Yes, Frank would need to get out in front on this as early as right now, providing clear and concise rationale of the upside for delay and exactly when it will be released. And to Glorieux's point on the board, if Frank does not have full support of the Board at this critical decision point, then something is very terribly wrong. Frank's credibility is at stake too.

The work has been done, drafts prepared and revised, final draft is in circulation and ready for presentation to and approval by the board. So go through with it. Nothing stops you from updating it shortly after, is there? No reason to delay this, unless you don't have the goods you say you do and even then that is how the dealy will be interpreted.