monstertrucks

@CryptoOwly I think if that really was the case they would most likely announce it pre market next week, rather than into the long market holiday.

@johnhal1303 Imho they would mitigate risk and wait those 18 days to announce either finished product or shipment rather than plant restart. But that's just my personal opinion.

$ASPI This is pure conjecture and rambling on my part but I wonder if we get a 10k this morning given market closed tomorrow? We are right around the 18 day point. I find it hard to square Paul's prior conservative language on the tech with the 18 day comment which seemed uber confident. It seemed less process driven to me, for this reason, and more like reference to a shipment date. That's a pure guess of course. If they target shipment on the 1st they can lump in those sales with the other two Si28 contracts targeted for 1H to bolster the Q2 numbers, and a one day delay from the Q1 timeline for the largest Si28 order is minor. Best of both worlds. That way they could lump the news in with the 10k which would be preferable to a standalone announcement (subject to the four day clock anyway). The 18 day comment was referenced on the late Feb and march 12th calls but not the march 17th call and I would have thought it would have been referenced then too if still valid. Its absence could imply the plant restarted in that window. Of course the opposite could also be true and they are still finishing the product. I guess we find out by the 15th latest either way but then would they want to further delay the spinout timeline which is dependent on these refreshed earnings? Interested in people's thoughts. This is pure speculation on my part. Imho. Nfa.

@SunvMikey Didnt they previously say South Africa payments and receipts and stuff is still mostly physical? So earnings will be delayed because of that. Still pretty fking annoyed of the delays and silence though. Where is Si and SKBL announcement Paul?? @ASPIsotopes

$ASPI Ud think after ASPIs share price and sentiment has been decimated the one easy thing they have control over which is releasing earnings on time they would do lol Can't believe people are making excuses for this crap

@SunvMikey Exactly what I think, the amount of glazing from some people on here makes me laugh. Theres been bare minimum coms from mgmnt in the past ~~1 year, with no material developments except for random acquisitions and vague MOU announcements. All the while still no revs in sight

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...

$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...

@SunvMikey We are almost reaching 1 year behind schedule, investor sentiment is already rock bottom. Only a matter of time before we hit sub $5

@johnhal1303 Great vision by $aspi. Unfortunately you can't trust any timeline from Paul Mann at this point

@thehigg79 The laser failure was already mentioned in another Cannacord call in December. As for the power surge, certainly does seem like a rookie mistake. Let us see what if any developments there are today during the Red chip conference.

@johnhal1303 It was interesting that the catastrophic laser failure in October wasn’t mentioned until the Cannacord call… and that it was caused by a power surge.. they forgot to put surge protectors into a laser isotope enrichment plant?!?!

@CryptoOwly Don't think so, in their balance sheet for Q3 they had very little in terms of inventory, although that may have changed in Q4 and Q1. Regardless, even if they start final enrichment step TODAY, they are still missing the march deadline.

@johnhal1303 Do you think the 18 day time frame is to finalise the 'large quantities of intermediate product' enriched 'to 99%' they announced last year?

$aspi

@wakerife123 Reiterating his view and comments from an interview from a couple years ago, very positive. Good to hear that they believe that $aspi will meet timeline of 2030. Hopefully the delays plaguing this company is behind us.

$ASPI

@Mindwalletbody 10 months delay for a couple of these 🤣

$aspi Looking forward to an update on the O-rings for their compressors

@AspiCommunity this is written by ai right …😂 ‘Mann's approach: Transparent updates (shareholder letters explaining partner/equipment issues), acceleration where feasible (Yb-176 plant ~9 months ahead in late 2024)’

#ASPigang Part 1: Paul Mann: The Relentless Architect Behind ASP Isotopes – A Mann of Vision in a Field Riddled with Barriers Diving into Klydon's breakthrough → today's Pelindaba push (license framework set, boots-on-ground soon). $ASPI #HALEU Execution over noise. 🚀 And before you angrily comment, please first read the article. docs.google.com/document/d/1jV… Thoughts?@Jaro_rogue

$ASPI tradingview.com/news/tradingvi… Does anybody have any clue why Paul is becoming the CEO and President of a company that is seemingly completely unrelated to what $ASPI is doing? Shouldn't he be focusing on producing isotopes, spinning off QLE etc etc??

@zmickyzee1 @Mindwalletbody I wouldn't back on them releasing strong earnings, it will most likely be more of nothing. Q1 - Q2 will be where we see real changes.

@Mindwalletbody More turd polishing for lack of revenue distraction… hopefully im proven wrong in the upcoming earnings call

$aspi Starting to see Ryno more visible now with the new website and his press statements. Like Paul said on a call in December, $QLE getting ready to leave the nest. I like the idea of QLE providing the tech and leveraging others capex investments.

@zmickyzee1 @SunvMikey @philip_neate True, but the whole reason $aspi is trading at such a discount is one reason only: execution. Renergen is no different. Development of the gas wells at renergen was stalled for a long time before $aspi involvement. If Paul and the tesm can execute, we have a gold mine.🙌

@johnhal1303 @SunvMikey @philip_neate Dont understand how that dogshit $NUAI has $247m cap when compared to Renergens $ASPI helium reserves NUAI - 1.5bn cf helium gross $ASPI (RENERGEN) - 7.2 bn (1P), 13.6bn (2P), and 20.0bn (3P) $ASPI got a bargain, Ren holders ass fucked Without QLE, ASPI should be trading 5x NUAI

$ASPI $QLE Paul needs a lesson on Investor Relations lol. Silicon production went from being guided for Q1 2026 > H1 2026 > "This year" in the interview from today. Is Paul expecting more delays? Stop being so damn vague man. No wonder ASPI crashed 10% today

@SunvMikey @philip_neate *80kg yearly capacity Until then, most likely the stock price will continue to get shit on, with the exception of QLE finally spinning off.

@SunvMikey @philip_neate As per Q3 10Q, it says Q1 '26, and Paul reiterated that in the Jan Redchip conference. Modifications were made to the plant in October, and assuming it delivers by end of Q1(March), 80 kg capacity at $500/g we could see ~$16m in revenue. (Assuming no more delays...) $ASPI

@matt_nealy @naubzie @SunvMikey @str_182 Blackrock could be buying these shares for a passive position, they are a MM after all. Doesn’t neccessarily scream ‘bullish’ imo. But I do hope you are right.

@naubzie @SunvMikey @str_182 Increasing a position by 1.3 million shares (the 24% jump) during a period of price decline shows that BlackRock isn't just "holding"—they are actively "buying the blood."

$ASPI $QLE ASPI looking awful on the charts. Sliced through the 0.7 fib on moderately high volume. Still in freefall. Bearish crossover is looking more likely (20 crossing under the 50) which would put the SMAs in the worst possible alignment and possibly trigger more algorithmic selling. The hidden iceberg floor that institutions were buying at seems to of lost its support. Paul Mann really needs to stop being vague about the CapEx spending (what is the 200m for Paul?) and the delays. Even just telling us that silicon production is happening (or is the "plant modifications" still ongoing?) could cause a relief rally here that might actually sustain. The market needs to have some sort of acknowledgement that more revenue is incoming for the next quarter. If not a full retracement back to the 1 fib ($3.65) is looking more and more likely. RSI not oversold yet either. Really in a dangerous position right now. Another big red day tomorrow could see capitulation as that multiple support level is broken (if you look to the left of the chart around April we have support there around this level) Breaking this imo could be catastrophic. ASPI imo is selling off because of constant delays, loss of trust in management, poor revenue to market cap multiplier. Yes it has a warchest but this doesnt mean much when Paul has been saying ASPI will be FCF since 2024 and I believe people have picked up on this / constant delays (how do you not have a backup generator for laser equipment in an area PRONE to load shedding??? very poor management decision there..meant to be experts??) and going on a spending spree A big war chest will dwindle when no revenue comes in. ASPI needs revenue ASAP. Especially in these macro conditions. I am still holding. GLTAH. Its been rough. Overall very unhappy with management. The thesis is golden which is why im still holding but the management need to pull their heads in.

@zmickyzee1 @SunvMikey Unfortunately think you’re right, only thing of note is the procurement of parts for new plants, which I would assume they wouldn’t do unless all current existing plants are fully operational without problems…

@johnhal1303 @SunvMikey All bullshit responses, just see more delays, no real updates