ASP Isotopes (ASPI)
Develops isotope-enrichment technology across specialist isotopes, nuclear fuels, radiopharmacy, and helium.
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Runs a young critical-materials platform built around isotope-enrichment technology, radiopharmacy services, nuclear-fuel development, and Renergen's helium/LNG assets. Current reported segments are nuclear fuels, specialist isotopes and related services, and helium and LNG.
Operates through reported segments in nuclear fuels, specialist isotopes and related services, and helium and LNG. Specialist-isotope work targets high-value, low-volume carbon, molybdenum, silicon, and ytterbium isotope programs, with radiopharmacy exposure through PET Labs, ECNP, and Numed.
Geography is unusually tilted toward South Africa for a Nasdaq issuer. Isotope-enrichment facilities, nuclear medical doses, and Renergen's Virginia Gas Project sit alongside a Dallas headquarters and US listing.
Execution depends on turning proprietary enrichment technology into commercial supply, advancing QLE's HALEU and lithium-isotope work, and integrating Renergen's helium/LNG operations. The proposed Noble Africa transaction remains conditional, so current segment framing still reflects the QLE, specialist-isotope, and Renergen structure.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Dec 4, 2025 | Cantor Fitzgerald | Target | Target: — | Target: $13 |
| Oct 27, 2025 | Loop Capital Markets | Target | Target: — | Target: $15 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $254.9M · Total debt $269.6M · Total assets $572.0M · Shareholders' equity $264.7M
- Revenue
- $5.1M
- Operating income
- −$34.2M
- Net income
- −$33.6M
No dividends on record.
| Institutions | 52.71% | 66.36M shares | |
|---|---|---|---|
| 202 holders · as of Jun 30, 2026 | |||
| Insiders | 11.48% | 14.46M shares | |
| 8 holders · as of Sep 4, 2026 | |||
| Strategic holders | 5.36% | 6.75M shares | |
| 1 holder · as of Oct 16, 2024 | |||
| Other | 30.45% | 38.34M shares | |
| remainder | |||
125.90M company shares as of Aug 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Paul Elliot Mann1,2Insiderdirector, officer: Chairman and CEO | 7.67% | 7.76M | filed Sep 4, 2026 |
BlackRock, Inc.Institution | 7.32% | 9.22M | as of Jun 30, 2026 |
AK Jensen Investment Management LtdStrategic10 percent owner | 5.36% | 6.75M | filed Oct 16, 2024 |
Encompass Capital Advisors LLCInstitution | 5.21% | 6.56M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.96% | 4.98M | as of Jun 30, 2026 |
- Paul Elliot Mann's transaction reports restate only vehicles that traded; the 2026 ownership statement (7.76M) plus the 1.89M net shares acquired since is used instead.
- Paul Elliot Mann reports a block also reported by BlackRock, Inc.; it is counted once, under BlackRock, Inc.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Robert Ainscow | officer: COO | −8,438 | $4.29 |
| Sep 2, 2026 | Robert Ainscow | officer: COO | −25,000 | $3.91 |
| Sep 2, 2026 | Donald George Ainscow | officer: EVP, Gen Counsel, Secretary | −23,678 | $3.89 |
| Sep 4, 2026 | Paul Elliot Mann | director, officer: Chairman and CEO | −83,759 | $4.10 |
| Sep 3, 2026 | Paul Elliot Mann | director, officer: Chairman and CEO | −83,758 | $3.92 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ASP Isotopes | $3.16 | −0.57% | $400.4M | — | — | 13.0 | +327.5% |
| Centrus Energy | $156.90 | −0.65% | $2.93B | 70.4 | 62.5 | 6.2 | +14.0% |
| Cardinal Health | $222.04 | +0.04% | $52.87B | 31.2 | 17.7 | 0.2 | +5.8% |
| Linde | $464.75 | −0.01% | $211.64B | 29.6 | 24.9 | 6.0 | +9.4% |
| Lantheus | $100.00 | −0.01% | $6.53B | 24.2 | 17.8 | 4.2 | +2.7% |
| Telix Pharmaceuticals | $11.80 | −1.26% | $3.83B | 114.7 | — | 4.1 | +22.2% |
| Air Products | $287.86 | −0.02% | $62.23B | — | 20.3 | 4.9 | +4.6% |
| Median | 31.2 | 20.3 | 4.6 | +7.6% |