Strike action sends major copper producer's shares lower

Processing will soon grind to a halt.

| More on:
Two workers working with a large copper coil in a factory.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Shares in Capstone Copper Corp (ASX: CSC) fell on Friday after the company confirmed that strike action, which started on January 2, was continuing and had halted some production processes.

Reports in international media said the strike was now blocking access to the desalination plant at the company's Mantoverde mine in Northern Chile, leading to the suspension of processing operations.

Capstone said in a statement to the ASX on Friday that this was indeed the case.

During the evening of January 18, individuals entered the desalination plant facilities, located 40 kilometres from the Mantoverde mine, while workers were inside performing regular duties. Subsequently, interference with the desalination plant's electrical system resulted in the interruption of water supply to Mantoverde. Striking union members are preventing access and the restart of facility operations at the desalination plant. At Mantoverde, on-site water reserves continue to be used for essential services. Sulphide operations are temporarily halted while oxide operations are expected to continue until tomorrow, at which point they will be temporarily halted unless water supply is restored.   

Resolution being sought

Capstone said it was seeking "judicial support" to regain access to the desalination plant and to resume normal operations.

The company said it "remains willing to engage in discussions to seek a resolution with Union #2''.

Capstone added:

The company will continue to adhere to legal procedures, respecting the rights of all its employees, inviting the union to engage in a constructive dialogue, and providing the authorities with all requested information. Capstone Copper is committed to the highest standards for integrity and transparency and looks forward to returning its focus to safe and responsible mining at Mantoverde, which brings great benefits to the workforce and surrounding communities.

Capstone owns 70% of the Mantoverde operations, with Mitsubishi Materials Corporation owning the rest.

The company has said in previous press releases that Union #2 represents about 22% of the total workforce at Mantoverde.

The company said on January 12 that at that point it expected to be able to continue operations at a level of up to 30% of production while the strike continued.

Capstone has already successfully negotiated three-year collective bargaining agreements with the three other unions at Mantoverde.

Capstone on January 15 announced record production for 2025, with the company producing 224,764 tonnes of copper for the year.

Mantoverde was responsible for 95,115 tonnes, or 42.3% of this total.

Capstone shares were 4.1% lower in early trade at $14.83 on Friday.

The company was valued at $14.98 billion at the close of trade on Thursday.

Motley Fool contributor Cameron England 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.

More on Resources Shares

Green stock market graph with a rising arrow symbolising a rising share price.
Resources Shares

So the PLS share price made it past $5. Big deal. What's next?

The lithium miner's shares are rocketing higher.

Read more »

Image of young successful engineer, with blueprints, notepad and digital tablet, observing the project implementation on construction site and in mine.
Resources Shares

South32 shares hit a 12-month high after a solid first-half performance

Good numbers delivered across the board.

Read more »

Concept image of a businessman riding a bull on an upwards arrow.
Resources Shares

Up 108% in a year, why this buy-rated ASX 300 mining stock is tipped for more outperformance

A top broker is flagging more gains ahead for this surging ASX 300 mining stock. But why?

Read more »

Four people on the beach leap high into the air.
Opinions

4 reasons why I think BHP shares are a must-buy for 2026

The mining giant's shares are now 20% higher than this time last year.

Read more »

Miner holding a silver nugget.
Resources Shares

Up 300% over a year, this minerals explorer still has further to go, one broker says

Recent silver and tin exploration results are encouraging.

Read more »

A miner holding a hard hat stands in the foreground of an open-cut mine.
Resources Shares

Dateline shares halted as investors await key announcement

Dateline shares are halted as investors await a potentially market-moving announcement.

Read more »

Engineer looking at mining trucks at a mine site.
Resources Shares

Why this fund manager is buying BHP shares

A leading fund manager expects BHP shares to deliver more outperformance in 2026. Let’s see why.

Read more »

Three women athletes lie flat on a running track as though they have had a long hard race where they have fought hard but lost the event.
Broker Notes

Brokers rate 2 ASX All Ords rippers of 2025: Is their phenomenal run over?

Both of these ASX shares more than tripled in value last year.

Read more »