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
 
Yeah, I don't know if I'd call it really pent-up demand. I think that what I'm saying is, as we have further enhanced our technology platform, and now when we look at some of the capabilities, sort of, I mentioned earlier, in which we are investing, I think our technology platform, and this is not just -- we call it techstodian that hold the entire business platform, including custody. As that becomes more and more compelling, people are more and more willing to make a change. So I -- for me, I would say that's the dynamics going on out 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
 
Okay. Thank you very much for taking the question this morning. So just going back to maybe M&A broadly, you had mentioned that over time you had sort of put out $300 million plus of earn outs related to the two deals. I was wondering if you could help us understand how to think through maybe some of the earnings accretion or an ROE type of construct against that payout is the first 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
 
Hi, thanks. Good morning. In the Uniform Rental segment, you -- can you talk a bit about sales rep productivity trends and how the pipeline is performing especially moving through the quarter and entering fiscal 2022?

    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, can you hear me this 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
 
Chris, yes, good afternoon. Three questions from my side. Two quick ones and then just one strategy, it's not about M&A. The first one, the pit failure or the pit issue -- not failure, the pit issue at Cerro Corona, it will impact your production scheduling into next year. I guess the question is, how serious issue is this? Is there a risk of failure here or is it something that you are managing and it's going to go away barring any other adverse weather issues? Second question very briefly in Ghana. I see you've extended some financing to your contractors to buy new fleet. Question is, is that standard practice one that just go to some of the OEMs to get financing there? And then on strategy, the question is not about M&A, but you talked about part of your strategy is to extract maximum value from your existing asset base. So can you just give us more color on exactly what that intel is? And on the call earlier today, you talked about increasing reserve lives and those type of things, but is there anything else there that you see, stuff around cost management, stuff around or aspects around [Technical Issues] to you, or any other metrics apart from just increasing the reserve lives? Thank you very much.

    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 certainly, I think if you looked at our historical trends prior to the pandemic of a regular cadence of growing EPS, high single, low double digits, I mean, I think -- I don't think that's an unreasonable expectation. I think if you go back to Q2 of '20, kind of our last clean quarter before the pandemic, operating income was in the low 30s. Certainly, as we move forward, any COVID revenue was going to be accretive to that percentage. But I do -- I would also say that as we look to that 5% to 7%, international is going to be growing faster than U.S., which is a little lower on the margin side. And certainly acquisitions, probably over the nearer term, are a little dilutive to that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think it can be important. It's not number one on their priority list. And I think the biggest driver in that regard can often be the siloed nature of the pharmaceutical -- n pharmaceutical organization. And so a tool in discovery, a tool in clinical the immediacy of the value to the discovery scientist, he doesn't necessarily latch on to the value of those two products are integrated the client at a higher level in that organization will see those benefits and list it as something that is very valuable to them. But it depends on where you're at in the matrix with the client and depends on what those add-on acquisitions products or services might be in terms of who you're talking to at the client.

    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, certainly. I mean, to your point, appetizers and salads have a higher gross margin, gross profit than the larger entrees. But we are seeing also a shift up to larger entrees that's offsetting some of the benefit in price that we're seeing in apps and salads.

    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, Amit. How are you?

    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 is correct. That is and it's a combination of Farnesene, Givaudan, DSM and ingredient all have new molecules for us to work on. And that is all part of that 10 selection, which is incremental to what's already out there and what we've made public.

    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
 
Could you talk through the puts and takes for Partner Brands, given you're still able to grow revenue despite tough comps in the quarter? Could you -- could that segment grow more in line with your core business for the full year, just given increased Disney+ adoption and new series like The Falcon and the Winter Soldier?

    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. In the parts business, the majority of the activity over the last couple of quarters has really been driven by the cargo market. We don't see that changing. We think that's going to be a strong market for some time. But in this quarter for the first time in a while we saw meaningful inquiries and in some cases actual orders out of our larger historical passengers. So we see them kind of reentering the fray, if you will, in the parts business.
In the MRO business, as we mentioned, the Canadian operations have been quieter than the US operations. But you are seeing the domestic -- to support domestic leisure travel that activity increasing here in the US in the MRO 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
 
Sure. So we've been looking at a number of nonequity financing ways to continue to fund and drive our growth. And one opportunity has been looking at different ways to leverage our receivables balance. And so given we have a large contract value asset, commissions receivable balance sitting on the balance sheet, both short term and long term.
And so we've been looking at unique ways we might be able to leverage that vehicle to drive financing into the future.

    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. Good morning. A couple of questions. Alan, wondering if you can speak to SG&A. It was kept in check to a surprising extent, relative to our expectation, given the top line strength. Can you give context on SG&A trend this quarter and sustainability of these levels 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
 
Jackie, this is Don. Just while others were talking I did a check and about $500,000 of the release this quarter was due to the decline in indirect auto balances.

    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 tricky with the manufacturing piece because the market is not deep there, especially for a portfolio that has maybe relatively shorter weighted average lease term compared to what you might think market cap rates are. But overall, and there's a difference between relatively new cold storage and older manufacturing and light manufacturing, and those portfolios of ours are over 20 years old. So I would think it's a few hundred basis-point premium to the cap rate that might be used to peg our warehouse and distribution 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
 
So really, as you look at the inventory in this plan period, it's the same set of inventory we're talking about previously. And so we were focused early on in a much lower price environment, talking about a $45 deck and what's economic at that level. And just as a reminder, that included Wild Basin, South Nesson, Indian Hills, Fort Berthold, City Williston, Painted Woods and North Alger. So the incremental inventory to get to the 670 million that we were talking about, currently, very -- we're here being at $70 oil with outlook.
And let's go from 45 to 55 and talk about this robust set of inventory. And the additions there were Painted Woods West, Montana, Red Bank in Dublin, a bit of our Fort Berthold to the South and East and then South Cottonwood and robust economics in those areas. Same -- we really did the same things as what we did in the other area is up spaced, really have pushed capital cost down and then an emphasis on three-mile laterals, a big chunk of those. And so we're not going to get to those projects until you get four, 5 years out.
But I just thought it was important to highlight those and let people know, look, we've got a super resilient set of inventory that goes out 12 years at the pace of drilling we'll be doing next 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
 
Sure. This is Josh. I'll handle the question on CGM. So the relaxed kind of qualifications really just help clarify kind of some of the existing processes that were in place with providers previously.
So definitely it made it easier to actually document these orders for physicians and as such. But in terms of actual patients that were being prescribed these devices that qualified it, it didn't really change the total kind of applicable universe of these patients. And therefore, it's more administrative than anything else, and we didn't really see any kind of meaningful numbers up or down either way, but really kind of just ease the administrative burden of documenting these patients.

    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. Great. Thank you. I had two kind of follow-ups that I'll just ask right now, and so I have another one after that. First one would be on HPC. Just trying to understand a little bit more about the dynamics here. I guess when we saw the reopening, kitchen declined a little bit, but then you saw an uptick. So curious what drove that uptick? And do you think these two businesses inside HPC could actually, in tandem, both improve? Or are they going to offset when people return back to work? And then the second question would be on the kind of the potential portfolio rejiggering. I mean if that was to happen, there'd be significant proceeds, which kind of begs the question is, how are you thinking about capital allocation now if you were potentially to come into large proceeds? But then maybe also just in general, if you don't come into those proceeds. 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
 
OK. Thank you. So, Robert or Craig, you know, can you update us on the current M&A environment? I think there was the potential for hopefully asset prices to maybe start coming in a little better. Some of the more sub-scale studios went into difficulties, wrapping their business on the other side of IDFA deprecation.
Is this indeed happening, from what you can tell? And is your potential backlog of deals hopefully elongating the aftermath? 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, good afternoon guys. My question relates to Chipotlanes. I was hoping you could provide some color on the average volumes, margin and investment in that format versus the traditional format. And my second question is, that given the Chipotlane format really unlocks the use of different real estate sites, how much does the format increase the domestic unit potential of the brand?

    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 we're not breaking out specific lines of business within revenue. But as noted, we are gaining significant traction on that line of business.

    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, we also have -- thanks, Jeff. So we also have supply revenue to our partners. That has an appropriate COGS associated with that. So if you're looking at a pure net comparison to U.S. net revenue, you do have to factor in supply cost related to our partners 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
 
Well, for some of the diseases like ALS, they're very aggressive diseases. And so, you want to get enough drug on board quickly to make a difference and reduce the protein quickly because the patients are progressing fairly rapidly. And so that's been some of the thinking in ALS. Huntington is a much slower progressing disease, and so you can take some time to get the drug to steady state and get the -- and dial-in the level of target reduction that we want. And I really think that some of it is a matter of as you say understanding the PK/PD of the drug. And it takes time and some good human clinical experimentation to get that and really understand how our drugs are working in the CNS of humans as opposed to pre-clinical species.
And so, in addition to what Beth said in terms of optimizing the chemistries and understanding how to design the drugs, there's also just optimizing our dosing regimen and understanding how our existing drugs work. And that's what we did along with Roche in some of the Huntington experiments that led us to an extended interval.

    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 the primary driver there is our cloud -- migration to the cloud and the cloud spend. So in Q3, we were -- we slightly had a better gross margin than we had anticipated. There are some pre rec work that we needed to do to continue to accelerate the move to the cloud, and that held up some of that migration.
Now as we get into Q4, we'll be spending to kind of catch-up what we didn't spend in Q3, as well as the increase in Q4. So that will put pressure on our gross margin in Q4. As we go forward, we are migrating to cloud. We've got this double bubble where we're paying for the cloud spend, as well as our internal data centers.
There's not much -- you look out a couple of months, and there's not much that's going to be happening there. Unfortunately, we're still paying for them. And as we talked about when we first announced this last spring, the gross margins, I think next year, are probably going to be comparable to the second half of this year. And then as we get into fiscal '23, toward the second half of that year, they'll start to improve and get back to closer to where we were as the cloud migration is completed and the old data center spend is completely rolled off.

    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
 
Matt, this is Michael. I would say that we're seeing some of those activity around new product development just ramping back up a little slower. The routine testing, a lot of release testing of that is doing fairly well. We're doing -- as we also mentioned in our remarks, we continue to deploy capital against extractable and leachable, analytical chemistry that's doing really well.
But it's in some of those other areas in new product development, that may be a little bit slower in the validation area that we just got to keep an eye on. But as Scott mentioned in the comments, we're really proud of the fact that our volumes outgrew the PPE testing. That was a headwind in the quarter, as we all expected.

    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, Greg, we can hear you, I think that may have just been unmasked blind.

    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, Nicole.

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