#  @wakerife123 Wakerife 🚜 Wakerife 🚜 posts on X about $aspi, $skbl, $frmi, south africa the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1898793721782472704/interactions)  - [--] Week [-------] +205% - [--] Month [-------] +412% - [--] Months [-------] +478% ### Mentions: [--] [#](/creator/twitter::1898793721782472704/posts_active)  - [--] Month [--] +16% - [--] Months [---] +209% ### Followers: [---] [#](/creator/twitter::1898793721782472704/followers)  - [--] Week [---] +0.90% - [--] Month [---] +9.10% - [--] Months [---] +114% ### CreatorRank: [-------] [#](/creator/twitter::1898793721782472704/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [countries](/list/countries) [finance](/list/finance) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) [social networks](/list/social-networks) [luxury brands](/list/luxury-brands) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$aspi](/topic/$aspi) #2, [$skbl](/topic/$skbl) #1, [$frmi](/topic/$frmi) #20, [south africa](/topic/south-africa), [ai](/topic/ai), [investment](/topic/investment), [ceo](/topic/ceo), [$intc](/topic/$intc), [$qle](/topic/$qle), [in the](/topic/in-the) **Top accounts mentioned or mentioned by** [@sunvmikey](/creator/undefined) [@piterloskot82](/creator/undefined) [@acctno994](/creator/undefined) [@aspisotopes](/creator/undefined) [@cryptoowly](/creator/undefined) [@unomasreactor](/creator/undefined) [@kodyrogers](/creator/undefined) [@diamondrapids](/creator/undefined) [@matt_nealy](/creator/undefined) [@chaintrust0103](/creator/undefined) [@thesurlypanda](/creator/undefined) [@cececece416](/creator/undefined) [@ws6oua](/creator/undefined) [@udiamondballs](/creator/undefined) [@amskgh](/creator/undefined) [@financemajor23](/creator/undefined) [@hiddensmallcaps](/creator/undefined) [@fermiamerica](/creator/undefined) [@eddiedempsey](/creator/undefined) [@yudishijie](/creator/undefined) **Top assets mentioned** [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Skyline Builders Group Holding Limited (SKBL)](/topic/$skbl) [Fermi Inc. (FRMI)](/topic/$frmi) [Intel Corporation (INTC)](/topic/$intc) [Cameco Corporation (CCJ)](/topic/$ccj) [Oklo Inc. (OKLO)](/topic/$oklo) [IonQ, Inc. (IONQ)](/topic/$ionq) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uranium Energy Corp. (UEC)](/topic/$uec) [NuScale Power Corporation (SMR)](/topic/$smr) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Materion Corporation (MTRN)](/topic/$mtrn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [MP Materials Corp. (MP)](/topic/$mp) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) ### Top Social Posts Top posts by engagements in the last [--] hours "@darran0x $ASPI's Silicon-28 offers further exposure to AI. See: and regarding the potential improved thermal conductivity of silicon nanowires. Intel $INTC is believed to be their first customer for SI-28. https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://aspisotopes.com/semiconductors/ https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://aspisotopes.com/semiconductors/" [X Link](https://x.com/wakerife123/status/1935536957536268635) 2025-06-19T03:15Z [--] followers, [---] engagements "@FinanceMajor_23 C-14 is not very important see image below. Upcoming catalysts include: Renergen merger for LNG/Helium Gadolinium-160 for Isotopia fluorinated gases potential QLE expansion across the nuclear fuel supply chain and new SMR partners prior to spin off. $ASPI horizon = [--] months" [X Link](https://x.com/wakerife123/status/1936972919709855782) 2025-06-23T02:21Z [--] followers, [----] engagements "@AndrewM25809229 @Kody__Rogers Si-28 delayed during Dec-Jan timeline due to cryogenic installation column not getting down to -90K. Running commercially now & they expect to send out product to customer (probably Intel) end of June or early July. 5-6 customers interested after that w/ orders coming in Q3" [X Link](https://x.com/wakerife123/status/1938353944339579293) 2025-06-26T21:49Z [--] followers, [--] engagements "$ASPI CEO Paul Mann is at Arnova Nuclear ENERGY Summit [----] in Zurich tomorrow" [X Link](https://x.com/wakerife123/status/1938429215952515284) 2025-06-27T02:48Z [--] followers, [----] engagements "IMO Si-28 is more exciting for $ASPI than HALEU: this study shows isotopically enriched Si-28 nanowires conduct heat 150% more efficiently. Note: Si-28 would be plug and play in $TSMC Nanosheet & $INTC RibbonFET which are expected to release H2 [----]. https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/" [X Link](https://x.com/wakerife123/status/1941626251367563730) 2025-07-05T22:32Z [--] followers, [----] engagements "Intel is a Q-Next partner. Q-Next = [--] nat'l labs academia and industry partners to further US competitiveness in Quantum Computing. $INTC $ASPI" [X Link](https://x.com/wakerife123/status/1941635994106634676) 2025-07-05T23:11Z [--] followers, [----] engagements "To this end: they are building [--] quantum foundries. These foundries aim to produce a robust supply chain of high-quality standardized materials and devices that will support quantum-enabled applications . $ASPI $INTC https://q-next.org/advancing-quantum-systems-through-q-nexts-materials-and-integration-thrust/ https://q-next.org/advancing-quantum-systems-through-q-nexts-materials-and-integration-thrust/" [X Link](https://x.com/wakerife123/status/1941636848410886522) 2025-07-05T23:14Z [--] followers, [---] engagements "@AcctNo994 @Kody__Rogers $ASPI Lot of fluorination expertise. Reading about FLUOREX right now . "The system can recover pure U and MOX with the decontamination factor of over [---] and can drastically reduce the cost and waste generation compared with the conventional one." https://ui.adsabs.harvard.edu/abs/2005PNuE.47.380K/abstract https://ui.adsabs.harvard.edu/abs/2005PNuE.47.380K/abstract" [X Link](https://x.com/wakerife123/status/1943057447712596201) 2025-07-09T21:19Z [--] followers, [---] engagements "@SecretaryWright US underinvestment in nuclear fuel supply chain & critical minerals left them reliant on Russia & China. South Africa offers a new solution. Supplies [--] critical minerals to the US & is the main supplier for [--] of those & can produce HALEU by 2027" [X Link](https://x.com/wakerife123/status/1943064258662559805) 2025-07-09T21:46Z [--] followers, [--] engagements "$ASPI for anyone new curious about the synergies w/Renergen. Also note: new laser facility in for Ni-64 Gd-161 Zn-68 Li-6/7 & fluorinated gas facility New Deck New Nuggets 🧵 (12 tweets) 1/ $ASPI just dropped a 54slide Transaction Overview deck for the Renergen deal (thanks for finding @glom_of_nit). It buries a handful of NEW data points the 10Q & prior PRs never spelled out. Quick thread on the fresh bits only. 👇 New Deck New Nuggets 🧵 (12 tweets) 1/ $ASPI just dropped a 54slide Transaction Overview deck for the Renergen deal (thanks for finding @glom_of_nit). It buries a handful of NEW" [X Link](https://x.com/wakerife123/status/1943371833597685908) 2025-07-10T18:08Z [---] followers, [----] engagements "7% of global helium supply" [X Link](https://x.com/wakerife123/status/1943376045706744307) 2025-07-10T18:25Z [--] followers, [---] engagements "2b. This has potential to radically re-price fuel. US has real interest. See: ARPA-E CURIE program & Deep Burn Possibly misinterpreting but the MOU w/ NECSA discusses R&D and construction of an "Advanced Nuclear Fuel Production Facility" not just enrichment $OKLO $SMR $NNE" [X Link](https://x.com/wakerife123/status/1943732912953643375) 2025-07-11T18:03Z [---] followers, [---] engagements "3. Electronic gases / Aerospace expansion New team lead by ex-Renergen CEO Marani being set up in Austin TX near key customers in the industry. Vertically integrated 1-stop shop w/ Helium LNG HALEU Ge-70 Si-28 Yb-171 Ba-137 Ag-107 Cu-65 & Fluorinated gases $INTC $RKLB" [X Link](https://x.com/wakerife123/status/1943732915302486016) 2025-07-11T18:03Z [--] followers, [---] engagements "4. Semiconductors / Quantum computing Talking to 5-6 potential customers for Si-28. Next orders expected in Q3 [----]. [--] customer already told them the total output from the South African plant would not meet their [----] demand $INTC $TSMC $NVDA" [X Link](https://x.com/wakerife123/status/1943732917626179647) 2025-07-11T18:03Z [---] followers, [---] engagements "5. Helium-3 (He-3) Uses: semiconductors quantum fusion n-detection for nuclear material. VERY limited supply from tritium decay. Undisclosed method but guessing they use cryo expertise + massive helium reserves to separate enough. No need to mine the moon 🌕🚀" [X Link](https://x.com/wakerife123/status/1943732919844901374) 2025-07-11T18:03Z [---] followers, [---] engagements "6. US-South Africa Relations & discussed $ASPI directly w/ their merger with Renergen being praised as an example of US investment in critical materials. = supplies [--] critical materials & is main supplier for [--] to Trade deal could = new US investment in these areas" [X Link](https://x.com/wakerife123/status/1943732923095523684) 2025-07-11T18:03Z [--] followers, [----] engagements "7. Rare Earth Refining QLE CEO Dr. Pretorius developed a dry-fluorination process with by products of water and CO2 rather than mercury & used these insights at his company Rare Earth Refiners. Used for NdFeB magnets. Very topical $MP 😷" [X Link](https://x.com/wakerife123/status/1943732925389779055) 2025-07-11T18:03Z [---] followers, [---] engagements "8. Medical Isotopes Number of clinical trials in different phases showing amazing results could increase TAM significantly. Vertical integration with PET labs could allow expansion to emerging markets that lack access / stable supplies. $NVS $CAH" [X Link](https://x.com/wakerife123/status/1943732927558193500) 2025-07-11T18:03Z [---] followers, [---] engagements "9. Enrichment $ASPI CEO confident they can get an agreement w/ another country () in next 2-5 months or faster CEO expects to sign additional agreements w/ SMR companies & get more clarity on other production pathways between now and QLE spin out (Sept/Oct) $OKLO $NNE $SMR" [X Link](https://x.com/wakerife123/status/1943778143787266358) 2025-07-11T21:03Z [---] followers, [---] engagements "@ScavengerCap @ASPIsotopes Yes and Li-6 has no commercial supply outside China. He-3 needed as well. Prof. Gorley is one of their non-executive directors" [X Link](https://x.com/wakerife123/status/1945861699560428004) 2025-07-17T15:02Z [---] followers, [---] engagements "$ASPI 🤝 DOE has been to their facilities multiple times and CEO flying to DC in August to meet again. All of their products = strategically important. US embassy visited last month to discuss critical materials. DFC loaned $530m for helium. Nuclear + AI + Critical materials" [X Link](https://x.com/wakerife123/status/1945902672357302275) 2025-07-17T17:45Z [---] followers, [----] engagements "@GregoryPaloAlto Noticed a lot of traders from & now" [X Link](https://x.com/wakerife123/status/1946099377803592123) 2025-07-18T06:47Z [---] followers, [---] engagements "@xiaomucrypto $ASPI Si-28 is for more than quantum computing. Si-28 nanowires = 150% more efficiently. This is immediately useable for next-generation semiconductors using GAA transistors from $TSM (Nanosheet) $INTC (RibbonFET) and Samsung. https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/" [X Link](https://x.com/wakerife123/status/1946207451205771760) 2025-07-18T13:56Z [---] followers, [---] engagements "Deputy President visiting Renergen Once the Renergen merger closes $ASPI will be the only onshore LNG producer in South Africa. This deal is of tremendous importance for the government. See: [----] Draft Gas Master Plan re: LNG shortages & Trade Minister Tau discussing $ASPI We were honoured to welcome Deputy President Paul Mashatile to the Virginia Gas Plant in the Free States Matjhabeng Local Municipality as part of his leadership of the Clean Cities and Towns Campaign. This visit underscores the governments commitment to leveraging industrial https://t.co/Ll48CPMrdA We were honoured to" [X Link](https://x.com/wakerife123/status/1946230669585063986) 2025-07-18T15:28Z [---] followers, [----] engagements "@diamondrapids Also: $ASPI non-executive director is Chief Technologist for UK AEA which focuses on fusion" [X Link](https://x.com/wakerife123/status/1946615523929620568) 2025-07-19T16:58Z [---] followers, [----] engagements "@diamondrapids Not wrong But those slides are a bit outdated. Iceland Mega-plant & multi-isotope laser facility in South Africa are under construction now. Company has cash on hand w/ low burn. Plants are low cost w/ high margin (80-90%). $ASPI See: https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf" [X Link](https://x.com/wakerife123/status/1946626591527784584) 2025-07-19T17:42Z [---] followers, [---] engagements "4. $ASPI team is noted to have experience from construction to decommissioning large conversion & deconversion plants. Does have any conver/deconver plants currently Was Valindaba the last one Seems crucial for the onshoring they want to do" [X Link](https://x.com/wakerife123/status/1946640904409788477) 2025-07-19T18:38Z [---] followers, [---] engagements "5. It is noted that "natural helium is produced as a result of natural decay of ultra-high uranium and thorium deposits" in the Vredefort Crater. Would mining be viable on Renergen's holdings Any interest in South Africa mining U again" [X Link](https://x.com/wakerife123/status/1946640906808910019) 2025-07-19T18:38Z [---] followers, [---] engagements "@diamondrapids Don't believe helium or any isotopes have been tariffed as they're deemed critical. ASPI also has customers pick up the product themselves at the factory so tariffs would be on them to handle if that changes" [X Link](https://x.com/wakerife123/status/1946675169012904000) 2025-07-19T20:55Z [---] followers, [---] engagements "@ChainTrust0103 You have already eclipsed the $ASPI english-speaking investor group 😳😅 Let us know if you have any questions Si-28 converted to nanowires improves thermal conductivity further. This is useful for GAA transistors. This could be used in $TSM Nanosheet & $INTC RibbonFET" [X Link](https://x.com/wakerife123/status/1946804685718880488) 2025-07-20T05:29Z [---] followers, [----] engagements "@ChainTrust0103 This from an interview with Terrapower CEO Chris Levesque about $ASPI. I can transcribe it if its easier to translate" [X Link](https://x.com/wakerife123/status/1946983162636029997) 2025-07-20T17:18Z [---] followers, [----] engagements "@sjingxxy @BigbirdflyChan @ChainTrust0103 To clarify: verification of $ASPI technology also comes from NECSA Terrapower and Lawrence Livermore National Laboratory. US Dept. of Energy and US Embassy in South Africa have visited multiple times. But yes going from pre-revenue to commercial stage in August will be crucial" [X Link](https://x.com/wakerife123/status/1947104456480333942) 2025-07-21T01:20Z [---] followers, [---] engagements "@aryanyuanqu @ChainTrust0103 Lawsuit was filed after the short report. This is the same as an ambulance chasing lawyer. Every allegation was refuted months ago. Look at the institutional / industry / governmental support $ASPI has now compared to then. I will post more info for new investors" [X Link](https://x.com/wakerife123/status/1947155107071549594) 2025-07-21T04:42Z [---] followers, [----] engagements "For everyone new to $ASPI here are some useful links for you to research: @Jaro_rogue Substack = Multiple well researched articles Dec 4: Response to short report April 1: Tech proven Table below is an estimate https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven https://roguefunds.substack.com/p/asp-isotopes-a-thoughtful-but-very https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven https://roguefunds.substack.com/p/asp-isotopes-a-thoughtful-but-very" [X Link](https://x.com/wakerife123/status/1947201968432193548) 2025-07-21T07:48Z [---] followers, [----] engagements "Recent DD thread from @zacharygilula: https://x.com/zacharygilula/status/1946412007626084428 🧵1/11 I have a nearly full position in @ASPIsotopes $ASPI across my accounts but ready to deploy more once the company reports and multiple near term operational catalysts. This company presents an asymmetric investment and is worth having exposure. If you think quantum https://x.com/zacharygilula/status/1946412007626084428 🧵1/11 I have a nearly full position in @ASPIsotopes $ASPI across my accounts but ready to deploy more once the company reports and multiple near term operational catalysts. This" [X Link](https://x.com/wakerife123/status/1947201978016100777) 2025-07-21T07:48Z [---] followers, [---] engagements "NECSA MoU: NECSA = South African Nuclear Energy Corporation. South Africa is wanting to move their whole nuclear fuel cycle in-house. Pelindaba has all permits in place and is well known by the IAEA and all the regulators = speed to market. https://ir.aspisotopes.com/news-events/press-releases/detail/47/asp-isotopes-inc-enters-into-memorandum-of-understanding https://ir.aspisotopes.com/news-events/press-releases/detail/47/asp-isotopes-inc-enters-into-memorandum-of-understanding" [X Link](https://x.com/wakerife123/status/1947201981803585752) 2025-07-21T07:48Z [---] followers, [---] engagements "For our Chinese $ASPI friends: NECSA + CNNC agreement for SMR development in South Africa. This would require HALEU as well. https://iol.co.za/business/2025-04-11-sa-and-china-ink-nuclear-agreement-to-strengthen-energy-security/ https://iol.co.za/business/2025-04-11-sa-and-china-ink-nuclear-agreement-to-strengthen-energy-security/" [X Link](https://x.com/wakerife123/status/1947201985255461002) 2025-07-21T07:48Z [---] followers, [---] engagements "Terrapower HALEU Purchase Agreement: Terrapower also just raised $650m with participation from NVentures NVIDIAs venture capital arm $NVDA https://ir.aspisotopes.com/news-events/press-releases/detail/61/asp-isotopes-inc-enters-into-definitive-agreements-with https://ir.aspisotopes.com/news-events/press-releases/detail/61/asp-isotopes-inc-enters-into-definitive-agreements-with" [X Link](https://x.com/wakerife123/status/1947201988602523934) 2025-07-21T07:48Z [---] followers, [---] engagements "Terrapower sent their scientists and Lawrence Livermore National Lab scientists to verify $ASPI technology. Short report misrepresented tech as being the same as failed AVLIS experiments from the 1990s. Company statement: Also see: https://roguefunds.substack.com/p/asp-isotopes-site-visit https://ir.aspisotopes.com/news-events/press-releases/detail/51/asp-isotopes-inc-responds-to-short-seller-report https://roguefunds.substack.com/p/asp-isotopes-site-visit https://ir.aspisotopes.com/news-events/press-releases/detail/51/asp-isotopes-inc-responds-to-short-seller-report" [X Link](https://x.com/wakerife123/status/1947201994889793627) 2025-07-21T07:48Z [---] followers, [---] engagements "Silicon-28 (Si-28) = Minimized quantum decoherence & improved thermal conductivity $ASPI is enriching silane (SiH4) which is already used by semiconductor fabs. PR: Research about improved thermal conductivity for Si-28 nanowires: https://wu.mse.berkeley.edu/publications/Ci-PRL-2022.pdf https://ir.aspisotopes.com/news-events/press-releases/detail/56/asp-isotopes-inc-commences-commercial-production-of https://wu.mse.berkeley.edu/publications/Ci-PRL-2022.pdf https://ir.aspisotopes.com/news-events/press-releases/detail/56/asp-isotopes-inc-commences-commercial-production-of" [X Link](https://x.com/wakerife123/status/1947201997871944007) 2025-07-21T07:48Z [---] followers, [---] engagements "Si-28 customers are generally understood to be Intel and Linde. Intel is actively working on silicon-based quantum computing with partners that will require isotopically enriched Si-28. CEO has stated there are now [--] customers wanting Si-28 $INTC $LIN" [X Link](https://x.com/wakerife123/status/1947202001789428156) 2025-07-21T07:48Z [---] followers, [---] engagements "@diamondrapids I try to provide as much information as possible so that other investors can make informed decisions. I like the skepticism the new investors bring as this is quite healthy. $ASPI CEO Mann secured the Renergen merger and Terrapower purchase agreement since that report came out" [X Link](https://x.com/wakerife123/status/1947279406335943044) 2025-07-21T12:56Z [---] followers, [----] engagements "@diamondrapids $ASPI should be cash flow positive before the end of [----]. With the cash they have on hand and the tailwinds headed into August there is much to look forward. I don't care much about day to day price action. I just post information to prevent manipulation by shorts" [X Link](https://x.com/wakerife123/status/1947289075704041872) 2025-07-21T13:34Z [---] followers, [---] engagements "$ASPI Institutional ownership over time @SHJVerborg $ASPI https://t.co/CJBnnQLYPs @SHJVerborg $ASPI https://t.co/CJBnnQLYPs" [X Link](https://x.com/wakerife123/status/1947306511568384084) 2025-07-21T14:43Z [---] followers, [----] engagements "@cloud377033 Renergen struggled and had to be rescued but their helium/LNG reserves are confirmed. These reserves are some of the richest in the world due to unique conditions in the Vredefort Crater. By saving them from bankruptcy their low interest loans from US DFC are secured" [X Link](https://x.com/wakerife123/status/1947313664320479673) 2025-07-21T15:12Z [---] followers, [---] engagements "@KeetsTweeets @Kody__Rogers Source is the $ASPI CEO during the Emerging Growth Conference webinar from [--] days ago. Its easy to imagine one of these semiconductor companies investing in scaling up production like Terrapower did with HALEU. https://youtu.be/C3gFqNNPhoQsi=kNkuZbERK3Tu2Mq6 https://youtu.be/C3gFqNNPhoQsi=kNkuZbERK3Tu2Mq6" [X Link](https://x.com/wakerife123/status/1947369456847503615) 2025-07-21T18:53Z [---] followers, [---] engagements "$ASPI: Conversion If you missed the webinars you might not know QLE is expanding beyond enrichment. The company is already talking with potential partners who need conversion along with [--] countries for funding. One of these is very likely to be South Africa" [X Link](https://x.com/wakerife123/status/1948374231063912455) 2025-07-24T13:26Z [---] followers, [----] engagements "South Africa needs energy. They don't give a fuck about your climate anxiety. Half the country is under the poverty line. Energy demands are growing exponentially and coal is often the only option. Load shedding has incurred significant negative economic impact" [X Link](https://x.com/wakerife123/status/1948374240228471065) 2025-07-24T13:26Z [---] followers, [---] engagements "NECSA is committing R50 billion ($2.86b USD) to their pilot project at Pelindaba including for fuel. Eskom is willing to convert decommissioned coal plants into SMRs which would enable scaling. https://www.necsa.co.za/2025/02/18/necsa-aims-for-r50bn-to-spearhead-nuclear-innovation-and-medical-isotope-production/utm_source=chatgpt.com https://www.necsa.co.za/2025/02/18/necsa-aims-for-r50bn-to-spearhead-nuclear-innovation-and-medical-isotope-production/utm_source=chatgpt.com" [X Link](https://x.com/wakerife123/status/1948374242585632924) 2025-07-24T13:26Z [---] followers, [---] engagements "If there is a shared vision between Terrapower Chair & ASPI CEO it is this: Emerging markets will never pay a green premium. Nuclear energy needs to trade at a discount to hydrocarbons. A re-pricing of nuclear energy can be enabled via technological innovation like QLE and SMRs" [X Link](https://x.com/wakerife123/status/1948374244611498444) 2025-07-24T13:26Z [---] followers, [---] engagements "$ASPI Rare Earth Fluorides. wonder what they're up to😷🤔" [X Link](https://x.com/wakerife123/status/1948901238223110461) 2025-07-26T00:20Z [---] followers, 24K engagements "I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍 Great find by @wakerife123 $ASPI appears strategically positioned to supply fluorinated rare earth compounds (e.g. NdF) needed by domestic magnet producers like USA Rare Earth. Ryan's public comment shows business development intent and strategic alignment between ASP/QLEs https://t.co/MTPzwFdWLC Great find by @wakerife123 $ASPI appears strategically positioned to supply fluorinated rare earth" [X Link](https://x.com/wakerife123/status/1949287231044349993) 2025-07-27T01:54Z [---] followers, [----] engagements "Presentation: Abstract: https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2022/12/ALTA-2023-UREE-Abstract-Metal-Refining-Engineers-NECSA.pdf https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2023/04/ALTA-2023-UREE-Proceedings-Presentaion-Metal-Refining-Engineers.pdf https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2022/12/ALTA-2023-UREE-Abstract-Metal-Refining-Engineers-NECSA.pdf https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2023/04/ALTA-2023-UREE-Proceedings-Presentaion-Metal-Refining-Engineers.pdf" [X Link](https://x.com/wakerife123/status/1949287234194002035) 2025-07-27T01:54Z [---] followers, [---] engagements "Note: there are [--] major new rare earth mines opening from 2025-2029 in South Africa Malawi Angola Tanzania. These are expected to produce 9% of the world's supply of rare earths. US DFC already investing" [X Link](https://x.com/wakerife123/status/1949287235926261921) 2025-07-27T01:54Z [---] followers, [---] engagements "Here is a bit of info I found on the new isotopes mentioned in the Renergen slide deck. $ASPI seems to be positioning itself to produce materials for a variety of approaches to quantum computing. Not an expert on this so any feedback is appreciated" [X Link](https://x.com/wakerife123/status/1949665624000483609) 2025-07-28T02:58Z [---] followers, [----] engagements "Ytterbium-171 (Yb-171): Used in both trapped ion and neutral atom quantum computing. $IONQ is already commercially producing quantum computers that utilize Yb-171 and it seems to be integral to their approach. The Yb-176 plant could easily be switched over to produce this" [X Link](https://x.com/wakerife123/status/1949665626651349426) 2025-07-28T02:58Z [---] followers, [---] engagements "Barium-137 (Ba-137): Used as qubits in trapped ion QCs due to high fidelity & ability to be manipulated with lasers Quantinuum: World record fidelity with barium137 qubits IONQ cites benefits of Ba-137 Oxford Univ. ABaQUS Project: Ba-137 for Trapped Ion Quantum computing" [X Link](https://x.com/wakerife123/status/1949665629142741473) 2025-07-28T02:58Z [---] followers, [---] engagements "Copper-65 (Cu-65): See: There seems to be a significant need for Cu-65 in the overall infrastructure for quantum computing/sensors Cu-65 = high thermal conductivity & electromagnetic efficiency = suitable for high-precision + cryo temps https://fayafi.ch/quantum-computing https://fayafi.ch/quantum-computing" [X Link](https://x.com/wakerife123/status/1949665634209411368) 2025-07-28T02:58Z [---] followers, [---] engagements "Combined with their offerings of silicon-28 and helium $ASPI is very well positioned for the quantum computing market. While I couldn't find anything on Ag-107 I imagine some of these companies asked about it. $QBTS $IONQ $INTC $GOOGL $IBM $RGTI" [X Link](https://x.com/wakerife123/status/1949665637325767063) 2025-07-28T02:58Z [---] followers, [----] engagements "@OosKomodo @Kody__Rogers @ASPIsotopes You can rest assured there is plenty of demand for Lu-177 (See below). Tb-161 also has very remarkable efficacy (VIOLET phase 1/2 study). For $ASPI this = vertical integration expansion to US (incl. NIH grants) & RLTs = underinvested in outside Lu177 / PSMA = opportunity" [X Link](https://x.com/wakerife123/status/1950660777708527681) 2025-07-30T20:52Z [---] followers, [---] engagements "@hiddensmallcaps $ASPI product lineup is really starting to evolve. This doesn't include possible rare earth fluorides / UF6 😷 Also: CEO has stated he is very confident on an additional SMR partner + expansion to UK or US + expansion beyond just enrichment before QLE spin off in October" [X Link](https://x.com/wakerife123/status/1950742057498107991) 2025-07-31T02:15Z [---] followers, [----] engagements "@hiddensmallcaps ASPI receives a permanent royalty from QLE. I guess they would have some exposure via helium which is used for cooling in certain SMRs (See: Stratek Global HTMR-100 ) It's hard to know which way they're leaning. CEO discussed both selling & direct listing in the past" [X Link](https://x.com/wakerife123/status/1950745038440309243) 2025-07-31T02:27Z [---] followers, [---] engagements "@hiddensmallcaps Ya it stays after the spin off. IMO Terrrapower and $OKLO might strategically invest together like they did with Hexium. Sources of HALEU pre-2030 are VERY limited. Both are keen to secure their fuel supply chain. Terrapower COO/CEO are very confident in $ASPI. See:" [X Link](https://x.com/wakerife123/status/1950763376554262701) 2025-07-31T03:40Z [---] followers, [----] engagements "Reposting this here to collate info in one place and in case anyone missed this over the weekend. Thread is re: the possible $ASPI expansion to rare earth fluorides 😷 I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍 https://t.co/mZJmrO5VsV I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍" [X Link](https://x.com/wakerife123/status/1951010418794565931) 2025-07-31T20:01Z [---] followers, [----] engagements "@Yield_of_Parth $ASPI CEO Pretorius has experience with REE extraction from phosphogypsum. Florida is one of the worlds leading producers and has [--] billion tons of waste. Could be interesting" [X Link](https://x.com/wakerife123/status/1951328959896998383) 2025-08-01T17:07Z [---] followers, [----] engagements "Recent IsoBio slides seem to confirm $ASPI expansion to alpha emitting radioisotopes Market is rapidly growing for Ac-225 and Pb-212. Also noteworthy: $ASPI novel radioisotopes. This could enable fast-paced & cost-effective innovation Have a good Sunday" [X Link](https://x.com/wakerife123/status/1952123546248909092) 2025-08-03T21:44Z [---] followers, [----] engagements "@AcctNo994 In case you still need the IsoBio call. Slides as well: @sandy_slipper @AndrewM25809229 @AcctNo994 $ASPI https://www.youtube.com/watchv=4_z-ijA9bMw https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf https://www.youtube.com/watchv=4_z-ijA9bMw https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf" [X Link](https://x.com/wakerife123/status/1952139183788617999) 2025-08-03T22:47Z [---] followers, [---] engagements "August 19th $ASPI Webinar Pay attention to what they are providing strategic updates on 📢 Join @ASPIsotopes $ASPI CEO Paul Mann for a Live Investor Webinar on August [--] @ 4:15 PM ET Hear directly from leadership as $ASPI transitions from development to commercialization with strategic updates on: Multi-year isotope supply agreements Commercial production https://t.co/eUFMOVl5Jt 📢 Join @ASPIsotopes $ASPI CEO Paul Mann for a Live Investor Webinar on August [--] @ 4:15 PM ET Hear directly from leadership as $ASPI transitions from development to commercialization with strategic updates on:" [X Link](https://x.com/wakerife123/status/1952748334130577684) 2025-08-05T15:07Z [---] followers, [----] engagements "@piterloskot82 @StupidBill1 Nolan mentions fuel reprocessing briefly but seems ambivalent. Also mentions support for exporting enriched uranium to Iran Online by [----] = "more commercially proven" tech. Does Dyn + Mech Engineers + no laser guys = centrifuge https://www.reuters.com/technology/space/former-spacex-engineer-seeks-help-end-us-dearth-special-uranium-fuel-2024-12-09/ https://www.youtube.com/watchv=wP2zcESIpOo https://www.reuters.com/technology/space/former-spacex-engineer-seeks-help-end-us-dearth-special-uranium-fuel-2024-12-09/ https://www.youtube.com/watchv=wP2zcESIpOo" [X Link](https://x.com/wakerife123/status/1952962985628188881) 2025-08-06T05:20Z [---] followers, [---] engagements "@Kody__Rogers @ASPIsotopes Need $ASPI to announce new merch. 💁♀" [X Link](https://x.com/wakerife123/status/1953119585210671392) 2025-08-06T15:42Z [---] followers, [----] engagements "1975: An entirely South African team innovated a novel enrichment method. The world doubted them. Isolated from East and West they became self sufficient. $ASPI is a product of this environment. Working at Pelindaba is a homecoming. Stop talking. 🤫" [X Link](https://x.com/wakerife123/status/1953520373263106284) 2025-08-07T18:15Z [---] followers, [----] engagements "$ASPI Couple notes. Not an expert. QLE R.Pretorius electrochemistry expertise: Masters Dissertation on Fluorine Electrolysis = Fluorine gas production. Molten Salt Electrolysis = could be useful for rare earths. I'm curious about the possibility of electrorefining spent fuel" [X Link](https://x.com/wakerife123/status/1953809762451075294) 2025-08-08T13:25Z [---] followers, [----] engagements "Also: NECSA [----] annual report notes RER partnership. Possible ASPI acquires RER to produce rare earth fluorides Opportunity for ASPI-NECSA collaboration on 68Ga. South Africa's Nuclear Medicine Research Infrastructure (NuMeRI) is also doing a TON of research with 68Ga" [X Link](https://x.com/wakerife123/status/1953809765051584791) 2025-08-08T13:25Z [---] followers, [---] engagements "QLE CEO R. Pretorius Linkedin: NECSA [----] Annual Report: INL electrorefining spent fuel from EBR-II: NuMeRI researching 68Ga: https://sanumeri.co.za/pages/operations/publications.html https://www.energy.gov/ne/articles/spent-nuclear-fuel-retired-government-reactor-getting-second-life https://www.necsa.co.za/wp-content/uploads/2024/10/Necsa-Integrated-Annual-Report-2024-October-Version.pdf https://www.linkedin.com/in/r-pretorius-phd/ https://sanumeri.co.za/pages/operations/publications.html https://www.energy.gov/ne/articles/spent-nuclear-fuel-retired-government-reactor-getting-second-life" [X Link](https://x.com/wakerife123/status/1953809767903773079) 2025-08-08T13:25Z [---] followers, [---] engagements "@ConsensusGurus $ASPI" [X Link](https://x.com/wakerife123/status/1954309853599740064) 2025-08-09T22:32Z [---] followers, [---] engagements "$ASPI There was some discussion of when the earnings date would be this month. The May 10-Q came out a day before the webinar. The August webinar is scheduled for the 19th so keep that in mind" [X Link](https://x.com/wakerife123/status/1954664176401486009) 2025-08-10T22:00Z [---] followers, [----] engagements "The future is bright for nuclear energy in South Africa 😍 $ASPI South Africa pushes ahead with new Cape nuclear plant https://t.co/0MUYjwu8tE https://t.co/0MUYjwu8tE South Africa pushes ahead with new Cape nuclear plant https://t.co/0MUYjwu8tE https://t.co/0MUYjwu8tE" [X Link](https://x.com/wakerife123/status/1954683929946186230) 2025-08-10T23:18Z [---] followers, [----] engagements "The Safari-1 Research Reactor: CEO Mann noted in February that $ASPI was collaborating with NECSA to bring new molecules and isotopes to market. He notes theres plenty of spare line time for neutrons from Safari-1. This would enable some new production pathways for radioisotopes" [X Link](https://x.com/wakerife123/status/1954987889118388510) 2025-08-11T19:26Z [---] followers, [----] engagements "To clarify: The neutrons produced by a research reactor can be used for neutron scattering non-destructive testing analysis and testing of materials radioisotope production and other research. Safari-1 is responsible for 1/3 of global Mo-99 production" [X Link](https://x.com/wakerife123/status/1954987892893422031) 2025-08-11T19:26Z [---] followers, [---] engagements "Paul also noted that ASPI has GMP labs/manufacturing capabilities that NECSA might be interested in using. PET Labs has an advanced facility for gaseous and chemical testing with the ability to identify impurities in parts per trillion" [X Link](https://x.com/wakerife123/status/1954987898177991054) 2025-08-11T19:26Z [---] followers, [---] engagements "$ASPI Webinar rescheduled to 8/21 10-Q on 8/20 is expected based on the last quarter. Also: Johannesburg Stock Exchange listing 8/27" [X Link](https://x.com/wakerife123/status/1955263284879274484) 2025-08-12T13:41Z [---] followers, [----] engagements "Possible $ASPI benefits from this based on the last round of tariff negotiations. NEW - South Africa to offer US new deal to avoid 30% tariff https://t.co/BdPhMcRHmm NEW - South Africa to offer US new deal to avoid 30% tariff https://t.co/BdPhMcRHmm" [X Link](https://x.com/wakerife123/status/1955316962487087131) 2025-08-12T17:14Z [---] followers, [----] engagements "Gov't article from May: Gov't article from today: Reuters from May: https://www.reuters.com/business/energy/south-africa-proposes-buying-us-lng-seeks-trade-deal-2025-05-29/ https://www.sanews.gov.za/south-africa/government-committed-keep-american-markets-open-sa https://www.sanews.gov.za/south-africa/south-africa-submits-revised-trade-and-investment-proposal-usa https://www.reuters.com/business/energy/south-africa-proposes-buying-us-lng-seeks-trade-deal-2025-05-29/ https://www.sanews.gov.za/south-africa/government-committed-keep-american-markets-open-sa" [X Link](https://x.com/wakerife123/status/1955316964676485429) 2025-08-12T17:14Z [---] followers, [---] engagements "Interview with Ramaphosa / Trade Minister Tau after Trump meeting in May: ASPI mentioned around 51:00 https://www.youtube.com/watchv=o6MZLnCXvEE&t=3077s https://www.youtube.com/watchv=o6MZLnCXvEE&t=3077s" [X Link](https://x.com/wakerife123/status/1955317692417606105) 2025-08-12T17:17Z [---] followers, [---] engagements "$ASPI - The Rotowinner: A novel approach to electrowinning developed from concept to pilot plant by QLE CEO Ryno Pretorius. This an automated rotating drum cathode that combines the electrochemical separation of metal from a solution with scraping the collected deposits" [X Link](https://x.com/wakerife123/status/1955506789379924383) 2025-08-13T05:48Z [---] followers, [----] engagements "This approach is mobile modular scalable safer and more efficient. This applied research from his masters to improve the beneficiation of South African resources. This won his company (Free Radical Process Design) support from both gov't and industry" [X Link](https://x.com/wakerife123/status/1955510801110110350) 2025-08-13T06:04Z [---] followers, [---] engagements "@KevinUranium3O8 @ASPIsotopes $ASPI QLE can be used to produce Lithium-6/7 for fusion reactors. No commercial producer for Li-6 outside China. One of their non-executive directors is Prof. Mike Gorley. He is the Chief Technologist at the UK Atomic Energy Agency which focuses on fusion" [X Link](https://x.com/wakerife123/status/1955666237834592304) 2025-08-13T16:22Z [---] followers, [----] engagements "The recent $ASPI - Astral Systems UK partnership enables new production pathways for medical isotopes as well Astral's MSF reactors offer higher neutron flux in a compact form potentially providing advantages in on-site medical isotope production" [X Link](https://x.com/wakerife123/status/1956059618716586121) 2025-08-14T18:25Z [---] followers, [----] engagements "Perhaps ASPI can provide some of Astral's feedstock with some of the finished product going to IsoBio and PET Labs. I'm curious if ASPI would be able to supply Ra-226 or Th-232 to them for Ac-225 production. Link: https://www.astralsystems.com/applications/medical-isotopes-production https://www.astralsystems.com/applications/medical-isotopes-production" [X Link](https://x.com/wakerife123/status/1956059621489041857) 2025-08-14T18:25Z [---] followers, [---] engagements "Big Hats Small Reactors: Here are some links on Texas and their emerging role as a leader in the nuclear renaissance 🐮🤠☢ $ASPI" [X Link](https://x.com/wakerife123/status/1956400375138791571) 2025-08-15T16:59Z [---] followers, [----] engagements "@scottwww7 @ASPIsotopes @FermiAmerica ASPI Webinar scheduled for next week on 8/21 should provide a lot of clarity" [X Link](https://x.com/wakerife123/status/1956418032235929926) 2025-08-15T18:09Z [---] followers, [---] engagements "$ASPI Institutional Ownership - August [----] $ASPI Institutional ownership over time $ASPI Institutional ownership over time" [X Link](https://x.com/wakerife123/status/1956483907333022174) 2025-08-15T22:31Z [---] followers, [----] engagements "🎶"Well I'm a long tall Texan I wear a ten-gallon hat." 🤠 $ASPI & @FermiAmerica" [X Link](https://x.com/wakerife123/status/1956529100991979642) 2025-08-16T01:31Z [---] followers, [----] engagements "@piterloskot82 You might be interested in this @piterloskot82 STL Nuclear is working on TRISO down the street from $ASPI in Pretoria Ryno follows them already. Perhaps a partnership with STL and X-Energy is coming" [X Link](https://x.com/wakerife123/status/1956755585149624423) 2025-08-16T16:31Z [---] followers, [----] engagements "@piterloskot82 $ASPI + STL Nuclear + X-Energy = expertise across the fuel supply chain and PBMR reactors 🤔" [X Link](https://x.com/wakerife123/status/1957106022897573989) 2025-08-17T15:43Z [---] followers, [----] engagements "@piterloskot82 @piterloskot82 PBMR facilities are still in tact and NECSA is keen on revival. Seems like a perfect opportunity for collaboration between $ASPI and NECSA / Eskom / STL Nuclear / X-Energy / Stratek Global https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/cf-view&cf-closed https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/cf-view&cf-closed" [X Link](https://x.com/wakerife123/status/1957145793040994701) 2025-08-17T18:21Z [---] followers, [----] engagements "@KouziTsuru ASPI produces isotopes not the semiconductors. It is widely understood Intel $INTC is their first customer for Si-28. You can look into the work they are doing as a Q-Next partner ASPI plans to produce Yb-171/Ba-137 in the future which IONQ and other quantum computers could use" [X Link](https://x.com/wakerife123/status/1957276325195968540) 2025-08-18T03:00Z [---] followers, [---] engagements "@KouziTsuru Here is a recent $ASPI slide deck with more information. Note they are the only commercial producer of isotopically enriched Si-28 in the form of silane which is plug and play for foundries. CEO confirmed [--] customers interested in buying. https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf" [X Link](https://x.com/wakerife123/status/1957278388629983614) 2025-08-18T03:08Z [---] followers, [----] engagements "Howdy y'all 🤠🚜🌽 Here are a few quick things on $ASPI as we head into a new week You might have seen some of this already. Reminder: CEO Q&A Webinar is on the 21st Johannesburg Stock Exchange listing and Renergen merger are coming up as well" [X Link](https://x.com/wakerife123/status/1957469147631169756) 2025-08-18T15:46Z [---] followers, [----] engagements "QLE expansion across the fuel cycle Also: the ASPI-NECSA MOU stipulates collaboration on "the research development and construction of an Advanced Nuclear Fuel Production Facility" = vertically integrated operations at Pelindaba as well perhaps" [X Link](https://x.com/wakerife123/status/1957469149908668744) 2025-08-18T15:46Z [---] followers, [---] engagements "Possible partnership between ASPI / X-Energy / STL Nuclear Ryno Pretorius (QLE) + Prof. Johan Slabber (STL CTO) + Martin van Staden (X-Energy/Ex-STL) all worked at PBMR Helium HALEU TRISO PBMRs Note: Prof. Slabber was key to bringing PBMR tech to South Africa in '88" [X Link](https://x.com/wakerife123/status/1957469152945287570) 2025-08-18T15:46Z [---] followers, [---] engagements "Who is STL The European customer discussed below is Allseas. One of the US customers is possibly X-Energy for their TRISO-X fuel fabrication facility. https://www.thorium100.com/about-us.html https://www.thorium100.com/about-us.html" [X Link](https://x.com/wakerife123/status/1957469155747078639) 2025-08-18T15:46Z [---] followers, [---] engagements "South Africa could lead it's own renaissance with PBMRs Collaboration between ASPI / STL / NECSA / Eskom would provide the needed expertise the whole nuclear fuel cycle helium patents test facilities sites w/ existing transmission etc. https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/ https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/" [X Link](https://x.com/wakerife123/status/1957469159182262343) 2025-08-18T15:46Z [---] followers, [---] engagements "For some info on the history of PBMRs in South Africa see below. While they struggled under difficult conditions and anti-nuke sentiment in the past there is a lot of fresh opportunity to build on established expertise/infra and: https://www.pbmr.co.za/contenthtml/files/File/HowDidSA.pdf https://www.pbmr.co.za/index2.aspContent=184 https://www.pbmr.co.za/contenthtml/files/File/HowDidSA.pdf https://www.pbmr.co.za/index2.aspContent=184" [X Link](https://x.com/wakerife123/status/1957469162030133459) 2025-08-18T15:46Z [---] followers, [---] engagements "ASPI Institutional Ownership update: 54.85% held by 200+ institutions" [X Link](https://x.com/wakerife123/status/1957469164785762543) 2025-08-18T15:46Z [---] followers, [---] engagements "ASPI-Terrapower "Formation Event" clause Borja highlighted this. TerraPower has the option to form a parallel project in a jurisdiction where ASPI initiates a new HALEU venture outside of South Africa" [X Link](https://x.com/wakerife123/status/1957469168049045630) 2025-08-18T15:46Z [---] followers, [---] engagements "This last one might be a stretch but I found reference to a rotating drum cathode for electrorefining SNF. Reminds me of Ryno's Rotowinner. His past work also includes molten salt electrolysis simulation and electrolytic magnesium metal production at Magrathea" [X Link](https://x.com/wakerife123/status/1957469174273294470) 2025-08-18T15:46Z [---] followers, [---] engagements "Perhaps there is a chance for the ASPI closed fuel cycle dream. This would provide the answer to the Terrapower COO comments re: ASPI developing new technologies. Seems to be growing interest in closing the fuel cycle. OKLO Curio Orano KAERI Rosatom etc" [X Link](https://x.com/wakerife123/status/1957469176802492832) 2025-08-18T15:46Z [---] followers, [---] engagements "Terrapower COO has previously pointed out: US DOE HALEU availability program and all US commercial producers are unable to meet their schedule $ASPI solves that and helps secure domestic supply chains This will be relevant as they discuss funding with [--] govts (likely ) "According to the U.S. Department of Energy U.S. HALEU demand could exceed [--] metric tons annually by [----] . The proposed project would help meet this demand supporting the clean energy transition while enhancing energy security." https://t.co/Ft1HAg3gij #NASDAQ: $ASPI https://t.co/4uIdWxGE3O "According to the U.S. Department" [X Link](https://x.com/wakerife123/status/1957839782458826770) 2025-08-19T16:19Z [---] followers, [----] engagements "@rnsaffn @variance_swap Interview with Terrapower CEO Chris Levesque. Interview w/ Terrapower COO (go to min.18): 1975: South African tech being doubted. They developed nuclear weapons with it. $ASPI is the next step forward in a long line of South African nuclear expertise. https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress" [X Link](https://x.com/wakerife123/status/1958628217625223548) 2025-08-21T20:32Z [---] followers, [----] engagements "Savannah River Tritium Enterprise: He-3 = $2000-2500 per liter. Decaying from Tritium at 5.5%/year. Fed. demand shrunk to [----] liters/yr. But new facilities being constructed to support growing need per [----] Nuclear Posture Review. https://www.srs.gov/general/news/factsheets/srs_srte.pdf https://www.srs.gov/general/news/factsheets/srs_srte.pdf" [X Link](https://x.com/wakerife123/status/1958938434170413370) 2025-08-22T17:04Z [---] followers, [--] engagements "RAND Assessment of US-Allied Nations' Industrial Bases in Quantum Technology - [----] Other nations leading US in silicon-spin-qubits QCs. Exceedingly limited supply of Si-28. Tech is potentially highly scalable due to significant overlap with standard semiconductor fab processes" [X Link](https://x.com/wakerife123/status/1958938437744038067) 2025-08-22T17:04Z [---] followers, [--] engagements "Re: South African PBMR revival & timing of ASPI-Renergen merger PBMRs need helium & HALEU. Paul had already been meeting with NECSA and gov't ministers. I'd argue he appears to have quietly positioned $ASPI as the vertically integrated centerpiece to South African strategy" [X Link](https://x.com/wakerife123/status/1958978164887032199) 2025-08-22T19:42Z [---] followers, [----] engagements "$ASPI is more than an enrichment company. They are a critical materials company uniquely positioned to benefit from the US securing domestic supply chains across quantum computing semiconductors nuclear energy and medical radioisotopes. 🤠" [X Link](https://x.com/wakerife123/status/1960006390522503605) 2025-08-25T15:48Z [---] followers, [----] engagements "$INTC is understood to be their customer for isotopically enriched Si-28/Depleted Ge-73. ASPI is the only commercial producer of Si-28 in the form of silane which preserves purity and is plug-and-play for fabs" [X Link](https://x.com/wakerife123/status/1960006393869607175) 2025-08-25T15:48Z [---] followers, [---] engagements "@piterloskot82 Bit confused by the short notice of the $ASPI investor event. Last time investors submitted passports weeks ahead of time right Are these likely pre-screened institutional investors Lack of sign ups implies they already had a group organized. Perhaps govt will take a stake" [X Link](https://x.com/wakerife123/status/1960227455081349177) 2025-08-26T06:26Z [---] followers, [----] engagements "South Africa has a long history of redeveloping nuclear facilities. For example the enrichment plant was reused for nuclear waste. Perhaps ASPI and NECSA will take advantage of these PBMR facilities licenses patents and expertise" [X Link](https://x.com/wakerife123/status/1960793893219545469) 2025-08-27T19:57Z [---] followers, [---] engagements "For more info see: NNR NILs: HTF: Heat transfer test facility at NWU: South Africa Redevelopment and Reuse - IAEA: https://www-pub.iaea.org/MTCD/publications/PDF/Pub1432_web.pdf https://www.pbmr.co.za/index2.aspContent=225 https://www.pbmr.co.za/index2.aspContent=230 https://nnr.co.za/applications-in-progress/ https://www-pub.iaea.org/MTCD/publications/PDF/Pub1432_web.pdf https://www.pbmr.co.za/index2.aspContent=225 https://www.pbmr.co.za/index2.aspContent=230 https://nnr.co.za/applications-in-progress/" [X Link](https://x.com/wakerife123/status/1960793896507859288) 2025-08-27T19:57Z [---] followers, [---] engagements "@monkey__Capital @StonksMcGeee I'm not sure how you could watch the webinar and come to that conclusion. besides having it on mute. Ryno even answered someone in chat about this as well. 🙈🙉 Si-28 is shipped Yb-176 shipped in [--] days" [X Link](https://x.com/wakerife123/status/1961179113512960168) 2025-08-28T21:28Z [---] followers, [--] engagements "Beryllium would perhaps be used for Fluorinated Lithium Beryllium (FLiBe) . Ryno mentioned this during the webinar. This is used as a both a nuclear reactor coolant (upcoming SMRs and fusion) and solvent for fertile or fissile material. https://en.wikipedia.org/wiki/FLiBe https://en.wikipedia.org/wiki/FLiBe" [X Link](https://x.com/wakerife123/status/1961247038126883281) 2025-08-29T01:58Z [---] followers, [---] engagements "Regarding the $ASPI-Materion connection: Atomic Layer Deposition See: passage on GAA transistors. Intel and TSM are already planning to use these in 2H [----]. I believe Samsung already does. This enables the Si-28 nanowire use case $INTC $TSM $MTRN https://www.materion.com/en/insights/blog/atomic-layer-deposition-significance-application-in-modern-microelectronics https://www.materion.com/en/insights/blog/atomic-layer-deposition-significance-application-in-modern-microelectronics" [X Link](https://x.com/wakerife123/status/1961568719362039817) 2025-08-29T23:16Z [---] followers, [----] engagements "Note: it looks like the Milwaukee location manufactures electronic materials" [X Link](https://x.com/wakerife123/status/1961568725296992697) 2025-08-29T23:16Z [---] followers, [---] engagements "A quick cursory search shows atomic layer deposition has some significant potential for quantum devices. Seems relevant for C-12 as well. https://www.svc.org/clientuploads/directory/resource_library/2023_SE_02_Hore_pptx.pdf https://plasma.oxinst.com/media-centre/wp/ald-for-quantum-devices https://www.svc.org/clientuploads/directory/resource_library/2023_SE_02_Hore_pptx.pdf https://plasma.oxinst.com/media-centre/wp/ald-for-quantum-devices" [X Link](https://x.com/wakerife123/status/1961568728207823054) 2025-08-29T23:16Z [---] followers, [---] engagements "Intel is a world leader in silicon-spin qubits. These require isotopically enriched silicon-28. Quantum materials like Si-28 are considered critical by US DoD. Tech is highly scalable due to overlap with standard semiconductor fab processes. $INTC https://dod-critical-technology-area-roadmaps.zoiclabs.io/ https://dod-critical-technology-area-roadmaps.zoiclabs.io/" [X Link](https://x.com/wakerife123/status/1961855061794967636) 2025-08-30T18:14Z [---] followers, [----] engagements ""What unites the visions of Mumgaard and Levesque is the belief that clean energy innovation must be fast flexible and scalable." One company enables that shared vision across both fission and fusion ASP Isotopes will enrich both Li-6/7 and HALEU $ASPI Bob Mumgaard of Commonwealth Fusion Systems (CFS) and Chris Levesque of TerraPowertrailblazers in the nuclear energy industryshare their views on the global transition to sustainability in the latest edition of Columbia Business magazine below: https://t.co/0VP7yJzNkr https://t.co/wjsWR2UCVm Bob Mumgaard of Commonwealth Fusion Systems (CFS) and" [X Link](https://x.com/wakerife123/status/1964820940451467496) 2025-09-07T22:39Z [---] followers, [----] engagements "@AcctNo994 Looks like GBE-N & RR have chosen the Wylfa site. GBE-N also also bought the Oldbury Nuclear Power Station site down the road from $ASPI/Astral at Berkeley. Students already getting technical training at the Berkeley site as well" [X Link](https://x.com/wakerife123/status/1965091923196354897) 2025-09-08T16:36Z [---] followers, [----] engagements "$ASPI will help lead the PBMR & fuel cycle revival in South Africa PBMRs need helium + HALEU + TRISO Facilities are already in place at Pelindaba and NWU This will likely involve STL Nuclear See my previous posts here for my info on this" [X Link](https://x.com/wakerife123/status/1965819463087071548) 2025-09-10T16:47Z [---] followers, [----] engagements "DOE - [----] Fusion Energy Strategy https://www.energy.gov/sites/default/files/2024-06/fusion-energy-strategy-2024.pdf https://www.energy.gov/sites/default/files/2024-06/fusion-energy-strategy-2024.pdf" [X Link](https://x.com/wakerife123/status/1965823300418130337) 2025-09-10T17:02Z [---] followers, [--] engagements "Kyoto Fusioneering: The Availability & Supply of Critical Natural Resources for the Realization of a Fusion Pilot Plant: Fuels for Fusion https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf" [X Link](https://x.com/wakerife123/status/1965823303643443571) 2025-09-10T17:02Z [---] followers, [---] engagements "@Brandon25357439 Very excited for the Li-6 enrichment for fusion angle. The significance of being the only Western supplier is perhaps not yet appreciated. As well $ASPI seems to be the only publicly traded company with significant involvement in fusion energy" [X Link](https://x.com/wakerife123/status/1965974515575631949) 2025-09-11T03:03Z [---] followers, [---] engagements "@d6UjcHGEKr84813 Some molten salt reactors CAN use RepU effectively like Terrapower's Molten Chloride Fast Reactor. We have speculated that $ASPI may be researching some sort of reprocessing / re-enrichment technology based on QLE CEO Pretorius background and comments from Terrapower COO" [X Link](https://x.com/wakerife123/status/1966320395516277086) 2025-09-12T01:58Z [---] followers, [---] engagements "@d6UjcHGEKr84813 I can provide you with more info/sources to look into if you are interested" [X Link](https://x.com/wakerife123/status/1966321426291634415) 2025-09-12T02:02Z [---] followers, [---] engagements "The breeding blanket for these fusion plants will likely require tens of tonnes of enriched lithium-6. The current supply of Li-6 is effectively zero. ASP Isotopes expects to begin enriching lithium-6 in [----] at the Fermi America site in Texas. $ASPI 🤠⚛ This changes everything. America is building the world's first nuclear fusion plant 👉 https://t.co/803HiitIRZ https://t.co/Au9v4Lf7Om This changes everything. America is building the world's first nuclear fusion plant 👉 https://t.co/803HiitIRZ https://t.co/Au9v4Lf7Om" [X Link](https://x.com/wakerife123/status/1966576859686068588) 2025-09-12T18:57Z [---] followers, [----] engagements "$10b+ invested in fusion energy If you look at their timelines and past history these companies move aggressively to secure their supply chains for the future. https://www.reuters.com/sustainability/climate-energy/global-investment-fusion-energy-rises-most-since-2022-2025-07-21/ https://www.reuters.com/sustainability/climate-energy/global-investment-fusion-energy-rises-most-since-2022-2025-07-21/" [X Link](https://x.com/wakerife123/status/1966577665076269542) 2025-09-12T19:00Z [---] followers, [---] engagements "$ASPI is hiring and headed to Texas 🤠 Note the mention of nuclear export control regulations and "experience in heavy metal hydrometallurgy". Sounds like they're quickly moving forward on the nuclear fuel cycle side of things" [X Link](https://x.com/wakerife123/status/1968699507048124827) 2025-09-18T15:31Z [---] followers, 13.1K engagements "New 8-K today in case you missed it. Should be an investor webinar coming up soon. Lot to discuss re: $SKBL QLE spin off Renergen Si-28/Yb-176/C-12 Nuclear fuel cycle plans in the US FLiBe etc. $ASPI subsidiary QLE acquired the controlling interest of $SKBL with the intent to acquire assets in the critical materials supply chain https://t.co/vO3AvYYcUL $ASPI subsidiary QLE acquired the controlling interest of $SKBL with the intent to acquire assets in the critical materials supply chain https://t.co/vO3AvYYcUL" [X Link](https://x.com/wakerife123/status/1970181172744593800) 2025-09-22T17:39Z [---] followers, [----] engagements "@Bluntz_Capital @piterloskot82 $ASPI is enriching lithium-6. Used for tritium breeding in the blanket of the reactor. Currently no real supply of enriched Li-6. Fusion companies using tritium likely will need tonnes of Li-6 at startup. See my other posts for more info/links. ASPI likely will also produce FLiBe" [X Link](https://x.com/wakerife123/status/1970246417299185747) 2025-09-22T21:58Z [---] followers, [---] engagements "New bill would extend 45X Advanced Manufacturing tax credits to fusion energy components. "Applicable Critical Mineral" would include Li-6/7 FLiBe He-3. I believe $ASPI's US production would qualify. 25% tax credit Today Congress introduced the Fusion Advanced Manufacturing Parity Act to extend the 45X Manufacturing Production Tax Credit to fusion. This bill helps scale fusion manufacturing here in the U.S. by providing a 25% credit for fusion components securing critical minerals and https://t.co/aqIbzhYda2 Today Congress introduced the Fusion Advanced Manufacturing Parity Act to extend the" [X Link](https://x.com/wakerife123/status/1970487707534266580) 2025-09-23T13:57Z [---] followers, [----] engagements "Jacob Rowe substack: Slightly outdated now but this provides an understanding of the core business. He now works for ASPI https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven" [X Link](https://x.com/wakerife123/status/1970872119883080116) 2025-09-24T15:25Z [---] followers, [---] engagements "Investor webinars: CEO does these once a month with either Redchips Emerging Growth Conference or BizNewsTv August: July 17: June 10: May 21: https://www.youtube.com/watchv=9FC_52bk4vs&t=31s https://youtube.com/watchv=rhY_OiT7jyM& https://youtube.com/watchv=C3gFqNNPhoQ& https://www.youtube.com/watchv=SgtvaY_KcpQ https://www.youtube.com/watchv=9FC_52bk4vs&t=31s https://youtube.com/watchv=rhY_OiT7jyM& https://youtube.com/watchv=C3gFqNNPhoQ& https://www.youtube.com/watchv=SgtvaY_KcpQ" [X Link](https://x.com/wakerife123/status/1970872122596786260) 2025-09-24T15:25Z [---] followers, [---] engagements "ASPI-IsoBio investment slides Vertical integration on the radiopharma side. Enables cost effective innovation. Look up Novartis' Pluvicto to understand future potential (Yb-176=precursor for Lu-177) Scroll to page [--] https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf" [X Link](https://x.com/wakerife123/status/1970872125214069038) 2025-09-24T15:25Z [---] followers, [--] engagements "Interview with Terrapower COO. Starts discussing HALEU and ASPI around [--] minutes. No other supplier is able to meet their schedule. https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress" [X Link](https://x.com/wakerife123/status/1970872141185995134) 2025-09-24T15:25Z [---] followers, [---] engagements "ASP Isotopes-Renergen merger positively discussed during US-South Africa trade negotiations. This LNG/Helium project is of significant importance for South Africa. https://www.youtube.com/live/o6MZLnCXvEEsi=FMULtJ4jr91f7isA&t=3018 https://www.youtube.com/live/o6MZLnCXvEEsi=FMULtJ4jr91f7isA&t=3018" [X Link](https://x.com/wakerife123/status/1970872143568376212) 2025-09-24T15:25Z [---] followers, [---] engagements ""This planned collaboration with Fermi America envisages the research development and construction of multiple large-scale advanced nuclear fuel enrichment facilities capable of producing significant volumes of HALEU for the SMR nuclear industry" $ASPI 🤠" [X Link](https://x.com/wakerife123/status/1970893533981581454) 2025-09-24T16:50Z [---] followers, [----] engagements "@SilverBull_Fin We don't have any information yet but we'll likely hear about it once the Renergen merger fully closes. Likely would be cryogenic distillation. ASPI's background sets them up well. DOE would possibly partner to separate He-3 from current reserves" [X Link](https://x.com/wakerife123/status/1970904043313844691) 2025-09-24T17:31Z [---] followers, [--] engagements "@UnoMasReactor "Security of the United States" has me scratching my head. Perhaps related to uranium South Africa has some interesting companies extracting uranium from old gold tailings. Renergen's helium comes from decay of ultra-high uranium and thorium deposits in the Vredefort Crater" [X Link](https://x.com/wakerife123/status/1970909714751135925) 2025-09-24T17:54Z [---] followers, [---] engagements "@Yield_of_Parth My guess is $ASPI secure uranium from tailings. Hence the discussion of heavy metal hydrometallurgy. Would make sense given Ryno's background at Magrathea Brimestone and the Rotowinner" [X Link](https://x.com/wakerife123/status/1970997158183829771) 2025-09-24T23:41Z [---] followers, [----] engagements "@NcxPYH7iiE6uD86 Many companies in the DARPA QBI utilize isotopically enriched materials like Si28 Yb171 Ba137 C12. DOD Quantum Roadmap places isotopically enriched materials front and center. Isotopes = one of the most severely compromised supply chains of any material in the world" [X Link](https://x.com/wakerife123/status/1971782532296593732) 2025-09-27T03:42Z [---] followers, [---] engagements "Here are some more news articles on Fermi America. https://www.newsweek.com/rick-perry-is-building-an-ai-and-nuclear-colossus-named-after-trump-10771849 https://www.newsweek.com/rick-perry-is-building-an-ai-and-nuclear-colossus-named-after-trump-10771849" [X Link](https://x.com/wakerife123/status/1972456251985727678) 2025-09-29T00:19Z [---] followers, [---] engagements "https://www.reuters.com/business/rick-perrys-data-center-reit-fermi-targets-13-billion-valuation-us-ipo-2025-09-24/taid=68d470ffc89470000194eb9a https://www.reuters.com/business/rick-perrys-data-center-reit-fermi-targets-13-billion-valuation-us-ipo-2025-09-24/taid=68d470ffc89470000194eb9a" [X Link](https://x.com/wakerife123/status/1972456254502301773) 2025-09-29T00:19Z [---] followers, [---] engagements "https://neutronbytes.com/2025/09/27/fermi-america-launches-initial-public-offering/ https://neutronbytes.com/2025/09/27/fermi-america-launches-initial-public-offering/" [X Link](https://x.com/wakerife123/status/1972456257115365864) 2025-09-29T00:19Z [---] followers, [---] engagements "@thesurlypanda Found this today. DOE program to colocate AI data centers and energy infrastructure on DOE lands like Pantex. Further confirms a very strong DOE - Fermi America relationship. Seems likely this improves $FRMI + $ASPI timelines. 🤠 https://www.energy.gov/policy/ai-infrastructure-doe-lands-request-informationnrg_redirect=473148 https://www.energy.gov/policy/ai-infrastructure-doe-lands-request-informationnrg_redirect=473148" [X Link](https://x.com/wakerife123/status/1972813323713274198) 2025-09-29T23:58Z [---] followers, [----] engagements "@thesurlypanda Looks like $FRMI is in the pre-approval process with the DOE Loan Programs Office. Submitted applications for the ARDP and Texas HB14 Advanced Nuclear Completion Fund as well. NRC also exploring innovative approaches to environmental reviews through pilot program. Exciting 🤠" [X Link](https://x.com/wakerife123/status/1972817160675230086) 2025-09-30T00:13Z [---] followers, [----] engagements "@jam3s81 @FermiAmerica @GovernorPerry @realDonaldTrump @POTUS @ENERGY Safe to say $FRMI already has a very close relationship with DOE and US Gov. They're currently sited next to Pantex which assembles nukes. Likely will receive significant support & expedited permits. The "AI Arms Race" and "Manhattan Project 2" are only just starting" [X Link](https://x.com/wakerife123/status/1973533377434362364) 2025-10-01T23:39Z [---] followers, [---] engagements "Strong support for nuclear energy from Japan Commonwealth Fusion Systems also recently announced they want to deploy a reactor in Japan in the late 2030s or early 2040s $ASPI plans to supply the Li-6 for their tritium breeding blankets Possibly FLiBe as well 100% https://t.co/oEYcQ1li8E 100% https://t.co/oEYcQ1li8E" [X Link](https://x.com/wakerife123/status/1974572634802426258) 2025-10-04T20:29Z [---] followers, [----] engagements "Here is a presentation from Kyoto Fusioneering on the topic "The Availability & Supply of Critical Natural Resources for the Realization of a Fusion Pilot Plant: Fuels for Fusion" https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf" [X Link](https://x.com/wakerife123/status/1974572637302165589) 2025-10-04T20:29Z [---] followers, [---] engagements "@YieldCurveBalI This is outdated. SKBL was bought by ASP Isotopes (ASPI) as a vehicle for acquiring critical material assets. See my posts for info about $SKBL. https://x.com/Yield_of_Parth/status/1970910633953788329 $ASPI is using $SKBL to secure $QLE feedstocks with minimal pressure on QLEs balance sheet financing upstream capex at SKBL on a non-recourse basis with project debt and offtake-backed loans so QLE isnt the dilution sponge. Further the separation will likely preserve https://x.com/Yield_of_Parth/status/1970910633953788329 $ASPI is using $SKBL to secure $QLE feedstocks with" [X Link](https://x.com/wakerife123/status/1975343900836696568) 2025-10-06T23:34Z [---] followers, [---] engagements "@ABC12D2 @YieldCurveBalI $SKBL is highly speculative but we know from Renergen $ASPI has a track record in securing high-value strategic critical material assets. Dominari Holdings via American Ventures LLC Series XIX SKBL pooled $14m from [--] accredited investors on short notice. Seems strange" [X Link](https://x.com/wakerife123/status/1975404135315816857) 2025-10-07T03:33Z [---] followers, [----] engagements "@AlexanderAGAU $SKBL was purchased by $ASPI as a public vehicle for acquiring critical material assets that are essential to US national security and long term prospects of QLE. My guess is hydrometallurgy to produce uranium rare earths and radioisotopes from tailings. https://x.com/Yield_of_Parth/status/1970910633953788329 $ASPI is using $SKBL to secure $QLE feedstocks with minimal pressure on QLEs balance sheet financing upstream capex at SKBL on a non-recourse basis with project debt and offtake-backed loans so QLE isnt the dilution sponge. Further the separation will likely preserve" [X Link](https://x.com/wakerife123/status/1975632509804421215) 2025-10-07T18:41Z [---] followers, [----] engagements "@AlexanderAGAU This should answer your question as well @bobdylans49th. They have already identified the first asset they want to acquire. We don't much about this venture beyond that just yet. See this 8-K for the precise wording: https://ir.aspisotopes.com/sec-filings/all-sec-filings##document-522-0001477932-25-006900-1 https://ir.aspisotopes.com/sec-filings/all-sec-filings##document-522-0001477932-25-006900-1" [X Link](https://x.com/wakerife123/status/1975633972962206032) 2025-10-07T18:46Z [---] followers, [---] engagements "@askotatsu This is just hyperbole. Here is the full quote. You can look up the quarterly report from JSE SENS. Theyre just waiting to tie in the additional wells before running it. US and South Africa are heavily invested in making the project work" [X Link](https://x.com/wakerife123/status/1976549792357757101) 2025-10-10T07:26Z [---] followers, [---] engagements "Back in May: $ASPI and joint partnership for helium/LNG being discussed September: Minister Tau reaffirmed that investments into LNG/ helium/ critical minerals remain part of ongoing negotiations. ASPI likely to benefit as part of this trade deal https://www.sanews.gov.za/south-africa/south-africa-submits-revised-trade-and-investment-proposal-usa https://www.sanews.gov.za/south-africa/south-africa-submits-revised-trade-and-investment-proposal-usa" [X Link](https://x.com/wakerife123/status/1976693067408380312) 2025-10-10T16:55Z [---] followers, [----] engagements "@CeceCece416 We also know they are actively hiring individuals with heavy metal hydrometallurgy experience. Comment below is from the webinar. QLE CEO Pretorius also has experience working at Phalaborwa recovering rare earths from phosphogypsum & designed novel RE-fluoride pilot plants" [X Link](https://x.com/wakerife123/status/1977425104423526858) 2025-10-12T17:24Z [---] followers, [---] engagements "@CeceCece416 So to clarify: the modular transportable scalable nature of this "rotowinner" (automated electrochemical separation of metal from an aqueous solution) enables them to be deployed in a cost-effective manner across the US to obtain uranium / rare earth feedstock for QLE" [X Link](https://x.com/wakerife123/status/1977430882416996419) 2025-10-12T17:47Z [---] followers, [---] engagements "South African cabinet approved the Final Integrated Resource Plan (IRP 2025). Announcement from Minister Ramokgopa is on Sunday. R2.23 trillion investment that will define South Africa's energy mix for the future. Hopefully some good news for nuclear energy and $ASPI" [X Link](https://x.com/wakerife123/status/1978861825396449329) 2025-10-16T16:33Z [---] followers, [----] engagements "1. QLE expansion to ALL parts of the nuclear fuel supply chain Announced recently. Depth of fluorination expertise & their team is one of the few in the world that has designed constructed commissioned op'd and decom'd a large conversion & deconversion plant before. $ASPI" [X Link](https://x.com/wakerife123/status/1943732908805513591) 2025-07-11T18:03Z [---] followers, [----] engagements "2. Nuclear Fuel Reprocessing Recent Terrapower COO comments imply $ASPI is researching new technologies beyond QLE. FLUOREX seems like it has potential. Lot of R&D on it. PUREX = most widely used but seems to have disadvantages for high burnup fuels & costs too much" [X Link](https://x.com/wakerife123/status/1943732911049433260) 2025-07-11T18:03Z [---] followers, [---] engagements "Ryno further proved his skills during his time at Magrathea. Electrochemistry to separate magnesium from seawater. Pay attention to his role in project fundraising and who this put him in contact with. Remember: he's already in the US and meeting with investors in NY" [X Link](https://x.com/wakerife123/status/1955510819413975268) 2025-08-13T06:04Z [---] followers, [---] engagements "Magrathea and Brimstone (Ryno's other past employer) are also both Defense Industrial Base Consortium (DIBC) members and have won government support for their novel approaches" [X Link](https://x.com/wakerife123/status/1955510822387462255) 2025-08-13T06:04Z [---] followers, [---] engagements "@AcctNo994 Role of Carbon-12 in quantum sensing seems to be for reducing decoherence for Nitrogen Vacancy Centers. All of the attention (and capital) has gone to quantum computing but sensing seems to be much more developed Note: Ryno is following DIU / DoD SBIR/STTR / DIBC on Linkedin" [X Link](https://x.com/wakerife123/status/1960121375701516433) 2025-08-25T23:25Z [---] followers, [---] engagements "As Ryno noted. Fluorination at the Fermi site would enable a lot of new fluorinated chemicals that the market needs like semiconductor gases . beyond just uranium conversion" [X Link](https://x.com/wakerife123/status/1961247040295375078) 2025-08-29T01:58Z [---] followers, [---] engagements "There's definitely a lot more to unpack here A partnership between ASPI and $MTRN could open up some interesting possibilities" [X Link](https://x.com/wakerife123/status/1961247042958668049) 2025-08-29T01:58Z [---] followers, [----] engagements "Great overview on the role of molten salts (like FLiBe) as tritium breeders in fusion reactors from ORNL MSRW [----]. $ASPI $MTRN #CFS https://www.youtube.com/watchv=z8Ouhhl1cdM https://www.youtube.com/watchv=z8Ouhhl1cdM" [X Link](https://x.com/wakerife123/status/1967296363135393994) 2025-09-14T18:36Z [---] followers, [----] engagements "Great lecture by Charles Forsberg on different initiatives in molten salt reactors. Covers: Kairos Power Terrapower Terrestrial Energy Commonwealth Fusion FLiBe the Nuclear Air-Brayton Combined Cycle (NACC) $ASPI $HOND $IMSR https://www.youtube.com/watchv=Uq5Tq6_IwBE&t=1688s https://www.youtube.com/watchv=Uq5Tq6_IwBE&t=1688s" [X Link](https://x.com/wakerife123/status/1968404754842698224) 2025-09-17T20:00Z [---] followers, [----] engagements "Here's a list of every fusion company with over $100m in funding: Commonwealth Fusion Systems TAE Technologies Helion Pacific Fusion Shine Technologies General Fusion Tokamak Energy Zap Energy Proxima Fusion Marvel Fusion First Light Xcimer https://techcrunch.com/2025/09/01/every-fusion-startup-that-has-raised-over-100m/ https://techcrunch.com/2025/09/01/every-fusion-startup-that-has-raised-over-100m/" [X Link](https://x.com/wakerife123/status/1968706917645050144) 2025-09-18T16:01Z [---] followers, [---] engagements "From Commonwealth Fusion: "How $863m in new funding fast-tracks commercial fusion power" First plasma in [----] net positive fusion by [----] ARC in Virginia commencing grid operations in early 2030s. PPA with Google in place already. https://blog.cfs.energy/how-863m-in-new-funding-fast-tracks-commercial-fusion-power/ https://blog.cfs.energy/how-863m-in-new-funding-fast-tracks-commercial-fusion-power/" [X Link](https://x.com/wakerife123/status/1968706919511584842) 2025-09-18T16:01Z [---] followers, [--] engagements "Clarification on $SKBL Not a reverse SPAC merger. Acquisition of new critical material assets for feedstocks. Perhaps uranium or depleted UF6 The quote from the 8-K re: these being vital to US security seems quite interesting. $ASPI Lots of comments out there about $SKBL and what its for I sent an email to IR at $ASPI asking if QLE could spin into SKBL and got this response this morning To put the purpose of SKBL to rest: it is for buying a new critical minerals asset *not* for enabling QLE to spin off https://t.co/JXOP3wVUfK Lots of comments out there about $SKBL and what its for I sent an" [X Link](https://x.com/wakerife123/status/1970901990848000049) 2025-09-24T17:23Z [---] followers, [----] engagements "Starting to build a very small position in $SKBL. NFA and highly speculative. Confident in Paul & $ASPI team. Critical material assets w/ relevance to US security are on trend. Possibly re: nuclear energy or quantum science. They've been pursuing this DOD angle for some time now" [X Link](https://x.com/wakerife123/status/1971217224930296170) 2025-09-25T14:16Z [---] followers, [----] engagements "Here's a link to the recent Fermi America filing. No direct mention of ASPI but some useful information about their plans. Assets to bring 1GW of power online in [----] on page [--]. IPO for $FRMI is next week. 🤠 $ASPI $SKBL $JSEISO $JSEREN https://www.sec.gov/Archives/edgar/data/2071778/000121390025090891/ea0252333-04.htm https://www.sec.gov/Archives/edgar/data/2071778/000121390025090891/ea0252333-04.htm" [X Link](https://x.com/wakerife123/status/1972456237196599362) 2025-09-29T00:19Z [---] followers, 11.2K engagements "Comment from Secretary of the Interior Doug Burgum connects Fermi's Project Matador directly to Trump admin's strategy for AI / energy and US national security. https://apnews.com/press-release/pr-newswire/fermi-america-and-siemens-energy-execute-letter-of-intent-for-an-additional-1-1-gw-once-in-combined-cycle-mode-of-frame-f-class-generation-equipment-for-2026-delivery-and-enter-into-nuclear-collaboration-as-fermi-continues-to-advance-its-11-gigawatt-private-ai-campus-697facf5f0e4dc936c22348466970c41" [X Link](https://x.com/wakerife123/status/1972456241470603427) 2025-09-29T00:19Z [---] followers, [---] engagements "Largest institutional shareholder of SKBL is Dominari Holdings. Trump Brothers are the largest shareholders of Dominari. Very interesting Dont forget that passage from the 8-K about US Security $ASPI $SKBL @Dogtor01416800 Just saw your post Dogtor you are very right. Which company is the largest Class A shareholder of $SKBL after the recent PP American Ventures. And which company controls American Ventures Dominari Holdings. And which brothers are the largest shareholders of Dominari Exactly https://t.co/g7C0NVQXB9 @Dogtor01416800 Just saw your post Dogtor you are very right. Which company is" [X Link](https://x.com/wakerife123/status/1973378292557267069) 2025-10-01T13:23Z [---] followers, [----] engagements "ASPI and $FRMI entered into an MOU in August. ASPI appears to already be hiring for the nuclear fuel cycle side of the business. Fermi responsible for licensing. IMO: US is about to fast track data centers energy infra nuclear fuel cycle https://x.com/wakerife123/status/1968699507048124827 $ASPI is hiring and headed to Texas 🤠 Note the mention of nuclear export control regulations and "experience in heavy metal hydrometallurgy". Sounds like they're quickly moving forward on the nuclear fuel cycle side of things https://t.co/fG68HK8KYk https://x.com/wakerife123/status/1968699507048124827" [X Link](https://x.com/wakerife123/status/1973399020430078088) 2025-10-01T14:46Z [---] followers, [----] engagements "See: quote from Secretary of the Interior and Chairman of the National Energy Dominance Council Doug Burgum on Fermi America. Energy infrastructure = integral to winning the AI arms race and US global leadership They're colocated with Pantex for a reason" [X Link](https://x.com/wakerife123/status/1973399022745297318) 2025-10-01T14:46Z [---] followers, [---] engagements "If SKBL acquires assets related to mine tailings: -Provides feedstock for uranium rare earths and radioisotopes. -Aligns with QLE CEO's unique background -Would be "vital to the security of the US and long-term growth of QLE" -Aligns with DOI/DOE initiatives $ASPI $SKBL .@POTUS promised to put American energy workers first and today were delivering. https://t.co/TTRuyBV6Xr .@POTUS promised to put American energy workers first and today were delivering. https://t.co/TTRuyBV6Xr" [X Link](https://x.com/wakerife123/status/1974316527454482654) 2025-10-04T03:31Z [---] followers, [----] engagements "Lot of confusion about $ASPI. Happy to answer any questions. Whether the stock is at $8 or $11 the catalysts are what you need to track Renergen closing QLE spin off product deliveries $SKBL US trade deal. Everything is coming together by November" [X Link](https://x.com/wakerife123/status/1975605073867624637) 2025-10-07T16:52Z [---] followers, [----] engagements "Some confusion on the $ASPI - $SKBL acquisition. It's not a reverse SPAC merger for QLE. This is my current speculation. See here for the 8-K announcing this: NFA https://ir.aspisotopes.com/sec-filings/all-sec-filings##document-522-0001477932-25-006900-1 If SKBL acquires assets related to mine tailings: -Provides feedstock for uranium rare earths and radioisotopes. -Aligns with QLE CEO's unique background -Would be "vital to the security of the US and long-term growth of QLE" -Aligns with DOI/DOE initiatives $ASPI $SKBL https://t.co/1vWjeJaKHD" [X Link](https://x.com/wakerife123/status/1975635070007538002) 2025-10-07T18:51Z [---] followers, [----] engagements "Great article. Perfect storm is brewing. China rare earth export controls. Section [---] tariff investigation into critical materials concluding mid October. US-South Africa trade negotiations. AGOA expiring. G20 in Johannesburg. $ASPI at the center 🤝 https://blogs.lse.ac.uk/africaatlse/2025/10/07/tariffs-trade-and-critical-minerals-stand-in-the-crosshairs-of-us-china-rivalry/ https://blogs.lse.ac.uk/africaatlse/2025/10/07/tariffs-trade-and-critical-minerals-stand-in-the-crosshairs-of-us-china-rivalry/" [X Link](https://x.com/wakerife123/status/1976355257509929296) 2025-10-09T18:33Z [---] followers, [----] engagements "DISA Technologies: -NRC approval for a multi-site service provider license in [--] months -Novel tech designed for remediation of abandoned uranium mine waste Possible $ASPI uses $SKBL to do something similiar. QLE CEO's background fits perfectly Tons of potential in & Regulatory approval means Disa Technologies Inc's High-Pressure Slurry Ablation technology can be used to remediate abandoned #uranium mine waste at inactive mine sites while opening the possibility of recycling uranium recovered from the waste #nuclear https://t.co/AOxZnffbpE https://t.co/59tiPevafD Regulatory approval means Disa" [X Link](https://x.com/wakerife123/status/1977062445341716616) 2025-10-11T17:23Z [---] followers, [----] engagements "@CeceCece416 Here is my speculation. $ASPI QLE CEO previous work = hydrometallurgy rare earths electrochemistry fluorination pilot plant building. Aligns with what we know about $SKBL and Terrapower comments on them developing new technologies to improve cost/schedule. If SKBL acquires assets related to mine tailings: -Provides feedstock for uranium rare earths and radioisotopes. -Aligns with QLE CEO's unique background -Would be "vital to the security of the US and long-term growth of QLE" -Aligns with DOI/DOE initiatives $ASPI $SKBL https://t.co/1vWjeJaKHD If SKBL acquires assets related to" [X Link](https://x.com/wakerife123/status/1977404700413894740) 2025-10-12T16:03Z [---] followers, [----] engagements "@KevinUranium3O8 @CeceCece416 Current speculation: Ryno has extensive experience with rare earths and seems to be in contact about supplying rare earth fluorides. We know SKBL is all about securing feedstocks and relates to US security. REs are also contained in tailings. https://x.com/wakerife123/status/1949287231044349993 I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍 https://t.co/mZJmrO5VsV" [X Link](https://x.com/wakerife123/status/1977520858726908006) 2025-10-12T23:44Z [---] followers, [---] engagements "The Si-28 customer is generally understood to be Intel $INTC. Seems to confirm the samples went well that were shipped out over a month ago. Expecting news on the trade deal & 5GW nuclear buildout this week as well $ASPI $ASPI The largest Silicon-28 contract signed to date and acquired a radiopharmacy in the US https://t.co/bSWUarRW5v $ASPI The largest Silicon-28 contract signed to date and acquired a radiopharmacy in the US https://t.co/bSWUarRW5v" [X Link](https://x.com/wakerife123/status/1977728590172012993) 2025-10-13T13:30Z [---] followers, [----] engagements "Video from G20 re: South Africa's plans for 5000MW of new nuclear and a domestic nuclear fuel cycle. 16:00:Domestic enrichment discussed. 19:00: Stated the announcement is coming post-cabinet. Next cabinet meeting is 10/15. $ASPI WATCH: Nuclear Energy Conference on the sidelines of the 4th G20 Energy Transitions Working Group and Energy Transitions https://t.co/ukQ7Me16Bh WATCH: Nuclear Energy Conference on the sidelines of the 4th G20 Energy Transitions Working Group and Energy Transitions https://t.co/ukQ7Me16Bh" [X Link](https://x.com/wakerife123/status/1978083212510298440) 2025-10-14T12:59Z [---] followers, [----] engagements "Great report on the nuclear fusion race. Strategic need to beat China secure supply chains and increase energy supply for AI. $ASPI seems to be the only public company with significant involvement in the fusion industry via Li-6 enrichment and likely expansion to FLiBe. There is a global race to deploy commercial fusion energy - and theres no time for governments to wait. The @scsp_ai report "Fusion Forward: Powering Americas Future" says just this urging the U.S. government to take strategic action and lead. https://t.co/JjIkYaiKYb There is a global race to deploy commercial fusion energy -" [X Link](https://x.com/wakerife123/status/1978522626491297982) 2025-10-15T18:05Z [---] followers, 13.8K engagements "DOE Nuclear Fuel Defense Production Act Consortium meeting moved to 10am October [--]. South Africas IRP [----] on Sunday. trade deal soon. Perfect timing for $ASPI The U.S. has already invoked the Defense Production Act (DPA) for #uranium: EOs: March [--] [----] Immediate Measures to Increase American Mineral Production + May [----] orders to reinvigorate the nuclear fuel cycle DOE Consortium: New DPA Nuclear Fuel Consortium under Sec. https://t.co/zRQGdC1FpZ The U.S. has already invoked the Defense Production Act (DPA) for #uranium: EOs: March [--] [----] Immediate Measures to Increase American Mineral" [X Link](https://x.com/wakerife123/status/1979246190295183498) 2025-10-17T18:00Z [---] followers, [----] engagements "@beach_trades $ASPI is picks and shovels into fusion with planned Li-6 enrichment in [----]. Likely will produce FLiBe (lithium beryllium fluoride) based on past comments & meeting w/ Materion. Possible they partner w/ someone like CFS or Pacific Fusion. Partnered w/ Terrapower for HALEU" [X Link](https://x.com/wakerife123/status/1979274874473583003) 2025-10-17T19:54Z [---] followers, [----] engagements "IRP [----] on Sunday. New boards for Eskom and NECSA announced last week as well. Both righted the ship and turned a profit. Current NECSA Chair cofounded the PBMR program. Ill post a summary after. $ASPI 🤠 https://t.co/5BzgiW9ENV https://t.co/5BzgiW9ENV" [X Link](https://x.com/wakerife123/status/1979587693915902270) 2025-10-18T16:37Z [---] followers, [----] engagements "@GoForBull @Kody__Rogers @ASPIsotopes @grok This is why ASPI plans to build at Pelindaba: speed to market. Same reason for building next to Pantex. South Africa plans to fully onshore the nuclear fuel cycle. Should be more info on this with South Africa's Integrated Resource Plan (IRP) [----] which releases tomorrow" [X Link](https://x.com/wakerife123/status/1979658321415262274) 2025-10-18T21:18Z [---] followers, [---] engagements "@ws6oua Not many new details from the IRP on nuclear unfortunately. ASPI is still on track for their buildout though. In the US there is a major meeting next week for nuclear fuel. The DOE Nuclear Fuel Defense Production Act (DPA) Consortium is meeting. https://x.com/da_sails/status/1978565294135398802 DOE announces public meeting on nuclear energy collaboration under the Defense Production Act: Date: Thursday Oct [--] [----] Time: 10:0011:00 a.m. ET Location: Nuclear Energy Institute [----] F St NW Washington DC Access: In-person and webinar options available" [X Link](https://x.com/wakerife123/status/1979974414490800237) 2025-10-19T18:14Z [---] followers, [---] engagements "@_Eddie_Dempsey @ws6oua The plan is very realistic about the need to rebuild the skills pipeline and industry backbone for the nuclear industry. Private partners like ASPI will play a critical role in enabling that. PBMR expertise spread across the industry (like X-Energy) and can be brought home" [X Link](https://x.com/wakerife123/status/1979986673359339594) 2025-10-19T19:03Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@wakerife123 Wakerife 🚜
Wakerife 🚜 posts on X about $aspi, $skbl, $frmi, south africa the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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- [--] Week [-------] +205%
- [--] Month [-------] +412%
- [--] Months [-------] +478%
Mentions: [--] #
- [--] Month [--] +16%
- [--] Months [---] +209%
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- [--] Week [---] +0.90%
- [--] Month [---] +9.10%
- [--] Months [---] +114%
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Social Influence
Social category influence stocks countries finance technology brands travel destinations automotive brands exchanges social networks luxury brands cryptocurrencies
Social topic influence $aspi #2, $skbl #1, $frmi #20, south africa, ai, investment, ceo, $intc, $qle, in the
Top accounts mentioned or mentioned by @sunvmikey @piterloskot82 @acctno994 @aspisotopes @cryptoowly @unomasreactor @kodyrogers @diamondrapids @matt_nealy @chaintrust0103 @thesurlypanda @cececece416 @ws6oua @udiamondballs @amskgh @financemajor23 @hiddensmallcaps @fermiamerica @eddiedempsey @yudishijie
Top assets mentioned ASP Isotopes Inc. (ASPI) Skyline Builders Group Holding Limited (SKBL) Fermi Inc. (FRMI) Intel Corporation (INTC) Cameco Corporation (CCJ) Oklo Inc. (OKLO) IonQ, Inc. (IONQ) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Uranium Energy Corp. (UEC) NuScale Power Corporation (SMR) NANO Nuclear Energy Inc. (NNE) Alphabet Inc Class A (GOOGL) Materion Corporation (MTRN) Taiwan Semiconductor (TSM) Rigetti Computing, Inc. Common Stock (RGTI) Energy Fuels Inc. (UUUU) MP Materials Corp. (MP) D-Wave Quantum Inc. (QBTS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@darran0x $ASPI's Silicon-28 offers further exposure to AI. See: and regarding the potential improved thermal conductivity of silicon nanowires. Intel $INTC is believed to be their first customer for SI-28. https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://aspisotopes.com/semiconductors/ https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://aspisotopes.com/semiconductors/"
X Link 2025-06-19T03:15Z [--] followers, [---] engagements
"@FinanceMajor_23 C-14 is not very important see image below. Upcoming catalysts include: Renergen merger for LNG/Helium Gadolinium-160 for Isotopia fluorinated gases potential QLE expansion across the nuclear fuel supply chain and new SMR partners prior to spin off. $ASPI horizon = [--] months"
X Link 2025-06-23T02:21Z [--] followers, [----] engagements
"@AndrewM25809229 @Kody__Rogers Si-28 delayed during Dec-Jan timeline due to cryogenic installation column not getting down to -90K. Running commercially now & they expect to send out product to customer (probably Intel) end of June or early July. 5-6 customers interested after that w/ orders coming in Q3"
X Link 2025-06-26T21:49Z [--] followers, [--] engagements
"$ASPI CEO Paul Mann is at Arnova Nuclear ENERGY Summit [----] in Zurich tomorrow"
X Link 2025-06-27T02:48Z [--] followers, [----] engagements
"IMO Si-28 is more exciting for $ASPI than HALEU: this study shows isotopically enriched Si-28 nanowires conduct heat 150% more efficiently. Note: Si-28 would be plug and play in $TSMC Nanosheet & $INTC RibbonFET which are expected to release H2 [----]. https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/"
X Link 2025-07-05T22:32Z [--] followers, [----] engagements
"Intel is a Q-Next partner. Q-Next = [--] nat'l labs academia and industry partners to further US competitiveness in Quantum Computing. $INTC $ASPI"
X Link 2025-07-05T23:11Z [--] followers, [----] engagements
"To this end: they are building [--] quantum foundries. These foundries aim to produce a robust supply chain of high-quality standardized materials and devices that will support quantum-enabled applications . $ASPI $INTC https://q-next.org/advancing-quantum-systems-through-q-nexts-materials-and-integration-thrust/ https://q-next.org/advancing-quantum-systems-through-q-nexts-materials-and-integration-thrust/"
X Link 2025-07-05T23:14Z [--] followers, [---] engagements
"@AcctNo994 @Kody__Rogers $ASPI Lot of fluorination expertise. Reading about FLUOREX right now . "The system can recover pure U and MOX with the decontamination factor of over [---] and can drastically reduce the cost and waste generation compared with the conventional one." https://ui.adsabs.harvard.edu/abs/2005PNuE.47.380K/abstract https://ui.adsabs.harvard.edu/abs/2005PNuE.47.380K/abstract"
X Link 2025-07-09T21:19Z [--] followers, [---] engagements
"@SecretaryWright US underinvestment in nuclear fuel supply chain & critical minerals left them reliant on Russia & China. South Africa offers a new solution. Supplies [--] critical minerals to the US & is the main supplier for [--] of those & can produce HALEU by 2027"
X Link 2025-07-09T21:46Z [--] followers, [--] engagements
"$ASPI for anyone new curious about the synergies w/Renergen. Also note: new laser facility in for Ni-64 Gd-161 Zn-68 Li-6/7 & fluorinated gas facility New Deck New Nuggets 🧵 (12 tweets) 1/ $ASPI just dropped a 54slide Transaction Overview deck for the Renergen deal (thanks for finding @glom_of_nit). It buries a handful of NEW data points the 10Q & prior PRs never spelled out. Quick thread on the fresh bits only. 👇 New Deck New Nuggets 🧵 (12 tweets) 1/ $ASPI just dropped a 54slide Transaction Overview deck for the Renergen deal (thanks for finding @glom_of_nit). It buries a handful of NEW"
X Link 2025-07-10T18:08Z [---] followers, [----] engagements
"7% of global helium supply"
X Link 2025-07-10T18:25Z [--] followers, [---] engagements
"2b. This has potential to radically re-price fuel. US has real interest. See: ARPA-E CURIE program & Deep Burn Possibly misinterpreting but the MOU w/ NECSA discusses R&D and construction of an "Advanced Nuclear Fuel Production Facility" not just enrichment $OKLO $SMR $NNE"
X Link 2025-07-11T18:03Z [---] followers, [---] engagements
"3. Electronic gases / Aerospace expansion New team lead by ex-Renergen CEO Marani being set up in Austin TX near key customers in the industry. Vertically integrated 1-stop shop w/ Helium LNG HALEU Ge-70 Si-28 Yb-171 Ba-137 Ag-107 Cu-65 & Fluorinated gases $INTC $RKLB"
X Link 2025-07-11T18:03Z [--] followers, [---] engagements
"4. Semiconductors / Quantum computing Talking to 5-6 potential customers for Si-28. Next orders expected in Q3 [----]. [--] customer already told them the total output from the South African plant would not meet their [----] demand $INTC $TSMC $NVDA"
X Link 2025-07-11T18:03Z [---] followers, [---] engagements
"5. Helium-3 (He-3) Uses: semiconductors quantum fusion n-detection for nuclear material. VERY limited supply from tritium decay. Undisclosed method but guessing they use cryo expertise + massive helium reserves to separate enough. No need to mine the moon 🌕🚀"
X Link 2025-07-11T18:03Z [---] followers, [---] engagements
"6. US-South Africa Relations & discussed $ASPI directly w/ their merger with Renergen being praised as an example of US investment in critical materials. = supplies [--] critical materials & is main supplier for [--] to Trade deal could = new US investment in these areas"
X Link 2025-07-11T18:03Z [--] followers, [----] engagements
"7. Rare Earth Refining QLE CEO Dr. Pretorius developed a dry-fluorination process with by products of water and CO2 rather than mercury & used these insights at his company Rare Earth Refiners. Used for NdFeB magnets. Very topical $MP 😷"
X Link 2025-07-11T18:03Z [---] followers, [---] engagements
"8. Medical Isotopes Number of clinical trials in different phases showing amazing results could increase TAM significantly. Vertical integration with PET labs could allow expansion to emerging markets that lack access / stable supplies. $NVS $CAH"
X Link 2025-07-11T18:03Z [---] followers, [---] engagements
"9. Enrichment $ASPI CEO confident they can get an agreement w/ another country () in next 2-5 months or faster CEO expects to sign additional agreements w/ SMR companies & get more clarity on other production pathways between now and QLE spin out (Sept/Oct) $OKLO $NNE $SMR"
X Link 2025-07-11T21:03Z [---] followers, [---] engagements
"@ScavengerCap @ASPIsotopes Yes and Li-6 has no commercial supply outside China. He-3 needed as well. Prof. Gorley is one of their non-executive directors"
X Link 2025-07-17T15:02Z [---] followers, [---] engagements
"$ASPI 🤝 DOE has been to their facilities multiple times and CEO flying to DC in August to meet again. All of their products = strategically important. US embassy visited last month to discuss critical materials. DFC loaned $530m for helium. Nuclear + AI + Critical materials"
X Link 2025-07-17T17:45Z [---] followers, [----] engagements
"@GregoryPaloAlto Noticed a lot of traders from & now"
X Link 2025-07-18T06:47Z [---] followers, [---] engagements
"@xiaomucrypto $ASPI Si-28 is for more than quantum computing. Si-28 nanowires = 150% more efficiently. This is immediately useable for next-generation semiconductors using GAA transistors from $TSM (Nanosheet) $INTC (RibbonFET) and Samsung. https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/ https://newscenter.lbl.gov/2022/05/17/silicon-nanowires-take-the-heat/"
X Link 2025-07-18T13:56Z [---] followers, [---] engagements
"Deputy President visiting Renergen Once the Renergen merger closes $ASPI will be the only onshore LNG producer in South Africa. This deal is of tremendous importance for the government. See: [----] Draft Gas Master Plan re: LNG shortages & Trade Minister Tau discussing $ASPI We were honoured to welcome Deputy President Paul Mashatile to the Virginia Gas Plant in the Free States Matjhabeng Local Municipality as part of his leadership of the Clean Cities and Towns Campaign. This visit underscores the governments commitment to leveraging industrial https://t.co/Ll48CPMrdA We were honoured to"
X Link 2025-07-18T15:28Z [---] followers, [----] engagements
"@diamondrapids Also: $ASPI non-executive director is Chief Technologist for UK AEA which focuses on fusion"
X Link 2025-07-19T16:58Z [---] followers, [----] engagements
"@diamondrapids Not wrong But those slides are a bit outdated. Iceland Mega-plant & multi-isotope laser facility in South Africa are under construction now. Company has cash on hand w/ low burn. Plants are low cost w/ high margin (80-90%). $ASPI See: https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf"
X Link 2025-07-19T17:42Z [---] followers, [---] engagements
"4. $ASPI team is noted to have experience from construction to decommissioning large conversion & deconversion plants. Does have any conver/deconver plants currently Was Valindaba the last one Seems crucial for the onshoring they want to do"
X Link 2025-07-19T18:38Z [---] followers, [---] engagements
"5. It is noted that "natural helium is produced as a result of natural decay of ultra-high uranium and thorium deposits" in the Vredefort Crater. Would mining be viable on Renergen's holdings Any interest in South Africa mining U again"
X Link 2025-07-19T18:38Z [---] followers, [---] engagements
"@diamondrapids Don't believe helium or any isotopes have been tariffed as they're deemed critical. ASPI also has customers pick up the product themselves at the factory so tariffs would be on them to handle if that changes"
X Link 2025-07-19T20:55Z [---] followers, [---] engagements
"@ChainTrust0103 You have already eclipsed the $ASPI english-speaking investor group 😳😅 Let us know if you have any questions Si-28 converted to nanowires improves thermal conductivity further. This is useful for GAA transistors. This could be used in $TSM Nanosheet & $INTC RibbonFET"
X Link 2025-07-20T05:29Z [---] followers, [----] engagements
"@ChainTrust0103 This from an interview with Terrapower CEO Chris Levesque about $ASPI. I can transcribe it if its easier to translate"
X Link 2025-07-20T17:18Z [---] followers, [----] engagements
"@sjingxxy @BigbirdflyChan @ChainTrust0103 To clarify: verification of $ASPI technology also comes from NECSA Terrapower and Lawrence Livermore National Laboratory. US Dept. of Energy and US Embassy in South Africa have visited multiple times. But yes going from pre-revenue to commercial stage in August will be crucial"
X Link 2025-07-21T01:20Z [---] followers, [---] engagements
"@aryanyuanqu @ChainTrust0103 Lawsuit was filed after the short report. This is the same as an ambulance chasing lawyer. Every allegation was refuted months ago. Look at the institutional / industry / governmental support $ASPI has now compared to then. I will post more info for new investors"
X Link 2025-07-21T04:42Z [---] followers, [----] engagements
"For everyone new to $ASPI here are some useful links for you to research: @Jaro_rogue Substack = Multiple well researched articles Dec 4: Response to short report April 1: Tech proven Table below is an estimate https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven https://roguefunds.substack.com/p/asp-isotopes-a-thoughtful-but-very https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven https://roguefunds.substack.com/p/asp-isotopes-a-thoughtful-but-very"
X Link 2025-07-21T07:48Z [---] followers, [----] engagements
"Recent DD thread from @zacharygilula: https://x.com/zacharygilula/status/1946412007626084428 🧵1/11 I have a nearly full position in @ASPIsotopes $ASPI across my accounts but ready to deploy more once the company reports and multiple near term operational catalysts. This company presents an asymmetric investment and is worth having exposure. If you think quantum https://x.com/zacharygilula/status/1946412007626084428 🧵1/11 I have a nearly full position in @ASPIsotopes $ASPI across my accounts but ready to deploy more once the company reports and multiple near term operational catalysts. This"
X Link 2025-07-21T07:48Z [---] followers, [---] engagements
"NECSA MoU: NECSA = South African Nuclear Energy Corporation. South Africa is wanting to move their whole nuclear fuel cycle in-house. Pelindaba has all permits in place and is well known by the IAEA and all the regulators = speed to market. https://ir.aspisotopes.com/news-events/press-releases/detail/47/asp-isotopes-inc-enters-into-memorandum-of-understanding https://ir.aspisotopes.com/news-events/press-releases/detail/47/asp-isotopes-inc-enters-into-memorandum-of-understanding"
X Link 2025-07-21T07:48Z [---] followers, [---] engagements
"For our Chinese $ASPI friends: NECSA + CNNC agreement for SMR development in South Africa. This would require HALEU as well. https://iol.co.za/business/2025-04-11-sa-and-china-ink-nuclear-agreement-to-strengthen-energy-security/ https://iol.co.za/business/2025-04-11-sa-and-china-ink-nuclear-agreement-to-strengthen-energy-security/"
X Link 2025-07-21T07:48Z [---] followers, [---] engagements
"Terrapower HALEU Purchase Agreement: Terrapower also just raised $650m with participation from NVentures NVIDIAs venture capital arm $NVDA https://ir.aspisotopes.com/news-events/press-releases/detail/61/asp-isotopes-inc-enters-into-definitive-agreements-with https://ir.aspisotopes.com/news-events/press-releases/detail/61/asp-isotopes-inc-enters-into-definitive-agreements-with"
X Link 2025-07-21T07:48Z [---] followers, [---] engagements
"Terrapower sent their scientists and Lawrence Livermore National Lab scientists to verify $ASPI technology. Short report misrepresented tech as being the same as failed AVLIS experiments from the 1990s. Company statement: Also see: https://roguefunds.substack.com/p/asp-isotopes-site-visit https://ir.aspisotopes.com/news-events/press-releases/detail/51/asp-isotopes-inc-responds-to-short-seller-report https://roguefunds.substack.com/p/asp-isotopes-site-visit https://ir.aspisotopes.com/news-events/press-releases/detail/51/asp-isotopes-inc-responds-to-short-seller-report"
X Link 2025-07-21T07:48Z [---] followers, [---] engagements
"Silicon-28 (Si-28) = Minimized quantum decoherence & improved thermal conductivity $ASPI is enriching silane (SiH4) which is already used by semiconductor fabs. PR: Research about improved thermal conductivity for Si-28 nanowires: https://wu.mse.berkeley.edu/publications/Ci-PRL-2022.pdf https://ir.aspisotopes.com/news-events/press-releases/detail/56/asp-isotopes-inc-commences-commercial-production-of https://wu.mse.berkeley.edu/publications/Ci-PRL-2022.pdf https://ir.aspisotopes.com/news-events/press-releases/detail/56/asp-isotopes-inc-commences-commercial-production-of"
X Link 2025-07-21T07:48Z [---] followers, [---] engagements
"Si-28 customers are generally understood to be Intel and Linde. Intel is actively working on silicon-based quantum computing with partners that will require isotopically enriched Si-28. CEO has stated there are now [--] customers wanting Si-28 $INTC $LIN"
X Link 2025-07-21T07:48Z [---] followers, [---] engagements
"@diamondrapids I try to provide as much information as possible so that other investors can make informed decisions. I like the skepticism the new investors bring as this is quite healthy. $ASPI CEO Mann secured the Renergen merger and Terrapower purchase agreement since that report came out"
X Link 2025-07-21T12:56Z [---] followers, [----] engagements
"@diamondrapids $ASPI should be cash flow positive before the end of [----]. With the cash they have on hand and the tailwinds headed into August there is much to look forward. I don't care much about day to day price action. I just post information to prevent manipulation by shorts"
X Link 2025-07-21T13:34Z [---] followers, [---] engagements
"$ASPI Institutional ownership over time @SHJVerborg $ASPI https://t.co/CJBnnQLYPs @SHJVerborg $ASPI https://t.co/CJBnnQLYPs"
X Link 2025-07-21T14:43Z [---] followers, [----] engagements
"@cloud377033 Renergen struggled and had to be rescued but their helium/LNG reserves are confirmed. These reserves are some of the richest in the world due to unique conditions in the Vredefort Crater. By saving them from bankruptcy their low interest loans from US DFC are secured"
X Link 2025-07-21T15:12Z [---] followers, [---] engagements
"@KeetsTweeets @Kody__Rogers Source is the $ASPI CEO during the Emerging Growth Conference webinar from [--] days ago. Its easy to imagine one of these semiconductor companies investing in scaling up production like Terrapower did with HALEU. https://youtu.be/C3gFqNNPhoQsi=kNkuZbERK3Tu2Mq6 https://youtu.be/C3gFqNNPhoQsi=kNkuZbERK3Tu2Mq6"
X Link 2025-07-21T18:53Z [---] followers, [---] engagements
"$ASPI: Conversion If you missed the webinars you might not know QLE is expanding beyond enrichment. The company is already talking with potential partners who need conversion along with [--] countries for funding. One of these is very likely to be South Africa"
X Link 2025-07-24T13:26Z [---] followers, [----] engagements
"South Africa needs energy. They don't give a fuck about your climate anxiety. Half the country is under the poverty line. Energy demands are growing exponentially and coal is often the only option. Load shedding has incurred significant negative economic impact"
X Link 2025-07-24T13:26Z [---] followers, [---] engagements
"NECSA is committing R50 billion ($2.86b USD) to their pilot project at Pelindaba including for fuel. Eskom is willing to convert decommissioned coal plants into SMRs which would enable scaling. https://www.necsa.co.za/2025/02/18/necsa-aims-for-r50bn-to-spearhead-nuclear-innovation-and-medical-isotope-production/utm_source=chatgpt.com https://www.necsa.co.za/2025/02/18/necsa-aims-for-r50bn-to-spearhead-nuclear-innovation-and-medical-isotope-production/utm_source=chatgpt.com"
X Link 2025-07-24T13:26Z [---] followers, [---] engagements
"If there is a shared vision between Terrapower Chair & ASPI CEO it is this: Emerging markets will never pay a green premium. Nuclear energy needs to trade at a discount to hydrocarbons. A re-pricing of nuclear energy can be enabled via technological innovation like QLE and SMRs"
X Link 2025-07-24T13:26Z [---] followers, [---] engagements
"$ASPI Rare Earth Fluorides. wonder what they're up to😷🤔"
X Link 2025-07-26T00:20Z [---] followers, 24K engagements
"I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍 Great find by @wakerife123 $ASPI appears strategically positioned to supply fluorinated rare earth compounds (e.g. NdF) needed by domestic magnet producers like USA Rare Earth. Ryan's public comment shows business development intent and strategic alignment between ASP/QLEs https://t.co/MTPzwFdWLC Great find by @wakerife123 $ASPI appears strategically positioned to supply fluorinated rare earth"
X Link 2025-07-27T01:54Z [---] followers, [----] engagements
"Presentation: Abstract: https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2022/12/ALTA-2023-UREE-Abstract-Metal-Refining-Engineers-NECSA.pdf https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2023/04/ALTA-2023-UREE-Proceedings-Presentaion-Metal-Refining-Engineers.pdf https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2022/12/ALTA-2023-UREE-Abstract-Metal-Refining-Engineers-NECSA.pdf https://d3e2i5nuh73s15.cloudfront.net/wp-content/uploads/2023/04/ALTA-2023-UREE-Proceedings-Presentaion-Metal-Refining-Engineers.pdf"
X Link 2025-07-27T01:54Z [---] followers, [---] engagements
"Note: there are [--] major new rare earth mines opening from 2025-2029 in South Africa Malawi Angola Tanzania. These are expected to produce 9% of the world's supply of rare earths. US DFC already investing"
X Link 2025-07-27T01:54Z [---] followers, [---] engagements
"Here is a bit of info I found on the new isotopes mentioned in the Renergen slide deck. $ASPI seems to be positioning itself to produce materials for a variety of approaches to quantum computing. Not an expert on this so any feedback is appreciated"
X Link 2025-07-28T02:58Z [---] followers, [----] engagements
"Ytterbium-171 (Yb-171): Used in both trapped ion and neutral atom quantum computing. $IONQ is already commercially producing quantum computers that utilize Yb-171 and it seems to be integral to their approach. The Yb-176 plant could easily be switched over to produce this"
X Link 2025-07-28T02:58Z [---] followers, [---] engagements
"Barium-137 (Ba-137): Used as qubits in trapped ion QCs due to high fidelity & ability to be manipulated with lasers Quantinuum: World record fidelity with barium137 qubits IONQ cites benefits of Ba-137 Oxford Univ. ABaQUS Project: Ba-137 for Trapped Ion Quantum computing"
X Link 2025-07-28T02:58Z [---] followers, [---] engagements
"Copper-65 (Cu-65): See: There seems to be a significant need for Cu-65 in the overall infrastructure for quantum computing/sensors Cu-65 = high thermal conductivity & electromagnetic efficiency = suitable for high-precision + cryo temps https://fayafi.ch/quantum-computing https://fayafi.ch/quantum-computing"
X Link 2025-07-28T02:58Z [---] followers, [---] engagements
"Combined with their offerings of silicon-28 and helium $ASPI is very well positioned for the quantum computing market. While I couldn't find anything on Ag-107 I imagine some of these companies asked about it. $QBTS $IONQ $INTC $GOOGL $IBM $RGTI"
X Link 2025-07-28T02:58Z [---] followers, [----] engagements
"@OosKomodo @Kody__Rogers @ASPIsotopes You can rest assured there is plenty of demand for Lu-177 (See below). Tb-161 also has very remarkable efficacy (VIOLET phase 1/2 study). For $ASPI this = vertical integration expansion to US (incl. NIH grants) & RLTs = underinvested in outside Lu177 / PSMA = opportunity"
X Link 2025-07-30T20:52Z [---] followers, [---] engagements
"@hiddensmallcaps $ASPI product lineup is really starting to evolve. This doesn't include possible rare earth fluorides / UF6 😷 Also: CEO has stated he is very confident on an additional SMR partner + expansion to UK or US + expansion beyond just enrichment before QLE spin off in October"
X Link 2025-07-31T02:15Z [---] followers, [----] engagements
"@hiddensmallcaps ASPI receives a permanent royalty from QLE. I guess they would have some exposure via helium which is used for cooling in certain SMRs (See: Stratek Global HTMR-100 ) It's hard to know which way they're leaning. CEO discussed both selling & direct listing in the past"
X Link 2025-07-31T02:27Z [---] followers, [---] engagements
"@hiddensmallcaps Ya it stays after the spin off. IMO Terrrapower and $OKLO might strategically invest together like they did with Hexium. Sources of HALEU pre-2030 are VERY limited. Both are keen to secure their fuel supply chain. Terrapower COO/CEO are very confident in $ASPI. See:"
X Link 2025-07-31T03:40Z [---] followers, [----] engagements
"Reposting this here to collate info in one place and in case anyone missed this over the weekend. Thread is re: the possible $ASPI expansion to rare earth fluorides 😷 I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍 https://t.co/mZJmrO5VsV I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍"
X Link 2025-07-31T20:01Z [---] followers, [----] engagements
"@Yield_of_Parth $ASPI CEO Pretorius has experience with REE extraction from phosphogypsum. Florida is one of the worlds leading producers and has [--] billion tons of waste. Could be interesting"
X Link 2025-08-01T17:07Z [---] followers, [----] engagements
"Recent IsoBio slides seem to confirm $ASPI expansion to alpha emitting radioisotopes Market is rapidly growing for Ac-225 and Pb-212. Also noteworthy: $ASPI novel radioisotopes. This could enable fast-paced & cost-effective innovation Have a good Sunday"
X Link 2025-08-03T21:44Z [---] followers, [----] engagements
"@AcctNo994 In case you still need the IsoBio call. Slides as well: @sandy_slipper @AndrewM25809229 @AcctNo994 $ASPI https://www.youtube.com/watchv=4_z-ijA9bMw https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf https://www.youtube.com/watchv=4_z-ijA9bMw https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf"
X Link 2025-08-03T22:47Z [---] followers, [---] engagements
"August 19th $ASPI Webinar Pay attention to what they are providing strategic updates on 📢 Join @ASPIsotopes $ASPI CEO Paul Mann for a Live Investor Webinar on August [--] @ 4:15 PM ET Hear directly from leadership as $ASPI transitions from development to commercialization with strategic updates on: Multi-year isotope supply agreements Commercial production https://t.co/eUFMOVl5Jt 📢 Join @ASPIsotopes $ASPI CEO Paul Mann for a Live Investor Webinar on August [--] @ 4:15 PM ET Hear directly from leadership as $ASPI transitions from development to commercialization with strategic updates on:"
X Link 2025-08-05T15:07Z [---] followers, [----] engagements
"@piterloskot82 @StupidBill1 Nolan mentions fuel reprocessing briefly but seems ambivalent. Also mentions support for exporting enriched uranium to Iran Online by [----] = "more commercially proven" tech. Does Dyn + Mech Engineers + no laser guys = centrifuge https://www.reuters.com/technology/space/former-spacex-engineer-seeks-help-end-us-dearth-special-uranium-fuel-2024-12-09/ https://www.youtube.com/watchv=wP2zcESIpOo https://www.reuters.com/technology/space/former-spacex-engineer-seeks-help-end-us-dearth-special-uranium-fuel-2024-12-09/ https://www.youtube.com/watchv=wP2zcESIpOo"
X Link 2025-08-06T05:20Z [---] followers, [---] engagements
"@Kody__Rogers @ASPIsotopes Need $ASPI to announce new merch. 💁♀"
X Link 2025-08-06T15:42Z [---] followers, [----] engagements
"1975: An entirely South African team innovated a novel enrichment method. The world doubted them. Isolated from East and West they became self sufficient. $ASPI is a product of this environment. Working at Pelindaba is a homecoming. Stop talking. 🤫"
X Link 2025-08-07T18:15Z [---] followers, [----] engagements
"$ASPI Couple notes. Not an expert. QLE R.Pretorius electrochemistry expertise: Masters Dissertation on Fluorine Electrolysis = Fluorine gas production. Molten Salt Electrolysis = could be useful for rare earths. I'm curious about the possibility of electrorefining spent fuel"
X Link 2025-08-08T13:25Z [---] followers, [----] engagements
"Also: NECSA [----] annual report notes RER partnership. Possible ASPI acquires RER to produce rare earth fluorides Opportunity for ASPI-NECSA collaboration on 68Ga. South Africa's Nuclear Medicine Research Infrastructure (NuMeRI) is also doing a TON of research with 68Ga"
X Link 2025-08-08T13:25Z [---] followers, [---] engagements
"QLE CEO R. Pretorius Linkedin: NECSA [----] Annual Report: INL electrorefining spent fuel from EBR-II: NuMeRI researching 68Ga: https://sanumeri.co.za/pages/operations/publications.html https://www.energy.gov/ne/articles/spent-nuclear-fuel-retired-government-reactor-getting-second-life https://www.necsa.co.za/wp-content/uploads/2024/10/Necsa-Integrated-Annual-Report-2024-October-Version.pdf https://www.linkedin.com/in/r-pretorius-phd/ https://sanumeri.co.za/pages/operations/publications.html https://www.energy.gov/ne/articles/spent-nuclear-fuel-retired-government-reactor-getting-second-life"
X Link 2025-08-08T13:25Z [---] followers, [---] engagements
"@ConsensusGurus $ASPI"
X Link 2025-08-09T22:32Z [---] followers, [---] engagements
"$ASPI There was some discussion of when the earnings date would be this month. The May 10-Q came out a day before the webinar. The August webinar is scheduled for the 19th so keep that in mind"
X Link 2025-08-10T22:00Z [---] followers, [----] engagements
"The future is bright for nuclear energy in South Africa 😍 $ASPI South Africa pushes ahead with new Cape nuclear plant https://t.co/0MUYjwu8tE https://t.co/0MUYjwu8tE South Africa pushes ahead with new Cape nuclear plant https://t.co/0MUYjwu8tE https://t.co/0MUYjwu8tE"
X Link 2025-08-10T23:18Z [---] followers, [----] engagements
"The Safari-1 Research Reactor: CEO Mann noted in February that $ASPI was collaborating with NECSA to bring new molecules and isotopes to market. He notes theres plenty of spare line time for neutrons from Safari-1. This would enable some new production pathways for radioisotopes"
X Link 2025-08-11T19:26Z [---] followers, [----] engagements
"To clarify: The neutrons produced by a research reactor can be used for neutron scattering non-destructive testing analysis and testing of materials radioisotope production and other research. Safari-1 is responsible for 1/3 of global Mo-99 production"
X Link 2025-08-11T19:26Z [---] followers, [---] engagements
"Paul also noted that ASPI has GMP labs/manufacturing capabilities that NECSA might be interested in using. PET Labs has an advanced facility for gaseous and chemical testing with the ability to identify impurities in parts per trillion"
X Link 2025-08-11T19:26Z [---] followers, [---] engagements
"$ASPI Webinar rescheduled to 8/21 10-Q on 8/20 is expected based on the last quarter. Also: Johannesburg Stock Exchange listing 8/27"
X Link 2025-08-12T13:41Z [---] followers, [----] engagements
"Possible $ASPI benefits from this based on the last round of tariff negotiations. NEW - South Africa to offer US new deal to avoid 30% tariff https://t.co/BdPhMcRHmm NEW - South Africa to offer US new deal to avoid 30% tariff https://t.co/BdPhMcRHmm"
X Link 2025-08-12T17:14Z [---] followers, [----] engagements
"Gov't article from May: Gov't article from today: Reuters from May: https://www.reuters.com/business/energy/south-africa-proposes-buying-us-lng-seeks-trade-deal-2025-05-29/ https://www.sanews.gov.za/south-africa/government-committed-keep-american-markets-open-sa https://www.sanews.gov.za/south-africa/south-africa-submits-revised-trade-and-investment-proposal-usa https://www.reuters.com/business/energy/south-africa-proposes-buying-us-lng-seeks-trade-deal-2025-05-29/ https://www.sanews.gov.za/south-africa/government-committed-keep-american-markets-open-sa"
X Link 2025-08-12T17:14Z [---] followers, [---] engagements
"Interview with Ramaphosa / Trade Minister Tau after Trump meeting in May: ASPI mentioned around 51:00 https://www.youtube.com/watchv=o6MZLnCXvEE&t=3077s https://www.youtube.com/watchv=o6MZLnCXvEE&t=3077s"
X Link 2025-08-12T17:17Z [---] followers, [---] engagements
"$ASPI - The Rotowinner: A novel approach to electrowinning developed from concept to pilot plant by QLE CEO Ryno Pretorius. This an automated rotating drum cathode that combines the electrochemical separation of metal from a solution with scraping the collected deposits"
X Link 2025-08-13T05:48Z [---] followers, [----] engagements
"This approach is mobile modular scalable safer and more efficient. This applied research from his masters to improve the beneficiation of South African resources. This won his company (Free Radical Process Design) support from both gov't and industry"
X Link 2025-08-13T06:04Z [---] followers, [---] engagements
"@KevinUranium3O8 @ASPIsotopes $ASPI QLE can be used to produce Lithium-6/7 for fusion reactors. No commercial producer for Li-6 outside China. One of their non-executive directors is Prof. Mike Gorley. He is the Chief Technologist at the UK Atomic Energy Agency which focuses on fusion"
X Link 2025-08-13T16:22Z [---] followers, [----] engagements
"The recent $ASPI - Astral Systems UK partnership enables new production pathways for medical isotopes as well Astral's MSF reactors offer higher neutron flux in a compact form potentially providing advantages in on-site medical isotope production"
X Link 2025-08-14T18:25Z [---] followers, [----] engagements
"Perhaps ASPI can provide some of Astral's feedstock with some of the finished product going to IsoBio and PET Labs. I'm curious if ASPI would be able to supply Ra-226 or Th-232 to them for Ac-225 production. Link: https://www.astralsystems.com/applications/medical-isotopes-production https://www.astralsystems.com/applications/medical-isotopes-production"
X Link 2025-08-14T18:25Z [---] followers, [---] engagements
"Big Hats Small Reactors: Here are some links on Texas and their emerging role as a leader in the nuclear renaissance 🐮🤠☢ $ASPI"
X Link 2025-08-15T16:59Z [---] followers, [----] engagements
"@scottwww7 @ASPIsotopes @FermiAmerica ASPI Webinar scheduled for next week on 8/21 should provide a lot of clarity"
X Link 2025-08-15T18:09Z [---] followers, [---] engagements
"$ASPI Institutional Ownership - August [----] $ASPI Institutional ownership over time $ASPI Institutional ownership over time"
X Link 2025-08-15T22:31Z [---] followers, [----] engagements
"🎶"Well I'm a long tall Texan I wear a ten-gallon hat." 🤠 $ASPI & @FermiAmerica"
X Link 2025-08-16T01:31Z [---] followers, [----] engagements
"@piterloskot82 You might be interested in this @piterloskot82 STL Nuclear is working on TRISO down the street from $ASPI in Pretoria Ryno follows them already. Perhaps a partnership with STL and X-Energy is coming"
X Link 2025-08-16T16:31Z [---] followers, [----] engagements
"@piterloskot82 $ASPI + STL Nuclear + X-Energy = expertise across the fuel supply chain and PBMR reactors 🤔"
X Link 2025-08-17T15:43Z [---] followers, [----] engagements
"@piterloskot82 @piterloskot82 PBMR facilities are still in tact and NECSA is keen on revival. Seems like a perfect opportunity for collaboration between $ASPI and NECSA / Eskom / STL Nuclear / X-Energy / Stratek Global https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/cf-view&cf-closed https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/cf-view&cf-closed"
X Link 2025-08-17T18:21Z [---] followers, [----] engagements
"@KouziTsuru ASPI produces isotopes not the semiconductors. It is widely understood Intel $INTC is their first customer for Si-28. You can look into the work they are doing as a Q-Next partner ASPI plans to produce Yb-171/Ba-137 in the future which IONQ and other quantum computers could use"
X Link 2025-08-18T03:00Z [---] followers, [---] engagements
"@KouziTsuru Here is a recent $ASPI slide deck with more information. Note they are the only commercial producer of isotopically enriched Si-28 in the form of silane which is plug and play for foundries. CEO confirmed [--] customers interested in buying. https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf https://d1io3yog0oux5.cloudfront.net/_4fd44b6331032954f8e8c06c7e46dd3f/aspisotopes/db/2260/21442/presentation/Transaction+Overview+-+Public+Version.pdf"
X Link 2025-08-18T03:08Z [---] followers, [----] engagements
"Howdy y'all 🤠🚜🌽 Here are a few quick things on $ASPI as we head into a new week You might have seen some of this already. Reminder: CEO Q&A Webinar is on the 21st Johannesburg Stock Exchange listing and Renergen merger are coming up as well"
X Link 2025-08-18T15:46Z [---] followers, [----] engagements
"QLE expansion across the fuel cycle Also: the ASPI-NECSA MOU stipulates collaboration on "the research development and construction of an Advanced Nuclear Fuel Production Facility" = vertically integrated operations at Pelindaba as well perhaps"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"Possible partnership between ASPI / X-Energy / STL Nuclear Ryno Pretorius (QLE) + Prof. Johan Slabber (STL CTO) + Martin van Staden (X-Energy/Ex-STL) all worked at PBMR Helium HALEU TRISO PBMRs Note: Prof. Slabber was key to bringing PBMR tech to South Africa in '88"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"Who is STL The European customer discussed below is Allseas. One of the US customers is possibly X-Energy for their TRISO-X fuel fabrication facility. https://www.thorium100.com/about-us.html https://www.thorium100.com/about-us.html"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"South Africa could lead it's own renaissance with PBMRs Collaboration between ASPI / STL / NECSA / Eskom would provide the needed expertise the whole nuclear fuel cycle helium patents test facilities sites w/ existing transmission etc. https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/ https://www.neimagazine.com/news/south-africa-committed-to-pbmr-revival/"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"For some info on the history of PBMRs in South Africa see below. While they struggled under difficult conditions and anti-nuke sentiment in the past there is a lot of fresh opportunity to build on established expertise/infra and: https://www.pbmr.co.za/contenthtml/files/File/HowDidSA.pdf https://www.pbmr.co.za/index2.aspContent=184 https://www.pbmr.co.za/contenthtml/files/File/HowDidSA.pdf https://www.pbmr.co.za/index2.aspContent=184"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"ASPI Institutional Ownership update: 54.85% held by 200+ institutions"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"ASPI-Terrapower "Formation Event" clause Borja highlighted this. TerraPower has the option to form a parallel project in a jurisdiction where ASPI initiates a new HALEU venture outside of South Africa"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"This last one might be a stretch but I found reference to a rotating drum cathode for electrorefining SNF. Reminds me of Ryno's Rotowinner. His past work also includes molten salt electrolysis simulation and electrolytic magnesium metal production at Magrathea"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"Perhaps there is a chance for the ASPI closed fuel cycle dream. This would provide the answer to the Terrapower COO comments re: ASPI developing new technologies. Seems to be growing interest in closing the fuel cycle. OKLO Curio Orano KAERI Rosatom etc"
X Link 2025-08-18T15:46Z [---] followers, [---] engagements
"Terrapower COO has previously pointed out: US DOE HALEU availability program and all US commercial producers are unable to meet their schedule $ASPI solves that and helps secure domestic supply chains This will be relevant as they discuss funding with [--] govts (likely ) "According to the U.S. Department of Energy U.S. HALEU demand could exceed [--] metric tons annually by [----] . The proposed project would help meet this demand supporting the clean energy transition while enhancing energy security." https://t.co/Ft1HAg3gij #NASDAQ: $ASPI https://t.co/4uIdWxGE3O "According to the U.S. Department"
X Link 2025-08-19T16:19Z [---] followers, [----] engagements
"@rnsaffn @variance_swap Interview with Terrapower CEO Chris Levesque. Interview w/ Terrapower COO (go to min.18): 1975: South African tech being doubted. They developed nuclear weapons with it. $ASPI is the next step forward in a long line of South African nuclear expertise. https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress"
X Link 2025-08-21T20:32Z [---] followers, [----] engagements
"Savannah River Tritium Enterprise: He-3 = $2000-2500 per liter. Decaying from Tritium at 5.5%/year. Fed. demand shrunk to [----] liters/yr. But new facilities being constructed to support growing need per [----] Nuclear Posture Review. https://www.srs.gov/general/news/factsheets/srs_srte.pdf https://www.srs.gov/general/news/factsheets/srs_srte.pdf"
X Link 2025-08-22T17:04Z [---] followers, [--] engagements
"RAND Assessment of US-Allied Nations' Industrial Bases in Quantum Technology - [----] Other nations leading US in silicon-spin-qubits QCs. Exceedingly limited supply of Si-28. Tech is potentially highly scalable due to significant overlap with standard semiconductor fab processes"
X Link 2025-08-22T17:04Z [---] followers, [--] engagements
"Re: South African PBMR revival & timing of ASPI-Renergen merger PBMRs need helium & HALEU. Paul had already been meeting with NECSA and gov't ministers. I'd argue he appears to have quietly positioned $ASPI as the vertically integrated centerpiece to South African strategy"
X Link 2025-08-22T19:42Z [---] followers, [----] engagements
"$ASPI is more than an enrichment company. They are a critical materials company uniquely positioned to benefit from the US securing domestic supply chains across quantum computing semiconductors nuclear energy and medical radioisotopes. 🤠"
X Link 2025-08-25T15:48Z [---] followers, [----] engagements
"$INTC is understood to be their customer for isotopically enriched Si-28/Depleted Ge-73. ASPI is the only commercial producer of Si-28 in the form of silane which preserves purity and is plug-and-play for fabs"
X Link 2025-08-25T15:48Z [---] followers, [---] engagements
"@piterloskot82 Bit confused by the short notice of the $ASPI investor event. Last time investors submitted passports weeks ahead of time right Are these likely pre-screened institutional investors Lack of sign ups implies they already had a group organized. Perhaps govt will take a stake"
X Link 2025-08-26T06:26Z [---] followers, [----] engagements
"South Africa has a long history of redeveloping nuclear facilities. For example the enrichment plant was reused for nuclear waste. Perhaps ASPI and NECSA will take advantage of these PBMR facilities licenses patents and expertise"
X Link 2025-08-27T19:57Z [---] followers, [---] engagements
"For more info see: NNR NILs: HTF: Heat transfer test facility at NWU: South Africa Redevelopment and Reuse - IAEA: https://www-pub.iaea.org/MTCD/publications/PDF/Pub1432_web.pdf https://www.pbmr.co.za/index2.aspContent=225 https://www.pbmr.co.za/index2.aspContent=230 https://nnr.co.za/applications-in-progress/ https://www-pub.iaea.org/MTCD/publications/PDF/Pub1432_web.pdf https://www.pbmr.co.za/index2.aspContent=225 https://www.pbmr.co.za/index2.aspContent=230 https://nnr.co.za/applications-in-progress/"
X Link 2025-08-27T19:57Z [---] followers, [---] engagements
"@monkey__Capital @StonksMcGeee I'm not sure how you could watch the webinar and come to that conclusion. besides having it on mute. Ryno even answered someone in chat about this as well. 🙈🙉 Si-28 is shipped Yb-176 shipped in [--] days"
X Link 2025-08-28T21:28Z [---] followers, [--] engagements
"Beryllium would perhaps be used for Fluorinated Lithium Beryllium (FLiBe) . Ryno mentioned this during the webinar. This is used as a both a nuclear reactor coolant (upcoming SMRs and fusion) and solvent for fertile or fissile material. https://en.wikipedia.org/wiki/FLiBe https://en.wikipedia.org/wiki/FLiBe"
X Link 2025-08-29T01:58Z [---] followers, [---] engagements
"Regarding the $ASPI-Materion connection: Atomic Layer Deposition See: passage on GAA transistors. Intel and TSM are already planning to use these in 2H [----]. I believe Samsung already does. This enables the Si-28 nanowire use case $INTC $TSM $MTRN https://www.materion.com/en/insights/blog/atomic-layer-deposition-significance-application-in-modern-microelectronics https://www.materion.com/en/insights/blog/atomic-layer-deposition-significance-application-in-modern-microelectronics"
X Link 2025-08-29T23:16Z [---] followers, [----] engagements
"Note: it looks like the Milwaukee location manufactures electronic materials"
X Link 2025-08-29T23:16Z [---] followers, [---] engagements
"A quick cursory search shows atomic layer deposition has some significant potential for quantum devices. Seems relevant for C-12 as well. https://www.svc.org/clientuploads/directory/resource_library/2023_SE_02_Hore_pptx.pdf https://plasma.oxinst.com/media-centre/wp/ald-for-quantum-devices https://www.svc.org/clientuploads/directory/resource_library/2023_SE_02_Hore_pptx.pdf https://plasma.oxinst.com/media-centre/wp/ald-for-quantum-devices"
X Link 2025-08-29T23:16Z [---] followers, [---] engagements
"Intel is a world leader in silicon-spin qubits. These require isotopically enriched silicon-28. Quantum materials like Si-28 are considered critical by US DoD. Tech is highly scalable due to overlap with standard semiconductor fab processes. $INTC https://dod-critical-technology-area-roadmaps.zoiclabs.io/ https://dod-critical-technology-area-roadmaps.zoiclabs.io/"
X Link 2025-08-30T18:14Z [---] followers, [----] engagements
""What unites the visions of Mumgaard and Levesque is the belief that clean energy innovation must be fast flexible and scalable." One company enables that shared vision across both fission and fusion ASP Isotopes will enrich both Li-6/7 and HALEU $ASPI Bob Mumgaard of Commonwealth Fusion Systems (CFS) and Chris Levesque of TerraPowertrailblazers in the nuclear energy industryshare their views on the global transition to sustainability in the latest edition of Columbia Business magazine below: https://t.co/0VP7yJzNkr https://t.co/wjsWR2UCVm Bob Mumgaard of Commonwealth Fusion Systems (CFS) and"
X Link 2025-09-07T22:39Z [---] followers, [----] engagements
"@AcctNo994 Looks like GBE-N & RR have chosen the Wylfa site. GBE-N also also bought the Oldbury Nuclear Power Station site down the road from $ASPI/Astral at Berkeley. Students already getting technical training at the Berkeley site as well"
X Link 2025-09-08T16:36Z [---] followers, [----] engagements
"$ASPI will help lead the PBMR & fuel cycle revival in South Africa PBMRs need helium + HALEU + TRISO Facilities are already in place at Pelindaba and NWU This will likely involve STL Nuclear See my previous posts here for my info on this"
X Link 2025-09-10T16:47Z [---] followers, [----] engagements
"DOE - [----] Fusion Energy Strategy https://www.energy.gov/sites/default/files/2024-06/fusion-energy-strategy-2024.pdf https://www.energy.gov/sites/default/files/2024-06/fusion-energy-strategy-2024.pdf"
X Link 2025-09-10T17:02Z [---] followers, [--] engagements
"Kyoto Fusioneering: The Availability & Supply of Critical Natural Resources for the Realization of a Fusion Pilot Plant: Fuels for Fusion https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf"
X Link 2025-09-10T17:02Z [---] followers, [---] engagements
"@Brandon25357439 Very excited for the Li-6 enrichment for fusion angle. The significance of being the only Western supplier is perhaps not yet appreciated. As well $ASPI seems to be the only publicly traded company with significant involvement in fusion energy"
X Link 2025-09-11T03:03Z [---] followers, [---] engagements
"@d6UjcHGEKr84813 Some molten salt reactors CAN use RepU effectively like Terrapower's Molten Chloride Fast Reactor. We have speculated that $ASPI may be researching some sort of reprocessing / re-enrichment technology based on QLE CEO Pretorius background and comments from Terrapower COO"
X Link 2025-09-12T01:58Z [---] followers, [---] engagements
"@d6UjcHGEKr84813 I can provide you with more info/sources to look into if you are interested"
X Link 2025-09-12T02:02Z [---] followers, [---] engagements
"The breeding blanket for these fusion plants will likely require tens of tonnes of enriched lithium-6. The current supply of Li-6 is effectively zero. ASP Isotopes expects to begin enriching lithium-6 in [----] at the Fermi America site in Texas. $ASPI 🤠⚛ This changes everything. America is building the world's first nuclear fusion plant 👉 https://t.co/803HiitIRZ https://t.co/Au9v4Lf7Om This changes everything. America is building the world's first nuclear fusion plant 👉 https://t.co/803HiitIRZ https://t.co/Au9v4Lf7Om"
X Link 2025-09-12T18:57Z [---] followers, [----] engagements
"$10b+ invested in fusion energy If you look at their timelines and past history these companies move aggressively to secure their supply chains for the future. https://www.reuters.com/sustainability/climate-energy/global-investment-fusion-energy-rises-most-since-2022-2025-07-21/ https://www.reuters.com/sustainability/climate-energy/global-investment-fusion-energy-rises-most-since-2022-2025-07-21/"
X Link 2025-09-12T19:00Z [---] followers, [---] engagements
"$ASPI is hiring and headed to Texas 🤠 Note the mention of nuclear export control regulations and "experience in heavy metal hydrometallurgy". Sounds like they're quickly moving forward on the nuclear fuel cycle side of things"
X Link 2025-09-18T15:31Z [---] followers, 13.1K engagements
"New 8-K today in case you missed it. Should be an investor webinar coming up soon. Lot to discuss re: $SKBL QLE spin off Renergen Si-28/Yb-176/C-12 Nuclear fuel cycle plans in the US FLiBe etc. $ASPI subsidiary QLE acquired the controlling interest of $SKBL with the intent to acquire assets in the critical materials supply chain https://t.co/vO3AvYYcUL $ASPI subsidiary QLE acquired the controlling interest of $SKBL with the intent to acquire assets in the critical materials supply chain https://t.co/vO3AvYYcUL"
X Link 2025-09-22T17:39Z [---] followers, [----] engagements
"@Bluntz_Capital @piterloskot82 $ASPI is enriching lithium-6. Used for tritium breeding in the blanket of the reactor. Currently no real supply of enriched Li-6. Fusion companies using tritium likely will need tonnes of Li-6 at startup. See my other posts for more info/links. ASPI likely will also produce FLiBe"
X Link 2025-09-22T21:58Z [---] followers, [---] engagements
"New bill would extend 45X Advanced Manufacturing tax credits to fusion energy components. "Applicable Critical Mineral" would include Li-6/7 FLiBe He-3. I believe $ASPI's US production would qualify. 25% tax credit Today Congress introduced the Fusion Advanced Manufacturing Parity Act to extend the 45X Manufacturing Production Tax Credit to fusion. This bill helps scale fusion manufacturing here in the U.S. by providing a 25% credit for fusion components securing critical minerals and https://t.co/aqIbzhYda2 Today Congress introduced the Fusion Advanced Manufacturing Parity Act to extend the"
X Link 2025-09-23T13:57Z [---] followers, [----] engagements
"Jacob Rowe substack: Slightly outdated now but this provides an understanding of the core business. He now works for ASPI https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven https://roguefunds.substack.com/p/asp-isotopes-technology-is-proven"
X Link 2025-09-24T15:25Z [---] followers, [---] engagements
"Investor webinars: CEO does these once a month with either Redchips Emerging Growth Conference or BizNewsTv August: July 17: June 10: May 21: https://www.youtube.com/watchv=9FC_52bk4vs&t=31s https://youtube.com/watchv=rhY_OiT7jyM& https://youtube.com/watchv=C3gFqNNPhoQ& https://www.youtube.com/watchv=SgtvaY_KcpQ https://www.youtube.com/watchv=9FC_52bk4vs&t=31s https://youtube.com/watchv=rhY_OiT7jyM& https://youtube.com/watchv=C3gFqNNPhoQ& https://www.youtube.com/watchv=SgtvaY_KcpQ"
X Link 2025-09-24T15:25Z [---] followers, [---] engagements
"ASPI-IsoBio investment slides Vertical integration on the radiopharma side. Enables cost effective innovation. Look up Novartis' Pluvicto to understand future potential (Yb-176=precursor for Lu-177) Scroll to page [--] https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf https://d1io3yog0oux5.cloudfront.net/aspisotopes/sec/0001477932-25-005317/0001477932-25-005317.pdf"
X Link 2025-09-24T15:25Z [---] followers, [--] engagements
"Interview with Terrapower COO. Starts discussing HALEU and ASPI around [--] minutes. No other supplier is able to meet their schedule. https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress https://soundcloud.com/user-755104578/193-understanding-terrapowers-natrium-reactor-design-and-demonstration-project-progress"
X Link 2025-09-24T15:25Z [---] followers, [---] engagements
"ASP Isotopes-Renergen merger positively discussed during US-South Africa trade negotiations. This LNG/Helium project is of significant importance for South Africa. https://www.youtube.com/live/o6MZLnCXvEEsi=FMULtJ4jr91f7isA&t=3018 https://www.youtube.com/live/o6MZLnCXvEEsi=FMULtJ4jr91f7isA&t=3018"
X Link 2025-09-24T15:25Z [---] followers, [---] engagements
""This planned collaboration with Fermi America envisages the research development and construction of multiple large-scale advanced nuclear fuel enrichment facilities capable of producing significant volumes of HALEU for the SMR nuclear industry" $ASPI 🤠"
X Link 2025-09-24T16:50Z [---] followers, [----] engagements
"@SilverBull_Fin We don't have any information yet but we'll likely hear about it once the Renergen merger fully closes. Likely would be cryogenic distillation. ASPI's background sets them up well. DOE would possibly partner to separate He-3 from current reserves"
X Link 2025-09-24T17:31Z [---] followers, [--] engagements
"@UnoMasReactor "Security of the United States" has me scratching my head. Perhaps related to uranium South Africa has some interesting companies extracting uranium from old gold tailings. Renergen's helium comes from decay of ultra-high uranium and thorium deposits in the Vredefort Crater"
X Link 2025-09-24T17:54Z [---] followers, [---] engagements
"@Yield_of_Parth My guess is $ASPI secure uranium from tailings. Hence the discussion of heavy metal hydrometallurgy. Would make sense given Ryno's background at Magrathea Brimestone and the Rotowinner"
X Link 2025-09-24T23:41Z [---] followers, [----] engagements
"@NcxPYH7iiE6uD86 Many companies in the DARPA QBI utilize isotopically enriched materials like Si28 Yb171 Ba137 C12. DOD Quantum Roadmap places isotopically enriched materials front and center. Isotopes = one of the most severely compromised supply chains of any material in the world"
X Link 2025-09-27T03:42Z [---] followers, [---] engagements
"Here are some more news articles on Fermi America. https://www.newsweek.com/rick-perry-is-building-an-ai-and-nuclear-colossus-named-after-trump-10771849 https://www.newsweek.com/rick-perry-is-building-an-ai-and-nuclear-colossus-named-after-trump-10771849"
X Link 2025-09-29T00:19Z [---] followers, [---] engagements
"https://www.reuters.com/business/rick-perrys-data-center-reit-fermi-targets-13-billion-valuation-us-ipo-2025-09-24/taid=68d470ffc89470000194eb9a https://www.reuters.com/business/rick-perrys-data-center-reit-fermi-targets-13-billion-valuation-us-ipo-2025-09-24/taid=68d470ffc89470000194eb9a"
X Link 2025-09-29T00:19Z [---] followers, [---] engagements
"https://neutronbytes.com/2025/09/27/fermi-america-launches-initial-public-offering/ https://neutronbytes.com/2025/09/27/fermi-america-launches-initial-public-offering/"
X Link 2025-09-29T00:19Z [---] followers, [---] engagements
"@thesurlypanda Found this today. DOE program to colocate AI data centers and energy infrastructure on DOE lands like Pantex. Further confirms a very strong DOE - Fermi America relationship. Seems likely this improves $FRMI + $ASPI timelines. 🤠 https://www.energy.gov/policy/ai-infrastructure-doe-lands-request-informationnrg_redirect=473148 https://www.energy.gov/policy/ai-infrastructure-doe-lands-request-informationnrg_redirect=473148"
X Link 2025-09-29T23:58Z [---] followers, [----] engagements
"@thesurlypanda Looks like $FRMI is in the pre-approval process with the DOE Loan Programs Office. Submitted applications for the ARDP and Texas HB14 Advanced Nuclear Completion Fund as well. NRC also exploring innovative approaches to environmental reviews through pilot program. Exciting 🤠"
X Link 2025-09-30T00:13Z [---] followers, [----] engagements
"@jam3s81 @FermiAmerica @GovernorPerry @realDonaldTrump @POTUS @ENERGY Safe to say $FRMI already has a very close relationship with DOE and US Gov. They're currently sited next to Pantex which assembles nukes. Likely will receive significant support & expedited permits. The "AI Arms Race" and "Manhattan Project 2" are only just starting"
X Link 2025-10-01T23:39Z [---] followers, [---] engagements
"Strong support for nuclear energy from Japan Commonwealth Fusion Systems also recently announced they want to deploy a reactor in Japan in the late 2030s or early 2040s $ASPI plans to supply the Li-6 for their tritium breeding blankets Possibly FLiBe as well 100% https://t.co/oEYcQ1li8E 100% https://t.co/oEYcQ1li8E"
X Link 2025-10-04T20:29Z [---] followers, [----] engagements
"Here is a presentation from Kyoto Fusioneering on the topic "The Availability & Supply of Critical Natural Resources for the Realization of a Fusion Pilot Plant: Fuels for Fusion" https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf https://science.osti.gov/-/media/fes/pdf/fes-presentations/2022/Pearson_resource-availability-and-supply_presentation.pdf"
X Link 2025-10-04T20:29Z [---] followers, [---] engagements
"@YieldCurveBalI This is outdated. SKBL was bought by ASP Isotopes (ASPI) as a vehicle for acquiring critical material assets. See my posts for info about $SKBL. https://x.com/Yield_of_Parth/status/1970910633953788329 $ASPI is using $SKBL to secure $QLE feedstocks with minimal pressure on QLEs balance sheet financing upstream capex at SKBL on a non-recourse basis with project debt and offtake-backed loans so QLE isnt the dilution sponge. Further the separation will likely preserve https://x.com/Yield_of_Parth/status/1970910633953788329 $ASPI is using $SKBL to secure $QLE feedstocks with"
X Link 2025-10-06T23:34Z [---] followers, [---] engagements
"@ABC12D2 @YieldCurveBalI $SKBL is highly speculative but we know from Renergen $ASPI has a track record in securing high-value strategic critical material assets. Dominari Holdings via American Ventures LLC Series XIX SKBL pooled $14m from [--] accredited investors on short notice. Seems strange"
X Link 2025-10-07T03:33Z [---] followers, [----] engagements
"@AlexanderAGAU $SKBL was purchased by $ASPI as a public vehicle for acquiring critical material assets that are essential to US national security and long term prospects of QLE. My guess is hydrometallurgy to produce uranium rare earths and radioisotopes from tailings. https://x.com/Yield_of_Parth/status/1970910633953788329 $ASPI is using $SKBL to secure $QLE feedstocks with minimal pressure on QLEs balance sheet financing upstream capex at SKBL on a non-recourse basis with project debt and offtake-backed loans so QLE isnt the dilution sponge. Further the separation will likely preserve"
X Link 2025-10-07T18:41Z [---] followers, [----] engagements
"@AlexanderAGAU This should answer your question as well @bobdylans49th. They have already identified the first asset they want to acquire. We don't much about this venture beyond that just yet. See this 8-K for the precise wording: https://ir.aspisotopes.com/sec-filings/all-sec-filings##document-522-0001477932-25-006900-1 https://ir.aspisotopes.com/sec-filings/all-sec-filings##document-522-0001477932-25-006900-1"
X Link 2025-10-07T18:46Z [---] followers, [---] engagements
"@askotatsu This is just hyperbole. Here is the full quote. You can look up the quarterly report from JSE SENS. Theyre just waiting to tie in the additional wells before running it. US and South Africa are heavily invested in making the project work"
X Link 2025-10-10T07:26Z [---] followers, [---] engagements
"Back in May: $ASPI and joint partnership for helium/LNG being discussed September: Minister Tau reaffirmed that investments into LNG/ helium/ critical minerals remain part of ongoing negotiations. ASPI likely to benefit as part of this trade deal https://www.sanews.gov.za/south-africa/south-africa-submits-revised-trade-and-investment-proposal-usa https://www.sanews.gov.za/south-africa/south-africa-submits-revised-trade-and-investment-proposal-usa"
X Link 2025-10-10T16:55Z [---] followers, [----] engagements
"@CeceCece416 We also know they are actively hiring individuals with heavy metal hydrometallurgy experience. Comment below is from the webinar. QLE CEO Pretorius also has experience working at Phalaborwa recovering rare earths from phosphogypsum & designed novel RE-fluoride pilot plants"
X Link 2025-10-12T17:24Z [---] followers, [---] engagements
"@CeceCece416 So to clarify: the modular transportable scalable nature of this "rotowinner" (automated electrochemical separation of metal from an aqueous solution) enables them to be deployed in a cost-effective manner across the US to obtain uranium / rare earth feedstock for QLE"
X Link 2025-10-12T17:47Z [---] followers, [---] engagements
"South African cabinet approved the Final Integrated Resource Plan (IRP 2025). Announcement from Minister Ramokgopa is on Sunday. R2.23 trillion investment that will define South Africa's energy mix for the future. Hopefully some good news for nuclear energy and $ASPI"
X Link 2025-10-16T16:33Z [---] followers, [----] engagements
"1. QLE expansion to ALL parts of the nuclear fuel supply chain Announced recently. Depth of fluorination expertise & their team is one of the few in the world that has designed constructed commissioned op'd and decom'd a large conversion & deconversion plant before. $ASPI"
X Link 2025-07-11T18:03Z [---] followers, [----] engagements
"2. Nuclear Fuel Reprocessing Recent Terrapower COO comments imply $ASPI is researching new technologies beyond QLE. FLUOREX seems like it has potential. Lot of R&D on it. PUREX = most widely used but seems to have disadvantages for high burnup fuels & costs too much"
X Link 2025-07-11T18:03Z [---] followers, [---] engagements
"Ryno further proved his skills during his time at Magrathea. Electrochemistry to separate magnesium from seawater. Pay attention to his role in project fundraising and who this put him in contact with. Remember: he's already in the US and meeting with investors in NY"
X Link 2025-08-13T06:04Z [---] followers, [---] engagements
"Magrathea and Brimstone (Ryno's other past employer) are also both Defense Industrial Base Consortium (DIBC) members and have won government support for their novel approaches"
X Link 2025-08-13T06:04Z [---] followers, [---] engagements
"@AcctNo994 Role of Carbon-12 in quantum sensing seems to be for reducing decoherence for Nitrogen Vacancy Centers. All of the attention (and capital) has gone to quantum computing but sensing seems to be much more developed Note: Ryno is following DIU / DoD SBIR/STTR / DIBC on Linkedin"
X Link 2025-08-25T23:25Z [---] followers, [---] engagements
"As Ryno noted. Fluorination at the Fermi site would enable a lot of new fluorinated chemicals that the market needs like semiconductor gases . beyond just uranium conversion"
X Link 2025-08-29T01:58Z [---] followers, [---] engagements
"There's definitely a lot more to unpack here A partnership between ASPI and $MTRN could open up some interesting possibilities"
X Link 2025-08-29T01:58Z [---] followers, [----] engagements
"Great overview on the role of molten salts (like FLiBe) as tritium breeders in fusion reactors from ORNL MSRW [----]. $ASPI $MTRN #CFS https://www.youtube.com/watchv=z8Ouhhl1cdM https://www.youtube.com/watchv=z8Ouhhl1cdM"
X Link 2025-09-14T18:36Z [---] followers, [----] engagements
"Great lecture by Charles Forsberg on different initiatives in molten salt reactors. Covers: Kairos Power Terrapower Terrestrial Energy Commonwealth Fusion FLiBe the Nuclear Air-Brayton Combined Cycle (NACC) $ASPI $HOND $IMSR https://www.youtube.com/watchv=Uq5Tq6_IwBE&t=1688s https://www.youtube.com/watchv=Uq5Tq6_IwBE&t=1688s"
X Link 2025-09-17T20:00Z [---] followers, [----] engagements
"Here's a list of every fusion company with over $100m in funding: Commonwealth Fusion Systems TAE Technologies Helion Pacific Fusion Shine Technologies General Fusion Tokamak Energy Zap Energy Proxima Fusion Marvel Fusion First Light Xcimer https://techcrunch.com/2025/09/01/every-fusion-startup-that-has-raised-over-100m/ https://techcrunch.com/2025/09/01/every-fusion-startup-that-has-raised-over-100m/"
X Link 2025-09-18T16:01Z [---] followers, [---] engagements
"From Commonwealth Fusion: "How $863m in new funding fast-tracks commercial fusion power" First plasma in [----] net positive fusion by [----] ARC in Virginia commencing grid operations in early 2030s. PPA with Google in place already. https://blog.cfs.energy/how-863m-in-new-funding-fast-tracks-commercial-fusion-power/ https://blog.cfs.energy/how-863m-in-new-funding-fast-tracks-commercial-fusion-power/"
X Link 2025-09-18T16:01Z [---] followers, [--] engagements
"Clarification on $SKBL Not a reverse SPAC merger. Acquisition of new critical material assets for feedstocks. Perhaps uranium or depleted UF6 The quote from the 8-K re: these being vital to US security seems quite interesting. $ASPI Lots of comments out there about $SKBL and what its for I sent an email to IR at $ASPI asking if QLE could spin into SKBL and got this response this morning To put the purpose of SKBL to rest: it is for buying a new critical minerals asset not for enabling QLE to spin off https://t.co/JXOP3wVUfK Lots of comments out there about $SKBL and what its for I sent an"
X Link 2025-09-24T17:23Z [---] followers, [----] engagements
"Starting to build a very small position in $SKBL. NFA and highly speculative. Confident in Paul & $ASPI team. Critical material assets w/ relevance to US security are on trend. Possibly re: nuclear energy or quantum science. They've been pursuing this DOD angle for some time now"
X Link 2025-09-25T14:16Z [---] followers, [----] engagements
"Here's a link to the recent Fermi America filing. No direct mention of ASPI but some useful information about their plans. Assets to bring 1GW of power online in [----] on page [--]. IPO for $FRMI is next week. 🤠 $ASPI $SKBL $JSEISO $JSEREN https://www.sec.gov/Archives/edgar/data/2071778/000121390025090891/ea0252333-04.htm https://www.sec.gov/Archives/edgar/data/2071778/000121390025090891/ea0252333-04.htm"
X Link 2025-09-29T00:19Z [---] followers, 11.2K engagements
"Comment from Secretary of the Interior Doug Burgum connects Fermi's Project Matador directly to Trump admin's strategy for AI / energy and US national security. https://apnews.com/press-release/pr-newswire/fermi-america-and-siemens-energy-execute-letter-of-intent-for-an-additional-1-1-gw-once-in-combined-cycle-mode-of-frame-f-class-generation-equipment-for-2026-delivery-and-enter-into-nuclear-collaboration-as-fermi-continues-to-advance-its-11-gigawatt-private-ai-campus-697facf5f0e4dc936c22348466970c41"
X Link 2025-09-29T00:19Z [---] followers, [---] engagements
"Largest institutional shareholder of SKBL is Dominari Holdings. Trump Brothers are the largest shareholders of Dominari. Very interesting Dont forget that passage from the 8-K about US Security $ASPI $SKBL @Dogtor01416800 Just saw your post Dogtor you are very right. Which company is the largest Class A shareholder of $SKBL after the recent PP American Ventures. And which company controls American Ventures Dominari Holdings. And which brothers are the largest shareholders of Dominari Exactly https://t.co/g7C0NVQXB9 @Dogtor01416800 Just saw your post Dogtor you are very right. Which company is"
X Link 2025-10-01T13:23Z [---] followers, [----] engagements
"ASPI and $FRMI entered into an MOU in August. ASPI appears to already be hiring for the nuclear fuel cycle side of the business. Fermi responsible for licensing. IMO: US is about to fast track data centers energy infra nuclear fuel cycle https://x.com/wakerife123/status/1968699507048124827 $ASPI is hiring and headed to Texas 🤠 Note the mention of nuclear export control regulations and "experience in heavy metal hydrometallurgy". Sounds like they're quickly moving forward on the nuclear fuel cycle side of things https://t.co/fG68HK8KYk https://x.com/wakerife123/status/1968699507048124827"
X Link 2025-10-01T14:46Z [---] followers, [----] engagements
"See: quote from Secretary of the Interior and Chairman of the National Energy Dominance Council Doug Burgum on Fermi America. Energy infrastructure = integral to winning the AI arms race and US global leadership They're colocated with Pantex for a reason"
X Link 2025-10-01T14:46Z [---] followers, [---] engagements
"If SKBL acquires assets related to mine tailings: -Provides feedstock for uranium rare earths and radioisotopes. -Aligns with QLE CEO's unique background -Would be "vital to the security of the US and long-term growth of QLE" -Aligns with DOI/DOE initiatives $ASPI $SKBL .@POTUS promised to put American energy workers first and today were delivering. https://t.co/TTRuyBV6Xr .@POTUS promised to put American energy workers first and today were delivering. https://t.co/TTRuyBV6Xr"
X Link 2025-10-04T03:31Z [---] followers, [----] engagements
"Lot of confusion about $ASPI. Happy to answer any questions. Whether the stock is at $8 or $11 the catalysts are what you need to track Renergen closing QLE spin off product deliveries $SKBL US trade deal. Everything is coming together by November"
X Link 2025-10-07T16:52Z [---] followers, [----] engagements
"Some confusion on the $ASPI - $SKBL acquisition. It's not a reverse SPAC merger for QLE. This is my current speculation. See here for the 8-K announcing this: NFA https://ir.aspisotopes.com/sec-filings/all-sec-filings##document-522-0001477932-25-006900-1 If SKBL acquires assets related to mine tailings: -Provides feedstock for uranium rare earths and radioisotopes. -Aligns with QLE CEO's unique background -Would be "vital to the security of the US and long-term growth of QLE" -Aligns with DOI/DOE initiatives $ASPI $SKBL https://t.co/1vWjeJaKHD"
X Link 2025-10-07T18:51Z [---] followers, [----] engagements
"Great article. Perfect storm is brewing. China rare earth export controls. Section [---] tariff investigation into critical materials concluding mid October. US-South Africa trade negotiations. AGOA expiring. G20 in Johannesburg. $ASPI at the center 🤝 https://blogs.lse.ac.uk/africaatlse/2025/10/07/tariffs-trade-and-critical-minerals-stand-in-the-crosshairs-of-us-china-rivalry/ https://blogs.lse.ac.uk/africaatlse/2025/10/07/tariffs-trade-and-critical-minerals-stand-in-the-crosshairs-of-us-china-rivalry/"
X Link 2025-10-09T18:33Z [---] followers, [----] engagements
"DISA Technologies: -NRC approval for a multi-site service provider license in [--] months -Novel tech designed for remediation of abandoned uranium mine waste Possible $ASPI uses $SKBL to do something similiar. QLE CEO's background fits perfectly Tons of potential in & Regulatory approval means Disa Technologies Inc's High-Pressure Slurry Ablation technology can be used to remediate abandoned #uranium mine waste at inactive mine sites while opening the possibility of recycling uranium recovered from the waste #nuclear https://t.co/AOxZnffbpE https://t.co/59tiPevafD Regulatory approval means Disa"
X Link 2025-10-11T17:23Z [---] followers, [----] engagements
"@CeceCece416 Here is my speculation. $ASPI QLE CEO previous work = hydrometallurgy rare earths electrochemistry fluorination pilot plant building. Aligns with what we know about $SKBL and Terrapower comments on them developing new technologies to improve cost/schedule. If SKBL acquires assets related to mine tailings: -Provides feedstock for uranium rare earths and radioisotopes. -Aligns with QLE CEO's unique background -Would be "vital to the security of the US and long-term growth of QLE" -Aligns with DOI/DOE initiatives $ASPI $SKBL https://t.co/1vWjeJaKHD If SKBL acquires assets related to"
X Link 2025-10-12T16:03Z [---] followers, [----] engagements
"@KevinUranium3O8 @CeceCece416 Current speculation: Ryno has extensive experience with rare earths and seems to be in contact about supplying rare earth fluorides. We know SKBL is all about securing feedstocks and relates to US security. REs are also contained in tailings. https://x.com/wakerife123/status/1949287231044349993 I found a presentation they gave in [----] on this topic with more info. Inbanathan Govender & Ryno worked together at Metal Refining Engineers & NECSA & Free Radical Process Design before $ASPI. 😷👍 https://t.co/mZJmrO5VsV"
X Link 2025-10-12T23:44Z [---] followers, [---] engagements
"The Si-28 customer is generally understood to be Intel $INTC. Seems to confirm the samples went well that were shipped out over a month ago. Expecting news on the trade deal & 5GW nuclear buildout this week as well $ASPI $ASPI The largest Silicon-28 contract signed to date and acquired a radiopharmacy in the US https://t.co/bSWUarRW5v $ASPI The largest Silicon-28 contract signed to date and acquired a radiopharmacy in the US https://t.co/bSWUarRW5v"
X Link 2025-10-13T13:30Z [---] followers, [----] engagements
"Video from G20 re: South Africa's plans for 5000MW of new nuclear and a domestic nuclear fuel cycle. 16:00:Domestic enrichment discussed. 19:00: Stated the announcement is coming post-cabinet. Next cabinet meeting is 10/15. $ASPI WATCH: Nuclear Energy Conference on the sidelines of the 4th G20 Energy Transitions Working Group and Energy Transitions https://t.co/ukQ7Me16Bh WATCH: Nuclear Energy Conference on the sidelines of the 4th G20 Energy Transitions Working Group and Energy Transitions https://t.co/ukQ7Me16Bh"
X Link 2025-10-14T12:59Z [---] followers, [----] engagements
"Great report on the nuclear fusion race. Strategic need to beat China secure supply chains and increase energy supply for AI. $ASPI seems to be the only public company with significant involvement in the fusion industry via Li-6 enrichment and likely expansion to FLiBe. There is a global race to deploy commercial fusion energy - and theres no time for governments to wait. The @scsp_ai report "Fusion Forward: Powering Americas Future" says just this urging the U.S. government to take strategic action and lead. https://t.co/JjIkYaiKYb There is a global race to deploy commercial fusion energy -"
X Link 2025-10-15T18:05Z [---] followers, 13.8K engagements
"DOE Nuclear Fuel Defense Production Act Consortium meeting moved to 10am October [--]. South Africas IRP [----] on Sunday. trade deal soon. Perfect timing for $ASPI The U.S. has already invoked the Defense Production Act (DPA) for #uranium: EOs: March [--] [----] Immediate Measures to Increase American Mineral Production + May [----] orders to reinvigorate the nuclear fuel cycle DOE Consortium: New DPA Nuclear Fuel Consortium under Sec. https://t.co/zRQGdC1FpZ The U.S. has already invoked the Defense Production Act (DPA) for #uranium: EOs: March [--] [----] Immediate Measures to Increase American Mineral"
X Link 2025-10-17T18:00Z [---] followers, [----] engagements
"@beach_trades $ASPI is picks and shovels into fusion with planned Li-6 enrichment in [----]. Likely will produce FLiBe (lithium beryllium fluoride) based on past comments & meeting w/ Materion. Possible they partner w/ someone like CFS or Pacific Fusion. Partnered w/ Terrapower for HALEU"
X Link 2025-10-17T19:54Z [---] followers, [----] engagements
"IRP [----] on Sunday. New boards for Eskom and NECSA announced last week as well. Both righted the ship and turned a profit. Current NECSA Chair cofounded the PBMR program. Ill post a summary after. $ASPI 🤠 https://t.co/5BzgiW9ENV https://t.co/5BzgiW9ENV"
X Link 2025-10-18T16:37Z [---] followers, [----] engagements
"@GoForBull @Kody__Rogers @ASPIsotopes @grok This is why ASPI plans to build at Pelindaba: speed to market. Same reason for building next to Pantex. South Africa plans to fully onshore the nuclear fuel cycle. Should be more info on this with South Africa's Integrated Resource Plan (IRP) [----] which releases tomorrow"
X Link 2025-10-18T21:18Z [---] followers, [---] engagements
"@ws6oua Not many new details from the IRP on nuclear unfortunately. ASPI is still on track for their buildout though. In the US there is a major meeting next week for nuclear fuel. The DOE Nuclear Fuel Defense Production Act (DPA) Consortium is meeting. https://x.com/da_sails/status/1978565294135398802 DOE announces public meeting on nuclear energy collaboration under the Defense Production Act: Date: Thursday Oct [--] [----] Time: 10:0011:00 a.m. ET Location: Nuclear Energy Institute [----] F St NW Washington DC Access: In-person and webinar options available"
X Link 2025-10-19T18:14Z [---] followers, [---] engagements
"@_Eddie_Dempsey @ws6oua The plan is very realistic about the need to rebuild the skills pipeline and industry backbone for the nuclear industry. Private partners like ASPI will play a critical role in enabling that. PBMR expertise spread across the industry (like X-Energy) and can be brought home"
X Link 2025-10-19T19:03Z [---] followers, [---] engagements
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