i'm joined by eric olson from a lafarge. your shares did well on the back of the election victory by donald trump. this is a president in the u.s. who is promising a big boost to infrastructure spending. given that you are one of the biggest players in that field and the world, what's not to like about this? >> sure. we believe for many years that the u.s. needs a significant boost to infrastructure. if you look at bridges, roads, core infrastructure in the u.s. needs real investment. we're heartened to see that's coming. >> what is the risk that we'll be creating within this process? we'll be creating a raft of white elephants, not just bridges, hospitals, roads, but more that the future generation doesn't really need. >> infrastructure investment pays off 2 1/2 times for what you do. you need to do smart infrastructure investment, but the needs of infrastructure and investment in the u.s. are so much that there's a whole long inventory of needed projects that should be ready to go. >> who controls that? who polices that? >