peak, a capital return is something that has been hoped for by some shareholders- in itself, it can increase a SP up to the ex date, as can a dividend, which we get, too. I imagine there'll probably also be some M&A activity for OZL. The capital return and dividend were popular moves as far as I can see. I've given my opinion on the share consolidation.
As the end of the day, OZL is a good company, and should perform equal to the markets and copper, imo. This article has Terry Burgess saying there's still $1b left for M&A: