Highlights

• Alpha HPA (ASX:A4N) is advancing its Gladstone high-purity alumina Business as semiconductor and AI-related applications gather attention.
• Perenti (ASX:PRN) reported record FY26 profitability and remains leveraged to broader resources activity through its mining-services model.
• Lynas Rare Earths (ASX:LYC) delivered sharply stronger FY26 Earnings as rare-earth prices and non-China supply-chain interest supported the business.
• Policy support, processing scale-up and execution on growth plans remain key themes across all three companies.

Critical minerals have been one of the defining ASX themes of 2026, and this reporting season sharpened the picture. Lynas Rare Earths Source link