ASP Isotopes Inc.
aspisotopes.comWhat Do They Do?
Develops enriched isotopes for nuclear medicine, semiconductor and nuclear-energy industries, and supplies nuclear medical doses to radiopharmacies. Also produces liquid helium and LNG for industrial customers and performs road and drainage construction work.
10-K for FY2025, filed Apr 10, 2026We are an advanced materials company dedicated to the development of a differentiated isotope enrichment platform to strengthen global…View ↗
QLE acquired a controlling interest in Skyline in August 2025. Skyline is a holding company, and its operations are conducted through its…View ↗
We acquired Renergen in January 2026. Renergen is South Africa’s leading onshore natural gas explorer and the first integrated producer of…View ↗
PET Labs. We have a 51% ownership stake in PET Labs, a South African radiopharmaceutical operations company focused on the production of…View ↗
Who Are Their Customers?
Radiopharmacy companies pay for delivered nuclear-medicine doses; TerraPower is a named customer under future nuclear-fuel supply agreements, and Skyline performs public road and drainage works under customer contracts.
10-K for FY2025, filed Apr 10, 2026The Company enters into revenue generating transactions with radiopharmacy companies that include payment for delivery of nuclear medical…View ↗
QLE is currently pursuing an initiative to apply our enrichment technologies to the enrichment of Uranium-235 (“U-235”) in South Africa. We…View ↗
In August 2025, the Company acquired Skyline (Note 14). Skyline performs public civil engineering works, including road and drainage works…View ↗
10-K for FY2025, filed Apr 10, 2026
There were two customers in the construction services segment representing $7.7 million and $3.3 million, or 32.2% and 13.7%, respectively…View ↗
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 14, 2026
−$34MView ↗
- ▼ −55% (Loss)
- vs −$75.2M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 14, 2026
Open tableView ↗
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Sep 8, 2026
Announced a proposed merger involving ENDRA, ASP Isotopes, Renergen and Noble Africa
Sources
8-K, filed Sep 8, 2026
In connection with the proposed merger and related transactions (the “Proposed Transactions”) involving ENDRA Life Sciences Inc. (“ENDRA”)…View ↗
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Aug 6, 2026
Signed a five-year LNG supply contract with a South African food processor
The take-or-pay agreement covers approximately 10% of Phase 1 capacity.
Sources
8-K, filed Aug 6, 2026
The LNG sale and purchase agreement is a five-year, take-or-pay contract with a South African food processor at a price per unit of greater…View ↗
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Aug 4, 2026
Forecast PET Labs FY 2026 revenue of approximately $14 million
Sources
8-K, filed Aug 4, 2026
During 1H 2026, our global PET Labs group demonstrated organic revenue growth of over 50% as compared to 1H 2025. We forecast that PET Labs…View ↗
Broader business portfolio
The earlier report described isotope enrichment and planned nuclear-fuel work; the latest also covers natural gas and helium, radiopharmacy operations, and civil engineering.
10-K for FY2022, filed Mar 31, 2023 10-K for FY2025, filed Apr 10, 2026We acquired Renergen in January 2026. Renergen is South Africa’s leading onshore natural gas explorer and the first integrated producer of…View ↗
PET Labs. We have a 51% ownership stake in PET Labs, a South African radiopharmaceutical operations company focused on the production of…View ↗
Skyline is a holding company, and its operations are conducted through its wholly owned operating subsidiaries, Kin Chiu Engineering…View ↗
From development to production
The earlier report described a pre-commercial enrichment platform; the latest says the company began commercial isotope production and is preparing initial shipments.
10-K for FY2022, filed Mar 31, 2023 10-K for FY2025, filed Apr 10, 2026We commenced commercial production of enriched isotopes at both of our ASP enrichment facilities located in Pretoria, South Africa during…View ↗
Added laser-based enrichment
The latest report adds a laser-based enrichment process alongside the aerodynamic separation platform described earlier, and names ytterbium among its initial commercial products.
10-K for FY2022, filed Mar 31, 2023 10-K for FY2025, filed Apr 10, 2026We are a pre-commercial stage advanced materials company dedicated to the development of technology and processes that, if successful, will…View ↗
Who Do They Compete With?
Competes with Republic of Mozambique Pipeline
10-K for FY2025, filed Apr 10, 2026The South African gas market has historically been stagnant and almost entirely dependent on local production of liquefied petroleum gas…View ↗
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