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17/08/2026  
17/08/2026
1 min read

Benz Mining’s 10-12 Moz Glenburgh Target: Is a C$1.3B Valuation Already Pricing in the Dream?

In this deep dive series episode, we explore Benz Mining (TSXV: BZ / ASX: BNZ), a company that just outlined a 10.1-12.0 Moz Exploration Target at Glenburgh, including a 6.1-7.3 Moz higher-grade core at 1.7-1.8 g/t, backed by C$81M cash and thick high-grade hits like 41m @ 14.5 g/t. But the market already values the company at ~C$1.3B with no current Glenburgh resource or economic study. In this we verify every number, stress-test conversion risk, ownership, timeline to the H1 2027 maiden MRE, and ask whether today’s price already prices in success. Full risk scorecard and valuation scenarios inside. Watch the full episode to know more.

Presentation slides:

Full written analysis at the original article here: 

https://www.rocketeller.com/benz-mining-from-510-koz-historical-resource-to-10-moz-target-can-glenburgh-actually-convert/

RT

We spent more than a decade as a forex trader before discovering a simpler truth: macro thinking beats trading noise. That the exact date we became a value investor. Our investing framework focuses on fundamentals, cycles, ratio charts, and technical timing. If you want to understand markets without the Wall Street jargon, follow along.

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