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Hi Nate,

Thanks for the commentary. If you're up for just a bit more, would love you to ponder the following:

1) It seems like these moves are more evolutionary or bolt on acquisitions than a set of transformative initiatives, like the Prime Infrastructure deal was.

2) On the other hand, these moves could be steps in a somewhat longer major transformation. For example, if they think that Latin American infrastructure plays, particularly roads will be a major chunk of their business over time, then this transaction takes on a different cast. Similar with the infrastructure assets in the UK.

Was wondering if you could give your perspective on these two issues? (Other folks' opinions are welcome too!)

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