Entrepreneur, Small Cap Investor and founder of Orion 4.

Joined October 2015
6 Photos and videos
$ASPI little known fact: Russia (the world’s 3rd largest helium producer) has put temporary export controls on Helium until the end of 2027. Combine that with Qatar (largest producer) being off line and we have the perfect environment as Renergen prepares to produce Helium!
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$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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Michael Khorassani retweeted
After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.
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$ASPI with 25% of the worlds Helium coming through Qatar and the Persian Gulf essentially shutdown it’s only a matter of time before the markets appreciate the significance of the Renergen deal.
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$ASPI BNP Paribas Asset Management UK files 13G disclosing ownership of close to 1mm shares of ASPI
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$ASPI Renergen update “…Project remains on track to achieve positive operational cash flow before the end of 2026…”
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$ASPI breaking away from the OKLO SMR pack can’t be too much fun for shorts!
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$ASPI $OKLO. While the market is excited about all the clients that OKLO is gathering let’s not forget they desperately need HALEU. If the rumors of an MOU with ASPI are true then todays move makes a lot of sense.
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$ASPI with the Renergen deal officially closed the potential revenue stream and expected ebitda should quickly separate ASPI from all the other pre-revenue nuclear plays.
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$ASPI Renergen closing is a watershed moment for ASPI that the market doesn’t fully appreciate, yet IMO. ASPI goes from an unprofitable tech play to a clear path to hundreds of millions in EBITDA.
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$ASPI. Cantor just initiated with a $13 target! We are adding to our ASPI position at current levels.
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$SKBL announces game changing acquisition of Supercritical technologies for uranium extraction!
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