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ASASPI

ASP Isotopes Inc. Common Stock

$ASPI·$558M·Chemicals·Basic Materials
$3.88-4.0%YTD-21.7%1Y-63.2%
Mentions · last 7 days
2026-08-21: 19 posts2026-08-22: 13 posts2026-08-23: 8 posts133+3%
Price updated 2d ago·X counts updated 7d ago
ASASPI
$ASPIASP Isotopes Inc. Common Stock
$3.88-3.96%133 posts+3%
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.

Too early to tellSelling offAI verdict · as of 2026-08-30

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

Isotope-enrichment micro-cap down 63% over 12 months — helium plant just started commissioning, but the tape has walked away.

ASP Isotopes is a small US-listed company doing laser-based isotope enrichment (medical, semi, nuclear-fuel) with a controlling stake in Renergen, a South African helium producer. It's both a story-stock and a real operating asset, and the tape is treating it like the former.

How the setup reads:

  • Revenue base is small and volatile: Q1 revenue $4.2M (+279% YoY off nothing), Q4 $16.7M (+1,295%) — quarter volatility tells you this is project-based revenue, not a steady ramp.
  • The helium plant is the fresh catalyst: Renergen's subsidiary Tetra4 announced commissioning of the Virginia Gas Project liquid helium plant Aug 20 — a real operational milestone.
  • Cash burn is severe: op margin -595% last quarter, FCF yield -12% — trailing P/S 21x is meaningless; the equity is 100% on production ramp plus enrichment-contract wins.
  • Position is broken: 3rd percentile of the 52-week range, 17% below the 50-day, 31% below the 200-day on 78% baseline volume — capitulation shape, sample includes multiple 'ShitCo' voices.
  • The Standard Bank of SA refinancing closed August 14 — necessary for runway but signals dependence on external financing.

The November 12 print is what breaks the downtrend — Virginia helium plant commissioning progress plus a specific enriched-isotope customer contract restarts the story; another quarter of thin revenue with the S-1 shelf overhang running triggers a pullback toward $3.

What to watch: November 12 earnings — Virginia helium plant commissioning progress plus a specific enriched-isotope customer contract restarts the story; another thin-revenue quarter with S-1 shelf overhang triggers a pullback toward $3 support.

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

X sentiment

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

Mixed sentiment10 posts analyzed · as of 2026-08-30

Sentiment on ASP Isotopes is split — bulls tie ASPI to the uranium/critical-minerals bid alongside $UUUU, $JAGU and $SBSW and highlight a Supercritical Materials scalable-deployment architecture targeting 1.85M lbs of seawater uranium per year at $55/lb U3O8, with a capital-markets day and Lithium-6 enrichment as further catalysts. A prominent bear calls ASPI an "obvious ShitCo" alongside $TMC and $EOSE. Chartists note narrowing Bollinger Bands and a descending triangle inside a long-term bullish channel.

Read the AI verdict + X sentiment for $ASPI

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  • 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

Basic chemical volumes follow industrial production PMI; inventory restocking cycles are the near-term swing factor. Energy feedstock costs (natural gas / naphtha) drive margin direction more than demand at this stage of the cycle.

What this means for $ASPI

Direct beneficiary — uranium price is the core revenue driver; nuclear renaissance demand is tightening term contract availability.

Top industry ETF

$XLBMaterials Select Sector SPDR
+14.2%YTD
+15.4%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$32.9M$32.0M – $33.7M-$0.47-$0.79 – -$0.152
FY27$87.7M$85.3M – $89.8M-$0.32-$0.75 – -$0.093
FY28$294.3M$252.1M – $336.5M$0.74$0.01 – $1.472
FY29$550.0M$502.0M – $597.4M$2.60$2.30 – $2.891
FY30$721.1M$658.2M – $783.2M$0.53$0.47 – $0.591

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.0.8×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.3%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.-17.2%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.-31.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 109.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β3.625-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 14
+ 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

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.

8-KPress release / Reg FDAug 58-K — Item 7.01: Press release / Reg FD
AI summary

ASPI made a Regulation FD disclosure to provide material information simultaneously to all market participants. The disclosure relates to on Thursday. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all ASPI investors.

8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ASPI reported financial results for the reporting period. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from ASPI management.

8-KPress release / Reg FDJul 308-K — Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes Inc (ASPI) furnished investor conference (s 46th Annual Growth Conference on August 12) under Item 7.01 (Reg FD), filed 2026-07-30. On July 30, 2026, ASP Isotopes Inc. (the “Company”) issued a press release announcing that the Company will participate in Canaccord Genuity’s 46th Annual Growth Conference on August 12, 2026, which is attached hereto as Exhibit 99.1 and is incorpora Reg FD disclosures are furnished (not filed) — commonly investor slides, strategy updates, or guidance. Review the exhibit for material new information about business outlook.

8-KPress release / Reg FDJul 288-K — Item 7.01: Press release / Reg FD
AI summary

ASP Isotopes Inc. (ASPI) disclosed via Reg FD on July 28, 2026 that it will host a Capital Markets Day in London on September 8, 2026, beginning at 10:00 a.m. ET (3:00 p.m. BST). The event is intended for investors and other stakeholders. No financial terms or deal announcements are associated with this filing. This is a routine investor-relations event disclosure with no material financial impact.

+ 39 other (16 8-Ks · 9 425s · 2 10-Qs · 2 S-8s) in window

Recent news

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

ASP Isotopes Nears Helium Production, Advances Stable Isotope Growthmarketbeat.com·10d agoASP Isotopes Inc. Announces that Renergen Limited's Subsidiary has Commenced Commissioning of Liquid Helium Plant in South Africaglobenewswire.com·11d agoPresenting on Emerging Growth Conference 95 Day 2 on August 20; Register to live streamglobenewswire.com·12d agoASP Isotopes Announces Quantum Leap Energy is Evaluating Metal Conversion Opportunities in Namibiaglobenewswire.com·13d agoENDRA Life Sciences Reports Second Quarter 2026 Financial Results and Provides Business Updatebusinesswire.com·14d ago

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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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