In short: Buy, C$22 target (+49.0% from C$14.77) — the preferred large copper producer: 0.9× P/NAV with an 8.7% 2026E FCF yield.
In short: Supply-crack exhibit — its Mantoverde mine in Chile dealt with a strike in January, another disruption tightening mined supply.
Capstone's Mantoverde mine in Chile was hit by a strike in January. It's a smaller example in Prins's roll-call of disruptions — strikes, blockades, accidents — that keep knocking copper supply offline and undercut the idea that the market is oversupplied.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.