ASP Isotopes (ASPI) Corporate presentation summary

Strategic focus and market positioning

• Scaling isotope enrichment capacity, expanding product portfolio, and optimizing unit economics to address critical material shortages in electronics, nuclear medicine, and nuclear energy markets.

• Three isotope enrichment facilities operational in South Africa, with plans for additional sites in Iceland, UK, and USA.

• Strategic partnerships and customer agreements in place for high-value end markets, including supply agreements for Silicon-28 and initiatives in advanced nuclear fuel.

• Addressing global supply chain vulnerabilities, particularly the heavy reliance on Russia for enriched isotopes, by building alternative supply sources.

Technology and production capabilities

• Utilizes two complementary enrichment platforms: Aerodynamic Separation Process (ASP) for lighter gases and Quantum Enrichment (QE) for heavier metals.

• Proprietary process optimization enables scalable, cost-effective production of isotopes such as Si-28, C-14, and Yb-176.

• Pilot plant for fluorinated rare earth metals established, supporting semiconductor manufacturing.

• Production plants deliver enriched isotopes for advanced semiconductors, quantum computing, and nuclear medicine applications.

Operational milestones and financial outlook

• Key 2026 milestones include first shipments of enriched Si-28, C-14, and Yb-176, and achieving helium nameplate capacity at the Virginia Gas Project.

• Radiopharmacy operations expanding, with multiple pipeline assets advancing toward Phase 1 human clinical trials.

• EBITDA target of over $300 million by 2031, with revenue growth driven by electronic gases, medical isotopes, and radiopharmaceuticals.

• 2025 revenue reported at $23.8 million, with $333 million in cash and equivalents as of year-end 2025.