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[INST] <<SYS>>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<</SYS>> It's actually a little bit of both. So the subsurface analysis that's been done over the last 30 days has really confirmed what an outstanding asset the Primexx position encompass. Taking a look at some of the opportunities we have for the robust top to bottom development opportunities is really the next stage in the back half of 2022. We have a few obligations, very manageable obligations that we're focused on in the front half. So you'll see opportunities where we have a larger stack potentially kind of in the North, Northeast in the Wolfcamp A that will get some attention, as well as some opportunities down South in all likelihood. But obviously, just as you had mentioned, we'll learn a little bit as we go along and then adjust as needed.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Thank you. Well, thanks for taking my questions. Thinking about your balance sheet for a second, is there a sense of how much cash you have in your different warehouse lines that are kind of paying down the warehouse lines that's kind of excess liquidity and just to get a sense of what your general kind of liquidity position is on a pro forma basis?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Hi. Good morning everyone. Can you just give us an update on kind of the mix of COVID or vaccine-related orders or backlog for Drug Development?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yeah, they are peculiar to this quarter.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Thanks, Craig. Stay well.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> No, we have actually, -- I mean it depends on what you are talking about. From a number of transactions perspective, it's actually quite balanced, from a revenue contribution perspective, certainly the private cloud related portions would be contributing more just because of the volume that the customers bring.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Well, first of all, once more thank you very much for making the time to be with us. We are very proud of the results we are presenting. And we are even more confident in our performance from now on, as we see advancements in logistics of the health situation. And we are confident on the recovery of the economy. Thank you once more. Have a great day.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yeah. I think we cut off.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Sure, David. And before I pass on to Arnold Martinez, our Chief Banking Office, I might just also, as you probably know, the first quarter is always a slow start quarter to begin with. But despite all of that, again, the whole team working hard on the PPP loans, I think PPP continue to win that loyalty and recognition in the community. We continue to bring over new accounts into the bank. And what I can tell you is we have been in previous call, we're still very committed to the meet the high-single digit growth on loan for the balance of the year. But let me have Arnold touch a little bit more about our pipeline and some other details. Arnold?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> So I'm not sure I clearly understand that question, Dan. So I think what I would say is as we look at the backlog for APS, we continue to see really good solid pipeline and that's a lot of volume growth. And we expect that pipeline to continue. That strength is primarily coming from Asia. And so, we feel very excited about the opportunities in the APS segment because what we're seeing there is it relates to backlog. I think typically in that business, we're always -- we have always essentially covered our inflation with price. And so, I don't think that the trend that you're going to be seeing in backlog for APS is going to be significantly different than what we've been seeing. I think on the MTS side, clearly we -- as we're going to look at the backlog, we had, as I mentioned in my remarks, some pre-inflationary jobs in the backlog that are going to convert. We started pricing for that inflation in really the third quarter. And so, as we kind of look at the backlog and we look at how that's going to turn out, we're going to convert the revenue from the backlog in the first half at a lower margin. And then, in the back half of MTS, we expect higher margin. Hopefully that answered your question.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> I think for the year, it was around about $100 million if I recall.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Thanks, good morning. Two questions, if I could. The first is when you think about just broadband industry penetration in the upper 80s, who doesn't have broadband demographically? And if they haven't gotten it through the pandemic, what are the catalysts to get penetration for the 90s or even 100% over the next few years? And then secondly. Just curious if you could talk about on the Liberty Broadband side. Are there any assets or valuations that you look for that would change the strategy from buying back Liberty Broadband stock to actually buying assets at the Liberty Broadband level?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes. So Damon, as you know, CECL is very forecast-based, and that's the reason we did have the negative provision first quarter. So if forecasts continue to improve unless there is a change in the asset quality because then you can make an argument that either at the loan level or a pooled level to hold on to some of those reserves, if the forecast keeps improving, we'll be -- that will be a challenge to continue to hold all the reserves that we currently have, unless we have significantly more loan growth than we've been experiencing.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Sure, Chris.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes. Good question. I think as we look out and we look at the funding for this acquisition here, clearly we have ability to put it on our revolver, use revolver and operating cash flow. But we are evaluating some other alternatives as well, not being too specific to make this acquisition kind of leverage neutral on its own. I will say though, there are no plans to issue common equity to fund any of this acquisition.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thanks, Carlos.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Sure. Happy to answer that. As it relates to the third quarter, about 10% of the new move-in leases that we've signed, received a concession, and the average concession was about 2/3 of a month's rent for that 10% population of move-in leases.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> That's right.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes. I think the compensation pressure is really a broad phenomenon that goes beyond our industry right now. But keep in mind what is different about our business model is that most of the "compensation" in Focus is absolutely formulaic. Meaning it's the management fees that basically is a negotiated number in -- when we negotiate these transactions, and we disclosed this number on an ongoing basis. And quite frankly, it's purely formulaic as it pertains to broader staff expenses. Yes, there probably will be some uptick. Quite frankly, one reason by Jim and I haven't provided a new margin guidance is we really want to understand these dynamics more fully. But overall, the industry economics and our economics quite frankly, are so robust. You see our Q3 guidance that ultimately, this model is -- will be sustained for many, many years to come with fundamentally identical economic structures.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes, Scott, it's -- the impact on our own production is not the real driver. It's more customers delaying because they're having their own supply issues on their own site. Does that make sense?[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Thanks, Pat.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Thank You.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Got it. It's a great question. And absolutely, as we mentioned, that final 25 million of the up to 100 million from the Abingworth clinical co-development financing is solely at our discretion at the completion of enrollment. At the end of the day, Steve, I'd say this, we have -- continued to have multiple avenues of funding our programs and financing the company. I've mentioned this in the past, we are quite grateful for the investors that we have and the interest that we have in seladelpar and in CymaBay more broadly. Fundamentally, it's just an option. We like to remain and contain that option ourselves as we think about various ways to fund the company going forward, opportunities to continue to actually show value as our programs progress. And as we continue to have data-driving value events, I think we want to maintain the optionality for ourselves to finance the company in the right way. And we, of course, think about those decisions, wearing the lens of our existing investors. So you're absolutely right. I think it is a great benefit for us to have that additional tranche. And we'll ultimately just make that decision based on the best available information at that time.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> I think it's just too early, Jamie. I mean we've got to get everybody back in the office. [Ian Whyte] just came out with a study the other day that three out of five companies haven't decided what their workplace is going to look like post pandemic. I think that's sort of what we're seeing as well. I think the customers have got to get in -- get their own folks back to work and before they figure out what the workplace is going to be. So I think it's still pretty early to figure that out.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> We have plenty of fractionation capacity, processing capacity as well, David. So between Sherwood and Smithburg, which is our latest plant in that complex, we have room for more processing. But we fractionate both that generally at Hopedale. We can also frac at Majorsville or Houston, but I think there's plenty of capacity at Hopedale. So I don't think we have any physical constraints. It's -- and we do have the inventory to continue developing high Btu gas that would have plenty of propane in it. But it's just maintaining our discipline and overall keeping the damper on growth and -- but certainly like the economics quite a bit, but no plan to accelerate.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> You're welcome. Next question.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yeah. As far as our hedging goes I mean, we are going to want to stay -- we call it programmatic hedging, our target is 75% year one, 50% year two and then 25% year three. I see us continuing to execute kind of along that programmatic amount and be somewhere around those ranges. But you're right with our leverage lower and with more fee-based we would have some opportunity to even go inside of that. But I think right now, where we are is kind of sticking with that 75% 50% 25% is approach that's worked for us and something we're likely to kind of hover around for a while.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> It actually wasn't an abstract FDA request was a Pfizer just delivery of additional data based upon timing since this trust trial, it's just a continuation of the study help enable information.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Hey, Ian.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> I think I could let him do the rest of the call and you wouldn't know any difference.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes. So on the blade issue, I think they were pretty clear that, that was a sub-supplier. It was a component that we clearly use in the blade, but it's not a TPI issue as it relates to that. We're still -- Vestas will continue to be our largest customer. We will see a little bit of variation in their utilization at the back half of this year initially, although initial indications are showing that '22 looks very strong starting right out of the gate at the beginning of the year. So as we said, it looks like it's a temporary utilization challenge in the back half of the year, primarily the fourth quarter. Some of it was a little bit of pull ahead, I think, of build from 2020. But overall still, we're going to be producing a whole bunch of blades for Vestas. They'll remain our largest customer. And we're continuing to work with them on optimizing our footprint, for not only our success but theirs as well.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Well, look, our -- our -- our view of that is we stay the course. And, you know, we've got the infrastructure in place in the U.S., we've got -- well, we're, you know, progressing to completion, the plant in the Middle East. You know -- but I -- we're certainly encouraged about what we've done and our outlook. You know, I'm not going to try to predict market shares and those sorts of things. Look, I like what we're doing and I am confident that, you know, what we're doing continues to improve and grow that business over time. Take a very long view of the chemicals business. It has long sort of cycle times around tenders and awards and those sorts of things. So -- but certainly, all of the plumbing is getting in place now and I'm very encouraged about the outlook for that business, particularly as it applies to mature fields and the kind of sustainable throughout-the-cycle-type activity that it brings. George?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thank you all again for joining us this morning. It's certainly been a time for celebration as we achieved our 10-year anniversary. We are at or around 100 million square feet in assets. We crossed the $5 billion equity market cap a few months back. A lot of positive milestones in our journey. And the future, as I've mentioned a couple of times in the script, is indeed bright as we move forward. So thank you again for joining us, and we look forward to providing, continuing to provide great returns to our shareholders going forward.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Mollie preps me really hard.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> I think what we said was, we would have enough capacity to get into the bottom third into the matrix, right for a three-year target model. Yeah.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> No. Because we have two rounds of price increases. So as someone mentioned on the remarks, we have, the first round that went to effect during the second quarter, be fully reflected in our third quarter. The second round becomes effective in our third quarter will be fully reflected in the fourth quarter.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thanks, Josh. Appreciate it. I think our key differentiators are the things that we started today's discussion with. We have a late-stage program. We have robust IP. We have team expertise across all the disciplines required not only to develop this as a medicine, but also to make it available and accessible to patients. Regardless of their ability to pay. We have strong relationships with regulators and have been working with them since actually before the beginning of the company, as well as payers to make sure that our research was generating the evidence because we are an evidence-based company. And I think really looking strongly at innovative care delivery models and centers of excellence, and we've announced those in the past, and we'll continue to make progress in that area. And that includes the integration of therapy technology in medicine because we are a 21st centric company. Additionally, we have pipeline now with additional indications and additional substances that are in the discovery center. And I think most importantly, given the financial fundraising we did, we're very well funded. And I think that gives us the ability to execute as we've demonstrated we can on all of those items I just mentioned. I hope that's helpful.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Great. Thanks, Mark.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Outside of China, look, if you look at Asia Pacific on a broader range, I think we are still in the 20% range in the quarter. So if you would point to some specific countries, we have, for example, Thailand and Malaysia were weaker this quarter. And -- but the rest of it is in a broader base also had pretty healthy growth.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thanks, Adam. Maybe I'll take the second part first because what we've seen just coming off the announcement we made yesterday in terms of the press release overall pricing, if we go back to the first quarter call, we talked about an incremental headwind on resins and chemicals. Primarily, this material inflation heading our way, roughly $150 million. What we're seeing now is more like $300-plus million. And as a result, we have implemented multiple price increases. More to come, as we communicated. The realization of that price increase, as I -- in my prepared remarks, talking about just the overall -- it's the second half -- that $150 million increase to the full year guidance mostly is driven by price. Your first part of your question is just overall volumes. The strength of Protective really can be commented in terms of the Americas. And specifically, EMEA has been extremely strong. Some of that being on unfavorable comps completely -- clearly toward the second half of the year. But as we look at the second half, the momentum that's moving into that part of the year, we just see Protective continue to be strengthened. And there's no one particular area. It's kind of across the board. I don't know, Ted, if you have anything to add as it relates to overall volume for the second half. But it seems to be, again, leading the Americas and leading out of EMEA with Asia Pac catching up in the second half.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> No, regular way business is outside of the GL Plus transactions is what we're alluding to. So GL Plus is just additive future super high-quality growth.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Hi. Thanks. Good morning. My first question was on M&A and also using some of your excess capital just in terms of M&A from here. I know in the past you guys have spoken about wealth management and employee benefits as potential uses of capital for M&A. Just interested to know if those are still kind of the target businesses? And then, could you give us a sense of how much excess capital you kind of intend to use for M&A and any kind of timeline associated with M&A from here?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> All right. Thank you very much. Our next question is from Steve Fleishman from Wolfe. Good morning, Steve.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> I'm going to ask Mike Clark to chime in on that because I think we are early adopting -- the plan is to early adopt the commercial production, whatever you call it, language. Mike, can you?Michael ClarkYeah. Thanks, Clynt. Joe, yeah, we are planning to early adopt, which means we'll start recognizing revenues immediately and cost of sales. And so, starting in January 2021, all the revenues from Bellekeno we'll be recognizing. And then, as Bermingham starts up in Q2, followed by Flame in Q3, you're going to start seeing all that revenue hit the P&L immediately with these -- so we won't be offsetting the mineral properties for revenues. Does that answer your question?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Hi, this is Luke Herrmann on for Brian. We are just wondering for nezulcitinib, could you talk about the markets clinical plan and timelines of acute lung injury and fibrotic disease? And then secondly, was there any more color you could provide on the dry powder JAKs and any preclinical color that makes you optimistic?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Jonathan, yeah, I would say that the upside for the year is pretty broad based. It's across all of our outdoor brands, our work brands, Saucony and the running category. We expect Sperry to return to growth for the rest of the year, obviously our e-commerce business is performing extremely well, but the online businesses of our wholesale customers are also performing extremely well. And then, we continue to see momentum across international regions. It's a bit mixed, right, there is still some countries that are locked down a little bit, but the vaccines are working and economies are starting to open up and I think our Q1 performance was just reflective of our broad based upside for the entire year. So it's not a single brand, it's not a single channel, it's not a single geographic region. It's really pretty broad based. And then your second part of your question?[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Thank you, Alejandro, for your question. For the first point, we don't have a policy for this year. We will see how things evolve with traffic. So far the only discounts that we'll be granting to our tenants were the ones we have mentioned in the past from July to December, which was variable on passenger traffic. But we -- so far we haven't planned to extend that for the first quarter of this year. But as the epidemic evolves, we will evaluate. And for airport fees, our plan has been to make the pass through to the maximum tariff in one year. You're correct, we implemented the first increase a week ago, the beginning of this month. And we will implement the second increase somewhere around January next year to reach the 100% maximum rate.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thank you.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Thank you. Stay safe.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thank you, Jonathan.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Yes. Brian, what I'd say is we came out with our first report, and I think we had a lot of great sort of color on a lot of the areas in which we've strived and continue to sort of focus our attention to ESG-type matters. We have the team actively working now on really quantifying what those sorts of observable and quantifiable goals are going to be, and we intend to come out with our best foot forward. I think you're going to see us put out some goals that are industry-leading, and I think it's consistent with who we are and what we are. In GFL, these many of the ESG-type initiatives have been embedded in our culture from the beginning, and we're proud of that. I'm going to highlight that, and we're going to put our money where our mouth is, so to speak. And I think you're going to see some pretty aggressive and impressive sort of lines in the sand being sort of drawn. So we're working on our next report, and we'll be including some of those quantifiable goals. And I believe that's schedule to sort of come out in the next couple of quarters, I think, is our timing for that.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> I think if you -- I'll turn it to Helen. But I think if you look over time and leave aside the earnouts, we've done quite a good job in avoiding any share creep, even though we've grown our business massively. But Helen do you want to take that?[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Thanks, Shar. I think it's really early to comment on the rate case. We've just filed -- I think you've heard us comment a couple of times that these are U-haul trucks worth of filing requirements that we produce and supply to staff and the interveners and the commission itself to start the process, so we're very early. And no doubt the -- all of the key stakeholders is trying to review that information, and then we'll see the process unfold really over quite a number of months, you know, culminating with the hearings in August. We are very proud, as I highlighted in the comments, both here and in other venues. We're really proud of the case that the FPL team has put together, not just the case itself, but it's built on a foundation of execution, not just over the last five years during which we've operated under the settlement agreement, but of course, years and years before that. So we look forward to the opportunity to articulating that through this process. As it relates to settlements, as you know, here in Florida, there is a great history of settlement agreements, not just with Florida Power & Light Company, but other utilities in the state. We do think that opportunities to have a negotiated outcome that meets the needs of all stakeholders and historically that has produced consistent rates for many years in the future that provides tremendous value for customers. There's a great history of that. We, of course, will be open to it, but it's very early in this process. And again, we look forward to being able to put forward our case.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Sure. So let me start with the 600 million pounds. We have automotive, which -- it's being impacted by the semiconductor issue. And the reason I bring that up is, I could probably take more industrial one, but we have requirements contracts for automotive. They come back. And so we'll be taking some spot opportunity, but the automotive and industrial volumes that sit inside of that 600 million pounds. We're going to be at the run rate to capture our target of that before we exit this year. And I think as soon as semiconductor issue sorts itself out, we should see the kind of full benefit of that, I mean, sometime in the second half of the year. Regarding packaging, yeah, we are seeing a lot of interest. As I said, we've got more than a dozen trials lined up. The way that that works is, they qualify can line by can line. And as you've probably read, the packaging market is just white-hot for the can makers. And for them to make the commitment to interrupt those lines 3 times each shows you the level of interest that they have in warming us back into the market. We are seeing pricing consistent with what we thought it would be. The pricing environment in packaging looks to be what we hoped it was going to be. And we're looking forward to being back in the segment.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Yes, Steve, I would tell you that we were always talking to our teams inside of Lincoln Electric, much like we were talking to our automation teams that we expect to them to get to our targeted average in our Higher Standard strategy, which you know is around that 15% target. So we believe they're doing the things to be able to continue to operate at that level. There are some mix challenges inside that business you may see a window of time as portions of the portfolio maybe expanded that they need to be addressed, but in general, just love the performance of that business, love the fact that our International business has made their first target, but expect to continue to drive our Harris business where they would be operating at the average of the Higher Standard strategy.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Good afternoon. Thank you so much for taking my question. I had a couple of questions. One was, maybe I could come out of a little different angle. Are you able to disclose or have maybe an internal estimate of what one of the Amazon trucks would use annually on a gallon basis?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes, absolutely.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Okay. Thank you.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Hi, good morning. Thanks for taking the questions. I guess, I wanted to start off with the EBITDA guidance and trying to kind of marry it with the top line outlook that you gave, it seems like when we think about the growth in the prescription management business that seems to be the primary driver of the EBITDA growth year-over-year. And I guess -- Matt, I guess I'd be curious just to kind of get your view, when we look at kind of the underlying businesses across the different regions, do you feel like that the kind of growth in kind of North America and APAC is kind of balanced by the headwinds that you called out in Europe. So we should think of that kind of the supply chain business as relatively flattish and the prescription management business as kind of driving that incremental growth in EBITDA year-over-year, if that makes sense?[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Happy to and good morning. The things that play over there. One is business mix, as you alluded to, we have been able to invigorate Eagle life to a point that we have now a twin engine approach to go to market. And in both Eagle life and American Equity, the focus is on FBI sales. And that's what's going to be driving the rest of the year. Fixed Rate annuities have pretty much come to a fairly slow down pace. We're doing around three and a half million a day to under 100 million a month now. In so that's sort of the way we got to think about it. We're focusing on ephi. And the internal sales people are basically compensated on more an FIA mix than mine. So strategy is there, the product professional there, the compensation alignment is there to get that result, which you're spot on, right. We would expect sequential in your in your declared urine, your outcomes, like you mentioned.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> OK. I think we've indicated that we have launched the new site, we have already site that which is operating right now on a temporary basis. We expect that the new site will be operating second quarter of -- I would say highly likely that it will be operating in the second quarter of next year and it's in line of the original expectations and in line with the plans.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Well, I'll answer your first question, and I'll let Scott kind of talk about any changes to the space. But I think from our expectation on the redevelopment front, we're really not expecting any cash NOI to be coming in from those redevelopment properties, at least the ones in Houston and Denver until the fourth quarter. So once we get to that point in time, it's going to be relatively minimal, and it's going to become much more of a 2022 story. But I think the good part about those and why we wanted to highlight them is that we are seeing the leasing activity. We're seeing the repositioning of what we've been able to do, take hold on those two assets, get them leased. We think they're going to be positive contributors to earnings going forward. We just wrapped up kind of the full redevelopment of a couple of the Mission assets that we have, few simple real estate in just a great part of Orange County there. And now that COVID is opening up there, I think this is the opportunity where we should start to see some good traction in leasing that up and I think as we see that. Again, it's going to be a little bit in 2021, but it's going to be much more of an impact in 2022.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes. Ashwin, it's Tom. So as you would expect, in Europe, it's heavy debit market. It's probably over 80% debit market within Europe. Within the U.S., it's kind of the reverse, but not quite at the same level, 70% credit. We've actually seen the credit market card type actually move up recently. That's something I think that does influence our view around spreads. And then within Mexico, it's -- credit market is 40%, 50% of the business. So it's a bit more balanced in Mexico between credit and debit. And then, as I mentioned earlier, Europe is heavily debit card-related -- based.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Hi, Chris.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yeah, Ebrahim, that's a great question. I think it's sort of one that we're all looking at and evaluating every day. And what I would tell you is that we just continue to be really impressed with our customer base and how they're navigating each one of those challenges. So to the extent that any of those speed up or are delayed as we get into the fourth quarter and into next year that that probably will impact I think on the whole, obviously, how the economy performs. But we feel like our customer base continues to be really, really strong, make good decisions through all of this. It's a little bit like looking at 2020 when we all sort of had to take a step back and evaluate choices that we're going to be made by customers through COVID, and many of them came through that very strong. Matter of fact a number of them sort of better results than they've ever had. And I think as we move forward, each one of those issues of supply constraints, labor, etc., are going to continue to be challenges and not necessarily new ones. Labor has been a challenge, I think for a while now in the general Middle Market space. So, yeah, I can't tell you any more than I think you guys are seeing in the press just like we are. But what I can tell you is that our customer base is optimistic. They're figuring out ways to navigate all of those issues, whether it's being more productive through technology just like all the rest of us are or finding different ways to navigate the supply constraints. We're seeing really, really good performance, and I think that will continue.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> No, that's just for perspective of just what we experienced since the last earnings call in this fiscal year. How it plays out ultimately, I think, really depends on what the inflation outlook comes to bear as we move forward. But with this pricing, as we said in our remarks, we've offset our costs in '21 and positioned ourselves we think, well exiting the year because we have the cost that we see today covered.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes, Nehal. So, the quick answer to your question is the sales bookings of Q1 and Q2 were in line with our expectations in order to meet the revenue guidance provided. They were in line as far as the sales bookings are concerned. Where we have fallen short and we feel we are at the low end of the guidance now is with respect to one-time revenue, which has more to do with the delivery challenges we have had in the market environment, which we believe will get improved enough during the second half of the year, which is why we are maintaining our guidance as it is now. As far as bookings are concerned, Nehal, they were in line with our expectations when we provided the revenue guidance.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> [Speech Overlap] It's a public filer. You can see both the size of its fair value of assets and its commitments in the SEC filings.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Yeah, no, we're going to continue to do that. We should expend another $30 million. If you look at the corporate level, that's where we're paying the buyback from. Remember, we raised $100 million of debt up there. So we don't really have any issues and our balance sheet should normalize as payments. That's why maybe there is some support in the second quarter from continued stimulus payments though I don't know that, but we should -- and on the offset of course is the opening of the economy. So when those do run out, we should have more throughput for the GDV growth. So I don't -- there is no -- we have no issues whatsoever buying back.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Could you repeat that Mike? And welcome back. You got a short question the first time, so can you repeat that last part?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> And that's just the CDs. I mean, there's -- there was nationwide checking as whatever that we've adjusted and is there good stuff.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thanks, Nathan.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Good morning. [/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> So we have about 1.5 years remaining to go, and we are confident that we will deploy the full amount. And for what Ken just said, it will certainly be a lot of our higher-yielding assets, but we are starting to see some value-add opportunities. That's where we have capabilities, and I'd expect us to explore those as well.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> We haven't set a specific number, John, just for some obvious reasons but listen, the -- what I would say is when we put out 10-Q, the med-mal numbers are in -- will be in there, but we don't want to project at least publicly for some obvious reasons what med-mal cost could be. But I would just say and reiterate the trends have been improving in terms of claims.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes. At the core of the combination of a strong demand environment and strong execution environment. So I want to mean about that is that our new adds are healthy because there's lots of demand in the environment, and we see that across the products with the growth rates that Jeff has talked about. And then I mentioned earlier, it's clear that security transformation is doing quite well. But also, we are on [Indecipherable] keep our momentum and vulnerability management, and we're quite happy with the sustainability and the health of that business. But the second thing is good execution by our teams of our product teams and our customer engagement teams because another core driver of that is we're doing a really, really good job of retaining more customers. And so our ability to actually retain more customers and pay more revenue from customers, that's continuing to improve year-on-year, and that also drives the net customer adds.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> At this point, the 5% is what we projected for the end of the year. In 2022, obviously, we'll provide additional guidance.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yes. No comments on that at this point. I think it's a little too close and I don't have that data. I don't think we're typically giving specific data on out-of-state one particular region or another. But there's no doubt that any relaxing of the restrictions no matter where they are, I think, certainly gives people more confidence to come and -- which is good. And obviously, and I would say that our Eastern resorts have had a solid year, despite some of the challenges that have been out there, which has been good. And I think as mentioned earlier, the Peak acquisition will be an important contributor, I think, to our results for this season.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> The first part I'd say in that is on digital marketing. 70% of the buying process happens before human interaction and we have a phenomenal marketing team and so we continue to add and invest to that. The sales team is of course, critical and important and that's what brings things across the finish line, but how our customer engagement, how our new prospect engagement, how we're building pipeline, that's all driven by digital marketing, quality of content, how we're tracking all of those things. We've also picked up in COVID in doing events. They aren't expensive, but we're making an investment in that so that we have digital events, so we're continuing to use this environment, which actually drove a change in behavior. Rather than ask customers, can you make a hotel in Tennessee, Dallas, or Chicago for a conference, we can now have an afternoon and evening event, all WebEx and remote. So we're making an investment in those capabilities. Yes, we're adding the sales teams and we're also adding the partnerships. How we can drive revenue opportunities through partnerships is as a opportunity that Bottomline does well through banks, but there are other channels. So those would be all the areas it's probably an across the board answer, but starting with digital marketing.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> OK. Thanks. Yeah, just a quick question on the mobile strategy. Is this a good run rate in terms of the growth you're seeing there? And then could you give us an update on your expectations for profitability in that segment? Thanks.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Great, thank you. Good morning, guys. Sudhakar, I was wondering if you could just share a little bit about your philosophy around the product evolution of the platform. You had mentioned that you did plan it to call the portfolio a little bit. I know you guys have also been opportunistic and the database seems to be an area where you could continue to do so. But just wondering if you could talk a little bit about your philosophy on how you think about calling that portfolio.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> So we believe from our preclinical models that we do not, but that's one of the things that we'll be exploring more intensely in the human studies with the collaboration that we just announced with the Second Genome.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yeah, so really quickly, Paul. So, what we're saying is that we should be reset in 2022. 2021 is a transition year and then from the 2022 year, there would be the 4% to 5% growth, part of Julien's question, I think you implied well. Just can't you guys do better given that PIMs may be coming in and that is a possibility, but there is a lot of work that has to be done with the commission, with the stakeholder groups to actually determine PIMs that will be, as I mentioned, the whole framework is intended to balance various stakeholder interests. And so, there's a lot of work to be done on those additional PIMS going forward. So, I don't know if that helps.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Doing some quick math here, Joe.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thanks. Good morning, everyone. Hey, can you guys hear me?[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Brett, it's Mark. So two things there. Will it be accretive in 2022? Yes, it will. And in terms of metrics, in terms of gross to net, it's in the same range of the metrics that ePlus is going on.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thanks. So I think now all of your peers are giving quarterly streaming subscriber numbers. Just wondering with the new reporting segmentation if that's something that we might expect going forward? And just kind of thinking about the net ads or the streaming sub-sorry, commentary, I think you were just said over $6 million at year-end. It sounds like you're pretty confident being above $9 million by the end of this year. But the slate is pretty kind of weighted to the second-half of the year. So, is that how we should kind of think about the case of the streaming subscriber growth? And then just the last one, it sounds like you're leaning into subscriber acquisition this year? So any just updates on profitability of the streaming business for the medium term? Thank you.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Okay. First of all, as we continue this kind of a level of earnings, hopefully, there may be slight improvement in -- sometime in 2021. We obviously will be thinking about increase the dividend. That's almost a thing that we have dedicated that we will recommend to the Board. Okay? Now, the next thing is, obviously, as we always weigh is the, again in loan growth. Okay? If we have organic loans, let's say, were lucky enough to return to two years ago, getting in the teens, OK, then the redeployment capital basically will be largely through the using of the loan growth in the area. If we cannot have original loan growth then we will be looking at situation like the buyback. Okay? But all this is, is studying. I'm right now studying what if we have a buyback immediately. Okay? What effect would do to us in our current capital level. You see our primary capital level is slightly over 10%. Okay? So that is one area that we are studying and to see how comfortable we are doing things.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> We have -- we're at -- we have 7% -- seven cases, 6%, sorry. And I expect that's going to be the number. We have a lot of patients now, and I think that's going to be the number of GBS cases. It could be a little lower when we go into clinical practice, it could be a little bit higher, but that is the number that we expect to see. And as I mentioned, we've been able to mitigate the more serious cases. So we think that given the benefit here, which is a complete response rate in the 28% range, patients who have a median of six prior treatments that have repeatedly failed, this is an addressable side effect. And that's our -- and that we have the data to be able to demonstrate that and explain it to physicians.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yeah. Thank you. On this topic, I'll talk more about 2022 and our Q4 earnings call, but we'll share a few comments today. We are absolutely encouraged by our Q3 2021 performance, and our progress as we finish out the year and move into 2022. Whether it's recent wins like Uber Freight or Bill.com or strengthen our verticals like BNPL or emerging verticals like crypto, along with our partnerships that will take some time to ramp and then accelerate our go-to-market motion. As you know, 2021 was stronger than we anticipated, benefiting from both stimulus and the macro COVID environment. We will be starting 2022 with a larger revenue base than we anticipated. And I would not expect growth rates in 2022 to be as high as 2021. Business inputs remain strong, and our view of the long-term growth rates has not changed. Our focus is on building this business for the long term, same strategy, same expectations.[/INST] Prediction (one of UP, DOWN, SAME): DOWN

[INST] <<SYS>>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<</SYS>> Thank you.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thanks, Rajat.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Yes. I've -- it would be a little premature to talk. I've got a Board meeting next week, and we're going -- we just -- we're going to present our strategy to the Board, and that will be one of our discussion topics.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Yeah. Good question. Good question, Julian. I -- so year-over-year, backlog in automation is up 14%, I believe, is the number. Obviously, we went through a significant -- through the first two quarters that suggest in terms of shipping, KOB1 activity we had, particularly in our Final Control and Systems businesses and the fuel of the revenue growth going forward becomes more mid-cycle measurement solutions systems and discrete business. So consequently, that's more what we'd call book-to-ship within quarter or within quarter-and-a-half. And I wouldn't necessarily expect a significant growth in the backlog, but within the parameters that we're in today. So in that, that suggests 10% to 15% backlog growth. But without the vast KOB1 activity, I don't expect that to grow beyond the rate we're in today.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Good morning John.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Yeah. Thank you. Good morning, everyone. I had two questions. First is on just shelf space. So clearly, Hershey has done a phenomenal job on execution, gains in 2020, gains in early 2021. I'm just curious given how your momentum continues, if you would expect to see or have discussions with retailers, regarding more space later this year, but also in 2022? That's the first question. And then the second question is just on -- given the online momentum that you've been seeing and the clear stickiness that we've seen, how are you thinking about the supply chain and kind of reorienting the supply chain to make sure that you can continue to effectively execute as the online business continues to grow?[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Right, of course, that that is the educated guess, assuming that the vaccination and also the pandemic situation, is the largely under control. The question now is, we will see the current demand curve to continue? My belief is the answer is, yes, mainly for the following reason. Now, once you are adjusted to -- once you're accustomed to, using a Wi-Fi, using the smart device, using multiple computer -- that there is no turning back. And also, I think for you, myself, as well as many of the semiconductor veterans, we're used to travel, flying around. I think 18 months to 24 month of time, is enough to change a lot of the human behavior. For example, all of my customers who have not been travelling since the last 12 months, in future, there will be increasing percentage of people working from home, having conference at home, to replace some of the travel, face-to-face meeting. In that regard, I think the IT equipment, the bandwidth, and the quality, and also the number of units, people are willing to spend by as well as the age group, which covers the older age group, as well as the younger age group, I think that effect is there. Of course, we actually do not know how much that slope is going to change. But I believe the slope will be better than pre-pandemic days.[/INST] Prediction (one of UP, DOWN, SAME): UP

[INST] <<SYS>>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<</SYS>> Yeah. I'd be happy to give you an answer to that, John. So, first of all, with regard to how much prices have increased during the first quarter, we increased prices by about 10% from the start of the first quarter to the end of the first quarter. For the fourth quarter, it was about 5%. With regard to affordability, certainly we are managing our business. With that in mind, we are making adjustments based upon the demand that's out there. And we've continued to see pretty strong demand even in spite of the recent price increases.[/INST] Prediction (one of UP, DOWN, SAME): SAME

[INST] <<SYS>>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<</SYS>> Thank you, John.[/INST] Prediction (one of UP, DOWN, SAME): SAME