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, I think one of the challenges that we face with the international geographies is it's not just a question of what the restrictions are here in Hawaii, which is currently requiring a COVIDFILE9 test within 72 hours of travel for an international visitor, but it's also the fact that someone returning to Japan would have to have a COVID test before they go back, another one after on arrival and enjoy a period of quarantine at home despite paying for those three tests in the course of their travel. So it's not just about the Hawaii restrictions, which we will try and influence to the extent that we can as appropriate, but it's also about the international restrictions.
And I think particularly in the case of Japan, as Brent pointed out, we're somewhat focused on what happens after the Olympics because we do know that, that has been something that has really been a focus of Japan and getting the preparations in place for that and making sure they can execute that as safely as possible for their people, and that's probably made them that much more conservative in terms of how they view their policies toward COVID-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
 
Thank you, Brian.

    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 Vinicius. It's Luis speaking. I will start with your first questions. Regarding the STF decision on last Thursday, the STF declared unconstitutional, all the linear discounts that were applied by the judges in a linear way. What's -- the fact that we have just right now, is that we will not apply the discounts, that it was 25% on the tuitions on FCMPB. Regarding the past, all the discounts that we gave since the beginning of this procedure, we are waiting for the final decisions of the STF, to decide to charge, if it's possible, all the discount that was granted during 2021. So we are waiting for the final decisions, all the procedures to get these discounts being charged, and so, we expect to do that next year.

    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
 
I think we have not put that in our forecast yet. We are aware of the lead replacement in the bill. A lot of that has to do with areas in the Eastern U.S., which is not a big amount of our pipe going there, but it will put a positive, I think, on the entire sector or pipe manufacturing business.

    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. Yes, absolutely. Absolutely.

    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 very much. In listening to Matt's description of prices going up 2% but there being inflationary pressure, does that mean that the price cost benefit in the quarter was zero? That is, prices went up 2% and costs went up 2%? And secondly, do you have an update on your project with Exxon in Singapore? That is, have you begun to spend for 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
 
Yes. So it's kind of a combination of both, Amit. And generally speaking, in the first quarter, seasonally, we're building inventory because it's a slow period. So yes, we've got finished more finished inventory in the first quarter build than we would throughout the rest of the year when it's warmer and we're running hard.

    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
 
If I understand your question correctly, any additional-as Jim mentioned, any additional ownership opportunities through the IRP should those be the least costly risk projects would be accretive to our 4% to 6% growth.

    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
 
There's a lot of opportunities there, Nick. And what I would tell you is we're still accumulating that data and mining it for information that we can do that. We do have -- once we get up in dining room and we're attaching a lot of things to our seating management tool, which is wisely that can mine some of that data. And that also has the one-on-one marketing associated with it where it will identify lax users, they will identify specific users of a particular product, maybe specific users of our restaurants during lunch not dinner or dinner and not lunch that we can target market those individuals. And we currently have that today. We're just trying to tack on more customer data that we're getting from other different areas that we can put in that database. So, we're still trying to gather that information and use it. But we're not using that information today, but we're gathering it. So, I think we'll be there. We should be able to be there by the end 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
 
Hi, guys. Thanks. I suspect I know the answer to this question, but when you do the implied sort of fourth quarter comp in your full year guidance, you get somewhere -- I was -- I get somewhere at the midpoint around 2% or 3%, which would be a pretty big slowdown on both a two- and a three-year basis relative to the first few quarters, which saw a remarkably consistent trends on a two- and three-year basis. And your commentary is suggesting that things are continuing.
So why the lower guidance? Is it just conservatism? Is it just the unknown of not having the government stimulus, even though that doesn't seem to be impacting your business? Or is it something else that I'm not thinking about? 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
 
I don't know that we would provide pricing by segment. I do think it's driven certainly by the underlying raw materials in specific areas and then by my commentary on inflation throughout our P&L in general. And so I would anticipate -- again, we're not going to recover the spike from Uri. It's crazy, and you'll see that in our fourth quarter.
And again, with epoxy resin, some acrylic resins, some different solvents literally doubling price temporarily, in some cases, it's more than doubling in price. But we think there's an underlying inflation that's high single digits across our P&L. And in some cases, we've had modest price increases. In other cases like epoxy resins, as I commented earlier, in certain product categories, we've gone out with a 14% price increase, and it's sticking.
The other aspect of this, I think, that's important to understand is you're trying to manage your supply chain. And so if you want to get products to meet customer demands and serve your customers, then you're going to have to work with your suppliers on product availability and what their costs are doing and what they're doing with their prices in order to get raw materials to serve our customers. And so that's certainly part of what's driving some of our price increases 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
 
Sure. I mean, I think we haven't really changed our thought process around the longer-term match funding approach on the liabilities. We can't fill in some of the tenors, we think that's prudent as well. But our goal is to be a long-term borrower, whether it's secured or unsecured, given the duration of our assets. But certainly, the ability to fill in some of the tenors is a good thing. And we're going to see a price advantage here. We'll see it in the revolver. We'll likely see it in our ability to work the sweet spots of the market. And so I think you'll see us continue the same liability strategy, but just be a little more fulsome in how we can think about it and really work just as hard on the liability side as we do on the asset side.

    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 Geoff.

    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, Great. Very helpful. Thanks for taking the questions.

    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 mainly material, which is the big headwinds we are looking at. So if you look at, for example, copper and aluminum, the pricing are declining. Steel is still up. But with steel mills starting to catch up, the lead time has been reduced by 75%. And if you look at some of the analyst report on this important commodity, analysts are predicting that the price of steel by December -- so it's not very soon -- should be able to go down significantly. So we believe that the worst is behind us in commodity

    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 the outlook for cereal is somewhat clouded right now by some unusual behavior. So if you look at the data going back to 2019, comparing it to 2021, I think at the category level, you can get perhaps some false conclusions because if you strip out value, which is mostly us, the branded portfolios have done very well, including ours. We have grown substantially within our Post portfolio over that time frame and gained share, as I called out in my prepared comments, particularly Pebbles. Where the category, and again, contributed mostly by us, seeing some headwinds is in this unusual behavior in the traditional value consumer. And we have hypotheses about that related to blips and discretionary income, all the things you already know about. And we expect that to be transitory. And assuming that, that is transitory, we feel very good about the long-term defensibility and slow profit growth and even slower volume growth of the category. But the one area we're focused on is what is really happening in that value consumer.

    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
 
Slightly better online. I'm not, you know, overly materially different, but, you know, we do get slightly better online.

    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. Good question. The maintenance capital is around $600 million for this year. There's obviously been some inflationary pressures. We're kind of determining that right now. We also have some efficiencies that come online in the fourth quarter, mainly our local sand sourcing, which will offset some of that. But it's kind of looking at $600 million plus from a maintenance capital perspective in '22. And then like you mentioned, we do have the election of having Quantum if they choose to participate, either at a 15% or 20% level. In 2021, it was at 20%. At today's commodity prices, you can imagine what kind of returns we're generating. So we would most likely elect to have them be up at 15%. So that would add a little bit of capital as well. But $600 million plus still going to determinate, and we'll have to assess the inflationary pressures over the next couple of months for our final budget coming out at the beginning 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
 
It's largely incremental, But -- and I don't expect it to ramp up to bigger, too much bigger numbers. Other than the fact that we're going to expand it into a lot more stores. So in the spring. So that -- so far, the initial test we've done in stores has been good, and we'll continue to build it from there.
But I wouldn't expect a major overall change in our merchandise mix assortment in the store by just adding hard goods. There'll be some tweaks to it, but nothing major coming out.

    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
 
No. John, I would think about it, it really is the G&A and the interest. We've accomplished those. The operational ones, we're progressing, but it's still going to be year-end before we get some of that capital tie in -- deep disposal wells to tie in, different tank batteries to tie-in water systems. So there's just -- and bring their standards up to ours in terms of environmental. So there's still -- that capital is still going to be progressing throughout the year. So we've made good progress on G&A and interest. Those are done for Parsley. Operationally, we're well on our way on the supply chain side of things and other things that we've been able to accomplish, but it won't be complete until we get to closer to year-end.

    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
 
Absolutely. Cosmos. I think in terms of people investing in gold, one of the major regions that they're doing it in the first place is they are seeking inflation protection. So I think it's a tremendous strength of our business model. You're absolutely right. There are a couple of NPIs on the gold side. Also we do have the Weyburn net profit interest. But they are fairly small in the context of the overall portfolio.

    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. Hey, it's Nathan Feather on for Lauren Schenk. So Bumble and Badoo, ARPPU were both up really nicely in the quarter. For Bumble ARPPU, any way to think about kind of the relative impact of the two-tier subscription versus the other product improvements you've been making? And then how are you thinking about higher ARPPU in terms of the trade-off with payer acquisition?

    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
 
Right. So Tyler, the -- you're right, we talked about some of those states that were early in reopening like Texas, Florida, Arizona, Tennessee and how they were showing real nice signs of recovery, but how other states maybe not as much. The good news is that we're starting to see some of those states that were in the latter group reopening. California is a good example.
We're seeing some reopening in California. We're seeing some reopening in New England. We're seeing some reopening in the Upper Midwest and Illinois. I would say that right now, Tyler, the area that is still showing the greatest softness that has not come to the party yet, is Canada.
It's mostly Eastern Canada. That -- I looked at the numbers this morning in fact, and still showing weakness in Canada. And it really has to do with the fact that they've remained shut down. We're still showing a little bit of softness also in New York and Michigan.
But the number of areas that are in that latter group, the softer group is shrinking, and that's good news. And so I think I would add a couple then to the list that I gave you at your conference to just the Texas and Florida, we've got a few new entrants there that are helping.

    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
 
So I'll take the first part of the question, Umer. We're not guiding today for 2022, but I would say a couple of things. We did say that we expect minimal revenue throughout the rest of 2021. We are expecting still a revenue ramp in 2022 post-NCD, assuming it's successful and that would be in April. So that should give you some sense for the first quarter. We're in a bit of a delay until that happens. We don't have great visibility to patient counts, which is why we don't comment on them publicly, but we did give you -- we can say that the sites are continuing to progress. We're at approximately 120 sites now that have infused at least one patient, which is more than double what it was about six weeks ago and we're going to continue to monitor those metrics and we'll ramp it as quickly as we can. But because of all the pieces, that does cause a bit of a delay.
And then the other important thing to remember is titration. So to the extent that we get through a successful NCD, there is still patient titration and dosing levels that need to ramp up. And so the revenue ramp is going to be gradual. But the important takeaway is that, over the long term, we continue to believe that it's a very meaningful [Technical Issues] $1 billion opportunity.

    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 Min for Alex. Just a couple of quick questions. Jose in terms of the rural digital opportunity fund winners and there are obviously several new names on that list. Just wondering does that provide more opportunity for you? Or is just the overall ARTF opportunity what you're excited about?

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