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
 
Great. Thank you very much. Good morning, guys. Congrats on the solid performance again.
Two questions, please. Jeff, maybe going back to Solimar. I know it's very early. I think, you've only had it out for maybe about a month now.
But just wondering if you can share any early feedback from clients. Any improvement in campaign performance so far relative to next wave, at least within those customers that have used it for a few weeks now? And any impact so far on overall spend? Again, I suspect not, but I just wanted to ask. And then, Blake, maybe the outperformance in the bottom line was particularly impressive. Can you maybe just walk us through the biggest contributors to bottom beat? And what's nonrepeatable as we go into second half of this year and early next year? Thank 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
 
Yes. Exactly. It would be a higher without those reimbursements. The reimbursement is what is driving that number lower, correct.

    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, this is George [Phonetic] on for Steve. Thanks for taking my questions. Just, should we expect that the mix normalization, that you've seen now in the back half should that continue in the first half of next year. Or does that growing backlog residential builder activity indicate that you could once again over-indexed to those builders in the first couple of quarters and then assuming that we can make our own volume and price assumptions, just want to follow up on Mike's question from earlier. We should sort of know what the volume and price mix impacts were for the first half of this year, would you mind just maybe calling those out, so we can be mindful of that lapping, as we look at the front half?

    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, good afternoon. Hope you guys are well. Well, session here on pre prepared speeds and, and cash flow velocity, I guess the question is focused on the folks that haven't found an opportunity to refinance. And I guess what, what the opportunity looks like for them, specifically as it relates to the potential for mortgage rates to go up?

    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
 
So I'll start there Mig, it's Duffy, and we certainly have mounting inflationary material cost pressures over the course of this year. If you go back to Q1 and our updated outlook at the end of Q1, we had included about $0.55 of cost pressure at that time. And since then -- and that was really mostly steel related, but we've seen the inflationary cost pressure expand to other products such as resin based products, freight, other commodities and so we're as a team, we're working hard to mitigate those price increases by suppliers and so the $0.10 a share that you see outlined on Chart 11 represents our best estimate at this point in time of the amount that would be -- need to be absorbed in order to meet production in the second half of the year.
To your, the second part of your question about 2022. Certainly we talked in Q1, and it certainly continues to be true here at the end of Q2, is that where our price cost for 2021 is not level, is negative. We didn't reprice the backlog when we increased prices in the first quarter of the year. And so as we go into 2022, it certainly would be our objective to be price cost neutral. And that will of course depend upon what develops with respect to material cost during the second half of 2021.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That's right. This is Rusty. So if -- and you look into the 10-K, you'll see about $14 million of that appear in working capital as prepayments that incorporates what has been paid for, but not yet accrued. In addition, there were some early payments that we made for crude capital in the fourth quarter, but that from a cash perspective would normally be paid in the first quarter just due to invoice timing and we prepaid and early paid both of those locking in some discounts on oilfield service prices. So on an unadjusted basis, you'd have free cash flow on normalized of about $24 million. We had a change in net debt-free cash flow of about $3 million, but we wanted to give that color.

    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. I'm going out with a bang here. So on the site of service side, it's -- we'll see what happens in terms of whether seniors are less comfortable about using the institutional setting. We think it's possible that, that could happen. It's certainly not something that we're going to underwrite in our either assumptions this year or bid assumptions next year, but it's possible.

    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 think we take on more debt if we had to with the right acquisition.

    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
 
Joe, it's Chris. I'll take the question. So we are in the middle of our 2022 planning. Going into 2022 though, we would expect some carryover price from the three price increases most of our businesses have announced this year. We will start lapping price increases though, really starting in the first quarter of next year. But I would tell you, as part of our business operating system, we enter every year coming up with a plan of how we're going to get about 20 to 30 basis points positive spread price cost. So more to come in a couple of months as we release guidance for next year. But we're going to go in with the mentality that we're going to cover price cost. But it's also a very inflationary environment, which is why we're really trying to size that for pricing increases if we need to going forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, it's a great question. As we've mentioned, our fastener business is one of our fastest growing, has been for probably the last three years to four years. We domestically manufacture at a Simpson facility about 35% of our fasteners, and we buy the other 65% offshore basically in Taiwan.
A typical lead time before this year would have been maybe three months to six months to get a product. We are now running about 10 months to 14 months lead time on those products out of Taiwan, and that certainly makes it very difficult when we think about forecasting and also having that inventory on hand.
So as we've talked about in the past, we're very interested in trying to grow through either acquisition or organically, more control of our capabilities of manufacturing that product and a little less dependent on buying out of that products. So certainly it's on our radar and something that we're constantly looking for.

    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, no, Colin, it's great question. Yeah, it, obviously, is a big help in the customer conversations. One of the things that true about the fuel cell business and certainly among the stationary fuel cell providers is the uniqueness of the various technologies. And so our position being in a much stronger balance sheet position is definitely helpful in terms of customers as they think about selecting our technology because core to that decision is the long-term nature of the relationship that we establish with the customer.
And that relationship is typically over 20 years on that -- on each purchase decision the customer makes. So being able to demonstrate viability, being able to demonstrate strong financial stability and the ability to continue to invest in innovation. And obviously, in the service and support model is important for customers, and it's certainly aiding in our conversations.

    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. And it depends on the composition between first lien and second lien. The portfolio is two-thirds first lien, a third second lien, and less than a turn of leverage. And if it works from the standpoint of adding leverage to the portfolio, and we do more first lien, then we'll do so.
And as Serena talked about, financing is improving in credit. If there is any potential upside to financing, it's in our credit sectors. And so it's going to be dependent on the composition of the portfolio and the cost of leverage.

    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. Sure, Matt. So I'm going to reference some kind of shape and seasonality discussion we talked about last quarter. And I'm also going to reference the Q1 pro forma revenue number that I gave you of $564 million.
Because if you use the $482 million that we reported, that's missing a month of AeroCare, and it's going to throw your numbers a bit. So in using the $564 million, if you just add that to our -- to the top of our guide, you're going to be in that 23% -- 22%, 23% ballpark for Q1 for the total company and the amount of revenue that we produced as part of the annual revenue. Again, as we said historically, that's going to bump up about 1 point in Q2, about another point, maybe 1.5 points in Q3, and then the balance of that is going to be in Q4, you should be at a 26% to 27% of the annual revenue will be delivered in Q4. Again, as discussed in diabetes, that is a much more pronounced slope within that book of business.
Q1, you're going to be closer to an 18% or so and you're going to exit the year closer to about 27%, 28% or so. So again, just a more pronounced slope. But in terms of the overall business, that's what to expect.

    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. Thank you, Chris.

    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. Good morning, Richard, maybe I wanted to start with you. You've done a lot more leasing in terms of renewals in the quarter, as you mentioned. I guess, what are tenants primary concerns as you sit down with them today to talk about. I mean, is it really safety? Is it just locking in good space? Are they worried about kind of the configurations or is it really just kind of moving forward at a pace that's more normalized? Because the economics certainly don't reflect any amount of major concern, it doesn't seem like. So kind of what are those conversations sound like?

    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, really insightful question. I think you're right in your insights in that physicians and hospitals are keenly interested in getting back to the business of treating patients and I sort of alluded to that in my prepared remarks, which is physicians are back. And certainly, against that backdrop, efficiencies are an important part of the story and I think it's not only efficiencies for physicians and hospitals and all of the cost benefits and sort of productivity benefits that come along with that. But it's also reflected in how patients reemerge and reenter into the healthcare system.
So I think net overall, the efficiency of TCAR, the improved outcomes, the less-invasive nature of TCAR, all of that continues to serve as a tailwind for adoption and I think it's also safe to say that in the physician groups and individual physicians, who really took advantage of the efficiencies during COVID, I think we're pleased about the stickiness of that. We haven't seen a reversion, in other words, and why would you, right? I mean, after you've experienced the efficiency of TCAR, why would you go backwards and that's in fact what we're seeing.

    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, I don't think anything has changed in -- from the product delivery standpoint. What I think has changed is just the intensity and the focus around health and wellness and their focus -- and also, I mean, the big reason why people enter the category is they want to lose weight. It's not about going to those weight management brands but people -- I mean, we get success stories all the time around people using Premier Protein and losing weight.

    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 we -- last year we had our dealer inventories coming down, and this year that's going to give us somewhat of an increase. In terms of production hours, I'm more focused on what our revenue is going to be and I've already described that. The production hours do -- should pick up as we said in the fourth quarter and then be somewhat in line with what we said the sales increase would be.

    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, Andrew. Listen, thanks for the question. No, we still believe that that kind of margin range of $3 million is still very much in play. Listen, it's very much of a labor challenge right now. There is food inflation as we talked about. We don't know how much of this is temporary, or transitional or is it permanent. But what we do know is we've got -- what we believe is great value, our customers continue to appreciate Chipotle, they love the convenience, they love the value, and so, we believe we got pricing power really better than almost anybody, if not everybody, in the industry.
So we'll be very patient. We're not going to cover inflation that hits in one quarter or another immediately, but we will carefully consider the fourth quarter, what action we will take. You know that it is about this time of year that we do consider what kind of pricing we will take, but we'll be patient and watch and see what happens with inflation, how much stays permanent. But we've got the pricing power to ensure those margins are in exactly the range you just talked about, Andrew.

    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
 
Before Jeff goes, I mean, the one thing that's interesting is that the CMBS market is now past the bank market, so that you can finance the spreads in CMBS world are very tight. So, that has become a bigger competitor than Wells Fargo's balance sheet, for example. And maybe we ourselves are rich high fields business. The conduit business has been absolutely a star and continues to -- they turn -- we've been talked about in a while, but they turned their book like 11 times a year.
So, they're a manufacturer of profits or loans. And I think we were -- we won last 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 we are still continue to stick to our plan for the shipment, even we have some challenges because of the tariff controlling the local Southeast Asia countries, but we're still doing our best to find solutions with our customers right now. So for detailed number wise, again, we cannot quantify it yet because it's -- we don't have any number which we can close -- disclose, but still, we are doing our best. And we have the confidence to continue to have our business ongoing, not only in U.S. but in other markets as well.
So we are working in different alternatives in parallel. So we have no concerns 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
 
That's a good question. I would probably not want to give you a runway. It's been chunky. For example, our last announcement with Intel was significantly higher volume than we had announced previously, but we do earn a margin on this. It reflects the risk and the integration and other costs for these programs as well as gives recognition to the Company's role. So that's -- we will continue. It's been very beneficial and I would expect 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
 
Rob?

    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
 
Brian, we spent the last number of months putting the deal together were along with Silex, Cameco takes over ownership of GLE and stands of the company. And so we're really in that process right now populating it with some real, real strong talent. And so -- and then we're looking as to where we can play. We've got options for GLE that how you market just a pure enrichment, we've got those deal details that are available to us if that makes sense. And so it's pretty exciting. We look for a long time for an entry point into the enrichment market and those aren't easy. There is a lot of barriers to entry there. And so we think we might have a pathway here and so we're going to push it along.

    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. For the second quarter, we've started to experience the impact of inflation in raw material prices and in shipping costs. We expect to see a more impactful impact in the second -- in the third -- in the second half of the year as there is a lag between the time that you manufacture and the time that we sell. Having said that, we have implemented a price increase that, for example, in the U.S., it take place starting July 1. So we expect, as you well mentioned, to offset the inflation, at least partially or in full by increasing prices starting second half of the year.

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