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ASASPI

ASP Isotopes Inc. Common Stock

Trending onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$ASPI·$416M·Chemicals·Basic Materials
$3.88-1.8%YTD-29.3%1Y-59.8%
Mentions · last 7 days
2026-07-10: 32 posts2026-07-11: 31 posts2026-07-12: 29 posts2026-07-13: 69 posts2026-07-14: 40 posts2026-07-15: 65 posts2026-07-16: 107 posts375+11%
Price updated 3h ago·X counts updated 1d ago
ASASPI
$ASPIASP Isotopes Inc. Common Stock
$3.88-1.77%375 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ASPI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

Isotope-and-quantum-fuel micro-cap down 52% t12m with insider selling into strength — coiling lower.

ASP Isotopes is a pre-commercial advanced-materials company producing enriched isotopes for medical imaging, quantum computing (helium-3), and next-gen nuclear (HALEU high-assay low-enriched uranium). It's a narrative-heavy micro-cap.

Where the setup nets out:

  • Revenue is minuscule and volatile: Q1 $4M vs Q4 $17M — the accounting is milestone-driven and lumpy.
  • Cash burn is severe: operating margin -275%, FCFy -12% — the burn is well-funded but real.
  • A $109.2M QLE convertible-note exchange (July 15) is real dilution optics.
  • The Noble Africa/ENDRA Life Sciences merger + $50M PIPE (June 25) is structural capital-raising.
  • Insider selling is unusually large: cluster of five S-Sales in early July totaling ~$1.5M — director and officer sales.
  • Position confirms the capitulation: 1% of 52-week range and 40% below the 200-day moving average — genuinely broken chart.

The forward view: the August 14 Q2 print is the referee for cash runway. The narrative catalysts (helium-3 for quantum, HALEU for SMR nuclear) are real but the tape isn't paying for them right now. What could restart the coil upward: a specific commercial-supply contract disclosure with a quantum-computing customer, or a nuclear-fuel offtake with a utility. What keeps it breaking down: another dilutive raise or continued insider distribution. This is a narrative option with a broken tape and clear insider signal — position sizing matters more than conviction.

Differs from X sentimentThe bullish X read on helium-3 squeeze thesis and HALEU catalysts is fundamentally right on the theme, but the insider selling cluster ($1.5M+ in one week) is a specific counter-signal the crowd is ignoring. Our take is more cautious.

What to watch: August 14 Q2 earnings for cash runway, and any specific commercial-supply contract with a quantum-computing customer or nuclear-fuel utility; another dilutive raise or continued insider distribution would confirm the breakdown.

On the calendar: 2026-08-14 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment19 posts analyzed · as of 2026-07-17

ASP Isotopes chatter frames a strong helium and quantum-materials thesis undercut by capital-structure skepticism. The bull thread emphasizes helium-3 as tritium-free 'holy grail' for quantum dilution refrigerators, a global helium supply squeeze after Qatar LNG delays and Russia/China restrictions took roughly 30% of supply offline, ASPI being one of few practical terrestrial helium-3 plays, and the Cove Kaz Capital Northern Katpar site preparation for the definitive feasibility study. The bear thread is centered on a convertible-note-swap and QLE clearing exercise that the market is reading with suspicion: even bullish posters concede management ('Paul') has not earned trust and that any financing maneuver sends the stock plunging. Dip-buyers keep adding but with declining conviction.

Read the AI verdict + X sentiment for $ASPI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pre-commercial company producing enriched isotopes via proprietary laser separation for medical imaging and advanced nuclear reactors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals sits in its cycle right now — and what that implies for $ASPI.

Chemicals · Basic Materials

No material change from last week — US government nuclear reactor financing activates demand for enriched isotopes unavailable from conventional supply chains.

What this means for $ASPI

Partial — Pre-commercial company producing enriched isotopes via proprietary laser separation for medical imaging and advanced nuclear reactors; the US nuclear reactor enriched isotope demand unavailable from foreign supply creates tailwinds for one product line, not the full operation.

Top industry ETF

$XLBMaterials Select Sector SPDR
+11.0%YTD
+12.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-275%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
20.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-117%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
17.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 20, 2026$-0.06$-0.060.0%
Q1 2026Apr 10, 2026$-0.84$-0.10-740.0%
Q3 2025Nov 19, 2025$-0.15$-0.150.0%
Q2 2025Aug 14, 2025$-1.03$-1.030.0%
Next earningsFri, Aug 14·consensus EPS $-0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.2M+279.4%39.9%-595%$-0.06$-23.9M
Q4 FY25$16.7M+1295.4%12.5%-134%$-0.84$-20.2M
Q3 FY25$4.9M+349.5%8.7%-306%$-0.15$-12.0M
Q2 FY25$1.2M+17.2%47.7%-999%$-1.03$-9.6M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$32.9M$32.0M – $33.7M-$0.47-$0.79 – -$0.151
FY27$87.7M$85.3M – $89.8M-$0.32-$0.75 – -$0.093
FY28$257.4M$257.4M – $257.4M$0.74$0.01 – $1.472
FY29$550.0M$535.3M – $563.3M$2.60$2.51 – $2.681
FY30$721.1M$701.9M – $738.6M$0.53$0.51 – $0.551

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-35.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-39.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 67.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today12.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.525-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1Heather KiesslingCFO23.1K sh$145KSellJun 30Ainscow Donald GeorgeEVP, Gen Counsel, Secretary100.0K sh$614KSellJun 30Todd WiderDirector50.0K sh$306KSellJun 30Michael GorleyDirector30.0K sh$188KSellJun 29Todd WiderDirector50.0K sh$313KSellJun 8Robert AinscowCOO8.4K sh$59KSellJun 3Mann Paul ElliotCEO83.8K sh$650KSellJun 2Mann Paul ElliotCEO83.8K sh$694KSellJun 1Mann Paul ElliotCEO83.8K sh$660KSellApr 16Robert AinscowCOO22.5K sh$117K
1–10 of 15
+ 4 other (4 awards) in window

See when $ASPI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJul 16S-3ASR
AI summary

ASP Isotopes Inc. filed an automatic shelf registration (S-3ASR) to register 23,160,682 shares of common stock for resale by selling stockholders. These shares were issued upon the exchange of $109,181,606 principal of QLE's 8% Convertible Notes due November 2030 (plus accrued interest) into ASPI equity. This is a resale registration — not new equity fundraising — but represents a material supply overhang of ~23 million shares becoming freely tradeable by converting noteholders.

8-KMaterial agreementJul 168-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes Inc. and subsidiary Quantum Leap Energy LLC entered private exchange agreements on July 15, 2026 to convert approximately $109.2 million of QLE's 8.0% Convertible Promissory Notes due November 2030 into 23,160,682 newly issued ASPI common shares. Closing was expected July 16, 2026; approximately $110.7 million of QLE notes remains outstanding post-exchange. This is dilutive (23M new shares issued) but reduces the QLE debt balance and was conducted under the Section 4(a)(2) private placement exemption.

8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

ASP Isotopes (ASPI) signed a merger agreement on June 25, 2026 to merge its subsidiary Noble Africa LLC (an intermediate holding company for South Africa's Renergen Limited) with a subsidiary of ENDRA Life Sciences. Concurrently, Noble Africa entered subscription agreements with institutional investors for ~4.59 million Class A Units and ~3.05 million Class B Units in a private placement targeting approximately $50 million in gross proceeds. ENDRA's merger sub will merge into Noble Africa, with Noble surviving as an ENDRA subsidiary. Material strategic restructuring — ASPI is spinning off its Renergen holding through a merger-and-PIPE transaction.

8-KPress release / Reg FDJun 258-K — Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes and ENDRA Life Sciences issued a joint press release on June 25, 2026 announcing the proposed merger of ASPI's Noble Africa LLC subsidiary with an ENDRA subsidiary, and a concurrent private placement into Noble Africa targeting approximately $50 million in gross proceeds. Noble Africa is the intermediate holding company for Renergen Limited, a South African energy company. This Reg FD filing is a public disclosure companion to the substantive 8-K Item 1.01 merger filing — same transaction, different disclosure vehicle.

8-KPress release / Reg FDJun 238-K — Item 7.01: Press release / Reg FD
AI summary

Delaware 001-41555 87-2618235 furnished a Reg FD disclosure covering: check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 7.01 Regulation FD Disclosure. On June 23, 2026, ASP Isotopes Inc. (the “Company”) issued a press release regarding a helium sale and purchase agreement entered into between Tetra4 Prop.

8-KPress release / Reg FDMay 268-K — Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes Inc. (ASPI) issued a press release on May 26, 2026 regarding the company's production of Silicon-28, a high-purity isotope with applications in quantum computing and semiconductors, and released an updated investor presentation. No specific production volumes, commercial milestones, or customer details are disclosed in the 8-K body. This Reg FD disclosure appears to be a positive production milestone update for a niche isotope enrichment company.

8-KPress release / Reg FDMay 208-K — Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes Inc. (ASPI) filed an 8-K on May 20, 2026 under Item 7.01 (Regulation FD Disclosure). ASP Isotopes is a Dallas, Texas-based enriched stable isotope production company listed on Nasdaq. Reg FD disclosures typically furnish investor presentations or conference materials; for a specialized isotope company with nuclear fuel and medical isotope applications, such disclosures may carry material information about production milestones or customer contracts.

8-KPress release / Reg FDMay 118-K — Item 7.01: Press release / Reg FD
AI summary

ASPI filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-11. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 29 other (13 8-Ks · 6 13Gs · 2 S-8s · 2 10-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ASP Isotopes Announces Agreements to Exchange Certain QLE Convertible Notes for ASPI Common Stockglobenewswire.com·2d agoASP Isotopes Announces Proposed Merger of Noble Africa with ENDRA Life Sciences and Approximately $50 Million Concurrent Private Placement Financinggurufocus.com·23d agoASP Isotopes Announces Proposed Merger of Noble Africa with ENDRA Life Sciences and Approximately $50 Million Concurrent Private Placement Financingbusinesswire.com·23d agoASP Isotopes Announces Proposed Merger of Noble Africa with ENDRA Life Sciences and Approximately $50 Million Concurrent Private Placement Financingglobenewswire.com·23d agoASP Isotopes Announces Proposed Merger of Noble Africa with ENDRA Life Sciences and Approximately $50 Million Concurrent Private Placement Financingglobenewswire.com·23d ago

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