Helmenesh,
For me, it's a matter of timing. I would much prefer that management follow the game plan and possibly consider a consolidation way down the track.
Last thing we want is for them to take their eye off the ball at this time. There is a lot happening and they seem to be managing this very well to date.
I say, continue to tick the boxes that lead to stages 2 and 3. After that, they can evaluate the share structure accordingly.
All going well, by this time next year they will be well into stage 2. Lots to do before then though. They really don't need unnecessary distractions IMO.
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