Professional
Added to YB: 2025-07-03
Pitch date: 2025-07-02
ASPI [neutral]
ASP Isotopes Inc.
-19.63%
current return
Author Info
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Company Info
ASP Isotopes Inc., a development stage advanced materials company, engages in the production, distribution, marketing, and sale of isotopes.
Market Cap
$986.3M
Pitch Price
$7.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
-32.59
P/E
-6.06
EV/Sales
223.38
Sector
Chemicals
Category
growth
Komodo Capital H1 2025 Portfolio Review: ASP Isotopes Inc.
$ASPI (holding update): CEO Mann has skin-in-game. TerraPower signed 10yr HALEU contract, disproving short-seller claims. Revenue from C-14 (2025), Yb-176 (2025), Si-28 (Q2'25), with significant scale in 2026. $25M CapEx per facility but asset-light model. Catalysts: dual listing, more contracts, facilities online early, QLE spin-off.
Read full article (2 min)