it was in '19.

    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
 
This is Mary. We've actually been able to get you to know the rent increases. We haven't seen any difference or any change in that. So we'll continue to get what the market will bear and its escalations with our direct approach and asking for those rent escalations.
And as it relates to the labor and inflationary prices I could have Craig comment out a bit on that for you, which I think you might find interesting as we talked to our tenants.

    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, thank you all for joining us this morning. And we're available over coming days to answer any follow-up questions you may have. I appreciate your interest. Have a good day.

    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. Thanks, Peter. Dan, do you want to comment on that?

    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. Good morning. Maybe just to try a little bit on cash flow one more time. So excluding the separation cost of $70 million, I think guidance suggests about 20% to 40% of EBITDA conversion in 2021.
If I think about lower interest expense and probably an opportunity for cost efficiency and maybe tax efficiency, should future years gravitate higher compared to that 20% to 40%? Or are there any kind of one-time benefits this year that maybe aren't visible that could be headwind?

    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
 
Leo, I'll start. This is Jeff. Sure. I think the appetite is always there. It's really just been a function of the market. I think what we saw in late '19 and all of '20 is that the sellers, many of whom had acquired their assets in a different commodity environment and more active M&A environment, more expensive M&A environment, frankly. We're not looking to part with those assets in a cheaper, less expensive, less active M&A environment. And so you just -- you had a bit of a mismatch between sellers and buyers who had had their cost of capital beat up pretty hard. And I think we're seeing that continue a bit.
I mean, now that prices have rebounded pretty significantly, we've seen prices move a lot. We've seen our equity values recover somewhat. So I still think there's a bit of a disconnect probably between what a seller is going to want to see and what at least the public buyer is willing and able to pay given access to capital. So in short, I think the appetite is there, but that deal is going to have to make sense for us on a long term, both accretion and -- both distribution and NAV accretion basis. So if we can find those deals, we would love to do them, and we'll be looking. But in the meantime, any time that we can get new streams of cash flows out of our existing assets, that's just a huge win for us and our unitholders.

    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
 
You bet. Thanks, Mark.

    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'll let Frank review the distribution of the revenues.

    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
 
Good morning, and thanks for taking my question. So, Joe, just want to clarify the $450 million of EBITDA explication in aviation and 50 to 60 for infrastructure that's full-year 2021. Or is that like a exit run rate expectation?

    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
 
Hi, Charles, I'll take that one. So we haven't publicly articulated timelines for the studies in those indications yet. Now, of course, we did talk about some upcoming non-clinical presentations to add further support to that strategy. And we look forward to presenting that in the very near future.
But I think we'll leave it there in terms of timing. We're not ready to talk about timing yet. Now, we will point you to a lot of information from peers in those indications that does defend this approach. Specifically, we talked about other MDM2 programs being evaluated in Merkel cell carcinoma.
We refer you back to some of the MDM2 inhibitor data from ASCO 2020 to talk to that point. We do think that MDM2 has been validated in that specific setting. And some of the other settings we talked about, we haven't seen any information from other MDM2 inhibitor programs where we could be a little bit more novel of an approach. But please stay tuned as we continue to explore additional tumor types, and we'll articulate plans once they're fortified.

    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, we're still looking at 4%.

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