What is ASP Isotopes's latest dividend and current dividend yield?

What factors drove the changes in ASP Isotopes's revenue and profit?

What guidance did ASP Isotopes's management provide for the next earnings period?

What is the revenue and EPS growth rate for ASP Isotopes year over year?

What is the market's earnings forecast for ASP Isotopes next quarter?

What does ASP Isotopes do and what are its main business segments?

What were the key takeaways from ASP Isotopes’s earnings call?

Did ASP Isotopes beat or miss consensus estimates last quarter?

- **Operational Momentum:** Silicon-28 customer validation and ytterbium-176 production ramp-up highlight commercial traction. QLE's KUBE unit and Supercritical Technologies expand nuclear fuel supply chain dominance.
- **Financial Growth:** Radiopharmaceutical revenue up 24% YoY, offsetting high R&D expenses. $200M post-quarter capital raise supports plant expansion.
- **Strategic Acquisitions:** Supercritical Technologies and Renergen acquisition position QLE as end-to-end nuclear fuel supplier. Skyline divestiture focuses on critical materials.
- **Key Milestones:** Phase 1C completion by end-Q1 2026, first carbon-12 shipments in December, and HALEU production in South Africa.

**【CEO Opening Remarks】**
- CEO Robert Ainscow highlighted progress in the multi-isotope plant, including modifications to improve enrichment rates and transition to germanium. Commercial samples of silicon-28 were validated by customers, and a new contract was secured for 2026 delivery.
- The Renergen acquisition is nearing completion, with all approvals except exchange control pending. Phase 1C of the Renergen plant is progressing well, with enhanced drilling and compressor station nearing completion.
- The nuclear medical division shipped commercial samples of ytterbium-176, with production expected in H1 2026. Four new quantum enrichment plants are under procurement for gadolinium, nickel, zinc, and barium-130/137.
- Carbon-14 production is delayed due to feedstock issues but expected to resume in January 2026, with carbon-12 shipments to commence in December.

**【Operational Updates】**
- **Quantum Leap Energy (QLE):** Dr. Rhino Pretorius announced the KUBE unit technology to convert cesium-137 into barium-137, with $64.3M raised via convertible notes. QLE aims to become the leading supplier of HALEU (10%-20% enrichment) and lithium-7/6 for nuclear reactors. A term sheet for a U.S. radiopharmacy was signed, with further acquisitions in due diligence.
- **Skyline Builders:** Paul Mann revealed the acquisition of Supercritical Technologies to extract uranium from seawater, completing QLE's nuclear fuel supply chain. The company plans to divest non-core construction assets.

**【Financial Update】**
- **Revenue:** Radiopharmaceuticals grew 18% QoQ and 24% YoY to $3.6M (year-to-date), driven by capacity expansion and pricing. Skyline contributed $3.6M in Q3.
- **Expenses:** Operating expenses rose 84% YoY to $36.2M, driven by 66% headcount increase and professional fees. Net loss from operations was $34.9M (year-to-date), reflecting low-margin Skyline revenue and high R&D investment.
- **Cash:** $113.9M as of Q3, with $200M raised post-quarter. Capital expenditures for plant construction reached $33M (up from $23M in 2024).

**【Q&A Highlights】**
- **Silicon-28 Delays:** Startup complexities caused delays, but customer visits validated technology. First commercial shipments expected in H1 2026.
- **Renergen Milestones:** Phase 1C completion by end-Q1 2026 will de-risk operations. Share swap completion is pending regulatory approval.
- **Revenue Recognition:** Carbon-12 shipments to commence in December, with silicon-28 revenue in H1 2026.
- **LEU Plus Strategy:** QLE is targeting 5%-10% enrichment for existing nuclear reactors, with HALEU (19.75%) as the long-term goal. TerraPower remains committed to South African HALEU production.

Actual						-0.24	-0.09	-0.13	-0.12	-1.03	-0.15
Forecast							-0.09	-0.09	-0.12	-1.03	-0.15
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-44.44%	0.00%	0.00%	0.00%

Actual	--	--	--	--	--	1.00M	1.10M	1.20M	1.10M	1.20M	4.90M
Forecast	--	--	--	--	--	--	1.10M	1.20M	1.05M	1.20M	4.90M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+4.66%	0.00%	0.00%

ASPI

ASPI fundamentals

ASPI Q3 2025 Earnings

Earnings Call

You can ask Aime

ASPI

ASPI fundamentals

ASPI Q3 2025 Earnings

Earnings Call

ASPI Earnings Call Summary for Q3/20258:30 AM on Nov 21, 2025

ASPI Earnings Call Summary for Q2/20257:00 AM on Aug 14, 2025

ASPI Earnings Call Summary for Q1/20258:00 AM on May 20, 2025

ASPI Earnings Call Summary for Q4/2024 Mar 28, 2026

ASPI Earnings Call Summary for Q3/2024 Mar 28, 2026

You can ask Aime