Commercialization of Ytterbium-176 will be massive for the stock, brings them a lot closer to HALEU production. Note that they are pretty far ahead of schedule on that milestone, HALEU production might start in 2026. Terra see this and want it all for themselves, they are currently pressing SA officials to hand aspi a HALEU license. Dilution is becoming less of a risk as they progress with QLE.
Yeah, I like the potential to process tailings. Just like DRDGold and Sylvania platinum. Good business model. But I think there will be delays. LEU had supply chain bottlenecks to get storage cylinders for HALEU, it cost them months.
I dont necessarily disagree with your assessment of current valuation in relation to ASPI's current cash flows, but I still think its a very good speculative bet. People talk about ASPI as if its a nuclear energy stock, when in reality the medical/oncology and semiconductor lines of business are much more intriguing in the short term. HALEU will take some time due to the complexities of regulation and permitting. I can easily see the path to both ASPI and its future QLE spinoff being $1 billion market cap companies in the future. My biggest concern has been the CEO being a bit of an unknown and more of an opportunistic acquirer than a visionary/founder. But I follow the company closely and so far the execution has been very good.
Appreciate the write up, Prof. I’m not smart enough to know which one is going to be the champ, so went with the basket approach of $aspi, $leu and $slx.ax. So far so good.
Commercialization of Ytterbium-176 will be massive for the stock, brings them a lot closer to HALEU production. Note that they are pretty far ahead of schedule on that milestone, HALEU production might start in 2026. Terra see this and want it all for themselves, they are currently pressing SA officials to hand aspi a HALEU license. Dilution is becoming less of a risk as they progress with QLE.
Yeah, I like the potential to process tailings. Just like DRDGold and Sylvania platinum. Good business model. But I think there will be delays. LEU had supply chain bottlenecks to get storage cylinders for HALEU, it cost them months.
yeah agree with this...some times it's okay to just pass on the complex, vague, etc.
I dont necessarily disagree with your assessment of current valuation in relation to ASPI's current cash flows, but I still think its a very good speculative bet. People talk about ASPI as if its a nuclear energy stock, when in reality the medical/oncology and semiconductor lines of business are much more intriguing in the short term. HALEU will take some time due to the complexities of regulation and permitting. I can easily see the path to both ASPI and its future QLE spinoff being $1 billion market cap companies in the future. My biggest concern has been the CEO being a bit of an unknown and more of an opportunistic acquirer than a visionary/founder. But I follow the company closely and so far the execution has been very good.
Appreciate the write up, Prof. I’m not smart enough to know which one is going to be the champ, so went with the basket approach of $aspi, $leu and $slx.ax. So far so good.