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
 
In terms of -- well, in terms of our percentage increase, Bret, our retail business was greater than 20% in the --

    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, Scott, this is Sam. I can say that our outlook is terribly different maybe than it was at the end of last year, beginning of this year, given the customer portfolio that we've been working with consistently over the last few years. There is quite a bit of planning in advance and our close relationships, they allow us to participate in a lot of that forward planning. You're right. The crude backdrop has improved and we're hoping that that trickles down through other parts of our business in our industry, but I can't say that it has significantly changed decision making process yet among our customer groups. Like David mentioned, we are working 11 fleets today, and we gave guidance for the first quarter that we think takes into account the effects of the storm last week. With that said, we think activity does have a chance to go marginally higher from here, but we're still hesitant on there being any significant activity adds beyond where we are today, unless this commodity backdrop persists for some time more.

    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 to a large extent, that's true. I think there's still, as Jeff was saying, there is a lag. I think the lag is getting tighter than it has been in the past. But quite frankly, there's a lot of things in the mix because I know we have a tendency to focus primarily on fiberglass insulation because it's the largest thing we do on the single-family side. But as you were saying, as an answer to an earlier question, I mean, while the fiberglass manufacturers have been pretty disciplined in giving us enough adjustment time, if you will, from announced to effective price increases, everything else that we install on, including has not fallen into that category. So that's just presenting a bit of a lag issue, but we're working hard to get caught up on that. And to your point, now is the time to get price and we're working hard to get that price.

    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, Haendel.

    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. Thanks, Markus. I feel good about what we're seeing in China. Obviously, the past quarter was very, very strong across both platforms. We're seeing good activity on the automation side, KOB3-driven, but also project-driven, particularly in the chemicals segment, which is -- should continue through the second half of the year. And then the user comps obviously come on the climate side. But again, encouraging trends there as well, infrastructure, commercial construction driven and cold chain around transport, particularly. So I feel really good about China for the remainder of the year. Teams are very engaged, and I feel positive about what we'll see throughout the fiscal.

    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 convert, I mean the purpose of the sustainability-linked bond was, of course, to tap on a very kind of attractive market in terms of cost of capital. We did that with a national investor base, and proceeds for that bond is partly to address the convert, general corporate purposes. And the balance can be then addressed with some cash at hand, so also a combination of the above, really. So for all practical purposes, that maturity has been addressed.
We also have in the existing indenture on the new bond this year, we have a borrowing limit of up to $200 million, so $50 million on top of the $150 million that we have already raised, so given those additional flexibility.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I'm sorry. In terms of just total down there, yes, man, we would--, any market that we enter like that, we take a very long-term vision and approach to it. And so, we enter that thinking about how can we be the leading bank in that market over a decade or so. And so, we're thinking of all of the above; we would think about--, we would think about acquisitions, flat straight-up acquisitions of a bank; we think about a branch deal offer, if the right kind of branch deal popped up; we think about--, we're trying to acquire leading bankers in the market. And so, all of those would be a part of our strategy.
And if you go back and look at how we approached Nashville, and how we've approached Chattanooga, and how we approach Knoxville, that's--, that's the way we go into each market. It's with a long-term intent to be one of the dominant banks in the market and we will utilize all of those things to be able to achieve that over a longer period of 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
 
Thank you. Nilanjan, just wanted to dig in a little bit on the margin guidance for FY '22. Besides the impact of wage hike, how should we see the potential shift in subcon expenses? It's -- in Q4, it was running at a five-year high level despite continuous increase or shift to offshore and build up locally in US. And will there be a material change in the cost of third-party items for clients in FY '22 that was around 3% level in FY '21?

    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.I just wanted to follow-up on that a little bit. You mentioned the revenue management platform that was rolled out about 12 months ago. So I mean, you're on target I guess to have over 1,000 properties now between wholly owned and unconsolidated, what -- are they all on that platform now? Or as I recall, the PROs have the option to be on the platform or not? I was just wondering kind of is there an opportunity there to add more to the platform and kind of where do you stand 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
 
Yes. Well, typically, we have seen Q1 be down lower sequentially in January and new sales did close some of the gap, but it is the lagging pre-pandemic. We were actually a little bit better from an ending WSE perspective than was in our regular -- in our initial guidance.

    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, so in terms of the wind farms, we've got two in Alberta and candidly, we're also looking at expansions of existing wind farms but we've got Garden Plain and Tempest which are the two most advanced-stage new wind farms that we have. So we are definitely focused on trying to progress at least one of those this year and then we've got three wind farms in Oklahoma, which we're also really focused on trying to get one of those landed this year.
When we think of K1, honestly, my view on this timeframe, making a decision on that is more [Technical Issues]. I think, I'd like to get the coal to gas conversions done, I'd like to get us well on the way of having our Sundance 5 repowering done and then we'll see how the market develops and what the needs are, and then we'll make a decision in the fullness of time, but it's not at least from our perspective, I think, Todd, it's not a 2021 decision.

    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. Thanks, Noel. It's a good question. Generally speaking, there is a bit of upward pressure on all things steel in the space and frankly around the world. And you probably know that. Within our base and in particular we've got OCTG acquired for the balance of our of our '21 program and well into our '22 program. Frac horsepower is also experiencing some upward pressure, but the thing I'd like to say, and I'm pleased that our operations team, they took advantage of our free agency on 15 DUCs that we put into the schedule. So we carried 30 and that we were going to operate at legacy Bonanza Creek. We added 15 more to the plan for 2021. And those 15 were not committed under contract yet.
So we went out to RFP and we held the line, in fact got better than the 21 frac pricing for the balance of those 15. So, we actually put a little bit of downward pressure on our aggregate horsepower and total frac services costs by adding the 15. We did so by driving some competitive tension into our fracture business -- our fracture stimulation business. It meant that we had to divide it up among some other service providers. But we did so in order to be certain that we could deliver the highest value to our shareholders. So, we managed to hold frac services in line at least for 2021. I do believe, in general, there is some upward pressure.

    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
 
I think particularly look at our success with SimonsVoss and Interflex versus some pretty strong players in that space, incredible for Allegion. And those trends are going to continue.

    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
 
No, it depends [Phonetic] when we create demand directly with the consumer, we then -- the message is always very consistent and very clear. And that will then generate the sales lead, which then our customers, our contractor -- our customer will be able to convert. So it is the -- really about the quality of leads. And then not only that, but also the ability to close that quicker as well. So the ability for us is to now to connect directly to the homeowner and tell that story directly on the value of the Hardie brand products is immense.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, thanks. I might have missed it, but did you provide any color about the increase in the special mentions which went up about what $60 million, what portfolio maybe?

    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. Yeah. I think probably with -- just as you mentioned with that higher equity compensation cost and the results and things like that and how performance comp turns out that will be a big piece of what -- how G&A grows. But I think the expectation right now that would be higher, definitely higher than we were in 2020, probably getting back even over to 2020 -- higher than 2019 levels. So we'll have conference get back into play in August, September. So travel we would expect would start ramping up. There's -- we're still making some estimates and assumptions on that right now. We haven't really started turning that profit back on yet, but assuming we will probably later on this year beginning to maybe have some more in-person meetings things like that would be built into that assumption that maybe we would be a little bit higher than where we were in 2019.

    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, Frank. And I'll take this question. So as we think about the cadence of adjusted EBITDA throughout the year, we believe that we will sequentially improve each quarter, certainly with COVID cases subsiding and some of the recovery is still early in the year and there is still some uncertainties, but we're seeing the effectiveness and the delivery of the vaccines continue to grow and COVID cases coming down and moderating at a much lower level than they hit their peak. So with that, we expect to continue to recover a lot of the deferred procedures that have been out there, particularly around some of the deferred higher acuity elective procedures that have not yet come back and we believe those will start to come back as well. So with that I think revenue continue to grow throughout the year and then as we mentioned, some of the margin improvement program initiatives that we're working on, of course, we've been very successful throughout 2020 with those initiatives. But as we looked at the initiatives that are in effect for 2021 and beyond, we believe that some of those will deliver more savings in the back half of the year, which will allow us to continue as I mentioned kind of sequentially grow each 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 for taking my questions. First question I had was for DJ. DJ, could you tell us the percentage of prescriptions that are heading out to patients via mail order? And is there a way that GBT can sort of encourage that going forward? And also, is it possible to prescribe a larger quantity of drug for a mail-order prescription? Second question I have is just kind of a broader question, which is would there be a time going forward where you would potentially consider maybe some targeted DTC advertising? Perhaps, it wouldn't last that long, but it just seems like they haven't -- it's been such a long time since there have been any therapies for sickle cell disease. I'm just curious if that's an approach that you might consider.
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
 
Yes. So we've not done analysis that we can share about what our price would have been under the new model. But you're right, it would have been higher toward the peak and lower during -- So which is the point we're trying to move a little bit more with the market but not expose ourselves fully to the commodity price. But I don't have the numbers to share with you to exactly what it would be.
And the other part of that question, which we don't really know the answer to is how the portfolio, what does it look like? How much of that bot type pricing will we end up with versus that long-term contract pricing. Because during the last peak and bottom pretty much were all on the long-term contracts.

    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. Yeah, OK. A couple of points. So one of the things that we've been doing over time is making adjustments in some of the incentive plans for micros and also, as I just outlined, we made some fee adjustments. So a couple of things to think about. Number one, the micros have been hugely successful. And I think when you look at the changes that we're making, I think from an overall company perspective, they're relatively modest. But when you look at the micros, I think you will see a more meaningful impact in terms of the revenue, and we don't think this is going to be impacting volume necessarily. We're providing lot of value for the clients in a product that's highly liquid. So we think it will be from a volume perspective not as impactful.
When you look at the capture rate, generally speaking, it's roughly an 80-20 rule. 80% of the volume coming from non-members -- members, I'm sorry, and then 20% coming from non-members. So when you think about the capture rate, that's something to think about. So about 20% of the volume roughly will be impacted by the fee increase on the equity side. In metals, it's a little bit different. It's a little bit heavier on the non-member side. It's a little bit higher than the 80-20 in terms of the non-members.

    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 possible. Of course, it's possible to break first and sitting here in the first six week in February's forecast in the next sort of 46 weeks or something of NIM, but yeah at the moment, look, the dynamics are probably marginally helpful. I'd agree with 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
 
Good morning, team, and congrats on a good quarter here. The first question is Bill, any updates on permitting on federal lands and how that process has been to apply for four new permits? And in general in your conversations with Washington, does it seem like some of the risks around the federal lands exposure in the Delaware has diminished?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Thank you. Good talking to you, Matt.

    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
 
Thank you very much for joining us. We're pleased to be able to report the results that we did to you. And we look forward to 2021 and chatting with you again next quarter. Thank you all so much.
Bye-bye.

    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
 
Honestly, Dan we don't know. There's not enough specificity in the little bit of information that's been provided about some of these initiatives. And so we stand by what I said earlier about just kind of the wrong solution to the wrong problem.

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