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George Giannarcus

Managing Director and Senior Analyst at Canaccord

George Gianarikas is a Managing Director and Senior Analyst at Canaccord Genuity, specializing in sustainability, technology, and mobility sectors, with extensive coverage of major companies including Tesla, Rivian, Nuscale Power Corporation, USA Rare Earth, Generac Holdings, and MP Materials. He has issued over 400 equity ratings, maintaining an average return of 24.6% per recommendation and a 49% success rate, highlighted by top-performing calls such as a +638.2% gain on Nuscale Power Corp. Gianarikas launched his career at Bear Stearns in 2000, then spent more than 15 years in asset management roles at Wellington, Putnam, Alydar Capital, and Diametric Capital, before senior analyst positions at Baird and Canaccord. He holds a degree from Boston University and maintains professional securities credentials including FINRA registrations and relevant analyst licenses.

George Giannarcus's questions to ASP Isotopes (ASPI) leadership

Question · Q3 2025

George Giannarcus from Canaccord inquired about ASP Isotopes' previously guided $50-$70 million revenue opportunity for Ytterbium-176 and Silicon-28 in 2026-2027, seeking confirmation for modeling purposes. He also asked for details on capital commitments, revenue, and EBITDA opportunities for new isotope facilities planned for 2026, and sought clarification on the new LEU Plus opportunity for Quantum Leap Energy, including its strategic implications and customer base. Finally, he questioned the future revenue contribution from Skyline Builders.

Answer

Interim CEO and COO Robert Ainscow stated that prior revenue guidance for 2026-2027 remains unchanged but acknowledged the market's need for updated projections, which will be provided after corporate events conclude, citing industry opacity and confidentiality. He also indicated that detailed breakdowns for new isotope facilities' capital and revenue opportunities are not yet available. Quantum Leap Energy CEO Rhino Pretorius clarified that LEU Plus (5-10% enrichment) is a customer-driven subcategory of HALEU, not a strategic shift, enabling early revenue and de-risking while progressing towards HALEU production. He confirmed the LEU Plus customer is distinct from TerraPower. Regarding Skyline Builders, Mr. Pretorius reiterated that its construction revenue is not expected to continue as the acquisition's focus is on securing critical raw material supply chains for QLE.

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