Company coverage
Research snapshot 2026-08-31
Research activity
ASPI 37 trade records · 16 option records · 2025-10-10 → 2026-05-07Moat
WideProprietary Aerodynamic Separation Process (ASP) maintained as closely guarded trade secret with only 9 authorized individuals permitted access — strategically superior to patents (no public disclosure). 18+ years and tens of millions in R&D investm…
Physical assets
StrongThree commercial enrichment facilities in Pretoria, South Africa — genuinely productive, generating revenue from commercial isotope production (Silicon-28 shipped at 99.995% enrichment). Isotope separation plants are difficult to replicate due to te…
Software / hardware
Software5%
Hardware95%
Growth. Trade-secret enrichment process expands from Silicon-28 (quantum computing substrates) to uranium and lithium isotopes, creating a multi-commodity enrichment platform with near-monopoly pricing. Primary assets. 3 Pretoria enrichment faciliti…
- manual · sw-hw
Growth. Trade-secret enrichment process expands from Silicon-28 (quantum computing substrates) to uranium and lithium isotopes, creating a multi-commodity enrichment platform with near-monopoly pricing. Primary assets. 3 Pretoria…
- manual · physical-assets
Three commercial enrichment facilities in Pretoria, South Africa — genuinely productive, generating revenue from commercial isotope production (Silicon-28 shipped at 99.995% enrichment). Isotope separation plants are difficult to…
- manual · moat
Proprietary Aerodynamic Separation Process (ASP) maintained as closely guarded trade secret with only 9 authorized individuals permitted access — strategically superior to patents (no public disclosure). 18+ years and tens of mil…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-05-07 | SELL | Equity | +100% |
| 2026-05-07 | BUY | CALL option | +1% |
| 2026-05-05 | SELL | Equity | +7% |
| 2026-04-30 | SELL | CALL option | +4% |
| 2026-02-20 | SELL | Equity | +53% |
| 2026-01-28 | SELL | CALL option | +2% |
| 2026-01-26 | BUY | Equity | +47% |
| 2026-01-12 | BUY | CALL option | +11% |
| 2026-01-09 | BUY | Equity | +9% |
| 2026-01-09 | SELL | CALL option | +5% |
| 2026-01-09 | BUY | CALL option | +5% |
| 2026-01-08 | BUY | Equity | +9% |
| 2026-01-07 | BUY | Equity | +2% |
| 2026-01-07 | BUY | Equity | +0% |
| 2026-01-06 | BUY | CALL option | +12% |
| 2026-01-06 | SELL | CALL option | +8% |
| 2026-01-02 | BUY | Equity | +0% |
| 2026-01-02 | SELL | CALL option | +3% |
| 2025-12-23 | SELL | CALL option | +5% |
| 2025-12-23 | BUY | CALL option | +1% |
| 2025-12-22 | BUY | Equity | +2% |
| 2025-12-22 | SELL | CALL option | +2% |
| 2025-12-17 | SELL | CALL option | +2% |
| 2025-12-12 | BUY | PUT option | +6% |
Notes
Full portfolio moat / asset analysis
Proprietary Aerodynamic Separation Process (ASP) maintained as closely guarded trade secret with only 9 authorized individuals permitted access — strategically superior to patents (no public disclosure). 18+ years and tens of millions in R&D investment. Regulatory barriers are substantial: uranium enrichment/isotope separation requires national security app…
Full portfolio moat / asset analysis
Three commercial enrichment facilities in Pretoria, South Africa — genuinely productive, generating revenue from commercial isotope production (Silicon-28 shipped at 99.995% enrichment). Isotope separation plants are difficult to replicate due to technical complexity and regulatory constraints. Additional planned facilities in the UK via Quantum Leap Energy.
Open the working company page.
Authenticated sessions unlock the live watchlist controls, expanded market-data views, add-note workflow, and full internal timeline.