ASP Isotopes Q4 Earnings Call Highlights

ASP Isotopes (NASDAQ:ASPI) outlined plans to statesman commercialized deliveries from aggregate enrichment and accumulation assets successful 2026, positioning the institution arsenic it transitions from infrastructure buildout to merchandise shipments crossed atomic medicine, physics gases, and helium and LNG, executives said connected the company’s concern update call.

Executive Chairman and CEO Paul Mann said ASP Isotopes has built 3 enrichment facilities successful South Africa utilizing its proprietary Aerodynamic Separation Process and Quantum Enrichment technologies. “We are nary longer a improvement signifier company,” Mann said, describing the institution arsenic “a captious materials level with gross imaginable crossed each concern lines.”

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Mann said the institution expects archetypal commercialized shipments of Silicon-28, Ytterbium-176, and Carbon-14 successful 2026, with timing babelike connected operational milestones and feedstock logistics.

• Silicon-28: ASP Isotopes expects to vessel its archetypal Silicon-28 merchandise during the second 4th of 2026. Mann said the institution has signed three acquisition orders—one with a large U.S. semiconductor company, 1 with a ample planetary concern state company, and 1 with a ample U.S. buyer—and shipped archetypal enriched samples successful August 2025. He said enrichment has tracked “exactly successful line” with theoretical calculations. After lawsuit visits successful October and November, the institution agreed to works modifications for “safety, operational efficiency, and semipermanent works robustness,” Mann said.

• Ytterbium-176: ASP Isotopes expects archetypal commercialized shipments of Ytterbium-176 astir mid-year oregon the 3rd 4th of 2026, Mann said. The archetypal illustration shipment occurred successful September 2025, followed by a “brief operational pause” successful October 2025 that Mann said has been resolved. The works is “back successful cognition and enriching product,” helium said.

• Carbon-14: The institution anticipates archetypal Carbon-14 commercialized shipments astir mid-year 2026, contingent connected receiving feedstock from its Canadian supplier. Mann said feedstock has shipped retired of Canada, is being processed successful the United States, and is expected to get successful South Africa by the extremity of the month. He said gross timing depends connected Carbon-14 attraction successful the feedstock: astatine 0.5% concentration, gross would beryllium booked successful Q3; astatine 1% oregon higher, successful Q2.