Ace Balthazar🇺🇸

Christ is King! I repost stocks I like. Nothing I post is financial advice. Do your own due diligence.

[DMonk @IsotopeEconomy]

July 21 ASPI investor update transcript key points Noble Africa / Renergen helium-LNG:

• Proposed merger of Noble Africa with ENDRA Life Sciences $NDRA ; $ASPI expected to own 89% of combined public entity post-deal + PIPE (target close Q4 2026 after S-4 filing early August).

• Phase I Virginia Gas plant nearly complete; first helium/LNG shipments targeted September 2026, nameplate capacity in Q3 2026.

• Economics at $600+Mcf helium & $13-14/GJ LNG: Phase I $27M revenue $10-11M cash gross profit. Phase II 2031 target $370M revenue, $300M cash gross profit.

• Funding: $750M anticipated DFC/US gov + Standard Bank, Phase II construction starts H2 2028, 44-month build.

• Reserves & contracts: 7.2 Bcf helium (1P proven), long-term take-or-pay (80% threshold, 5%+ PPI inflator, 5-15 year tenors).

• Strategy note: Retained as majority-owned cash engine; addresses global helium shortage + South Africa gas needs. Helium-3 analysis planned but unconfirmed.

Per full transcript: https://t.co/ZLuBW9IqfP

[James Fishback @j_fishback]

My wife Valeria and I are delighted to announce that we are expecting our first child. We thank God for this precious gift of life. We look forward to teaching our child to know, love, and serve Our Lord and Savior Jesus Christ.

🙏✝️

[John @market_sleuth]

A fit body, a calm mind, & a house full of love. These things cannot be bought with currency, they are achieved from grit.

[Joel Webbon @JoelWebbon]

We just added 2 New Speakers to our Conference. @Brian_Sauve @Eric_Conn

Use promo code “PATRIOT” for our deepest discount since the Early Bird.

Must register by Friday, July 31st.

[Ace Balthazar🇺🇸 @usnative1776]

@KyleLascoShow @RepThomasMassie What a mindless hive mind thing to say. He voted in party line 95% of the time and articulated why he doesn’t the other 5% for valid reasons. You are against individual reasoning and want everyone to be sheep 🐑

[James Fishback @j_fishback]

I want to thank @AnthonySabatini for brilliantly representing me today against @JayCollinsFL’s silly and frivolous lawsuit to kick me off the ballot.

[Donald Trump Jr. @DonaldJTrumpJr]

Remember when they said Trump would get us into a full-blown war with Iran?

Times like these should make us all realize how lucky we were to have Trump, his strength and his resolve.

[Ace Balthazar🇺🇸 @usnative1776]

@AfricanLonghorn 😎🥰

[Ace Balthazar🇺🇸 @usnative1776]

Had to do it.. bought more $ASPI at 3.99

[Tiffany Fong @TiffanyFong]

GENERATIONAL BULL RUN INCOMING

[Borja @piterloskot82]

ASP Isotopes Announces Quantum Leap Energy Research Agreement with Texas A&M Engineering Experiment Station to Advance Uranium Conversion Technology $ASPI

[Hunter Allen @HunterAllen4]

Everyone knows the bigger nuclear names like $LEU and $OKLO.

But $ASPI and $SMR are two speculative nuclear plays worth watching as the world enters a massive power demand cycle driven by AI data centers, electrification, energy security, and the need for reliable baseload power.

Both stocks have been beaten down due to development-stage losses, dilution concerns, and long timelines — but underneath the volatility, both companies continue to build assets, partnerships, and revenue opportunities.

$ASPI focuses on isotope enrichment technology through its proprietary processes and subsidiary Quantum Leap Energy (QLE).

Compared to $LEU, the current U.S. HALEU leader, $ASPI is the higher-risk, higher-upside technology bet.

$LEU has:

Existing U.S. production infrastructure
DOE contracts
Proven centrifuge technology

$ASPI’s upside:

A potentially lower-cost enrichment platform that could help solve one of nuclear’s biggest bottlenecks — fuel availability.

$ASPI Growth & Expansion

The company is moving from development toward commercialization.

Revenue growth:

~$0.4M revenue in 2022
$4.1M in 2024
$23.8M in 2025 (+~480% YoY)
TTM revenue around $26.9M

Recent momentum:

Q1 2026 revenue: $4.2M
Up approximately 280% YoY from ~$1.1M

Growth drivers:

Commercial isotope shipments expected in 2026:

Silicon-28
Carbon-14
Ytterbium-176

Radiopharmaceutical expansion:

Targeting >$10M revenue in 2026
Roughly doubling prior levels
Expanding U.S. operations through acquisitions and international capabilities

Helium expansion:

Renergen acquisition
Phase 1 helium production targeted for 2026

Nuclear fuel opportunity:

HALEU engineering contracts
SMR ecosystem partnerships
Potential supply opportunities beginning 2027-2028

Financial position:

Approximately $290M-$330M+ cash/investments
Long-term EBITDA target of >$300M by 2031

The bull case:

$ASPI becomes a critical supplier of the materials needed for the next generation of nuclear reactors, semiconductors, and medical technologies.

Commercial HALEU production, licensing, and execution remain the biggest hurdles.

$SMR is focused on bringing small modular reactors to commercial deployment.

NuScale currently has:

The only U.S. NRC-approved SMR design.

The NuScale Power Module:

77 MWe per module
Scalable up to 12 modules
Nearly 1 GW plant configurations

Key advantage:

NuScale uses traditional LEU fuel, avoiding some of the current HALEU supply constraints impacting other advanced reactor designs.

$SMR Financial Growth & Expansion

Revenue has continued to build as projects advance:

$11.8M (2022)
$22.8M (2023)
$37.1M (2024)
$31.5M (2025)

TTM revenue:

Approximately $18.7M

Gross profit:

Reached $32.1M in 2024
Driven by high-margin licensing and engineering revenue

Cash position:

Approximately $1.3B liquidity
Strengthened by a ~$750M ATM equity raise

This gives NuScale runway to continue development, partnerships, and commercialization.

Losses, But this is typical for pre-commercial nuclear companies investing years ahead of revenue scale.

$SMR Growth Catalysts

The company is moving from licensing toward deployment.

Major opportunities:

TVA / ENTRA1 Energy

Potential multi-GW deployment pipeline
One of the largest U.S. SMR opportunities

Romania RoPower project

6-module deployment
International support
Targeting early 2030s operation

Analysts expect significant revenue acceleration as projects mature, with some estimates pointing toward roughly $100M+ annual revenue potential in the near term.

The Nuclear Supply Chain Opportunity

The biggest question is not whether the world needs more electricity.

AI is creating an unprecedented power demand problem.

Both $ASPI and $SMR are still speculative.

But the combination of AI power demand + energy security + nuclear investment could create one of the biggest infrastructure themes of the next decade.

History doesn’t always repeat.

But major energy transitions often rhyme.

[DMonk @IsotopeEconomy]

Just dropped Video #2: Intro to The Isotope Economy

After wrapping the full medical/theranostics chapter (Yb-176 through Ni-64), this video lays out the bigger vision, and why a handful of ultra-rare stable isotopes are becoming the new strategic foundation for precision medicine, quantum computing, advanced semiconductors, and next-generation energy.

Watch it here → https://t.co/JqHlQKoF4w

The Medical Isotopes Recap post is pinned above.

What isotope or sector should we dive into next? Drop it in the comments or reply here.

#IsotopeEconomy @isotopeeconomy

[Red Pill Media @RedPillMediaX]

Notice how atheist propaganda always protects Judaism.

[Ace Balthazar🇺🇸 @usnative1776]

@JoelWebbon 😂😂 first time hearing that perspective

[Ace Balthazar🇺🇸 @usnative1776]

@OwenShroyer1776 @ConceptualJames Get him!! lol

[Ace Balthazar🇺🇸 @usnative1776]

@EricLDaugh @VivekGRamaswamy Ohio republicans will gladly vote for their h-1b replacements 🤦🏼‍♂️

[Ace Balthazar🇺🇸 @usnative1776]

@UDiamondBalls Hell now I’ve been Jew pilling everyone I know lol everyone needs to know that “our greatest ally” is a parasitic leech. The boomer generation is the only thing stopping the us from turning on them. Their time is definitely running out

[Ace Balthazar🇺🇸 @usnative1776]

@ReOpenChris Fatgoy would be exposed if he did

[Harrison H. Smith ✞ @HarrisonHSmith]

Guys the Chinese are manipulating our elections.

[Ace Balthazar🇺🇸 @usnative1776]

NFA! To me.. buying $aspi in the $3-$5 range is like buying $apld in the $4-$5 range. Exactly the same rhetoric; scam artist ceo, manipulative financial moves ect. Long term Apld went to $50

[Greenberg Enterprises @GreenbergEnt]

.$ASPI is strengthening its financial foundation for the 2026 commercial ramp. Exchanging QLE notes for common stock simplifies the company's capital structure and aligns its balance sheet for the next phase of HALEU production and critical materials execution.

Read the full announcement: https://t.co/SwLETQQUqv