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Company coverage · BASIC MATERIALS

ASP Isotopes Inc. Common Stock ASPI

CHEMICALS coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.

Sector: BASIC MATERIALSIndustry: CHEMICALSLatest quarter: 2026-06-30Fundamentals refresh: 2026-08-30
moat Wide
physical / assets Strong
sw / hw SW 5 : HW 95
Last close $3.88

Connected surface

Price, fundamentals, portfolio context, and research memory.

Data through 2026-08-28
Observed price path $3.88
Activity -61.7%
$2.28 $5.54 $8.80 $12 $15 OctDecFebAprJunAug 2025-10-10 · BUY equity · relative size +1% 2025-10-24 · BUY equity · relative size +0% 2025-10-31 · BUY equity · relative size +1% 2025-11-03 · BUY equity · relative size +0% 2025-11-04 · BUY equity · relative size +0% 2025-11-06 · BUY equity · relative size +0% 2025-11-14 · BUY equity · relative size +0% 2025-11-17 · BUY equity · relative size +0% 2025-11-28 · SELL PUT · relative size +16% 2025-12-01 · BUY equity · relative size +0% 2025-12-02 · BUY equity · relative size +0% 2025-12-04 · SELL CALL · relative size +3% 2025-12-11 · BUY equity · relative size +0% 2025-12-12 · BUY PUT · relative size +6% 2025-12-17 · SELL CALL · relative size +2% 2025-12-22 · SELL CALL · relative size +2% 2025-12-22 · BUY equity · relative size +2% 2025-12-23 · BUY CALL · relative size +1% 2025-12-23 · SELL CALL · relative size +5% 2026-01-02 · SELL CALL · relative size +3% 2026-01-02 · BUY equity · relative size +0% 2026-01-06 · SELL CALL · relative size +8% 2026-01-06 · BUY CALL · relative size +12% 2026-01-07 · BUY equity · relative size +0% 2026-01-07 · BUY equity · relative size +2% 2026-01-08 · BUY equity · relative size +9% 2026-01-09 · BUY CALL · relative size +5% 2026-01-09 · SELL CALL · relative size +5% 2026-01-09 · BUY equity · relative size +9% 2026-01-12 · BUY CALL · relative size +11% 2026-01-26 · BUY equity · relative size +47% 2026-01-28 · SELL CALL · relative size +2% 2026-02-20 · SELL equity · relative size +53% 2026-04-30 · SELL CALL · relative size +4% 2026-05-05 · SELL equity · relative size +7% 2026-05-07 · BUY CALL · relative size +1% 2026-05-07 · SELL equity · relative size +100%
222 daily bars since 2025-10-10 Buy Sell Option 37 visible trade events
Portfolio context +0.9% portfolio weight

Latest snapshot: 2026-05-01T00:00:00. Position gain/loss: -12.3%.

37 trade records · 16 option records · 2025-10-10 → 2026-05-07
moat Wide

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 investm…

physical / assets Strong

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 te…

sw / hw SW 5 : HW 95

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…

Research memory 3 coverage entries

Append-only ticker entries from the internal coverage database.

  1. SW 5 : HW 95

    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…

  2. Strong

    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…

  3. Wide

    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…

Research archive Moat and asset 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.

Coverage feed Latest entries
  1. 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…

  2. 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…

  3. 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…

Trade feed Recent records
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%

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