How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO of ASP Isotopes (Nasdaq: $ASPI)

Join Ram Ahluwalia, host and CIO at Lumida Wealth, in this insightful episode of Non Consensus Investing. We're joined by Paul Mann, Chairman and CEO of ASP Isotopes (ASPI), who discusses the revolutionary impact of isotopes on semiconductors, healthcare, and nuclear energy industries. Throughout the conversation, Paul delves into the specifics of key isotopes like Silicon 28, Carbon 14, and Ytterbium, and the unique enrichment technologies that ASP Isotopes employs. This episode uncovers the geopolitical and technological landscapes influencing isotope supply and demand, and the strategies ASP Isotopes is using to meet these demands, including their innovative enrichment processes and global partnerships. Learn how this fast-growing microcap company is poised to capitalize on emerging trends and supply chain dynamics, and what it means for investors.

Disclaimer: ASP Isotopes is a listed company. Please review the disclaimers published in their 10-K and 10-Q filings with the SEC. This video is for informational purposes only and does not constitute investment advice. Always conduct your own research and consult with a financial advisor before making any investment decisions.

00:00 Introduction to Non Consensus Investing
00:31 Meet Paul Mann: Chairman and CEO of ASP Isotopes
01:42 The Role of Silicon 28 in Semiconductors
07:49 Understanding the ASP Process and Centrifuge Technology
13:53 Challenges and Opportunities in Uranium Supply
22:53 The Importance of HALEU for Small Modular Reactors
24:30 Innovations in Isotope Enrichment
28:09 Applications of Enriched Isotopes in Medicine and Technology
32:37 Business Strategy and Market Potential
36:20 Discussing Margins and Business Strategy
37:53 Technical Feasibility and Readiness
39:06 Building and Financing New Plants
41:42 Customer Contracts and Capital Investment
45:32 Company Background and Founding Story
53:09 Navigating Public Markets and COVID Challenges
59:31 Future Plans and Business Milestones
01:02:56 Geopolitical Concerns and Competitive Landscape
01:06:06 Investment Opportunities and Industry Insights
01:07:14 Conclusion


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