Thank you very much.
The assumptions on page 5 are based on the fact that we haven't got the CETA component in there. These are based on questions to the clean-tech companies we work with out of the portfolio across Canada. We've talked about their paths to market, their intended target markets, the partnerships they have, and how they should move forward. So the data is not entirely ours, it's from Analytica. However, we have contributed a lot of work to that. A lot of our assessments are getting quite granular, and we have a number companies.... I can give you an example. The company is called Ostara. It takes waste water and turns that waste water into a very high-quality fertilizer and reduces the pollution in the water. It has formed a partnership with Veolia, a $50-billion annual revenue business in Paris. They are partnered with that company and have now become specified within the bid contracts Veolia is putting out into Europe.
So we're seeing partnerships and those opportunities as a reason for the increase. We haven't attempted an exact measurement of what CETA could do. We just believe that Europe is a great environmentally oriented market.
I hope that helps.