Fortescue to acquire Alta Copper: What it means for investors

Fortescue has announced a binding agreement to acquire the rest of Alta Copper, strengthening its copper portfolio in Latin America.

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Key points

  • Fortescue Ltd plans to acquire the remaining 64% of Alta Copper Corp for C$139 million, offering a 50% premium on the company's recent 30-day VWAP, to expand its copper portfolio.
  • This acquisition, expected to complete in Q1 2026, supports Fortescue's diversification strategy into critical minerals and leverages the significant Cañariaco Project in Peru.
  • Fortescue aims to enhance the Cañariaco Project through additional drilling and community engagement, strengthening its position in copper extraction and aligning with Australian reporting standards within three years.

The Fortescue Ltd (ASX: FMG) share price is in focus after announcing its plan to acquire the remaining 64% of Alta Copper Corp for C$139 million, offering shareholders a 50% premium to Alta Copper's recent 30-day VWAP. This strategic move expands Fortescue's copper portfolio with the large-scale Cañariaco Project in Peru.

What did Fortescue report?

  • Binding agreement to acquire 64% of Alta Copper Corp not already owned
  • Cash offer of C$1.40 per Alta Copper share, representing a 50% premium to 30-day VWAP
  • Total Alta Copper equity value of C$139 million implied
  • Alta Copper Board and 12.5% of shareholders have entered support agreements
  • Cañariaco Project mineral resource: 1.1 billion tonnes at 0.42% copper equivalent (Measured & Indicated)

What else do investors need to know?

Fortescue's proposed acquisition aligns with its strategy to expand its presence in critical minerals, notably copper, supporting the company's long-term diversification. The deal will be completed via a Canadian Plan of Arrangement, needing approval from Alta Copper shareholders and regulatory authorities, with closure expected in Q1 2026.

Alta Copper's Cañariaco Project in Peru includes substantial copper deposits, and a 2024 preliminary economic assessment indicated strong potential for a long-life operation. Fortescue is leveraging its Latin American experience and technical capability to advance the project once the transaction completes.

What's next for Fortescue?

Looking ahead, Fortescue plans to carry out additional exploration and drilling at the Cañariaco Project to update mineral resources in line with the JORC Code. The company will use its established approach to community engagement and local partnerships, aiming for sustainable and responsible resource development.

Completion of the transaction would strengthen Fortescue's copper growth options, with the company targeting to bring its reporting in line with Australian standards within three years.

Fortescue share price snapshot

Over the past 12 months, Fortescue shares have risen 23%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 5% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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