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232 posts
@CarlosDzSz @UDiamondBalls $ASPI - so why don’t shareholders do something about it ? Insist on independent chair for a start
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@UDiamondBalls $ASPI is a great project lead by not so great people
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@andrecb1 @Mindwalletbody $ASPI - dear Andre. use your influence with Ocean Wall which you own and which is the main pumper of ASPi and knows the main shareholders to sort out the corporate governance. Align money and mouth.
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@Mindwalletbody $Aspi feels like they would put out a press release for a drinks event. A lot of hot air versus execution.
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$aspi
Continues to build partnerships with academic institutions, both in South Africa and the UK now.
On the surface, seems like smart moves that could be beneficial in multiple ways.
Borja@piterloskot82
ASP Isotopes Announces Strategic Collaboration Between Quantum Leap Energy and University of Bristol to Design Advanced Laser Research Facility $ASPI
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@Bossman4144 @piterloskot82 I have been told about Paul’s drinking and it did concern me. What do you know?
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$Oklo and its fuel options $ASPI. Oklo’s top priority is to use recycled fuel to load its Aurora reactors. It can use fresh fuel, recycled fuel, downblended fuel, and plutonium. The Capex for this recycling plant is estimated at 1.68B$, with the potential to end up being higher
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@AcctNo994 @Mindwalletbody @CryptoOwly $ASPi - Paul has never worked as an engineer despite qualifications. Fund mgt only. He lacks the practical experience and hands on plant mgt. This is why ASPI has a great theoretical case / strategy but has been so bad at execution. Likewise DR has had bulk of her exp in acedemia
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@Mindwalletbody @CryptoOwly Paul, with his engineering background, i think despises IR and would rather keep working. Anyone who knows engineers knows that they view other humans as a nuisance. Probably also sick of answering the same questions while Hamstrung by NDA’s. He knows whats coming. $Aspi
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$ASPI listened to the call again. Sounds like huge changes last four months. Widening pipes for flow, moving pipes for safety, and of course the legendary o-rings for the 400 compressors on the silicon 28 plant! Paul said they are really close now. Plus I note a lot of hiring is going on from LinkedIn. It really does feel like they are close now. Just think of the behind the scenes progress versus the price developments over those four months. Imho. Nfa.
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@RaymondDuck6 @wakerife123 @piterloskot82 $aspi - I have been banging the drum on this one for sometime. Independent chair is so desperately needed. I think a shareholder egm is needed to insist. Are there any serious long only holders who would support this?
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@wakerife123 @piterloskot82 Share price closed at the same level as it was exactly two years ago to the day. And most of that is down to Corporate Governance. The lack of a counterweight to Mann is unacceptable. There should be an Independent Chairman who can rein him in.
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GM claims it will be able to supply all the enrichment needed by US uts. They haven’t revealed anything about their tech or anything else, but despite that, they’ve secured Paducah, Hanford, 900M$ from the DoE, and now 4.2B$. Can’t wait to hear their "master plan" $ASPI $QLE
Bloomberg@business
The US Export-Import Bank advanced plans for up to $4.2 billion in financing to support Japanese and South Korean nuclear operators’ purchase of enriched fuel from California-based General Matter bloomberg.com/news/articles/…
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@ASPIsotopes $aspi this is old news. Not that it was actually material at the time. Anonymous MOU is not even worthy of a mention as it’s useless and means nothing.
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@wakerife123 @ToughSf $ASPI - this is an emerging technology that still has to be commercially proved. Likely to be years away. Paul said they did not need other sources as they had enough tailings. They should not be distracted by new tech until they have executed on existing.
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@ToughSf Check out Supercritical Materials! Tech licensed from DOE. Able to capture uranium from seawater with acrylic fibers. Being acquired by $ASPI via $SKBL. Same founder as $UEC. Aiming for levelized cash costs below $58/lb of uranium. Deploying off the coast of Texas.
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@SunvMikey @johnhal1303 $ASPI - I share your sentiments on Paul. Flakey at best. I tried to highlight the mistakes so they could be corrected. All I got was abuse. Some of these are bots or Paul’s pseudo accounts. Great tech but absolutely crap mgt and IR. Have not got a clue how to talk to mkt
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Investor sentiment is at rock bottom because of bad management not bad fundamentals imo...You also get bagholders on here that will defend $ASPI to its dying breath and get angry at you for criticising it lol. Its ok to criticise a stock you own I do it all the time if the stock deserves it...
Its not bad DD thats led to bagholders for ASPI but rather bad management missing literally every single deadline they put out. Pure utter incompetence at this point...I believe in the vision...But Paul? Nah. Trust is earned. And he has destroyed all trust. I think he needs some investor relation lessons personally or to be replaced...
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$ASPI
Silicon was supposed to be sold by Q1 2026. On the Cannacord call they said after O-rings are replaced, 18 days of production later silicon will be shipped. It is 16th of March already, meaning that we have already missed the deadline, once again...
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@markcboon @ASPIsotopes $ASPI his credibility is reflected in the share price
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@ASPIsotopes most successful enrichment to date is that of the elements in Paul Mann's compensation plan.
$ASPI
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@RaymondDuck6 @wakerife123 @BrianDohner $ASPI Raymond you sum it up very well. Early investors backed nuclear and medical isotopes. Nuclear is now years away and now we are an industrial gas company with an interest in isotopes. Talk about strategy drift.
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$ASPI has only a tiny (5%) interest in Supercritical. Less than Paul Mann. So please don't conflate the two.
As to how it's going, I would say it's an unmitigated disaster. The share price simply reflects that the team have no idea whatsoever about how to keep their 'owners' informed. The strategy has flipped from generating income from isotopes to buying up undervalued businesses that Paul likes. That may be long term astute, but the messaging is appalling. They need to get a professional involved, not a blogger with stars in their eyes.
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@UDiamondBalls @SunvMikey $ASPI - this is disgraceful- I think shareholders should call for an egm and take him to task. The very least we should demand an independent chair and start to repair corp governance.
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Yeah it's definitely not a good look. Another angle is, well everybody got bills to pay and who knows what his personal situation is. I turned a blind eye to his $aspi share sales because it was only a relatively small % of his total holdings. There's also been a lot of insider selling in other companies, just a general theme Ive noticed. Are they cashing out before "the big crash" that everyone is calling for? Possible
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$ASPI $SKBL Interesting post on Paul Mann. Does this change your view of him? Do you consider this a red flag? His $3.5M investment suddenly feels less impressive
Stomping_llama@stomping_llama
$SKBL Sweetheart deal for the CEO and friends. Bought 24.35M shares @ $0.73 in August, including 48.7M warrants at $0.60 and $0.65. Now the company swaps the warrants for free common share equivalents (worth $168M,) bringing the offering cost basis down to $0.25/share.
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@piterloskot82 @AcctNo994 $ASPI problem is that everything Paul has said over the last few years has not transpired. He has zero credibility. This is probably why large asset managers are throwing in the towel.
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US customer that has capability of testing si-28 samples to parts per trillion purity is Intel.
Si-28 customer is Intel, and it appears $aspi were comparing notes on the enrichment curves.
If you’re bored, track Intel’s private jets and confirm one visited SA in the fall ;)
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@Frzrzlmr @EmergingGrowthC @ASPIsotopes $ASPI - supports my longstanding arguments of needing new mgt. His credibility is zero! Given his misleading statements in his prev company - there is a clear pattern. We need some new credible person to have a look under the hood!
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@EmergingGrowthC @ASPIsotopes Take whatever the CEO says in this conference with a grain of salt. He has been spouting that $ASPI is on the verge of positive free cash flow for years now and needn't to dilute to raise money anymore many times in the past (but he still did anyway).
youtu.be/mJfHeDws49U?si…
YouTube
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$ASPI Live Emerging Growth Conference 90 - February 25 & 26
@ASPIsotopes
Register:
goto.webcasts.com/starthere.jsp?…
Questions for the Company? Questions@EmergingGrowth.com
To Present:
305-330-1985
Conference@EmergingGrowth.com
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@saltytunafish1 @piterloskot82 $ASPI - so many red flags here. Conflicts of interest? Mann is on a spending frenzy shareholders need to do something to stop him and focus on core strategy. Any slips and this company could go bust
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@piterloskot82 Kinda hard to believe they're doing seed investments in companies they're board members of when they haven't shipped a single commercial isotope yet. $ASPI money needs to be spent on $ASPI, not funding managements side projects.
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@rekurencja $ASPI - no! Shareholders did invest in a PE company run by Mann. It reflects in share price performance
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$ASPI seems to be building a VC style capital group rather than a focused isotope enrichment company. Are shareholders OK with this?
Borja@piterloskot82
$ASPI invests 10M$ in biotech company Opeongo. Keep an eye on connections with Isotopia, Yeda and Reemag
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@UDiamondBalls @matt_nealy $ASPI share price would suggest otherwise. I happen to be a large long only investor who is responsible for a large shareholding. I love the story but think shareholders should demand changes in leadership team and corp governance.
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@matt_nealy @citidad Yeah exactly, im equally as bullish about all $aspi projects. Think this guy is just trolling surely
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@wakerife123 $ASPI - don’t chase new unproven technologies- deliver what you promised. Stick to the knitting!
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Paul confirming a very close relationship with the University of Bristol. Diamond batteries could significantly increase demand for carbon-14. This also supports my speculation regarding a partnership for lithium enrichment. $ASPI
Wakerife 🇿🇦@wakerife123
Partnership with a large UK University with expertise in the nuclear industry that would enable permits to be accelerated discussed in last webinar. I speculate this is the University of Bristol. Here is a bit of info on them. Will try to add to this over time. $ASPI $SKBL
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@piterloskot82 $ASPI they are custodians. This is probably for retail investors. They are not investing directly
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UBS increases its stake in $ASPI with the purchase of 1.44 million shares
Borja@piterloskot82
Vanguard increases its stake in $ASPI with the purchase of 1.89 million shares
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