This is the year you can put on what probably will be the most profitable spread trade of lifetime, which is to be short these companies. Anybody in those traditional interstructure and rails, versus anybody in this new interostructuren rails, will be it will look like a now brainer. This is why i think focusing in markets like nigeria, to me, are away more exciting than talking about western european countries. Who cares? This is where this stuff will happen.

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