Seeing that a mere retention of some profits, which is expected to happen regularly, is causing so many worries, I would suggest friedcat to retain all profits from now on and release quarterly dividends, announcing the exact amount one week in advance.
What sense would this make? If asicminer would have to overtake other companies or would have other investing opportunities then i would say that makes sense. But till now the needed money for investment is only a small part of the created money. So it would be useless to stockpile huge amounts of bitcoins laying around. Thats fully different to other companies that could use this money for something.