Professional
Added to YB: 2026-07-06
Pitch date: 2026-07-01
ASPI [neutral]
ASP Isotopes Inc.
-10.23%
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 in South Africa,Hong Kong, and United States.
Market Cap
$708.8M
Pitch Price
$6.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
-10.02
P/E
-2.80
EV/Sales
25.63
Sector
Chemicals
Category
growth
Komodo Capital | 1H 2026 Portfolio Review - ASP Isotopes Inc.
ASPI (holding update): 5.5% position, 'wait and see' micro-cap. Frustrating story—poor execution, weak IR, unclear direction, and confusion over dilution to fund Skyline Builders acquisition. Bull case: valuable assets, abundant catalysts. Trump family (Don Jr/Eric) invested in QLE subsidiary, interested in enriched uranium.
Read full article (1 min)