I think you have a point Percy that the market may be wary of a posible capital raise, hence the easing in SP. I would look at a capital raise as further proof the RELīs are going gangbusters and would happily take part. But I donīt expect it just yet.
Meanwhile I would like them to keep divies at same level, not increase them. In fact Iīd like them to reduce divies but accept Mr Market may not like that so probably not the best move.