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
 
So we were with the customer set, all of them on the under contract vehicles in the past few weeks. And we are still explicitly being told, Ken, we cannot talk about quantities yet. I think it might be for national security reasons. I'm not sure right now. So I can't get into the specifics on that right now for now to level set. In the -- under the Skyborg program, which, as we talked about today, the Air Force reiterated that they're looking for it to be a 23 program of record, which would begin obviously in October of '22.
And in a number of other areas that are aligned and marked NDAA, including adverse air, expeditionary air. And one other one that I'm not sure is publicly out there. We have line of sight on significant additional Valkyrie orders. So the level set is, is once that '22 budget is approved and becomes law, and we see exactly where this comes out, then we're going to be making some decisions, as I indicated, where we may have to accelerate and pull to the left, some of the 12 that we're building to get them out there to the customer's hands quicker.
And we're probably going to be making the decision to start ordering long leads, especially in this environment for the next block. And right now, Ken, we're thinking about another 12. It will be a spiral. I'm not going to get into anything at all on what that spiral is because it's very, very competitive information against our competitors. And so things are definitely firming up, and we're going to know a lot more when that final budget is present.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you. I've got two questions. Number one is about the 2022 guidance, volume guidance. The second question is about the battery cost outlook for next year, because [Inaudible] battery costs may be increased.
[Foreign language]

    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
 
Hey, good morning, Jeff.

    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 we do track it. I don't know that we haven't rolled up, and we can get back to you on that separately and give you a little bit more detail. But clearly, there's a part that relates to the market recovering, as I indicated in my comments, and then there's a significant part that relates to the share gain from the improvements and the repositionings of these properties. I mean, at L'Auberge, the market is not seeing a $250 increase in rate. It's probably seeing something closer to $50 to $75 in the market. In Mission Bay, most of our competitors are up a little bit in rate. We're up a lot in rate at both Paradise Point and Mission Bay Resort. So I don't have those off hand, but it can be anywhere from picking up 10 points to picking up 50 points of rate share, which I think is more -- we're probably somewhere between $25 and $50 in Naples, if I recall.

    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. So it's too early, Crispin, in the quarter for us to really opine as to whether we think the portfolio will be up or down. We're just starting Q3 now. Per our disclosure, we have $403 million of pending signed commitments already.
So that's a very, very healthy start to Q3, and the pipeline gets very strong. In terms of what's driving the elevated prepayments for Q3, I think a couple of things. So one, we've sort of consistently spoken about the quality and the health of our portfolio over the course of the last several quarters. Our portfolio right now is performing at a level that we frankly haven't seen in some time, and a lot of these companies are incredibly well capitalized.
Right now, we have, per our disclosure, eight companies in the pending IPO/SPAC sort of position. And so we expect at least a good portion of those to be completed in the Q3 time frame. And then we're also aware of several M&A potential events and capital raising events in Q3, which we expect to lead to elevated prepayments. So it's all being driven by positive things.
And I think the credit, as I said in my comments, really goes to our team who is doing an incredible job picking and selecting and winning mandates and financing opportunities with just some great companies that are incredibly healthy and have a lot of optionality.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I mean the announced price increases that we mentioned on water heating product, the residential and commercial, I would -- they're roughly similar on that announced cumulative price increase. Not the same in the boiler mix, but on the water heating piece that we publicly announced it's in that range. Could you remind me on the second part of the question?

    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. So at the avoidance of not getting 2022 guidance, it's our belief that with some of the work that we're doing, it does have something to do with the mix of products. We're continuing the work of getting our production done offshore, which will also contribute to that. But it will be the increase in the product volume.
So we should expect that as we come out of next year, we should be getting to that breakeven and maybe even better as we go out into '23, '24. But again, that's subject to our review of everything that we're going to be providing for the 2022 plan. Now that we have Ted on board, we're giving everything for our overview.

    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. The way to look at it, Lucas, is it won't even be tens of millions, it'd be in the single-digits. It's just rebuilding some of that equipment that we have now. So we'll send just like a normal rebuild we send it out to get it rebuilt, and then we'll bring it back in. It's usually each longwall move is somewhere -- it's in the single-digits of millions to do that. And of course, the payback -- as soon as we start that wall up, which we're anticipating Q4 of 2022, then, we'll start earning that money back.

    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
 
Hey guys, thank you so much for taking my question. Staying on rux cream, I was wondering what sort of conversations have you had around the NDA that you filed with the FDA following your submissions? Have you had any further conversations and also, can you talk about your strategy for rux cream in pediatric population? Can we expect it to be similar between atopic derm and vitiligo? Thank you.

    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
 
Those are -- that's a lot, Joe. But...

    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
 
Well, in '21, if -- quite frankly, if COVID subsides, Lu'An starts and we close on Jazan at a reasonable time, then the 10% increase should not be too much of a problem. It depends. We are not giving any guidance, not only because of COVID, but also because of these two big things can have an effect. So we just need to be a little bit patient to see how the bidding works out. But we, obviously, I'm very optimistic about the future of Air Products. For sure. That's why I bought a lot of shares in December, as you know. So I'm personally, I'm very optimistic, but we have to give you a balanced picture here.

    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. The CARES Act restrictions ended at the end of September and so they are technically no longer there. There's still of course, significant amount of scrutiny, with regard to, those companies that received CARES Act grants but they did end on September 30. As far as share repurchases go, it's something that our Board certainly considers. We've been as we've talked about we've been paying down debt ensuring that we have a strong balance sheet. We want to finance our fleet and have modern efficient assets. And our board in the regular course, considers share repurchases and obviously, we'll let everyone know if that changes.

    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. So, I highlighted the depreciation and amortization expense. You will see the amortization of the intangibles increase and will return back to kind of more of the Q4 level on that front and then we acquired EAS as a reminder in early August. So we really only had about two-thirds of those expenses in the quarter for September 30th. So you could basically take those numbers one-third of that increase from Q4 to Q1, that's generally a safe approach as to how to project the going forward that expense run rates.

    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
 
And again, it could be based on other supplies that are customary as well. And so part of it is an impact that we have and part of it is the other customers.

    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, guys. Thanks. Good afternoon. Thanks for taking the question. I guess, maybe a continuation on the previous question, maybe for Joe or Mr. Van Ens. You look at maybe the Biden administration and potential risks there, slower rollout of the vaccine, companies pushing their back to work from July time frame to September, October and then also the migratory patterns you mentioned with the work-from-home. I mean, you guys seem to be hesitant on if you're going to make a call on a shift from the coastal markets. But I just wonder when you look at everything in the portfolio strategy column, are you -- do you see this cycle, or at least in the next couple of years, shifting from selling cap rates that are very depressed in coastal markets, urban markets and moving those to the Tampas, Nashvilles of the world, potentially other markets that have those similar attributes where you're seeing all the out migration flow to? Is that -- I mean, are you thinking about those -- that allocation going forward?

    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
 
Great. Thank you. And Mark, congratulations on hiring Suresh. This question will be in that vein.
Is it fair to say that Alteryx is sort of late in getting to the cloud? I think that's sort of the -- that's a pretty common view among investors. And if so, where does that hurt? And where does that maybe not hurt so much?

    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. Nathan, as things are evolving and we've talked over the past couple of years about the structural shift to more software-as-a-service and more radios, that is a structural change, that is a positive mix factor going forward and we continue to grow in those spaces that we're very pleased about. This more dynamic view of pricing and really getting more granular, if you will, on our pricing models to make sure that we're providing value for customers at a price that they're willing to pay for, while still winning new business is a balance that we're really starting to find.
We're being, I think, a little more pre-active about getting out in front of those things. So long story short, I think with the positive mix actions, the way that we're going to market with how we think about price, we still feel like we're going to be able to stay in the upper half of that range. Certainly more challenged with the things that you're aware of, but we feel comfortable we can do 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
 
Well, I mean, I think you're going to see -- what you would typically see, obviously, is higher levels of physical occupancy in the summer months, and I think we'll see that. But I mean, quite candidly, there is not a whole lot of room for sure, have been [Phonetic] higher than where we were at the end of the first quarter. I think then we would expect that seasonally when you get past the primary rental season, you'll start to see occupancy levels start to decline as they typically would. I think it's everyone's guess as to what that actually looks like when we get into the fall and early winter as to how normal that looks relative to prior cycles. I think we have elevated occupancy level, certainly, on our platform and what we can see from the rest of the sector. So I think occupancy is -- I think, it's an interesting question. And, I think, it's an area that we could be pleasantly surprised and that holds in there at really, really high levels throughout the balance of the year because we're seeing really, really strong demand. I think if occupancy levels start to return to seasonally more normal, again, I think our platform has demonstrated the ability to be nimble and to be advantageous as we think about the combination of occupancy and rate in whichever direction the occupancy takes us 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
 
I think, over time, we do expect for our margins to improve. I'd say, Q1 was especially favorable due to the strong mix of small and medium-sized business. But I think as that normalizes to more of a normalized level as we move forward, we do expect EVM margins to improve over time, particularly as you mentioned with the growth and expansion of our software solutions.

    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 Stacy, I -- let me address one and then I have to ask your question, I didn't quite understand part of your question, but...

    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, Kyle. Yeah. We did just increase -- our capex limit under our debt agreement has been $10 million for many years. And as we look to both add dealerships, new dealerships, and remodel and improve some of the facilities that we're currently in, especially for larger volumes, we could see that that wasn't going to be enough on a run rate basis. And again, that's just capex. So we did make that change to our lending agreement. We are investing in other things just in the SG&A like Jeff talked about. We will be spending some more on marketing as we look to grow market share. Our advancement in the IT side with our new ERP project is really going to make us very good at customer experience. That's one of the big reasons that we're doing that. So there is going to be some increasing of SG&A spend as we go here. We're going to be very thoughtful and mindful of the timing of that without missing out on any market share as we move forward though.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I don't think we've ever looked at it as do we need the profitability. I think we've always looked at it as what's -- it's a business that has very little management distraction. And let's get -- if we're on the verge of a large contract, it would be silly for us to sell given how valuable that one contract is, right? This one contract could grow our backlog beyond the existing backlog, right, in a very short period of time.
And so it's sort of -- as much as it doesn't make sense for us to be under as a sort of giving money away and so we didn't think that made sense. We look at our business very cleanly. And I don't think the profitably restaurant business would have any impact. We've got plenty of liquidity, and liquidity to also execute on our M&A strategy.
And so we've kept it not because we want to be cash flow but because there was a -- we'll be leaving a ton of money on the table.

    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
 
Emily. Hi, this is Damian. As we mentioned in the prepared remarks, it was a very positive quarter in terms of share. And in particular, because those share gains were obtained with the revenue margins, which I described. What was remarkable is that within the strategy, we've been sharing with you over the last few quarters, trying to maximize profitability, we were able to gain share, because of the revenue management algorithms that we put in place in different markets. So, organically, we continue to improve our ability to remain competitive and taking advantage of specific pricing opportunities.
As per inorganically as part of the overall strategy of the company, you know, that we are actively pursuing opportunities that help us to apply those tool in a broader scale. So basically, we are very happy with the results so far. And we expect that to increase in a recovering 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
 
OK. 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
 
Yes, it's just a little bit muffled coming through. So were you talking about looking forward, Mark?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
In conversion, the levels of leverage that we have before the investment.

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