ASP ISOTOPES INC (ASPI)
Materials · Isotope enrichment and advanced materials production · NASDAQ
An advanced materials company commercializing proprietary isotope enrichment technologies for nuclear medicine, semiconductors, and small modular reactors, combined with LNG and helium production through its Renergen subsidiary.
What ASP ISOTOPES INC does
ASP Isotopes Inc. is an advanced materials company developing proprietary isotope enrichment technologies (Aerodynamic Separation Process and Quantum Enrichment technology) to produce enriched isotopes for nuclear medicine, semiconductors, and nuclear energy applications. The company operates enrichment facilities in South Africa and is targeting commercial production of Carbon-14, Silicon-28, and Ytterbium-176, while also pursuing uranium enrichment for advanced reactor fuels. Following its January 2026 acquisition of Renergen, the company also produces liquefied natural gas and liquid helium in South Africa.
Themes: ["isotope enrichment / critical materials","nuclear medicine diagnostics","advanced semiconductors / quantum computing","nuclear energy / small modular reactors","LNG and natural gas","helium production","uranium enrichment"]
Fundamentals
- Price$5.15 as of 2026-07-09 close
- Market cap$648M as of 2026-07-10
- 1-year return-26.4% as of 2026-07-09 close
- Net margin-644.4% as of 2026-07-10
- Gross margin+17.6% as of 2026-07-10
- ROE-117.2% as of 2026-07-10
- Debt / equity0.90 as of 2026-07-10
- Revenue growth (YoY)+511.2% as of 2026-07-10
- Beta3.67 as of 2026-07-10
Key risks (from latest filing)
["Unproven commercial scale-up of ASP and QE enrichment technologies; inability to achieve cost-effective operations of isotope enrichment plants and the Virginia Gas Project Phase 2","Regulatory and licensing risk; lack of prior approval to enrich uranium and dependence on obtaining nuclear regulatory approvals for isotope production and distribution","Demand and commercialization risk; failure of market demand for enriched isotopes, LNG, or helium, and dependence on limited number of key customers and partners including TerraPower"]
Competitors & peers
- Centrus Energy (LEU)
- Urenco Limited
- Kazatomprom
- Cameco (CCJ)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.