What smart money is saying about ASP Isotopes
1 fund in our archive has pitched ASP Isotopes, most recently Rogue Funds in December 2024.
ASP Isotopes Inc., a pre-commercial stage advanced materials company, focuses on the production, distribution, marketing, and sale of isotopes. It develops Molybdenum-100, a non-radioactive isotope for the medical industry; Carbon-14; and Silicon-28. The company also Uranium-235, an isotope of uranium for carbon-free energy industry. ASP Isotopes Inc. was incorporated in 2021 and is based in Boca Raton, Florida.
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Position history
Every position in ASP Isotopes on record in the archive was reported in Q4 2024, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2024 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsRogue FundsDecember 2024
“ASP Isotopes As you all know, I visited ASP Isotopes a couple weeks ago and I was impressed with both who I met and the facilities that I saw. I think that the company is extremely close to reporting decent revenues that will change how the market views the company. Currently, it is trading as a pure nuclear entity, but the medical isotope side of the business is extremely underrated and could see huge TAM expansion. Their medical isotope business will maintain 80%+ margins, they will only have one or two competitors for each one, and in some cases, they will have zero competitors. Some of the isotopes needed aren’t even being produced but have extremely useful potential in fighting cancer which ASP Isotopes can address. The nuclear side of the business has accelerated since our last letter with deals with both TerraPower and NECSA becoming public. Production of Silicon-28 should begin shortly, and I expect academic institutions to begin producing public results utilizing the benefits of pure Silicon-28 so we can get a better idea of the TAM. With their current Silicon-28 facility they will be set to produce 10x as much Silicon as the next closest competitor and are the only ones who can produce it in a directly usable form. This is an incredible opportunity for the Fund, and it has already begun to pay off handsomely. Due to our large at-cost position, it will continue to have a strong impact on the Funds volatility. We feel extremely confident in this position going forward. It is our largest position and will continue to be so for the foreseeable future, and we have not sold any shares since the initial short report.”
ASP Isotopes
Fund coverage · 1 thesis
- Rogue FundsDecember 2024
ASP Isotopes is poised for significant market impact with its undervalued medical isotope business, strong margins, and unique production capabilities in Silicon-28.
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