@1035_Capital Seems like this announcement + 150M muni raise significantly derisks future dilution. Do you agree?

@1035_Capital @dd_capital When would the first license happen? Rough timeline?

@Jaro_rogue Doesn’t SA have enough? Seems inconvenient to ship to Africa for enrichment then ship back to US

@BioWino @Jaro_rogue Starting to catch a bid again. If so, that would be the first time I’ve bought the complete bottom

@1035_Capital Spot on, this is a huge buy the dip moment

$aspi reminder DeepSeek has zero effect on their medical isotopes business (growing rapidly). Semiconductor / quantum computing innovation is not going away Given their high uranium enrichment factor, I don’t think the uranium supply / demand story matters, but time will tell

@mkhorp When you say “by 2026” do you mean during 2026 or by end of 2025?

@TSKing57 @doctorplaner 500MT capacity + enriching depleted tails + government competitors = me retiring like a god

@killapabkai What do you think is dragging down the price so much? Delaying the app another year and more dilution? Previous bad mgmt? There is zero buying power here despite the ‘clear’ opportunity

@Tim1976H @ASPIsotopes No it’s not lol

@Jaro_rogue It seems like their mgmt is moving forward with commercialization themselves. This might be what’s dragging down the price unless they are just posturing for negotiating power in the near future

@Jaro_rogue Thanks - it’s good the CEO views this as a multi billion dollar top line business in the near future. If I were him, I would argue hard for $3B valuation based on pure comparison with chantix

@centrus_energy “Our entire business model is dog s*** and relies solely on gov’t funding”

@AcctNo994 Could be a lot higher given how some of these SMR companies are trading with zero revenue and almost guaranteed future losses. $Aspi will likely have a growing monopoly in multiple end markets with high margins

@jus92110 $leu holders

@AcctNo994 So they were supposedly able to produce 275 tons of HALEU over 4 years using old tech = 70 tons a year. 70*907kg*30,000 per kg HALEU = $2B revenue a year * 30% margin * 20 multiple (arguably low) = $12B valuation? That’s basically demand in a few years

@piterloskot82 The facilities are in place from 30/40 years ago, it’s just a matter of giving $ASPI the go-ahead and updating previous site with modern technology. SA is chomping at the bit to be a forerunner in this space given what happened in the 80’s - expect approval <2 months imo