@TheBigBerbowski $ASPI ASP Isotopes.
Medical and technology (semiconductors, space) isotopes, industrial gasses and nuclear fuels. Large future TAMs and when successful as large potential moats and near monopolies.
@Thebullwhisper More clarity on how and when, tangible confirmation of progress, and timely delivery on prior set timelines would be stepping stones for me to add multiples to my number of shares.
$BGDE WELL.....to be fair it's been a minute. And for that I have to apologize to our faithful shareholders. But as I've said a few times before, if I'm quiet, we are busy. We are grinding. We are executing.
Last week our team traveled several thousand miles touring our sites in Ohio, Pennsylvania and the great State of Texas. The team? Yessir! The one and only's @speednotcomfort and @trading_chi were accompanied by yours truly, our lenders, and our development partners. Even @KyleDanges and @SludgeLLC met us at a couple of our sites! An absolute 72 hour blitz but well worth every moment.
Takeaways :
1. We are absolutely stoked to bring the 24MW at Corning online this year. It's been a long time coming and we have the game plan to make it happen NOW.
2. Bellefonte......such a beauty. I'm just going to leave this here. More to come and it's sexy Yall.
3. Midland....sheesh what a beast. Compute continuing to come online. Many opportunities here. Give us time.
4. Texas....yeah, you heard me. 8k filed today so you can refer to the deck but we have TX Ops on standby. There is a process folks and we are going to go through it, dot every i and cross every t.
So about that 8k, give it a good review. Throw us any questions you have and we'll do our best to answer as we can. Bottom line from me is 1. We put our money where our mouth is, 2. We are bringing the heat when it comes to power plays under management.
Nearly 60 days in with a 300% rebound in effect all I can say is hold on, we're just getting started 😎
Please enjoy my favorite Pic from last week.
@lisa_hough_@krdavis1210
@Thebullwhisper You're kidding me, right? It's still my largest position since 18 months while most of my other positions went 3x+.
Why'd you stop believing generally? I stopped believing the CEO in September of last year, but still.. I'm only gonna be selling 2,5% for each of the next 40 years
@kkz8gs6cyh@SunvMikey Your conclusion may be correct, but the reasoning is flawed. Shipping the silane gas in cylinders / batches of certain quantities around mid-year could mean they have inventory of finished product in the interim.
@SunvMikey Yes, entirely possible. Perhaps even more likely.
But $ASPI isn't communicating anything at the moment IMHO, like the recent successful production trials of Tb161 from Gd160.
Dan Cahill, CPA on X: "This is the first I’ve heard about it. Breaking news!"
@TheBigBerbowski stating the obvious guess that they feel that the brand recognition by smaller mid-tier co's with compute needs is too low, and that the higher margins on those clients will pay for the acquisition and diversifies their client portfolio for the better.