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 energy sectors.

• Three 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 markets, including quantum computing and radiopharmaceuticals.

Technology and product development

• Proprietary Aerodynamic Separation Process (ASP) and Quantum Enrichment (QE) platforms enable scalable, cost-effective enrichment for both lighter gases and heavier metals.

• Key isotopes produced include Silicon-28, Carbon-14, and Ytterbium-176, supporting next-gen semiconductors, quantum computing, and cancer therapies.

• Pilot plant for fluorinated gases established, with bespoke on-site production capabilities for semiconductor manufacturing.

Operations and milestones

• First commercial shipments of enriched Silicon-28 expected in Q2 2026; Carbon-14 and Ytterbium-176 shipments targeted for mid to late 2026.

• Helium production from the Virginia Gas Project anticipated to reach nameplate capacity by Q3 2026, with significant debt funding secured for expansion.

• Radiopharmacy operations expanding, with multiple drug candidates advancing toward Phase 1 clinical trials.