Entrepreneur, Small Cap Investor and founder of Orion 4.
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$ASPI owns 89% of NDRA (which is up over 50% recently). NDRA has 66.4 m. Shares fully diluted. Simple math: at current prices ASPI is trading basically at cash plus their NDRA holdings. All other parts are free 🤷♂️. The stock is a screaming buy IMHO.
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$ASPI is holding their shareholder event in London while the WNA (the largest nuclear conference of the year) is also happening. Anyone and everyone nuclear related will be in town. I am excited to catch up with QLE and see how the spinoff is looking. Should be a great event.
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$ASPI Helium plant up and running! Well done guys 👏 finance.yahoo.com/energy/art…
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$AETN John Melkon THE man that teaches critical minerals at West Point joins AETN board!
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$AETN we added to it today. Paul Mann’s brand new critical minerals company just getting started.
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$ASPI the one and only helium plant in Russia was just hit by Ukrainian drones!
pbs.org/newshour/world/ukrai…
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$ASPI little known fact: Russia (the world’s 3rd largest helium producer) has put temporary export controls on Helium until the end of 2027. Combine that with Qatar (largest producer) being off line and we have the perfect environment as Renergen prepares to produce Helium!
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$ASPI in “advancing commercial discussions with leading Taiwanese semiconductor manufacturers and prospective partners around the supply of critical electronic gases essential for next-generation chip production..”
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$ASPI the markets have grossly under appreciated the impact of the Helium shortage on the semiconductor industry IMO. Given that 65% of Taiwans GDP is somehow tied to semiconductor production, 7-8% of Singapores GDP also…very interesting timing that ASPI is in Taipei!
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$SKBL This is a complicated deal and lots of investors are missing some important details. Yes the big asset will take some time to complete (2029ish) however, there are other projects around the main mine that are expected to CASH FLOW in 2027.
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$SKBL I just confirmed with management that the $1.6 Bln Government financing commitment is non dilutive debt and more than covers the $1.2 Bln projects cost. So there is ZERO need for additional financing.
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$ASPI on Mondays call Paul said “ We’d certainly look to doing a MARKET DEBUT or LISTING or SPIN OUT…” referring to monetizing Renergen!
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