CEO Paul Mann on ASP Isotopes (Nasdaq: ASPI): 4 Facilities, $38B Market & Western Supply Security
Jun. 17, 2026
Paul Mann, CEO of ASP Isotopes (Nasdaq: ASPI), joins us to break down the company's shift from isotope developer to commercial-scale critical materials supplier.
ASP Isotopes uses its proprietary Aerodynamic Separation Process and Quantum Enrichment technology to produce isotopes and critical gases for semiconductors, nuclear medicine, and clean energy. The world is facing real shortages in these materials, many historically dependent on Russia and China, and ASPI is building out manufacturing capacity across three major verticals: electronics, nuclear medicine, and nuclear energy.
Over the next 12 to 18 months, ASPI expects four plants, three for isotopes and one for helium, to begin commercial production, a milestone management says will start generating free cash flow. Additional facilities are planned in Iceland, the UK, and the US, along with a large-scale helium expansion in South Africa.
