Research analysts who have asked questions during ASP Isotopes earnings calls.
Recent press releases and 8-K filings for ASPI.
ASP Isotopes Outlines Commercialization Milestones and Strategic Initiatives
ASPI
New Projects/Investments
Product Launch
Guidance Update
- ASP Isotopes (ASPI) anticipates commercial production revenues from its carbon-14 plant starting in Q2 2026, with feedstock expected in Q1 2026, and plans to ship Silicon-28 samples to customers in the first half of 2026 under three new contracts.
- The company expects to spin out its Quantum Leap Energy (QLE) subsidiary in the first half of 2026, having already filed an S-1 with the SEC.
- Following the acquisition of Renergen, ASPI projects the combined company (excluding the QLE spin-off) to achieve greater than $300 million in EBITDA by 2030.
3 days ago
ASP Isotopes Outlines Commercialization Plans and Strategic Growth Initiatives
ASPI
New Projects/Investments
M&A
Guidance Update
- ASP Isotopes is focused on isotope production for medical, semiconductor, and nuclear energy, projecting the combined company (excluding the Quantum Leap Energy spin-off) to achieve greater than $300 million in EBITDA by 2030.
- The company anticipates generating revenue from its Carbon-14 plant in Q2 2026 through a minimum $2.5 million annual take-or-pay agreement and expects to ship Silicon-28 under three contracts in the first half of 2026.
- Its Quantum Leap Energy (QLE) subsidiary, which has filed an S-1 for a spin-off expected in the first half of 2026, aims to become a Western supplier of HALEU for Small Modular Reactors and plans to supply Lithium-6 and Lithium-7 by 2027.
- ASPI recently acquired Renergen to bring it to positive EBITDA and is using its controlled entity, Skyline Builders Group, to secure critical material supply chains, with further acquisition announcements expected soon.
3 days ago
ASP Isotopes' Subsidiary Quantum Leap Energy to Establish Global Headquarters in Austin, Texas
ASPI
New Projects/Investments
- ASP Isotopes Inc.'s (ASPI) wholly-owned subsidiary, Quantum Leap Energy LLC (QLE), announced plans to establish its new global corporate headquarters in Austin, Texas, to strengthen its presence and better serve its U.S. customer base.
- QLE intends to build a significant operational presence in Texas, including a joint venture with Fermi America for a high-assay-low enriched uranium (HALEU) enrichment research and commercial production facility in Amarillo, Texas.
- This strategic move is supported by Texas's pro-nuclear stance and regulatory environment, and comes as the U.S. Department of Energy estimates a need for 50 metric tons per year of HALEU by 2035, escalating to 500 metric tons per year by 2050.
Feb 17, 2026, 1:00 PM
ASP Isotopes Inc. provides production update on Renergen Helium Project
ASPI
New Projects/Investments
Guidance Update
M&A
- ASP Isotopes Inc. (ASPI) provided a production update on the Renergen Helium Project, following its acquisition of Renergen Limited on January 6, 2026.
- Since the restart of operations in April 2025, the plant is processing approximately 60% more gas, and the project has achieved 15 gas intersections with an 80% drilling success rate.
- Commercial readiness has advanced, with approximately 60% of Phase 1 LNG offtake signed and contracted with industrial customers.
- Management anticipates the project will achieve positive operational cash flow before the end of 2026.
Jan 29, 2026, 12:30 PM
ASP Isotopes Completes Acquisition of Renergen
ASPI
M&A
New Projects/Investments
Management Change
- ASP Isotopes Inc. completed the acquisition of Renergen Limited on January 6, 2026, making Renergen a direct, wholly owned subsidiary.
- The combined company is positioned as a global critical materials provider in isotope and helium markets, targeting high-growth sectors such as semiconductors, quantum computing, and clean energy.
- Renergen's Virginia Gas project is expected to benefit from $750 million of committed debt funding from the U.S. Development Finance Corporation and Standard Bank SA to expand helium plant production capacity.
- In connection with the acquisition, 14,270,000 shares of ASP Isotopes common stock were issued to Renergen shareholders.
- Stefano Marani, former CEO of Renergen, was appointed President, Electronics and Space, and Nick Mitchell, former COO of Renergen, was appointed Co-Chief Operating Officer of ASP Isotopes.
Jan 7, 2026, 2:28 PM
ASP Isotopes Confirms Renergen Acquisition Scheme Can Proceed
ASPI
M&A
Takeover Bid
- ASP Isotopes Inc. (ASPI) announced on December 18, 2025, that the South African Takeover Regulation Panel has issued a compliance certificate, allowing its scheme to acquire Renergen Limited to proceed.
- Under the acquisition scheme, Renergen shareholders will receive 0.09196 new ASPI shares for each Renergen share.
- The Scheme Finalisation Date was December 18, 2025, with the Scheme Implementation Date scheduled for January 6, 2026.
- Renergen shares are expected to be delisted from the JSE, A2X, and ASX on or about January 12, 2026.
Dec 18, 2025, 12:34 PM
ASP Isotopes Receives Regulatory Approvals for Renergen Acquisition
ASPI
M&A
Takeover Bid
New Projects/Investments
- ASP Isotopes Inc. has obtained all required regulatory approvals and clearances for its proposed offer to acquire Renergen Limited.
- The acquisition scheme, under which Renergen shareholders will receive 0.09196 new ASP Isotopes shares for each Renergen share, has become unconditional.
- Implementation of the scheme is expected to commence once the South African Takeover Regulation Panel issues the requisite compliance certificate, which is anticipated around December 18, 2025.
- The combination is projected to create a global leader in critical materials, with substantial synergies expected from 2026.
Dec 17, 2025, 2:30 PM
ASP Isotopes Extends Renergen Acquisition Fulfillment and Loan Repayment Dates
ASPI
M&A
Debt Issuance
New Projects/Investments
- ASP Isotopes Inc. (ASPI) and Renergen Limited have extended the fulfillment date for their proposed scheme of arrangement to January 30, 2026, from the previously extended date of November 28, 2025.
- This extension is primarily to allow additional time for regulatory approval from the Financial Surveillance Department of the South African Reserve Bank (FinSurv) and certain third-party consents required for the acquisition.
- Under the scheme, Renergen shareholders will receive 0.09196 new ASPI shares for each Renergen share held.
- Concurrently, the final repayment date for the $30,000,000 term loan facility provided by ASPI to Renergen has also been extended to January 30, 2026.
Nov 28, 2025, 1:30 PM
ASPI Provides Q3 2025 Business Update, Highlights Strong Cash Position and Strategic Progress
ASPI
Earnings
M&A
New Projects/Investments
- ASPI reported a cash balance of $113.9 million as of September 30, 2025, supported by $56.3 million in net proceeds from stock issuance during Q3 2025 and an additional $199.7 million received in October 2025.
- The company is awaiting final regulatory approval for the Renergen acquisition, which is expected to generate free cash flow during 2026.
- ASPI secured its largest Silicon-28 contract to date for delivery in 2026 and completed its first Ytterbium-176 production plant, with commercial delivery anticipated in 1H 2026.
- Quantum Leap Energy (QLE) confidentially submitted its S-1 registration statement for an IPO and spin-off to the SEC on November 12, 2025, and acquired a controlling stake in Skyline Builders Group Holding Limited, which will be rebranded as Super Critical Materials Inc..
Nov 21, 2025, 1:30 PM
ASPI Reports Q3 2025 Results, Advances Acquisitions and Spin-off Plans
ASPI
Earnings
M&A
New Projects/Investments
- ASP Isotopes reported a net loss from operations of $34.9 million for year-to-date 2025, compared to $18.7 million for the same period in 2024, with year-to-date operating expenses increasing 84% to $36.2 million.
- The company's cash on hand as of September 30, 2025, was $113.9 million, supplemented by an additional $200 million received from common stock issuance subsequent to the quarter-end.
- Operationally, ASP Isotopes is producing silicon-28 and ytterbium-176, with commercial deliveries for both anticipated in the first half of 2026. The company also expanded its radiopharmaceutical footprint by acquiring East Coast Nuclear in Florida.
- Strategically, the Renergen acquisition is nearing completion, pending one final regulatory approval. Its subsidiary, Quantum Leap Energy (QLE), has filed S-1 documentation for a planned spin-off in Q4 2025 and raised $64.3 million via convertible notes. QLE is also pursuing opportunities in LEU Plus and HALEU production.
Nov 21, 2025, 1:30 PM
Quarterly earnings call transcripts for ASP Isotopes.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more