I'll turn it over to my colleague, but I'll just give you the general idea.
The staging of when we get paid and whether we get paid typically doesn't happen in the same fiscal year as the event occurs. The issue is whether we will get paid enough and whether we will recover the actual costs or whether it will be some fraction thereof. Often, it's a fraction thereof. The purpose of planning is that we're going to incur expenses. We're sitting at the start of the fiscal year facing mounting costs and we can't foresee how we will manage the entire year without in fact curtailing other core operations. The dichotomy is to make an incremental investment or to curb operations, and the decision was made not to curb core operations.