ASPI, or Aerodynamic Separation Process, has been making waves in the isotope enrichment industry with their innovative technologies. By perfecting the ASP and Quantum Enrichment Process, they have managed to significantly reduce the cost of isotope enrichment. With a market cap of $860 million and short interest of 16.5 million shares, or 23% of float, investors are taking notice.

Recent acquisitions, such as the purchase of Renergen, a South African public company on the brink of bankruptcy, have further solidified ASP Isotopes’ position in the industry. The Virgina gas project, acquired through this deal, boasts a super rich source of helium at 3% with LNG as a byproduct. Phase 1 construction is complete, and phase 2 is set to begin in 2026. This valuable asset will undoubtedly contribute to the company’s growth.

In May, ASP Isotopes announced definitive agreements with TerraPower, the Bill Gates-founded SMR company, related to financing support for the construction of a new uranium enrichment facility and the future supply of High Assay Low-Enriched Uranium (HALEU). While exclusivity is in place, there are no restrictions on building plants outside of South Africa with other interested groups. This partnership has the potential to revolutionize the industry, providing a faster source of HALEU than previously thought possible.

TerraPower’s recent comments further highlight the significance of this deal. When asked about viewing the ASP deal as speculative, they replied, “I think that’ll be the fastest source. We’ve done due diligence there. They have the technical capabilities. They have a government lab there, Necsa [the Nuclear Energy Corp. of South Africa]. Necsa and the energy minister are both very supportive.”

ASP Isotopes’ innovative technologies and strategic acquisitions have positioned them as a leader in the isotope enrichment industry. With a strong partnership in place with TerraPower, they are well on their way to revolutionizing the field. As investors continue to take notice, now may be the ideal time to consider adding ASP Isotopes to your portfolio.