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
 
Thanks, good morning. Two questions, if I could. The first is when you think about just broadband industry penetration in the upper 80s, who doesn't have broadband demographically? And if they haven't gotten it through the pandemic, what are the catalysts to get penetration for the 90s or even 100% over the next few years? And then secondly. Just curious if you could talk about on the Liberty Broadband side. Are there any assets or valuations that you look for that would change the strategy from buying back Liberty Broadband stock to actually buying assets at the Liberty Broadband level?

    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 Damon, as you know, CECL is very forecast-based, and that's the reason we did have the negative provision first quarter. So if forecasts continue to improve unless there is a change in the asset quality because then you can make an argument that either at the loan level or a pooled level to hold on to some of those reserves, if the forecast keeps improving, we'll be -- that will be a challenge to continue to hold all the reserves that we currently have, unless we have significantly more loan growth than we've been experiencing.

    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, Chris.

    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. Good question. I think as we look out and we look at the funding for this acquisition here, clearly we have ability to put it on our revolver, use revolver and operating cash flow. But we are evaluating some other alternatives as well, not being too specific to make this acquisition kind of leverage neutral on its own. I will say though, there are no plans to issue common equity to fund any of this acquisition.

    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. Happy to answer that. As it relates to the third quarter, about 10% of the new move-in leases that we've signed, received a concession, and the average concession was about 2/3 of a month's rent for that 10% population of move-in leases.

    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 the compensation pressure is really a broad phenomenon that goes beyond our industry right now. But keep in mind what is different about our business model is that most of the "compensation" in Focus is absolutely formulaic. Meaning it's the management fees that basically is a negotiated number in -- when we negotiate these transactions, and we disclosed this number on an ongoing basis. And quite frankly, it's purely formulaic as it pertains to broader staff expenses. Yes, there probably will be some uptick. Quite frankly, one reason by Jim and I haven't provided a new margin guidance is we really want to understand these dynamics more fully. But overall, the industry economics and our economics quite frankly, are so robust. You see our Q3 guidance that ultimately, this model is -- will be sustained for many, many years to come with fundamentally identical economic structures.

    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, Scott, it's -- the impact on our own production is not the real driver. It's more customers delaying because they're having their own supply issues on their own site. Does that make sense?

    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, Pat.

    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.

    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
 
Got it. It's a great question. And absolutely, as we mentioned, that final 25 million of the up to 100 million from the Abingworth clinical co-development financing is solely at our discretion at the completion of enrollment. At the end of the day, Steve, I'd say this, we have -- continued to have multiple avenues of funding our programs and financing the company.
I've mentioned this in the past, we are quite grateful for the investors that we have and the interest that we have in seladelpar and in CymaBay more broadly. Fundamentally, it's just an option. We like to remain and contain that option ourselves as we think about various ways to fund the company going forward, opportunities to continue to actually show value as our programs progress. And as we continue to have data-driving value events, I think we want to maintain the optionality for ourselves to finance the company in the right way.
And we, of course, think about those decisions, wearing the lens of our existing investors. So you're absolutely right. I think it is a great benefit for us to have that additional tranche. And we'll ultimately just make that decision based on the best available information at that 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
 
I think it's just too early, Jamie. I mean we've got to get everybody back in the office. [Ian Whyte] just came out with a study the other day that three out of five companies haven't decided what their workplace is going to look like post pandemic. I think that's sort of what we're seeing as well. I think the customers have got to get in -- get their own folks back to work and before they figure out what the workplace is going to be. So I think it's still pretty early to figure that out.

    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 have plenty of fractionation capacity, processing capacity as well, David. So between Sherwood and Smithburg, which is our latest plant in that complex, we have room for more processing. But we fractionate both that generally at Hopedale. We can also frac at Majorsville or Houston, but I think there's plenty of capacity at Hopedale. So I don't think we have any physical constraints. It's -- and we do have the inventory to continue developing high Btu gas that would have plenty of propane in it. But it's just maintaining our discipline and overall keeping the damper on growth and -- but certainly like the economics quite a bit, but no plan to accelerate.

    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're welcome. Next question.

    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. As far as our hedging goes I mean, we are going to want to stay -- we call it programmatic hedging, our target is 75% year one, 50% year two and then 25% year three. I see us continuing to execute kind of along that programmatic amount and be somewhere around those ranges. But you're right with our leverage lower and with more fee-based we would have some opportunity to even go inside of that. But I think right now, where we are is kind of sticking with that 75% 50% 25% is approach that's worked for us and something we're likely to kind of hover around for a while.

    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 actually wasn't an abstract FDA request was a Pfizer just delivery of additional data based upon timing since this trust trial, it's just a continuation of the study help enable information.

    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, Ian.

    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 I could let him do the rest of the call and you wouldn't know any difference.

    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 on the blade issue, I think they were pretty clear that, that was a sub-supplier. It was a component that we clearly use in the blade, but it's not a TPI issue as it relates to that. We're still -- Vestas will continue to be our largest customer. We will see a little bit of variation in their utilization at the back half of this year initially, although initial indications are showing that '22 looks very strong starting right out of the gate at the beginning of the year. So as we said, it looks like it's a temporary utilization challenge in the back half of the year, primarily the fourth quarter. Some of it was a little bit of pull ahead, I think, of build from 2020. But overall still, we're going to be producing a whole bunch of blades for Vestas. They'll remain our largest customer. And we're continuing to work with them on optimizing our footprint, for not only our success but theirs 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
 
Well, look, our -- our -- our view of that is we stay the course. And, you know, we've got the infrastructure in place in the U.S., we've got -- well, we're, you know, progressing to completion, the plant in the Middle East. You know -- but I -- we're certainly encouraged about what we've done and our outlook. You know, I'm not going to try to predict market shares and those sorts of things.
Look, I like what we're doing and I am confident that, you know, what we're doing continues to improve and grow that business over time. Take a very long view of the chemicals business. It has long sort of cycle times around tenders and awards and those sorts of things. So -- but certainly, all of the plumbing is getting in place now and I'm very encouraged about the outlook for that business, particularly as it applies to mature fields and the kind of sustainable throughout-the-cycle-type activity that it brings.
George?

    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 all again for joining us this morning. It's certainly been a time for celebration as we achieved our 10-year anniversary. We are at or around 100 million square feet in assets. We crossed the $5 billion equity market cap a few months back. A lot of positive milestones in our journey. And the future, as I've mentioned a couple of times in the script, is indeed bright as we move forward. So thank you again for joining us, and we look forward to providing, continuing to provide great returns to our shareholders 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
 
Mollie preps me really hard.

    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 what we said was, we would have enough capacity to get into the bottom third into the matrix, right for a three-year target model. Yeah.

    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
 
No. Because we have two rounds of price increases. So as someone mentioned on the remarks, we have, the first round that went to effect during the second quarter, be fully reflected in our third quarter. The second round becomes effective in our third quarter will be fully reflected in the fourth 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
 
Thanks, Josh. Appreciate it. I think our key differentiators are the things that we started today's discussion with. We have a late-stage program.
We have robust IP. We have team expertise across all the disciplines required not only to develop this as a medicine, but also to make it available and accessible to patients. Regardless of their ability to pay. We have strong relationships with regulators and have been working with them since actually before the beginning of the company, as well as payers to make sure that our research was generating the evidence because we are an evidence-based company.
And I think really looking strongly at innovative care delivery models and centers of excellence, and we've announced those in the past, and we'll continue to make progress in that area. And that includes the integration of therapy technology in medicine because we are a 21st centric company. Additionally, we have pipeline now with additional indications and additional substances that are in the discovery center. And I think most importantly, given the financial fundraising we did, we're very well funded.
And I think that gives us the ability to execute as we've demonstrated we can on all of those items I just mentioned. I hope that's helpful.

    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
 
Great. 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
 
Outside of China, look, if you look at Asia Pacific on a broader range, I think we are still in the 20% range in the quarter. So if you would point to some specific countries, we have, for example, Thailand and Malaysia were weaker this quarter. And -- but the rest of it is in a broader base also had pretty healthy 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
 
Thanks, Adam. Maybe I'll take the second part first because what we've seen just coming off the announcement we made yesterday in terms of the press release overall pricing, if we go back to the first quarter call, we talked about an incremental headwind on resins and chemicals. Primarily, this material inflation heading our way, roughly $150 million. What we're seeing now is more like $300-plus million. And as a result, we have implemented multiple price increases. More to come, as we communicated. The realization of that price increase, as I -- in my prepared remarks, talking about just the overall -- it's the second half -- that $150 million increase to the full year guidance mostly is driven by price. Your first part of your question is just overall volumes. The strength of Protective really can be commented in terms of the Americas. And specifically, EMEA has been extremely strong. Some of that being on unfavorable comps completely -- clearly toward the second half of the year. But as we look at the second half, the momentum that's moving into that part of the year, we just see Protective continue to be strengthened. And there's no one particular area. It's kind of across the board. I don't know, Ted, if you have anything to add as it relates to overall volume for the second half. But it seems to be, again, leading the Americas and leading out of EMEA with Asia Pac catching up in the second half.

    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
 
No, regular way business is outside of the GL Plus transactions is what we're alluding to. So GL Plus is just additive future super high-quality 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. Thanks. Good morning. My first question was on M&A and also using some of your excess capital just in terms of M&A from here. I know in the past you guys have spoken about wealth management and employee benefits as potential uses of capital for M&A.
Just interested to know if those are still kind of the target businesses? And then, could you give us a sense of how much excess capital you kind of intend to use for M&A and any kind of timeline associated with M&A from here?

    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 very much. Our next question is from Steve Fleishman from Wolfe. Good morning, Steve.

    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 going to ask Mike Clark to chime in on that because I think we are early adopting -- the plan is to early adopt the commercial production, whatever you call it, language. Mike, can you?Michael ClarkYeah. Thanks, Clynt. Joe, yeah, we are planning to early adopt, which means we'll start recognizing revenues immediately and cost of sales.
And so, starting in January 2021, all the revenues from Bellekeno we'll be recognizing. And then, as Bermingham starts up in Q2, followed by Flame in Q3, you're going to start seeing all that revenue hit the P&L immediately with these -- so we won't be offsetting the mineral properties for revenues. Does that answer your question?

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