RE: Upcoming AGM27 Feb 2026 14:13
Max joined Panr almost a year ago, and Erich came on board in June last year.
Their first major initiative, Magrez, unfortunately didn’t deliver operationally — aside from providing useful data. Not the strongest start.
They’re now well past the honeymoon phase, so I imagine Dubhe is being monitored very closely, with pressure-test indicators reviewed almost daily. A pause or lockdown was likely discussed at length. After Magrez, they’ll know they need a clear result.
Personally, I think they need to land Dubhe successfully before moving on to Kodiak.
What do you think Lee? See Dubhe through with the 10m or Kodiak. Which will be further and a vast level of dilution