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
 
Thanks, Aravinda.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Right. And what we have, what we have. We've actually -- we bought a new building a couple of years ago in China. We have a distribution center there. We actually bought a new building a couple of years ago that we're just getting occupancy in right now. We did a renovation of that building. What that building offers us up is a lot more storage for inventory for finished goods out of Zeeland into the China market. It also opens up the door for us to be able to do like final assembly there, to support customer demands, and to help with the tariff situation. So we have plans in place right now to continue to look and expand our ability to do local final assembly in that 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
 
I'm not going to name names.

    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. Q2 combined of prepays and pay-offs was about $168 million. And so if you look back to Q1, it was kind of on a monthly basis, it was mid-$40 million range and then mid-$50 million range in Q2 and then Q3 got up over $60 million. I think it comes out about $62 million average per month. And a lot of that, Jeff, is the economic activity in the region. We're seeing more sales of buildings and businesses similar to what we were seeing pre-pandemic.

    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. Joe, what I would say is that -- as Matt commented, we've taken out a tremendous amount of costs permanently in 2020. But to your point, there were some temporary cost actions that we took. And we expect those to flow back into the results of the company this year. And that's reflected in the guidance that we gave, including the strong margin improvements that we're expecting in both of the businesses. So we do have that fully baked in there.
In terms of supply chain, with respect to COVID, we're still seeing a little bit of friction that's causing in the supply chain that we're working through principally in our MedTech business. And we expect that as COVID continues to clear that we'll be able to put that behind us.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, so our thinking on that, Lukas, is we have an important partner who also has interest in things that they thinking about, and so we're going to work with them over the coming few months to see what makes sense for both parties, and then we'll either move forward with that and retain it or we'll choose to do something different but stay tuned on that one. Lukas, you still there.

    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 guys. So first question on Mathys and the international opportunity. Of the existing roughly $350 million of reconstructive revenues, how much of those -- is there an opportunity in the international market for all of that, just a subsegment of that? And then in that same vein, is there -- can you maybe talk about any incremental challenges of integrating masses relative to the previous string of bolt-ons you guys have done because this one is, I guess, one substantially larger then, obviously, very different from a geographic perspective?

    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 didn't say at any capacity level. But as I said, we think this is the beginning of an opening, not the end of an opening and very much are planning on a higher capacity by next November.

    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
 
The wage rate is tough to say. I think if you're looking at it I think it continues to hold a bit, we will be kind of lapping the bump we took when on -- when we were To-Go only and we were doing minimum wage for those tip employees. So we took a bit of a hit there in 2020. So we'll be lapping that kind of starting -- that kind of started in April. So you may get a little benefit there if you're just looking year-over-year, but I would expect that those wage pressures continue.
And I think when you saw the stores on the scarcity thing, I think, initially as the sales started ramping up fast, you did have where it was tough to find people, because you were trying to do it really quickly. I think they've gotten much, much better at that. We've provided so many resources and really worked with them to make sure that we're taking care of that and getting them there. But it's both staffing finding folks and wage rate issue depending on what part of the country you're in.

    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. I think clearly the margin issue which you saw, where we dipped below the 20% in PAT is completely due to the supply chain and logistics inflation and bit of availability I would say as well. So, the main items as you pointed out are the steel cost is one, but there's also resin costs because PAT uses resin. So, when you think about that in the rod lift, you get those guides that go on top of -- around these sucker rod. So, we use a lot of resins in that area. So, steel cost, resin cost, and logistics cost, it's been well published because of the cost increases and particularly availability of containers for sea freight and how that cost is. So, I think what you're seeing -- what you saw in the quarter was a bit the impact of that. But as Ken mentioned in his prepared remarks, as you look into Q4 and beyond, I think the actions we have taken, we feel good that this segment will return to 20% plus margin in the coming quarters. And again I want to reiterate that we have accounted for everything we know -- for everything we know today. I think this is the -- the segment should return to a 20% plus margin in Q4 and beyond.

    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, absolutely. So I would say, over the time, given that strong partnership we've had with retailers and particularly a lot of our category management expertise around analytics, we've always partnered with retailers in terms of how to think about the placement of confection in their store and ways to optimize category growth, whether that's looking at heat maps of how people travel through convenience stores or years back what we found underutilized space, under the checkout counter and convenience stores and we put category there.
Recently, a lot of the focus from our retailers or there's been a big focus around, you know, the labor shortage and thus a push for even more presence of self checkout and so we've partnered really closely with those retailers to increase the present of the category at self checkout and to maximize the presence in those queuing lines, leading up to checkout and particularly self checkout. I mean it's a perfect fit with some of the struggles they are having around labor and a great opportunity to get the category out there and make sure that people don't miss that chance to have that last impulse purchase. So, I think our retailers are always focused on what's going on in the environment that they need to address in terms of their store layout and fortunately, we've been able to help them with some of that.

    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 afternoon. Thanks for taking the question. Emil, maybe I will just touch on one more Angelman question. So recognizing you have three parallel paths with the ex-U.S. sites, as well as the U.S. I was wondering if you can comment on potential alignment between the three regulatory discussions. I mean do you see a lot of concordance between the three or do you see quite a bit of disparity in terms of what they are requesting? And then second question is more commercial, I was wondering perhaps it's for Eric. Given that U.S. has been easing up you in your prepared remarks talked about the irregular ordering patterns in LatAm. But now COVID also seems to be somewhat more rampant in the ex-U.S. site. So I was wondering what you guys are currently seeing on that development front? 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
 
Yeah. Just if you could slow down just a touch that would help.

    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. I think there's always an opportunity. The question is, does it represent the terms and the financial returns that we're looking for? I think that the universe of opportunities would allow us to do 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
 
Okay. Thanks, Wade.

    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. Without getting into specifics, really, the terms are part of price increase adjustments, and so it's really an account-by-account situation. It's a function of when the price increase goes effective. It's a function of a customer saying, "Can we change terms here or there?" I don't know that, that means a lot for the biggest slug of our receivables because we have a program with MUFG on the payable side that's been favorable for us and favorable for both suppliers.
And that's on the purchase side there, so that's an area where terms have benefited from us. You can see that in our payables. So it's really throughout the supply chain. And any time you're talking price increases, you're talking level of price increases initiation dates and as how it might affect terms as part of the negotiation.
But I wouldn't provide any specifics for obvious reasons.

    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'll start with the first part of your question and then I'll let -- I'll start with the second part and I'll let Jim answer the first half. As far as the competition, no, actually its very synergistic. They [Indecipherable] approach, which generates antibody that needs to be humanized and so that goes directly to the Twist platform. There are some targets that don't have -- don't generate immune response even in the hyperimmune [Indecipherable] So that's perfect for the Twist approach [Indecipherable] that want to maximize their heat rate and so if we do both approaches in parallel, it really -- it really adds -- its very complementary and it will enable both platform to build on each other and be synergistic. Jim, you want to comment on the financial question.

    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, as Matt said, we'll end the year, we think around $700 million of net debt. So if the net debt for the quarter to that, that's really almost all just driving the business with the working capital already paid for.

    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
 
What I would say and as we -- so again, it's primarily going to be aerospace and defense, where we hear that. And I think there the supply chain as a whole has been challenged. Our customers are moving programs around. I'd say it's pretty dynamic, but they're moving program needs around to accommodate the situation, their supply chain and so far I think they're doing a pretty good job of that, Jim, to allow -- certainly allow the TTM and others to continue to ship. There is also I think part of this component, if you just think broadly about component shortages, part of that is probably impacted by the COVID situation as well. And so it's hard to separate the two. And I would say that overall, customers are adjusting to this. And they're allowing us to continue shipments on critical programs and adjusting needs as they look out over several quarters. But I think, again, they've done a really good job of handling what is a very complex supply chain situation.

    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's entirely driven by market dynamics, but that wouldn't be -- certainly wouldn't be a crazy idea.

    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 a great question, Alex. So, the $15 minimum wage. I'd first want to kind of point out a few things, right? It's kind of working its way through the system in DC. But there seems to be some consensus around how that may look, although there doesn't seem to be consensus yet that it's going to pass. But in terms of how it's going to look, it will be phased out over a five-year period. And with that, what we can say is that in 2021, so this year, there would be no impact to our personnel expense, if it goes through as contemplated. And as you roll into 2022, the impact on our business would be less than $1 million in terms of the increase to personnel expense. Beyond that, it just becomes much more difficult for us to kind of forecast, because there's a few moving parts, right? We are continuing to consolidate our stores. We're also continuing to invest in technology, which not only improves the customer experience, but it's also improving our efficiencies. So, again, while no impact this year, modest impact in 2021 and beyond that, difficult for us to forecast as our operations continue to evolve.

    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. That's correct, Steve.

    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 in the existing area, they look very much like what we showed you before. We drilled more wells. There really isn't enough difference to talk about. It's a little better and -- but it's about the same. But again, we have a repeatable model. So it's designed to do that. It's not designed for very -- for large swings. Outside of it, we continue to look for areas. Some of them are a little gassier. But the economics are the same, especially now with gas is reasonable prices...

    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, Ghansham. So I think when you look at that kind of five-point increase at the midpoint, roughly 40% to 50% of that came in the second quarter. With the second quarter volumes coming in a bit stronger, of course, as we already talked about. The rest of that comes in the back half. So the rest of that being kind of 2.5 points is, assuming some continued strength in volume and a little bit of incremental price from what we had assumed before. So probably a little bit more on the volume side versus price when I think about that raise in the back half, but it's a combination of both of those in the second half from a growth perspective.

    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 think you're -- I don't want to get too far ahead yet, but there's great conversations going on there and great planning going on. So once you start seeing -- we'll basically put out an announcement when we can -- when we start deploying at facilities, and we hope that will begin a couple of months.

    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, smoked brisket will be one of our, I would call it seasonal specials. It doesn't -- it won't be a permanent item.

    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
 
Greg, [Speech Overlap]

    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
 
All right. Thanks, 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
 
Yeah. It is Brian again, Matt, great question. It's something I'm sure that a lot of people are interested in. Today, we haven't seen any negative impact due to the high steel prices, and in theory, if you listen to all the great forecasters out there were probably near peak, at least, we hope near the peak cycle of the high steel prices. And so far, we really haven't seen any pullback at this stage.

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