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ASASPI

ASP Isotopes Inc. Common Stock

$ASPI·$328M·Chemicals - Specialty·Basic Materials
$2.14-3.2%YTD-59.7%1Y-80.6%
Price updated 8h ago·X counts updated 5d ago
ASASPI
$ASPIASP Isotopes Inc. Common Stock
$2.14-3.17%206 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ASPI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

206X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ASPI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-15

ASP Isotopes' Capital Markets Day articulates a nuclear-medicine/helium/LNG commercialization roadmap and Silicon28 enrichment progress, but one shareholder calls the event a filler that will require dilution. Posters flag the stock is -49% YTD but see an interesting setup with 400 experts on staff.

Read what X is saying about $ASPI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ASPI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellSelling offAI verdict · as of 2026-10-03

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

Isotope-enrichment pre-commercial name down 68% TTM with Capital Markets Day optics mixed — insider buying is the only bull signal.

ASP Isotopes is a pre-commercial advanced-materials company — isotope enrichment with applications in nuclear medicine, helium (via Renergen), and quantum/semiconductor (Silicon28). The stock has been halved YTD on dilution concerns and a mixed Capital Markets Day reception.

  • Revenue is small but growing: Q1 2026 of $4.2M was +279% YoY, but Q4 2025 at $16.7M revealed the top line is still lumpy — this is pre-commercial economics with 2027 consensus at $68M.
  • The Capital Markets Day on Sep 8 was mixed: management articulated a nuclear-medicine, helium, LNG, and Silicon28 roadmap, but one shareholder called it "filler that will require dilution" — the Virginia Gas Project (helium) is in commissioning phase.
  • The insider signal is split: director Ryan made two small purchases ($40K + $21K) in September, but director Mann sold $671K in two tranches Sep 3-4 — insider conviction is directionally neutral, with the fiduciary-duty investigation (Sep 28) adding legal overhang.

An Oct 27 Q3 print with revenue above $5M and runway clear through Virginia Gas Project commercialization restarts the thesis; another dilutive raise before commercial scale and the breakdown continues toward sub-$2.50.

Agrees with X sentimentX is mixed and reasonably so — bulls on the nuclear-medicine/helium/LNG/Silicon28 roadmap with 400 experts on staff; bears on the dilution risk and the "filler event" framing. Both reads are honest: the company has real tech but needs capital to commercialize, and the fiduciary-duty investigation is the under-weighted legal overhang.

What to watch: Nov 12 Q3 earnings — revenue trajectory above $5M, Virginia Gas Project commissioning progress, Silicon28 commercialization milestones, and cash runway. A dilutive capital raise before commercial scale extends the breakdown; a signed commercial agreement on isotope enrichment re-rates it.

On the calendar: 2026-11-12 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 - Specialty sits in its cycle right now — and what that implies for $ASPI.

Chemicals - Specialty · Basic Materials

No material change from last week — PFAS litigation resolution at Chemours remains the balance-sheet de-risking event.

What this means for $ASPI

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

Industry benchmark

15-name peer basket
+34.5%YTD
+17.1%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
Q2 2026Aug 14, 2026$-0.28$-0.17-64.7%
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%
Next earningsThu, Nov 12·consensus EPS $-0.15

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$25.3M$22.7M – $27.9M-$0.47-$0.57 – -$0.372
FY27$68.5M$45.9M – $89.8M-$0.32-$0.61 – -$0.153
FY28$263.0M$239.9M – $286.1M$0.74$0.05 – $1.432
FY29$550.0M$457.3M – $639.4M$2.60$2.03 – $3.151
FY30$721.1M$599.6M – $838.4M$0.53$0.41 – $0.641

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.2%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.-35.8%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.-56.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 133.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.9% 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.β3.705-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.

Insider activity

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

Recent transactions

SellOct 14Robert AinscowCOO22.5K sh$48KBuySep 30Ryan Robert John AndrewDirector15.0K sh$40KBuySep 28Ryan Robert John AndrewDirector8.0K sh$22KSellSep 8Robert AinscowCOO8.4K sh$36KSellSep 4Mann Paul ElliotCEO83.8K sh$343KSellSep 3Mann Paul ElliotCEO83.8K sh$328KSellSep 2Ainscow Donald GeorgeEVP, Gen Counsel, Secretary23.7K sh$92KSellSep 2Robert AinscowCOO25.0K sh$98KSellSep 2Mann Paul ElliotCEO83.8K sh$327KSellJul 1Heather KiesslingCFO23.1K sh$145K
1–10 of 18
+ 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
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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

3New insider — initial holdingsOct 83
SC 13DActivist position (5%+)Oct 8SC 13D
8-KPress release / Reg FDOct 28-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes (ASPI) hosted its inaugural Capital Markets Day in London on September 8, 2026, marking the company's first dedicated investor engagement day as it advances its isotope enrichment technology. No specific new financial guidance is disclosed in the filing.

8-KAgreement terminatedAug 208-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

ASP Isotopes' subsidiary Renergen Limited entered into a Second Amendment and Restatement Agreement with The Standard Bank of South Africa on August 14, 2026, refinancing its ZAR secured term loan to ZAR 230,532,658.90 (~$14.2M USD) — up from the prior ZAR 155M principal — by capitalizing all accrued unpaid interest into the outstanding balance. The loan matures August 14, 2027 at Compounded Reference Rate + 1.46% (effective ~8.31%), with default interest at an additional 2%. The refinancing resolves near-term maturity pressure but the one-year maturity and elevated balance (with capitalized interest) remain material near-term financing risks.

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

ASP Isotopes disclosed via a Reg FD press release on August 20, 2026 that its subsidiary Tetra4 Proprietary Limited (part of Renergen, developer of the Virginia Gas Project) has entered the commissioning phase of its liquid helium plant. No financial terms, production targets, or revenue estimates are provided in the filing body. This milestone marks a significant operational step — transitioning from construction to active production readiness for ASP Isotopes' helium business.

8-KPress release / Reg FDAug 188-K — Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes (ASPI) filed an 8-K under Items 7.01 and 9.01, furnishing a Regulation FD disclosure and related exhibits. No specific details of the disclosure were available in the excerpt. ASPI is an isotope enrichment company.

8-KPress release / Reg FDAug 68-K — Item 7.01: Press release / Reg FD
AI summary

ASPI filed an 8-K (Item 7.01) for a Regulation FD disclosure. A presentation or investor communication is being furnished as an exhibit. Reg FD disclosures are furnished rather than filed and are not typically market-moving on their own, but may contain forward-looking statements or strategy updates.

+ 34 other (13 8-Ks · 11 425s · 2 10-Qs · 2 S-8s) in window

Recent news

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

Quantum Leap Energy and Necsa Sign Binding Heads of Agreement to Establish Joint Venture for HALEU Production in South Africaglobenewswire.com·2d agoASP Isotopes (NASDAQ:ASPI) Director Robert John Andrew Ryan Acquires 15,000 Shares of Stockdefenseworld.net·15d agoDid ASP Isotopes Inc. Insiders Breach their Fiduciary Duties to Shareholders?gurufocus.com·18d agoDid ASP Isotopes Inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·18d agoASP Isotopes Inc. (ASPI) Analyst/Investor Day Transcriptseekingalpha.com·38d ago

In themes

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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