Moz' Special Sits Playbook: MIN, SMR, 29M
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
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Episode recorded: 28.4.2026.
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TIMESTAMPS
(0:00) Queensland Royalties Cold Open
(1:00) Meet Moz and RES Recap
(8:10) Lithium Strategy and Bald Hill
(18:00) Onslow Growth and Port Dispute
(23:00) Stanmore Special Situation Setup
(39:30) Dividend Deal Logic
(41:10) Auction Outcomes and Valuation
(49:30) Governance and Register Risks
(52:30) Queensland Royalties Rant
(1:03:00) 29Metals Funding Paths
(1:21:00) Energy Wrap and Disclaimers
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