delighted to welcome nick hampton, chief financial officer over at tate & lyle. good to see you. >> good morning. >> you have two main parts of the business, core specialty ingredients, bulk ingredients. you don't do sugar you got rid of that about seven years ago? >> yeah. you're right >> in terms of these two absolutely important units, where is the big driver? >> we've got a strong stable bulk ingredients business, which is north american focused. we managed that for stable earnings we saw good progress of that in the first quarter. the growth engine is the specialty food ingredients business we focussed that business on helping companies increasingly take sugar, fats, calories out of food, put good stuff back in. fibers and proteins. that's the growth engine >> this is really key for all of us, certainly people like me who struggle to eat the right things i think this industry has really big cyclical issues, but you say you have a structural response when doug mcmillan in arkansas over at walmart tells the food companies, we're cutting costs, cutting prices y