Sean

#btc #uranium #gold

[Sean @str_182]

@piterloskot82 So this deal values renergen at 30mln/7% roughly 430mln? Am I correct?

[Sean @str_182]

@Jaro_rogue What ever happened to this write up @Jaro_rogue ?? Miss your substack posts

[Sean @str_182]

@outsanest @broheim777 Any thoughts on this @Yellowbull11 @broheim777

[Sean @str_182]

@piterloskot82 Silicon-28 wording has slipped to "mid-year" and removed "Q2" 🤔😒

[Sean @str_182]

@SunvMikey When do they present earnings

[Sean @str_182]

@Mindwalletbody @markcboon Did they actually respond to you?

[Sean @str_182]

new $ASPI slide deck dropped on their website: https://t.co/D2FoTLYjPn

[Sean @str_182]

@Thebullwhisper @FinanceMajor_23 @piterloskot82 There was a 3rd MOU? this was referencing LEU+ no? Assumed it was Constellation with board connections also

[Sean @str_182]

@piterloskot82 Why no update on customer verified samples?

[Sean @str_182]

@FinanceMajor_23 Do we know if their customer has tested the yitterbium samples? They've been quiet on this one

[Sean @str_182]

@SunvMikey $LODE ser

[Sean @str_182]

@SunvMikey reasons?

[Sean @str_182]

3/
Including the Renergen asset, with an NPV > 1bn and secured DFC funding

[Sean @str_182]

1/ The risk reward on this company $ASPI is ridiculous:
- $690m MC, at least $250m cash
- permits from NESCA
- deals with TP, who are first SMR to market, and constantly reiterate $ASPI are first HALEU supplier to market

[Fermi America @FermiAmerica]

Congrats to our partner @ASPIsotopes!

Big things are happening in American nuclear — and ASP Isotopes is right in the middle of it.

Domestic HALEU enrichment is a critical piece of the puzzle for America's nuclear future, and ASP Isotopes is delivering.

Proud to be building alongside a partner who is moving at #FermiSpeed.

$FRMI #ProjectMatador #NuclearEnergy #HALEU

[Sean @str_182]

2/
- MOU and relationship with Fermi, who were co-founded by Rick Perry, the former US energy secretary
- new MOU with a large US utility which is probably Constellation, a $115bn MC company.
- this is just QLE. On top of this, they have all the revenue streams from ASPI,

[Sean @str_182]

@ballsmeep @SunvMikey see - $ASPI has just followed the same pattern as all other nuclear stocks after October. At least they raised huge cash and shouldn't need to raise again in 2026. Now it comes down to whether they can actually do what they say they can

[Sean @str_182]

@SunvMikey @074Dux It's correlation is much stronger with the speculative nuclear names and crypto.

[Sean @str_182]

@piterloskot82 Why not general matter?