ASP Isotopes SEC Filings

ASP Isotopes Inc. COO Robert Ainscow reported an open‑market sale of 25,000 shares of common stock on March 6, 2026. The sale was executed at a weighted average price of $4.511 per share, with individual trades ranging from $4.42 to $4.58.

These sales were made under a pre‑arranged Rule 10b5-1 trading plan adopted on December 13, 2024, indicating they were scheduled in advance. Following this transaction, Ainscow directly holds 1,512,817 shares of ASP Isotopes common stock.

ASPI notice of proposed sale under Rule 144. A reporting person indicated a proposed sale of 300,000 shares of Common Stock that were acquired as a Restricted Stock Award on 09/06/2024. The filing also shows 8,438 shares sold in the past three months for $45,894.28. Shares outstanding are listed as 125,903,447 as of 04/13/2026.

ASP Isotopes Inc. provided a broad business and financial update, pairing strong balance sheet growth with long‑term profitability goals. The company reported cash, cash equivalents and marketable securities of $333 million as of December 31, 2025, after raising over $345 million in 2025 through common stock and convertible notes. Product revenue for 2025 was $5.7 million, up 46% from $3.9 million in 2024, while net loss attributable to shareholders widened to $175.1 million from $32.3 million.

Management outlined a long‑term EBITDA target of more than $300 million in 2031 and expects first commercial isotope shipments in 2026 across Silicon‑28, Carbon‑14 and Ytterbium‑176. The Virginia Gas Project’s Phase 1 drilling finished roughly four months early, with nameplate capacity of 2,500 GJ per day of LNG and 58 MCF per day of liquid helium expected in the third quarter of 2026.

ASP Isotopes Inc. files its annual report describing a rapid expansion into advanced isotopes, nuclear fuels, helium and LNG, and construction services. The company began commercial isotope production in Pretoria in 2025 and is targeting initial shipments of enriched C-14, Si-28 and Yb-176 in 2026.

ASP acquired Renergen, gaining South Africa’s only onshore petroleum production right and the Virginia Gas Project, which produces LNG and high‑grade helium. Through subsidiary QLE, it is developing HALEU nuclear fuel and lithium enrichment, backed by a $22.0 million conditional loan and long‑term HALEU supply agreements with TerraPower.

The report details 51% ownership of radiopharmacy PET Labs, the ECNP pharmacy acquisition, early‑stage investments in IsoBio and Opeongo, and a controlling interest in Skyline, adding Hong Kong civil engineering services. ASP plans to separate QLE as a standalone public company via a future listing and equity distribution to existing stockholders.

ASP Isotopes Inc. announced that Executive Chairman and CEO Paul Mann will host a business update conference call and webcast on April 13, 2026, at 8:00 AM ET. Investors and the public can join via toll and toll-free numbers or a live webcast, with a replay available on the company’s website.

The company develops proprietary isotope enrichment technologies, including its Aerodynamic Separation Process and Quantum Enrichment, to supply critical materials for nuclear medicine, advanced semiconductors, and nuclear energy. The announcement also highlights that management may discuss forward-looking statements during the call, which are subject to significant risks and uncertainties.

ASP Isotopes Inc. submitted a Form 12b-25 notification stating it could not file its annual report on Form 10-K for the period ended December 31, 2025 within the prescribed time. The company signed the notice on March 31, 2026 and cites Rule 12b-25 procedures.

ASP Isotopes Inc: An amendment to a Schedule 13G/A states that The Vanguard Group reports 0% beneficial ownership of the issuer's common stock as of the amendment filing. The filing explains an internal realignment of Vanguard subsidiaries on January 12, 2026 that led to disaggregated reporting; Vanguard lists 0 shares and no voting or dispositive power.

Renergen, whose Virginia Gas Project underpins ASPI’s interest, outlines extensive risks around expanding Phase 2. The project demands large, uncertain capital outlays, complex permitting and reliance on conditional debt facilities of up to $500 million from DFC and $250 million from Standard Bank that carry stringent conditions.

The company faces exposure to inflation, higher interest rates, supply chain constraints, power and water shortages, and South Africa–specific socio‑economic and political risks. Operational challenges span drilling complexity, pipeline construction, contractor dependence, cybersecurity, data‑privacy compliance, and concentrated single‑site exposure. High leverage, covenant limits and potential impairment if projects underperform could pressure liquidity and future results.

ASP Isotopes, through its wholly owned subsidiary Quantum Leap Energy, has begun a strategic collaboration with the University of Bristol to design a state-of-the-art lithium laser enrichment research facility in the UK. Bristol will lead a roughly four-month initial phase focused on feasibility and detailed technical design.

The work covers concept design, engineering specifications and safety reviews, progressing to completion of RIBA Stage 4 technical design. If the feasibility assessment is positive, the parties intend to build the facility at a suitable off-campus University of Bristol site for research commissioned and funded by Quantum Leap Energy, targeting advanced lithium-6 and lithium-7 enrichment for next-generation fission and fusion nuclear fuels.