The CFO's statement is not direct evidence that infrastructure costs vastly outweigh regulatory compliance; the prior probability of that being a definitive cost ratio based solely on an allocation announcement is quite low, perhaps 20% at best.
We need to update our belief with actual financial breakdowns, not just stated investment priorities, because an investment focus doesn't equate to a cost analysis.
For instance, here in Dakar, if a bus company announces it's buying 100 new buses, that doesn't tell you the true cost difference between vehicle maintenance and driver training; it just highlights where new capital is flowing.