ASP Isotopes Inc.

NasdaqCM:ASPI Stock Report

Market Cap: US$1.0b

ASP Isotopes Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Paul Elliot Mann

Chief executive officer

US$16.8m

Total compensation

CEO salary percentage3.69%
CEO tenure4.8yrs
CEO ownership6.0%
Management average tenure2.2yrs
Board average tenure2.7yrs

Recent management updates

Recent updates

Seeking Alpha • May 28

ASP Isotopes: The Long Road From Isotopes To Income

Summary ASP Isotopes (ASPI) is rated Sell due to premature growth narrative, high capital intensity, and heavy execution risk versus current $6.89 share price. My DCF valuation implies a $2.40 fair value, reflecting the need for ASPI to prove commercial scale, margin conversion, and financing capacity. Recent business updates show segment progress—radiopharma leads revenue, Si-28 and Yb-176 shipments targeted for 2026, and Renergen Phase 1 drilling completed early. Despite $290.5M liquidity, ASPI faces negative cash flow, widening losses, and a 25% probability of failure, making current risk-reward unattractive. Read the full article on Seeking Alpha
Seeking Alpha • Jan 25

ASP Isotopes: Too Hot To Handle

Summary ASP Isotopes Inc. is rated a sell for retail value investors due to price volatility, significant losses, heavy spending on SG&A over R&D, and other risks. The company’s dilution of shareholders and increasing debt are red flags. ASP’s small workforce and high market cap raise concerns, especially given the competitive landscape. Company operations are in South Africa and Iceland, hardly known for their high-tech product market share and tech workforces. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Paul Elliot Mann's remuneration changed compared to ASP Isotopes's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$193m

Dec 31 2025US$17mUS$620k

-US$175m

Sep 30 2025n/an/a

-US$106m

Jun 30 2025n/an/a

-US$100m

Mar 31 2025n/an/a

-US$37m

Dec 31 2024US$5mUS$510k

-US$35m

Sep 30 2024n/an/a

-US$30m

Jun 30 2024n/an/a

-US$27m

Mar 31 2024n/an/a

-US$20m

Dec 31 2023US$2mUS$480k

-US$16m

Sep 30 2023n/an/a

-US$13m

Jun 30 2023n/an/a

-US$11m

Mar 31 2023n/an/a

-US$8m

Dec 31 2022US$6mUS$260k

-US$5m

Dec 31 2021US$575kUS$60k

-US$8m

Compensation vs Market: Paul Elliot's total compensation ($USD16.82M) is above average for companies of similar size in the US market ($USD3.64M).

Compensation vs Earnings: Paul Elliot's compensation has increased whilst the company is unprofitable.

CEO

Paul Elliot Mann (49 yo)

4.8yrs
Tenure
US$16,821,771
Compensation

Mr. Paul Elliot Mann, C.F.A., is Executive Chairman of Skyline Builders Group Holding Limited from January 1, 2026. He has been the Executive Chairman of ASP Isotopes Inc. since September 2021 and served a...

Leadership Team

NamePositionTenureCompensationOwnership
Paul Elliot Mann
Executive Chairman & CEOno dataUS$16.82m6.03%
$ 60.9m
Heather Kiessling
Chief Financial Officer1.9yrsUS$5.76m0.56%
$ 5.7m
Robert Ainscow
Chief Operating Officerno dataUS$5.71m1.18%
$ 11.9m
Nicholas Mitchell
Co-Chief Operating Officerless than a yearno datano data
Hendrik Strydom
Chief Technology Officer4.4yrsno data0.16%
$ 1.6m
Donald Ainscow
EVP, General Counsel & Secretaryless than a yearno data0.40%
$ 4.0m
Hendrik T. Wyk
Head of Engineering2.4yrsno datano data
Xandra Heerden
Head of Research & Development2.4yrsno datano data
Stefano Marani
President of Electronics & Spaceless than a yearno datano data
Gerdus Kemp
Medical Director & CEO of Pet Labs2.4yrsno datano data
2.2yrs
Average Tenure
49yo
Average Age

Experienced Management: ASPI's management team is considered experienced (2.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Paul Elliot Mann
Executive Chairman & CEO4.8yrsUS$16.82m6.03%
$ 60.9m
Ralph Hunter
Independent Directorless than a yearUS$325.92k0.037%
$ 376.6k
Sipho Maseko
Independent Director1.2yrsUS$408.03k0.047%
$ 472.4k
Todd Wider
Independent Director4.7yrsUS$540.07k0.61%
$ 6.2m
Duncan Moore
Independent Director4.7yrsUS$540.07k0.83%
$ 8.4m
Robert Ryan
Independent Director2.4yrsUS$311.61k0.52%
$ 5.2m
Michael Gorley
Independent Director2.7yrsUS$311.61k0.094%
$ 944.4k
2.7yrs
Average Tenure
57yo
Average Age

Experienced Board: ASPI's board of directors are not considered experienced ( 2.7 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/02 04:05
End of Day Share Price 2026/06/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ASP Isotopes Inc. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
George GianarikasCanaccord Genuity
null nullCantor Fitzgerald & Co.
Derek SoderbergCantor Fitzgerald & Co.