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. This is Roger. Let me take that too, Steve, and then you can jump in if you need to. So we're not projecting cash flow as part of our guidance.
As you can see we haven't published it, but I can give you a little help on that. We do have -- we do expect to generate enough cash flow to make all of our debt payments -- pretty significant debt payments with our term loan that's out there. We also need to make some reductions in our vendor accounts, and we'll then be able to establish amounts we need to go into the reserve matters for these term loans as well. And you've got our capital estimates and our production costs numbers which you've been talking about.
So you can probably calculate what -- pretty closely what the cash flow is going to be, and we've also talked to you about the pandemic costs that we've got built into that. But if you want to put into the cash flow say maybe a $10 million number for paying down our vendors as well, that's probably the only number you can't calculate from what we've got. That'll give you an idea. And that will -- you should be able to come up with it, yes, we'll be cash flow positive even after we make debt payments.

    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
 
A lot of that really has to do with the comparable we have till last year. The first part of April last year was a pretty easy comparable basically due to stimulus. So while it was a good run for the first 28 days, it's really an easier comparable. That's why we included the comparable to 2019 in the release.

    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. I think our regular capex, I think, in maintenance, I think maybe Ming can tell you, but for 4B, total right now, you see we almost finished. I think total investment is around RMB3.6 billion. So we almost finished everything in the contract, I think, excluding I think around RMB300 million didn't sign the contract. So basically I think that we are pretty sure is -- on the RMB3.6 billion, of which I think we will pay this year maybe around RMB2.8 billion to RMB2.9 billion will be paid by end of this year. So leave around RMB600 million to RMB700 million, we will pay next year or even the year after next year, that's a 10% is a guarantee is one year after our smooth run of production.
So basically, I think, I just said, without the stock market IPO, our inside cash generation can support 4B. So basically if we can raise more money from IPO, basically in those IPO money we can continue to future expansion of the capacity. So that any maintenance maybe Ming can tell you how much capex every year, the regular.

    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 really going to depend because, as you know, we've been very opportunistic from a share repurchase perspective. We did acquire $33 million of shares during 2020. And the bulk of that was in the fourth quarter of this year or more than 50% of that was in the fourth quarter of this year. So we're extremely opportunistic with it, and we will remain in that case. But from a, I would say, from a capital priority perspective, we definitely believe that, again, we're going to use multiple ways to return "excess capital" to shareholders.
But we do think that the dividend is an important component of that, just given kind of where we are as a company. So again, the main focus is deploying capital to do acquisitions, obviously, investing in the existing business, maintaining a very strong balance sheet with a lot of financial flexibility. But then clearly, the dividends are going to be an important component of increasing shareholder returns going forward.

    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, Aryeh. I'll start. So I think the -- as we've outlined on NASH, the interactions, we have had multiple formal interactions and I think, importantly, a good view forward for some steps to come. I think that in the context of the quarter three update, we anticipate to have feedback from some of these key discussions on some of the key topics, again, coming back to progress on clarity on what the safety update should look like. Some of the details that we'll have to work through yet with the agency, for example, on the analysis plan on safety biopsy, We will anticipate making some progress. So the update that I referred to in quarter three, we should think about that, both update on our work and our planning as well as an update on some of the key elements coming from the regulatory dialogue.
I think your second question was about REVERSE. So we are continuing to view REVERSE as an important data set in an important population. As a reminder, this is a group of NASH patients with compensated cirrhosis. It's our second major Phase III that we're working toward the top line readout by the end of the year where we're going to learn more about the role of OCA in a different incremental patient population. So we're working toward 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
 
Yeah. I wouldn't say that our auto business is a higher margin business, Jeff. It's similar to other businesses. And in terms of our Engineering Adhesives business, it's probably less than 10% of that business, right, 10-ish. So it's not the big driver but certainly auto is robust right now. So --

    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, operator. Thanks for taking my call. Just a question here going back to Tucano, so I understand your -- so you've got you sourced from several pits. How much now is coming from various pits and TAP AB seems to be kind of on deck to be the big provider next year.
What's the cost of the pushback there and what kind of grades are you expecting to get out of TAP AB?

    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've seen considerably more base work than we have before. I think that's actually good because, as you may recall, base work ends up turning into finished work on top of that. So you're going to see several things. One, we believe North Carolina, Georgia and the East will continue to perform actually quite well. If you're looking overall at the volume, and again, the volume is going to have some degree of impact on ASP, if you think about geographic mix, the East Group in the first half was up 7%. Excluding Tiller, it was up 4%. But it's important to note that Tiller's pricing is about 30% lower than heritage Martin Marietta. So that actually gave us a modest headwind. And so if we're looking at what I think will be more clean stone sales most likely in the second half of the year, continued good performance in the East. And in some instances, we were selling some products that were in reserve. And typically, those tend to go for a relatively lower average selling price. I think it does back in triangulating around the number that you had indicated. And yes, we continue to have good confidence around that in the back half of the year.

    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
 
Just wanted one more question on college football. Without student athlete images and likeness this time, it's going to look a bit different than historically. So I'm curious what we know historically about gamers' motivations. Are they going in there to play their favorite players or play their favorite teams? How is that going to look? And how do you expect them to react to a game that doesn't have necessarily student athlete names and likeness in there? Thanks.

    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, Gobind. I appreciate the 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. So that was a plumbing company. Fantastic little company with unbelievable relationship. And it was just an addition to our already very attractive business in Utah. We just wanted to get stronger in Utah. And we've never regretted buying a truly good plumbing company.

    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 Stephen.

    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
 
Sure. We expect to recover raw material inflation, just like you said, over time. It does vary by business depending on just normal market pricing norms. So, in some parts of our business that happens more quickly than others. We have announced price increases in Fine Paper & Packaging and in Industrial.
In filtration, we negotiate contracts and commitments annually. So, we typically get more of a lag. We get that with inflation and with deflation. We also have some nice fiber pricing lags in our fiber contracts so that we have a little bit more time to accelerate and offset with pricing that helps us manage timing.
And probably, most importantly, outside of pricing, we're taking a number of other actions to offset input costs to accelerate our Neenah Operating System, drive continuous cost improvement, pre-build raw material inventory. So all that said, we estimate we'll offset raw material inflation this year while at the same time, continuing to make progress in our growth strategy and initiatives.

    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're using lines that we have from banks from and they are often JR, do you want to elaborate on that a little bit, I mean these are -- these facilities that we have, I don't think we want to quote specific spreads, but it's similar to where we financed non-QM, yes?

    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, Alicia. You know, during the COVID outbreak had very significant and very different impact on the performance of our various categories last year. For example, I still remember that the home appliance category was extremely weak in Q1 last year but was extremely strong in Q2 when the pent-up demands were released in April into May. So, you know, when we manage our business internally or think about the trend of our retail business, as I just mentioned, we either will catch the two-year CAGR or will catch the year-over-year growth for the entire first half.
Of course, there was also impact from the nonrecurring sales of the COVID-related protection products, such as face masks and thermometers last year. So I think your understanding is largely correct. We expect the whole year for retail business to largely maintain the growth momentum from 2020. So this includes while we both look at from the two-year CAGR perspective and look at it from the first half-year perspective.
We expect to see that the category shift -- category mix shift will continue, general merchandise category to grow faster than the electronics and home appliance, and in particular, the supermarket and healthcare categories. Advertising revenue will also grow faster than product sales. And -- but this is only for the retail business. If you look at our group as a whole, the other business lines are less affected by the COVID impact last year.
So, you should also consider the growth of services revenues. In particular, the logistic services now contribute quite significant portion of our total revenue.

    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. It's going to be more growth off a lower number right now, but then continue to see improvement. I think as we get toward the fourth, we're going to be seeing some more positive trends to maybe pre-pandemic levels.

    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, that's exactly right, Jon. It is not as much of an issue for us. Obviously certain sectors like the automobile sector are being hit very directly. We have not seen significant availability issues in the hardware that we're providing to clients. There's some, but nothing significant.

    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
 
Sorry, Scott, I'm looking for the monthly here real quick. So let me see if I can get 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
 
It's a great question, Ketan. We're very proud of the performance of that business this year, particularly last quarter. We have worked hard over the last three or four years to increase margins in the business and throughput, which has driven some of the margin improvement, but we still are involved in the process around strategic options for the EWP business, and we're still active in that process. So I think strategically, there really hasn't been a change in the way we evaluate that business being part of our portfolio, though we are very proud of the way that the business team has performed, improving margin. And obviously, if we get -- if we do get to a sale, that's going to help on the valuations a lot, but no change in strategic prioritization with the EWP business, even given the good performance in Q3.

    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 you know, a number of those were in motion priority to Yuri occurring, but you know, certainly an extreme event like that doesn't hurt the contracting on a forward basis, you know, for any facilities, you know, down in that region. You know, I think it's gas becomes such an important part of making a reliable energy mix, that, you know, quick turn, storage is like, leave river will become, you know, even more valuable, but just a little bit of color, I think it's, it's probably similar to slightly ahead of what our existing contracts were. So you know, overall, supporting the investment thesis that we had for making the investment in leaf river, and it's certainly very supportive of essentially the market 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
 
Hi, guys. Thanks for taking my questions. I just wanted to start on the Underground segment. I mean, obviously, the margins there in the first quarter stood out. I was surprised you didn't call out the Texas deep freeze. I would assume the stronghold business would have been dislocated around that. And I was just wondering if we could flush out whether there was something else that was particularly strong to overcome a dislocation there?

    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
 
Chris, we kind of talk about that in kind of the market inflation, which is the 9%, and then all of the offsets, including the hedging. So that's over 5% of total cost of goods sold. So we don't break out the specific piece. So we kind of included in total productivity.

    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, there is -- obviously, there -- I think Boost, and we've got a situation where DISH will work through whatever the arrangement is commercially with T-Mobile on this. And I think there's been some public discussion around what that entails and what's happening. And we're not in the middle of that debate and what's occurring. And I think it still has a little bit of path to play.
But yes, there is a segment of those customers that, ultimately, if they were to come over to our network, will require a device change out. Exactly what the pace of that is and when that's necessary and how it occurs and the total numbers of that, I think, is yet to be played out. Jeff, is there anything you would add 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 cannot remember the number of the people working in Douyin [Inaudible] right now. But in the past months, we were having the strategy review for our past half year and we see a demand that we need to allocate more talent into the fast-growing channel and also fast-growing brands because of the -- we have a very proficient talent pool based on our management training program. And also, we are getting a lot of very experienced people from the industry to join us as well. So we think we have sufficient talent to manage the growth of the different channels.
In terms of brand building, brand building is one of the key focus for Yatsen Group. So in the past half year, so we hired very talented people, traditional beauty conglomerates. And then they brought in a lot of experiences in brand building. So we are strengthening the brand equity in Perfect Diary and also our other brands as well.
So we think the investment in brand building will continue to take a bigger percentage of our sales and marketing expense.

    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
 
You're welcome, Phil.

    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, Gregg. I'll touch on it first, and Venkat may have some. We are not seeing an increase in churn. No.

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