ASPI · ASP Isotopes Inc. — research history
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About ASPI · ASP Isotopes Inc.
ASP Isotopes Inc., a development stage advanced materials company, engages in the production, distribution, marketing, and sale of isotopes in South Africa,Hong Kong, and United States. It operates in two segments, Nuclear Fuels, and Specialist Isotopes and Related Services. The Nuclear Fuels segment focuses on the research and development of technologies and methods used to produce high-assay low-enriched uranium (HALEU) and Lithium-6 for the advanced nuclear fuels target end market. Its Specialist Isotopes and Related Services segment engages in the research and development of technologies and methods used to separate high-value, low-volume isotopes, such as C-14, Mo-100 and Si-28, for target end markets, including pharmaceuticals and agrochemicals, nuclear medical imaging, and semiconductors; provision of related services; and operation of PET labs. The company offers the Aerodynamic Separation Process (ASP) technology, which separates gas species and isotopes in a volatile state; and the Quantum Enrichment (QE) technology, which separates isotopes. It also produces and commercializes Molybdenum-100, Molybdenum-98, and Ytterbium-176 for the nuclear medical industry. In addition, the company develops Zinc-68, Nickel-64, and Xenon-129/136 for the nuclear medical industry; Lithium-7, Uranium-235, and Chlorine-37 for the energy industry; and Germanium-70/72/74 for semiconductor markets. The company was incorporated in 2021 and is based in Dallas, Texas.
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SELL (score -3) · 12-1 mom -32.8% · RSI 55.2 · above_both · -49.6% from high
Targets blend Wall Street consensus (3 analysts: low $11.00 / mean $13.00 / high $15.00) with chart-derived floors and ceilings.
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Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
ASP Isotopes is a sub-$1B market cap advanced materials company developing isotope enrichment technologies for nuclear fuels (HALEU, Li-6) and specialist isotopes (Si-28, C-14, Yb-176). The investigation trigger was met — 4 Form 4 filings in 14 days — but all four transactions on June 3, 2026 were scheduled RSU vest-award grants with code 'A' (automatic/compensatory), not open-market purchases. The CEO also made small sell-to-cover sales across three consecutive sessions in early June totaling ~$1.98M. Positive catalysts exist: Silicon-28 facility restarted May 26 with Q3 2026 commercial shipments expected, HALEU MOU signed with a European reactor developer (May 11), and Q1 2026 EPS surprised positively (-$0.05 actual vs -$0.28 estimate). However, the company is deeply unprofitable (no positive FCF or net income in its history), has ~$262M debt against $290M cash, operates a complex multi-jurisdictional structure with heavy dilution from equity compensation, and faces an ongoing securities fraud lawsuit filed in 2025 that was allowed to proceed by U.S. federal court in March 2026.