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
 
No, it's seasonal. I mean there is you got cold weather there too and really Nord Pool, it trades this is one of the reasons, Paretosh, why we think we understand Indiana Hub. We've got a price and I suppose every seven or eight year excursion like the polar vortex, but we think we understand the factors there. Nord Pool the factors are a myriad, you've got the emission allowances that are required in the EU, a trade on their own basis in that market value those are embedded in the Nord Pool prices, so you get that going up and down, you got German coal prices going up and down, you've got weather in the Scandinavia that significantly impacts.
These are all sort of very short-term things and then longer term of course you have demand and you have longer-term structural changes like interconnections between the various zones in Nord Pool, but it's a panoply of factors some, as I said, emission allowances politically driven. So that's one of the reasons we just said look, we can take the opportunity which we did last year to create a first to second quartile power price, our references or the other hydro based smelters, Norway and Canada. And we said, we can create a power price that's competitive with those, and we took it, we took the risk off.

    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
 
Fantastic. Anthony, I wanted to circle up on something you touched on earlier in your call. You mentioned revamping your referral program, your partner referral program, something we've kind of heard might be in the works. Just would love to get your sense for what's changed there, how that might potentially drive subs down the line, potentially change your commerce mix to the extent that you're moving a little more upmarket? And any color there would be fantastic.

    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. Absolutely, James. I think we feel very confident with what we're seeing from a visibility perspective. First off, those restaurants that did get pushed from 2021 to 2022 those are ready to go.
There's a critical piece of equipment that wasn't going to be able to make it in time for us to get the construction timeline done, such that it would be late '21. So we said those would be in early '22. So now you're just looking at the balance of the pipeline of what we had already said is kind of our target rate. And we're actually ahead of where we expected to be from an overall LOI perspective.
They're in different processes in terms of construction, lease signing, and LOIs, but we're actually above where we'd expect it to be. So while we still do expect that there could be some delays in terms of when the buildings are actually delivered to us and we have all the equipment available. We feel pretty strong with both the quality and the quantity of the pipeline of what we see for '22, and that includes from a franchise perspective.

    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 did not give specific guidance on the number for free cash flow in the back half. Again, we just expected to be positive above 100% of net income for the second half of the year as the balance sheet grows with higher inventory and higher revenue, leading to higher accounts receivable.
So, I think, like you said the balance sheet will expand. To give you the exact numbers is kind of difficult, but we would expect it again to be positive and favorable to the back half of the year. And the capex as I mentioned is $5 million increase over our prior guidance, so our capex expectations for the full year are about $45 million to $50 million.

    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 we didn't give specific financial guidance really because the visibility is still quite uptake on I think the level of the border restrictions of volatility on travel restriction. And that's the main driver to drive a lot of the recovery there now. So, but what we've said is that we expect very strong year-over-year growth. So on recovery on the flow-through of those cost savings we're -- we have got about -- we delivered about CAD20 million that's the lightest quarter and have 15% margin, and that's a 56% utilization and 11 deliveries in the quarter. And Marc went into some detail on kind of volatility that we see across regions. So as that recovery ramps up and the rest of the cost savings ramp up, we'll see the SLI follow and the margins move up.

    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
 
We monitor this very closely. We have a lot of analytics suite and customer dialogues up and down the supply chain from OEMs all the way back through the battery and cathode producers to assess those trends. What we believe and has been confirmed in our discussions with customers is while there is an uptick in LFP demand, there's also been an uptick in vehicle production outlook as well for electric vehicles. And where LFP is occupying a sweet spot is in the lower cost and lower driving range portion of the vehicle mix.
For some automotive producers, that will be a larger percent of their mix than others. Bottom line, we see strong growth in both of those products, albeit we see still pretty -- the growth rate in hydroxide will be higher over the coming five years. And hence, we feel we're extremely well positioned. We're bringing on 40,000 tons of carbonate capacity as we speak.
And we have the hydroxide expansion strategy in addition to the Kemerton ramp that Kent earlier described and feel we're well positioned to meet both LFP demand and rising high nickel demand for cathodes.

    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. And that contributes to lower churn environment 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
 
Hey, good morning, Michael.

    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, Gail. I think we're pretty happy with the 50% of distributable cash flow going to investors in the form of the distribution right now. The Board did have a very active discussion on the buyback, and we're very happy that the buyback has worked to date. I think the buyback versus buying more minerals under Diamondback is really the fulcrum here because I think probably a quarter of our free cash flow still goes toward debt reduction.
I think we want our revolver to be at or near -- or as close to zero as possible by the end of this year. We're well on our way to doing that. So, we have visibility into a revolver at zero, our bonds are trading well. So I'm not concerned there. And more free cash flow than the distribution percentage will probably likely increase over 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
 
Well, you need to see -- I think the best way to answer your question is to look to the evolution of the CO2 prices on the last 12 months. So it's true that the prices have been increasing from, I would say, EUR 27 and it has been going up to -- even up to EUR 40. As of today, we are at EUR 36 per EOA, right. But this is a volatile market and what happened in the last two months, there has been a lot of appetite of investors into this market, and that's why the prices have been increased.
Now it looks that has been softening back. So we are at a lower price level. So we are monitoring and planning our strategy to repurchase the remaining one watching carefully the evolution of the market.

    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. You are ahead of us on technical execution there. I think your comment has been will be roughly 50:50. And as we get closer to that, obviously proceeding with the approval docket, we will have more to come on 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
 
I can hit a couple, Wouter's got the team. I mean, hindsight's always 2020, but there are a couple of things to keep in mind that the assets ran well. So that the A plus score, we were ready to run at the volumes been there and that's back to the Wouter's comments on the ESG, that was a massive win for the company. And then we had no safety incidences that was a big win. In terms of looking back, I think there's a couple of things and I mentioned one, we probably in some of these winter events, winter storm periods would maybe dial down a little bit the swamp position. Those are -- by the way, those are plain venule pretty standard positions and their risk, they're trying to take risk off. We're trying to take gas daily, daily risk off, but obviously when 90% on some days of your buy-ins don't show up, it can be a pretty tough thing.
Another area that the company is looking at is obviously gas storage is a really nice hedge and a lot of companies, including DCP, those storage assets perform quite well. Nothing eminent, but we are looking at -- we have the ability to expand some of our storage assets pretty low capital opportunities, pretty easy to do so, we may look at that too, because it worked as a really, really nice hedge against periods where you get shorted other gas. There's few other things around contracts that we may look at, but by and large, the portfolio was fairly balanced. So we're looking at maybe enhancing some areas like storage and maybe pulling back a little bit on some of the swamp strategies that we use.

    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, Al. Good morning everyone. It's been a long time since I've been on Watsco. It's good to get a question. It's a great quarter. Obviously, very strong. I just want to pick up on Jeff's question on sort of the supply chain and part availability. It obviously sounds pretty prevalent. All OEMs have got some form of product shortages. I'm just wondering how your sort of IT tools are helping you mitigate these pressures? And I'm wondering if you've managed to gain some share as a result of that. And maybe just talk about any share shifts you're seeing because of your ability to manage that better than perhaps some your competitors.

    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 morning guys. Hope all is well. Couple of things here. First on the non-QM portfolio. Can you maybe go into some detail about how much you think LendSure can originate using your current outlook for interest rates and where you plan to source the incremental capital to support the growth of that portfolio. And then on the -- how are you guys thinking about the consumer loan portfolio, just following up on your prepared remarks. Maybe I think I heard you say, adding to it here. Any themes that you're picking up there that kind of drive your outlook for credit performance, specifically in the non-QM portfolio than other direct lending strategies? Thanks.

    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. Appreciate taking the question. So I just want to come back to, I guess, the opening remarks on the longer-term potential for Intermodal. I mean, I think those are all coming into focus. -- a bit more every day. But what do you have kind of embedded from the conversion story into your long-term financial targets? Can you probably have a range -- but maybe you can give us a little bit of context as to what level of growth you think is reasonable given the investments and given sort of the conversations around service, around ESG and everything that kind of rolls up into there. And as this environment made it harder to sell the conversion because of the service? Or are people willing to look through 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
 
Yes. Let me start off, and then I'll pass it off again to Shawn regarding some -- to give some additional flavor on the guidance question. So of course, the increased guidance is number one, based on our strong Q1 result and our confidence in our Q2 number. We see how well our products are received in the market. We see how strong our go-to-market strategy around Spinnaker sales and marketing really plays out. As I said, in my commentaries already is, I think we prepared the team extremely well to capture the market demands that we covered. And we guide our sales force very effectively to the opportunities out there. And that gives us strong confidence for Q2, and also of course, for the remainder of the year, even in light of the potential headwinds and risks and uncertainties that we mentioned like shortages in semiconductors and maybe some of the shortages in material supplies. which we factored into this forecast. But overall, I would say, be -- our confidence in this guidance range is very strong. Shawn, do you want to add some additional flavor?

    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 folks. [Indecipherable] you me in. I guess I'll lean into price a little bit. You reiterated the comment today that -- or in the prepared remarks that you expect the price to catch up with cost by the end of the year. Can you confirm that that's not just ingredient costs, but that's sort of the total supply chain pressure? And then looking at Slide eight, is it fair to look at that as sort of a price index? So to say you came into the year with an index around 103 and you plan to exit a bit north of 106, you'll be carrying around three points of price into next year? Or is that 106 a bit of an average and the real exit rate is closer to 107 or 108? Thanks.

    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, it's in the mid-200s.

    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
 
Good morning, David, this is Mike Roberge. Appreciate the question. The same themes that we've talked about actually over the last couple of quarters first would be on the institutional side with the virtually entire equity booked in the institutional block of business. As the market trades at all-time highs, we continue to see rebalancing activity and derisking activity in that book. So that's what's driving the institutional flows. On the retail side, I think if you look at it year-over-year, you see a reduction in sales.
I think what -- it's probably speaks the call out last year was we had such a massive increase in sales out of 2019. And again, much of that was an allocation back to equities, and we were well positioned for that. When you look at our sales rate now relative to the industry, industry sales and active mutual funds have come down, and our sales rate has come down in line with the industry. So there's nothing going on in our sales that's any different than what we're seeing in the industry.
I think there's hesitancy as the market makes all-time highs in retail to continue to net new allocations to equities, and we're seeing that same thing in our books. So it's the same themes that we've talked about over the last couple of quarters.

    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, Craig. Regina, next question please.

    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. So -- and that would -- kind of varies by asset type. So if we look at the freighter market, the engines and airframe that support the freighter market, we've got very strong demand and the supply at this point, because of all the conversions going on, is actually relatively tight.
If we look at the broader narrow-body market, the current generation, A320's current generation, 737 NG, we are seeing increasing interest from customers that previously not had an interest in USM as well as I mentioned, customers that we haven't heard from a little while come back into the game. So we expect increases in USM demand there. But we do differently than what we see in the freighter and cargo market, we see more supply becoming available in the broader narrow-body market.

    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
 
That's a great question. And actually, I'm glad I have the opportunity to clarify that. What we've done with Priors is that we took it off of the detection platform and put it on to the risk platform because it was providing more important information on the ability to predict than it was on the ability to detect. It's very useful to compare the results last year to this year's algorithm.
But it's even more compelling for the prediction algorithm to be able to go back multiple years and then also look at the risk factors and tie it all together. And that makes for what you previously heard us say is panorama, the ability to look forward and backwards. So by putting it on the risk platform, what we effectively did was we accelerated our risk product, and we put the panorama or the Prior platform tied to our year-end anticipated release, which will be the next version of risk. I mentioned earlier that the risk product is going to go to subscription.
And one of the reasons for that is that we expect continual innovation. So what we've done is we've put the Priors program on the risk platform, where we get an even better yield and a bigger wow factor for customers than we do on the detection side.

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