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
 
Development, we break that out in the release in the mine by mine sections. There's a capex point or two at sustaining versus development. Tom, do you happen to have that in front of you? I don't have that. I think the Rochester sustaining this year is only yes, $10 million or $15 million and then the rest is all development related to POA 11.

    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, Julie, thanks for your continued support, and I appreciate your comments. So the VLx is on track to release it in the -- by the end of this year, December of 2021. You're right, it's going to be in both the cell therapy space for allogeneic stem therapy and also in the drug development space for rapid production of monoclonals and also for certain viral vectors production in suspension cells. We're working through the value pricing model for those applications.
They may, in fact, be different. I would expect that we will have a kind of a hybrid model, some sales and some leasing and some licensing depending upon the application, but we're kind of working that through, and we'll be rolling that out as we become more comfortable with the full product launch in 2022.

    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, the first step is We're going to sit down with the FDA in December and show them our whole project plan and do all of our plans, including how we collect the data around the Inspire V and get the FDA's feedback on the program. We're going to continue with all the development. I have seen fully functional units, and we're going to be going into detailed testing of those units to make sure that they pass all the qualification testing.
And the key milestone is, remember, the FDA gets a year to review that. And so when we're talking late 2023, we need to have that submission into the FDA in 2022, and we remain on target to do that. But we'll know more in December because we're being very transparent with the FDA and our whole program, and this will be the second time that we sat down with the FDA to review the project plan.

    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 Crispin. So our best guess is that that balance will run off over two to four quarters. If you look at our round one production, it took about a year the majority of those loans to be forgiven. And then as you look at the income profile there is still $95 million of unrecognized fee income that will flow through interest income over that time period. In addition to the carry of the asset which is 65 basis points. The recognition in terms of quarter-over-quarter recognition is going to be a little choppy in that the recognition of that discount will be really based on velocity of forgiveness but we do expect that to play out sometime over the next two to four quarters.

    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
 
We're doing well. Thanks, Jeff.

    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 the Olympics have actually had an impact on this. It's more the need for the operators to get, first of all to build out 5G to start to develop applications on top of and for the capacity need they have in the network to cope with the increasing traffic volumes. So I mean, there are always going to be a little bit swings between quarters in the individual markets. But I would not say I would hang it up on the Olympic games.

    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
 
Unfortunately -and I don't know if Kevin--first of all, is Kevin still on the line?

    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'm going to kick this over to Graham and give him a second to prepare. But when we look at our aggregation in terms of our volume, I'm not seeing an aggregate. Graham, what are your thoughts on Texas?

    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
 
We do actually disclose the current RPO metric as well, Pat, and that's growing 36% year over year. Yes, we break it out for you. Look, I think there's a big portion that is, us focusing on driving those longer term strategic relationships with clients, that sets us up for the broader discussions of not worrying so much about trying to prove value on a single use case, but rather proving value across multiple and having those broader roadmap discussions with CIOs. So it was definitely a focus for us to go drive that.
I think it has multipurpose benefits. It'll help drive better sales productivity. It'll help drive better focus on our expansions with our enterprise, large enterprise customers. So all those then show up, as you know, longer term derisk in revenue because they're committed contracts.

    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, a couple of things I would point to. I mentioned it last quarter, but I think it's worth repeating. Our customers, the Tier 1 customers that are giving us feedback are pretty consistent across that Tier 1 customer base along several different factors. One is that the appetite and the percentage of cars that are going to become electric or the adoption rate of electric vehicles is definitely increasing and pulling it.
Most pundits were looking at possibly by the end of this decade. So by 2030, maybe 20% of the cars would get to EV. That is now well past 30%. I've seen some customers thinking about a 40% adoption rate by the end of the decade.
So they point to their end customer bases substantially increasing the adoption rate of electric vehicles. That's for the number of reasons that include governmental sort of incentives, but also consumer kind of push as well. So that's number one. Number two is the success rate and the interest rate they're getting on their silicon carbide solutions is also increasing.
And that cuts across a number of different car platforms, a number of different car types, whether it's higher end cars or more everyday vehicles. The ability to get a greater distance per charge and/or decrease the amount of the cost of battery really cuts across all the segments of vehicles. So they're seeing a lot of really strong interest there. So just recently, just last week, we had a presentation from one of our customers that kind of showed and layered the interest that they have from their customers on silicon carbide and it's really encouraging for us.
And that's especially as they see the market beyond 2024.

    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 in Q1, it's all over the board. Everything from a few days to patients still being on the program and by mid-year, we expect that to really stabilize as the great majority of patients will have access to coverage through their plans.

    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, they already are. I mentioned a couple of them, one in North Hollywood, one in San Francisco. We've got them all over the country. They are using those. And I think what we're going to do is be very careful about where we place the ghost kitchens in various markets throughout the U.S. versus our street side locations. You have to have the proper balance. You can't just drop them in everywhere. We've learned that. So look, I think they're very excited about them for obvious reasons. You can invest in these things for a fraction of the cost of a street side location with comparable, if not better, rent structures and generate the same, if not more volume. And so the sales to investment ratios on ghost kitchens, as we noted, can be 3 times better, even in some cases, substantially better than that of a traditional street side location. So we are going to make those available and are making those available to our franchisees to continue their development.

    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. Ryan, we continue to be impressed with how our agents have performed really early on in the pandemic. And also, as we continue to see improvements in our end markets. In the first quarter we mentioned that we saw inconsistencies across geographies and we continue to see that same performance today. It just can be very inconsistent across the different geographies that we serve. We've seen some improvements due to activity for warehouses and logistics. Those are really strong areas for us as well as K-12 performance and that's helping us kind of manage where we see some softness in the market. So, we still see some optimism and we're just cautiously optimistic about the ramp-up that we're seeing currently.

    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
 
There is one -- only one asset that we have with Senior Lifestyle we'll be transferring whereby there would be a single asset where there would be effectively support no rent in year one of a single asset lease. But everything else has rent associated with it.

    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
 
To add to what Zafar said, a lot of people --

    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, Ryan, I -- look, I think from our perspective, we are encouraged. I think for me, June as sort of one data point, we're looking at sort of at a bigger story here. And I am encouraged by the momentum we're seeing. And I think that goes for macro, but also sort of from micro, meaning how is the company doing relative to IP.
We had a pretty good quarter in Q2. Obviously, PPE noise here, but we are starting to see progress. In terms of the macro recovery, again, Ryan, we're coming from a fairly slanted view where we're heavily exposed to heavy manufacturing, which have been hit hard at a later stage. So we think there's plenty of room here.
We're kind of hitting a speed bump as an economy, an industrial economy, with the supply chain and labor constraints right now. No question impacting growth with our customers anyway. But we think there is a nice recovery here, particularly in certain end markets where we think there's a ways to go. To answer your question early innings.
And then I feel the same about internally. We still feel like we're in the early innings. We think this year has kind of been a proof point that we're on the right track, but we have sights set high in terms of share capture and spread above IP and still feel like we're early innings there, too.

    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, we have selected our software vendors and we're working and we're in more and work has begun with both of them and I would say that we are probably, Jess, you kind of keep me honest and conservative here. But first quarter and second quarter of '22 is when we expect the bulk of the work to be done. We expect to be by before this year is over, we will begin having products active on our new platform.

    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
 
Laurie, pretty much the same way, I believe that we've had a long track record of an acquisition sort of coming above -- across the horizon every 1.5, 2 years and it's been a really great growth strategy for us and I think, we've actually did quite well and it's been important to us. And I would hope that once we close and convert and digest that as in the past, the past is prologue and then another opportunity emerges, we would love to take advantage of it.

    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 that the entire industry has had to take a step back and relook at its business model from every angle. And to that end, what I would highlight that we are doing is staying extremely close with our larger customers with a view to ensuring that as we move forward we're looking to demonstrate and find even more creative ways of highlighting the value that we can bring to the table as a strategic partner over the long run. As you know, our relationships have been in place for many years, if not decades, and we continue to build upon that and continue the dialogues. Definitely, there is pressure on the entire industry from a competitiveness standpoint.
And as I mentioned earlier, I think one area that the Aerospace team has been really focused on is, how to take advantage of this reset to position the business in terms of overall effectiveness and efficiency to be even leaner and more streamlined in terms of coming out of this downturn. So, looking at it as an opportunity to position for -- with an eye to longer term growth, which will come inevitably. But as I mentioned, on the OE side, it will take I think a couple -- a few years, a couple to a few years, while the OEM will just gradually improve as production rates kick back in.

    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. 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
 
Thanks, Brad.

    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
 
We've been pretty consistent with what we've been doing these last months with it. So it's been consistent.

    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
 
Can I ask Dr. Williams to answer that question?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think the partnership aspect of the business serves us in a couple of different ways, and the ones you've rolled out so far definitely are focused on increasing stickiness of the product, engagement of users, serving the core needs they've had. You know, Zoom was an example of that, Loom is another example of that. Our team is also always working on, you know, multiple options during the partnership phase. And I think as we have different partnerships to announce, we'll certainly hear about those.

    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. Ian, this is Gail. Let me take the first part of that, maybe I'll turn it back over to Antonio for the FAST Act implications. On the guidance topic, as you pointed out, we did maintain our guidance range of $270 million to $290 million of EBITDA, essentially looking at it in total. There were some goes in and goes out that balanced out within the range. We're pleased to see the full year EBITDA still tracking on pace with last year's strong results, and that's despite more than a $50 million headwind year-over-year that we're having from Transportation Products. Some of the minuses clearly were the impact of steel continuing to press higher ahead of our expectations that's impacted our order decisions -- customers' orders decisions, as Antonio said, on barge and wind tower customers. So leaving some production slots unfilled in the fourth quarter. Adverse weather clearly impacted construction. We know weather is always a variable, but the rain we had this past quarter was excessive. But to your question, Ian, the outlook for construction remains very much intact. We had a very strong June with -- when the weather is normal and dry. We're very pleased with what we're seeing. To the plus, we also had the wind tower settlement and then the earnings coming from Southwest Rock. But the net of all of these essentially, I think, is falling within the range, and we're very excited about keeping our guidance maintained.

    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, thank you. So I appreciate the comments earlier about your desire to pursue more preferred investments as they present themselves. But I haven't heard any mention of the returns there. So maybe can you share more on the return on the investment in that -- the room asset, the $55 million is there? What are the returns you're targeting there? And how do they compare versus comparable asset quality acquisition yields?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Gigi, and thank you all for joining us in our conference call. And see you soon. Thank you.

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