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Author: nondogmatic One star, 50 posts Old School Fool CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 207  
Subject: Re: BIP in for some more changes Date: 7/31/2012 10:15 AM
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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!)

Thanks!
J
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