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Benz Mining Corp CDI ASX:BNZ

0 opened or increased2 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 4 managers in total.

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2026

13 Jul 2025 to today

Commentary Showing 2 of 9

DateManagerActionSummary

31 Jul 2026Firetrail InvestmentsHeldFiretrail Investments continues to hold Benz Mining without change, noting the stock surged after the company announced a maiden exploration target of 10 to 12 million ounces at its Glenburgh project. While typically wary of exploration targets given their speculative nature, the manager notes around 80% of this particular target is drill-defined with strong supporting detail, and an endowment of this scale could support approximately 500,000 ounces per annum of production, placing the deposit among the world's top 20 gold deposits by size.

Gold ExplorationMonthly Report, price recorded $3.45

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31 Jul 2026Milford Asset ManagementHeldMilford Asset Management continues to hold Benz Mining because a newly released 10-12 million ounce exploration target at Glenburgh, combined with encouraging subsequent drill results, reinforces its view that the project could evolve into a district-scale, larger emerging Australian gold system. The stock rose 32.7% on this news. Milford frames the update as validating the scale potential of the asset rather than signalling any change to the fund's position.

Gold ExplorationMonthly Report, price recorded $3.45

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7 more comments on BNZPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 4 managers first commented on BNZ.

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Articles

31 Jul 2026Benz Mining Rallied 33% on a 10-12 Million Ounce Gold Exploration Target

About Benz Mining Corp CDI

Materials, Metals and Mining

Benz Mining (ASX:BNZ), a gold explorer, has surged on a large exploration target at its Western Australian project. In July 2026, Milford reported Benz rose 33% following release of a 10 million to 12 million ounce exploration target at its Glenburgh project and encouraging drilling, and Firetrail noted that while it is usually wary of exploration targets, Glenburgh's scale stands out. Phoenix Growth Fund, which met CEO Mark Lynch-Staunton to discuss the evolving project, earlier reported a 26% fall in March as precious metals positions sold off. Benz Mining operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 9 comments from 4 fund managers, including Milford, Firetrail and Phoenix Growth Fund. Founded in 2011 and based in Vancouver, Benz Mining explores the Glenburgh gold project in Western Australia's Gascoyne region and holds the Eastmain gold project in Quebec, Canada.

Market cap: $1.5b
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%
52-week range: $1.25 to $5.56

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Benz Mining Corp CDI (ASX:BNZ)?

Fund managers including Endeavor Asset Management, Phoenix Growth Fund, Milford Asset Management and Firetrail Investments have invested in Benz Mining Corp CDI (ASX:BNZ).

What opportunities or catalysts do fund managers highlight for Benz Mining Corp CDI?

Milford, Firetrail and Phoenix highlight Glenburgh's maiden 10 million to 12 million ounce exploration target and encouraging drilling, pointing to a potentially district-scale gold system.

What are the key risks to the Benz Mining Corp CDI investment thesis, according to fund managers?

Phoenix notes a 26% fall when precious metals sold off, and Firetrail cautions that exploration targets are conceptual and not yet defined resources.

What does Benz Mining Corp CDI (ASX:BNZ) do?

Benz Mining Corp. is a Vancouver-based mining company founded on November 9, 2011. The firm specializes in the acquisition, exploration, and exploitation of mineral properties. Its project portfolio includes the Eastmain, Mel Zinc-Lead-Barite, and Mel Main Zone assets. Benz Mining Corp. focuses on resource development within Canada, providing investors with direct exposure to mineral exploration activities across its key geological properties.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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