Sign in

    Lyndon Fagan

    Research Analyst at JPMorgan Chase & Co.

    Lyndon Fagan is Head Executive Director I, Metals & Mining Equity Research (APAC) at J.P. Morgan, specializing in deep coverage of the Asia-Pacific mining sector. He regularly covers and analyzes major companies such as BHP Group and IGO Ltd, actively participating in earnings calls and sector research events, and is recognized for his incisive insights into metals and mining equities. Fagan has advanced through roles at J.P. Morgan over a career spanning more than a decade, previously contributing as an analyst and research division member before ascending to his current senior leadership post. He is professionally credentialed in equity research, and although his full securities license details are not public, his long tenure and leadership role at JP Morgan underscore his expertise and trusted standing within the financial industry.

    Lyndon Fagan's questions to RIO TINTO (RIO) leadership

    Lyndon Fagan's questions to RIO TINTO (RIO) leadership • H1 2025

    Question

    Lyndon Fagan of JPMorgan Chase & Co. asked if Rio Tinto stands by its aggressive lithium demand forecast, inquired about the development timeline for Arcadian's 'Wave 2' expansion projects, and requested more detail on the ramp-up profile for the Simandou project.

    Answer

    CEO Jakob Stausholm affirmed the company's belief in its strong lithium demand forecast, citing unexpected growth in stationary batteries. CFO Peter Cunningham added that while immediate priorities are the Fenix and Sal de Vida projects, a more detailed master plan for other options will be provided at the Capital Markets Day. Regarding Simandou, Cunningham reiterated the 30-month ramp-up will be optimized as infrastructure comes online.

    Ask Fintool Equity Research AI

    Lyndon Fagan's questions to RIO TINTO (RIO) leadership • H1 2025

    Question

    Lyndon Fagan of JPMorgan Chase & Co. questioned if Rio Tinto endorses the high lithium demand forecast presented, asked about the status of Arcadian's 'Wave 2' expansions, and requested details on the Simandou project's ramp-up profile.

    Answer

    CEO Jakob Stausholm confirmed belief in the strong lithium demand, citing unexpected growth in stationary batteries. He deferred specifics on 'Wave 2' projects to the Capital Markets Day. CFO Peter Cunningham clarified the Simandou ramp-up will be phased over 30 months based on infrastructure availability, not a straight-line increase.

    Ask Fintool Equity Research AI

    Lyndon Fagan's questions to RIO TINTO (RIO) leadership • H1 2025

    Question

    Lyndon Fagan from JPMorgan Chase & Co. questioned Rio Tinto's conviction in its high lithium demand forecast and asked about the development timeline for Arcadian's 'Wave 2' expansions and the ramp-up profile for Simandou.

    Answer

    CEO Jakob Stausholm confirmed strong belief in lithium demand, driven by EVs and a surprising surge in stationary battery usage. CFO Peter Cunningham added that the immediate priority is delivering Fenix and Sal de Vida Stage 1 by 2026, with more details on other options to come. Regarding Simandou, the ramp-up over 30 months will be optimized as infrastructure comes online.

    Ask Fintool Equity Research AI

    Lyndon Fagan's questions to BHP Group (BHP) leadership

    Lyndon Fagan's questions to BHP Group (BHP) leadership • H1 2017

    Question

    Lyndon Fagan asked for guidance on the large inventory revaluation credits at Escondida and questioned if the outperformance of bulk commodities might lead BHP to accelerate its iron ore ramp-up.

    Answer

    CFO Peter Beaven explained the Escondida credit was a one-off accounting adjustment reflecting higher confidence in long-term copper recovery from stacked material due to a new project, and that the material movements are now complete. CEO Andrew Mackenzie reiterated that the company's long-term growth preference remains oil and copper, and that port debottlenecking is still required to reach the 290 Mtpa iron ore target.

    Ask Fintool Equity Research AI