Moz' Special Sits Playbook: MIN, SMR, 29M

Moz' Special Sits Playbook: MIN, SMR, 29M

From Money of Mine by Mineral Media

April 29, 2026 · 1h 25m

About this episode

Moz returns to discuss investment opportunities in mining stocks and the energy sector.

Moz is back. Nearly a year on from the MinRes spectacular, Moz has joined us again to dive into the opportunities capturing his attention. In keeping with his style, we go deep on special situations where the market is presenting potential value. Our conversation centres around 4 main stocks and themes: MinRes, Stanmore, 29Metals and the energy sector. We explore: Why MinRes is still being priced like a lithium specc The Anglo met coal auction: The real bidders, the likely deal structure, and why the Whitehaven parallel is instructive Four possible outcomes for Stanmore Queensland’s immoral coal royalty regime Does 29Metals raise... or getting taken over? Where the opportunities in the energy (and services) space lay Follow Moz: X → https://x.com/onslowshipping If you find value in the conversations, subscribing goes a long way. Episode recorded: 28.4.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ : one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Queensland Royalties Cold Open (1:00)…

People in this episode

Guest: Moz

Topics covered

  • special situations
  • mining stocks
  • energy sector
  • market valuation
  • royalty regimes

Keywords

  • MinRes
  • Stanmore
  • 29Metals
  • energy sector
  • Queensland royalties

Mentioned in this episode

Organizations: Mineral Media, MinRes, Stanmore, 29Metals, Whitehaven, Queensland, Onslow Shipping

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