Professional
Added to YB: 2024-09-12
Pitch date: 2024-09-10
ASPI [bullish]
ASP Isotopes Inc.
+205.56%
current return
Author Info
Rogue Funds is a value-oriented hedge fund sharing in-depth analysis. Sign up for the newsletter.
Company Info
ASP Isotopes Inc., a development stage advanced materials company, focuses on the production, distribution, marketing, and sale of isotopes.
Market Cap
$551.6M
Pitch Price
$2.34
Price Target
25.00 (+250%)
Dividend
N/A
Sector
Chemicals
Category
value
ASP Isotopes: Capitalizing on Semiconductor Trends, Nuclear Trends, and Deglobalization
ASPI: Isotope enrichment co. with proprietary ASP & QE tech. Targeting medical, semiconductor, nuclear markets. Multiple facilities in SA, Iceland. Contracts for C-14, Mo-100, Si-28. HALEU production by 2027. High margins (70%+). $20-60M revenue est. 2025. Risks: tech failure, dilution, SA volatility. 100x potential in 5-7 years.
Read full article (29 min)