Professional
Added to YB: 2024-12-06
Pitch date: 2024-12-04
ASPI [bullish]
ASP Isotopes Inc.
+20.55%
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, engages in the production, distribution, marketing, and sale of isotopes.
Market Cap
$986.3M
Pitch Price
$4.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-32.59
P/E
-6.06
EV/Sales
223.38
Sector
Chemicals
Category
special_situation
ASP Isotopes: A Thoughtful but (Very) Long Response
ASPI: Quantum Enrichment tech promising w/ 678 selectivity for U-235. ASP tech proven for Si-28, Yb-176. 2 POs for Si-28. $40M+ rev 2025, $100M+ 2026. Risks: QE commercialization, SMR demand, delays. De-risked on Si-28, Yb-176 revenue. Huge TAMs, temp monopolies. 2025 key year.
Read full article (42 min)