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
 
Sure. No problem. So just as kind of a little bit of history as I was mentioning before just organic revenue growth in 2020 was three percent. We're projecting seven percent this year exiting at nine to 12% for the fourth quarter. And so as you mentioned 12% to 14% organic growth for 2022 which includes two to four points of growth from future unsigned contracts. So that's the piece that we were just discussing that Kevin was giving you the breakdown on. The EMTM pilot program contributed three percent to revenue this year and so that's a headwind going into next year. And if you excluded that it would be 15% to 17% growth. And then on adjusted EBITDA we are expecting to drive at least 100 basis points of expansion which the current guidance is 5.8% to 6.1%.

    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
 
10-year leases with five-year kick-outs. And probably we'll -- we renegotiated about 25% of the leases this year. I guess is we'll renegotiate some portion of about 25% of leases 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
 
Mike, right now, we are in discussions with several domestic customers, not only for the balance of '21, but 2022 as well. Without a doubt, utilities are realizing that spot coal is not readily available as it once was. So with that being said, I do believe that there will be opportunities to lock-in some longer-term volumes to ensure they have supply going forward. So with that being said, stay tuned there. But as you mentioned, inventories are, I would say, near critical levels for many of the domestic utilities that we do serve. When I say critical levels, I'm saying sub-10 days of inventory on the ground. And with gas price at $4, I don't see that that this will change in the very near future. So again, it should bode very well for us in our contracting abilities for 2022.
As far as closures are concerned, as of right now, within the next 10 years, we have very minimal of our customer base, look -- that has announced that they will retire. I would say, it's in a neighborhood of 0.5 million to one million total tons that we view at risk. Obviously, as Jimmy talked about before is Reggie. We do have to be concerned about Reggie, which we're keeping a close eye on. That could have some additional impact on us in Pennsylvania. But again, we are continuing to look and focus on shifting some of those volumes already in the export market. So that's kind of where we stand today.

    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. Stacy, it's Akash. So we do have constraints really across the board, and you have to figure out how the demand would have played out if there was supply across the industry. But we feel pretty comfortable that the overall supply picture is playing out exactly as we had planned.
We saw this coming early, and we've been talking about it for the last couple of quarters, and we've put in place plans both for dual-sourcing for certain parts. We've now announced three parts that are dual-sourced that are available. And then also, capacity expansions with our suppliers that were previously being planned anyways come in toward the end of the year, so that's definitely something that we are very excited about. On your question on the second quarter, we're obviously not guiding the quarter at this point.
But it's a reasonable assumption to think that as we launch our new Android premium tier chip in the first quarter of the calendar year, that will offset some of the decline you would see in the handset market naturally within QCT. And then, of course, we also expect nonhandset to grow from first quarter to second quarter.

    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, Mayank.

    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 guys. I was wondering if you could comment on the rate reduction on the Siem Helix 1 just in percentage terms?

    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, Stephen. It's Stephanie. I will take the bigger question. So, as we mentioned, in the last earnings call, we see duty as a huge category, it is a booming category and we're very well positioned to meet here just as we do. In fashion, I think, it's also a great opportunity is 25% of the overall luxury good.
In terms of our own proposition, I think, it's very unique. And what the last few months has cemented for us in our conversations with brands is that there's really appetite to work with us. And crucially, it's because of the model that we're offering them. It's a e-concession model. It really helps them enables to then move to direct-to-consumer.
Brands in the U.K. have been traditionally very, very focused on wholesale and they are trying to move to direct-to-consumer and we can enable for them. So we're working for the marketplace on e-concession. Obviously, we don't have some third-party buys to round and sort of complementing this category. But we feel that this is a real opportunity and the benefit of working with Farfetch.
We've also saw really respond to our efforts around our customers. We have a highly valuable, very engaged targeted luxury orders. And what we're hearing from the beauty brands is that they not only would see us as a sales channel, but actually is an opportunity to target this audience through our advertising, new distribution channels. So really the opportunity for us significant and it's multifaceted and very much on track for 2020.

    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 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
 
Okay. So thank you, everyone, for your attention today, and we appreciate your support as current and future investors. And we're very optimistic about our future, and we look forward to reporting out our results in a balanced manner as we go through this. Thank you very much.
And with that, we'll end the call.

    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. I mean, absolutely. I think on a percentage basis, the margins are going to be stable. With the top line coming down because of market shrinkage, the dollars at the bottom will be lower.

    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
 
Not really, Rob. A couple of years ago, when we were doing a lot of on-the-go, we were attacking the on-the-go occasions and we did a lot of third party, but we also had a lot of manual work being done, that was the case. But now we're more in a normalized environment where we're building capacity based on increasing demand. So not really.

    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, all I can say right now, Thiago, is that we are already expanding our forest basis and the plantation base, we will only increase from now onwards. By the end of this year, I can say that we will have the relevant part of our plantations established. Thiago, due to the commercial sensitivity of such information, I -- we cannot disclose any other information like the volume or area for the time being. I hope that you can comprehend that sensitivity now.

    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, Andrew. Thanks to everyone joining us today. We are certainly very optimistic about both the medium and long-term growth prospects look like for our company and aren't closing our eyes to some of the shorter-term challenges that I'm sure we and many other people in the industry will be dealing with. But we feel very well-positioned with our portfolio and look forward to continuing to update you over the quarter's 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
 
Yes, very minimal. I mean, Samepage is a pretty small business, I mean handfuls of employees and no material impact from revenue perspective on the year for sure. So, pretty minimal impact.

    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. I was wondering if we could return to the supply chain conversation a little bit. So it sounds like availability is really not an issue for you. Are you seeing component cost inflation that you need to address with price or is that also relatively muted?

    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. Your construct is -- is -- is right. We think, you know, ultimately, our desire is to run, you know, toward the lower end of our peers. I think the context to think about is, you know, we went under a really, really hard stress test last fall, the -- the redo last fall.
And we went into that test around 9-4 and we were able to survive, you know, a pretty severe space, particularly in the real estate space which we have high con --

    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 mid to high teens is where we think it can grow and have those kind of margins with some expansion with the synergy realization.

    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, 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
 
Yeah. Mikael, would you like to take this question, please?

    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, Jack.

    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
 
Nick speak out in for Ryan. And congrats on the solid quarter again. Earlier in your comments, you mentioned that about 60% of your visits in the U.S. at least right now are in person. I'm assuming you're talking about your sales visits? And then if so, how has that kind of been tracking over the last quarter? Has it been kind of steadily going up?

    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, I think it adds a different presentation to the product than what's currently there. So we'd be looking at that market, the pen market as a potential for this product.

    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, Phil.

    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, we've said in the past that we think we can get our AP ratio into the low 90s. For the balance of the year, we think it will moderate to some extent versus what you're seeing in Q2. And that's largely driven by the inventory investments that I had mentioned earlier.

    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, Christian, that's a good question. I mean the same answer applies that Peter gave for can sheet. We will expand our capacities when we are sure we get the right returns and they are underwritten by very strong customer contracts. We are not there yet. If you look at our current shipments, 63,000 tons, in the first quarter of automotive sheets. We've got 300,000 tons of capacity globally, right? So we are not fully saturated. And for us, profitability, returns come before revenue. So we want to make sure we maximize that. And then, as you know, there is a trade-off between how much can sheet, how much auto sheet we want to make, again, to optimize the overall return on capital for the company. And then after that, once all that is optimized, then we can ask ourselves, OK, are we ready to go for a significant expansion? We are not there yet, and we're really focused now on getting the returns from the investments we've made in maximizing the free cash flow generation and the returns to shareholders.

    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 very much. So based on all those comments that you just provided, the question would be on obviously the longer-term algorithm and we haven't had an update on that for a little bit, but you're clearly trending well above that. So, wondering if you could maybe just give a little color in how you think about long-term operating margin algorithm more broadly versus the prior 9% to 9.5%. Because that just obviously isn't really realistic at this point.

    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, Ken.

    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. It's a little bit more granular. To answer the question, we have to let business by business. But I think some of it is what you described.
Some of it is we're anticipating higher SG&A costs as we're returning a little bit more to normal. Now, that's all in advance of supporting additional future growth, obviously, because we spend SG&A, and we travel, and we meet with customers for a reason. So some of that is baked into our outlook for the fourth quarter and therefore, our revised guidance for the year.

    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
 
Maybe, Gary [Phonetic] can I get back to you, the multi-family, the yield, we just found out it was around [Indecipherable] yield.

    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. It goes back to -- thank you for the question. It goes back to my other comment. When you look at raw materials, that's more on the service side of the business. So when you look at brakes, rotors, that's a smaller component of actually our true cost. Most of it is all about labor and managing labor. Brian talked about the overtime, and we have to mitigate overtime through proper staffing levels. So, we give our teammates days off and they stay very productive when they do come to work for us. So, that is the focus that we have right now. With regards to the commodities and what those -- we are able to obviously continue to manage those expenses, and then we've always been able to prove to pass along those expenses to the consumer. At the same time, staying extremely competitive to our competition in the marketplace.

    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
 
Hello, good morning everyone.

    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 that's probably a good estimate. I mean, we'll be clear about that in the next call in terms of full year guidance for the combined business. But there were certainly some cost increases in Q that took place that kind of reflect a pretty good measure of what the ongoing business runs at on a seasonal basis.

    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, hi. A question on the $10 million to $15 million of elevated capex. I mean, should we think of that as being just a 2021 phenomenon? Or is that something that is going to occur going forward? And what's prompting you to do that out of curiosity?

    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
 
Nice to hear your voice. I have to confess, I didn't quite hear the question. I'm really sorry.

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