ASX:LYCMetals and Mining
Lynas Rare Earths (ASX:LYC) Is Up 20.7% After 10-Year Malaysian License Renewal With Stricter Waste Rules – Has The Bull Case Changed?
In February 2026, Lynas Rare Earths reported half-year results to 31 December 2025 showing sales of A$413.69 million and net income of A$80.21 million, while Malaysia renewed the company’s operating license for 10 years with conditions to halt radioactive waste production by 2031 and treat existing waste.
The sharp jump in profitability alongside a longer-dated but more tightly conditioned Malaysian license reshapes how investors may weigh Lynas’s regulatory risk against its operational...