Asp Isotopes Inc. · NASDAQ:ASPI
Asp Isotopes — Corporate Update (April 2026)
17 slides from Asp Isotopes's corporate update, Apr 13, 2026
Slide 1: ASP Isotopes Business Update Call
ASP ISOTOPES Business Update Call April 13, 2026 to Comme OM EBITDA Target in 2031 | S$: 1 = rt 2 ASP isotopes
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains, and our officers and representatives may from time to time make, “forward-looking statements’ within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forwardooking statements are neither his
Slide 3: Agenda
Agenda Corporate Overview & Key Themes Ytterbium-176 Carbon-14 Radiopharmaceuticals Silicon-28 Helium & LNG Quantum Leap Energy (QLE) Financial Snapshot ASP isotopes
Slide 4: Company Overview
Company Overview Paul Mann t Chief Executive Officer
Slide 5: 2026: Commercial Inflection — Build Phase to Scalable Delivery
2026: Commercial Inflection — Build Phase to Scalable Delivery Gah, ) COMMERCIAL PRODUCTION 01] INFRASTRUCTURE BUILT 02 J MULTI-MARKET REACH 0 Built three enrichment facilities in South Africa Spanning nuclear medicine, electronics, and >) Transitioned to commercial production across nuclear energy
Slide 6: ASP Isotopes — Three Verticals Driving Long-Term Value
ASP Isotopes — Three Verticals Driving Long-Term Value One integrated critical materials platform serving three multi-billion-dollar end markets a Nuclear Medicine Radiopharmaceuticals als Electronics inductors, Quantum & Helium: i Nuclear Fuels? OLE Yb-176 Key feedstock for Lu-177-based prostate ca
Slide 7: Ytterbium-176 — Capturing a High-Value, Supply-Constrained Market
Ytterbium-176 — Capturing a h-Value, Supply-Constrained Market Technology Target Isotope End Product Supply Gap Capacity Demand Quantum Enrichment * Shipped first enriched Yb-176 sample in September 2025 ‘Yb-176 (enriched to 399.5%) * Brief operational pause in October 2025, which has been fully i r
Slide 8: Carbon-14 — Commercial Ramp Underway
Carbon-14 — Commercial Ramp Underway KEY PROGRAM DATA PRODUCTION UPDATES: C-14 Technology C-12 Opportunity C-14 Opportunity C-14 Feedstock PorodyrumieSeparauon Procex * Plant operational 2+ years enriching C-12 Semiconductor-grade graphite, advanced * C-14 production initiation pending feedstock del
Slide 9: Radiopharmaceuticals — High-Growth Radiopharmacy Platform
Radiopharmaceuticals— High-Growth Radiopharmacy Platform KEY PROGRAM DATA PRODUCTION UPDATES + Record doses in 2025; $5.7M revenue in 2025 Products PET + SPECT radioisotopes a Re are Cyclotrons: 1st at peak utilization; 2 operational (Jul 2025) Operations Gh ms + Growth driven by capacity expansion
Slide 10: Silicon-28 — Enabling the Next Generation of Semiconductors
Silicon-28 — Enabling the Next Generation of Semiconductors KEY PROGRAM DATA PRODUCTION UPDATES + First enriched Si-28 sample shipped Aug 2025; analytical Technology Aerodynamic Separation Process methods agreed and calibrated Enriched Si-28 + Key customers visited plant (Oct/Nov 2025) oe (otipe bes
Slide 11: Renergen — Helium & LNG | Acquired January 6, 2026
Renergen — Helium & LNG | Acquired January 6, 2026 KEY PROGRAM DATA PHASE 1 — PRODUCTION UPDATES Resource Helium Concentration Phase 1 Output Phase 2 Output + Completed drilling of wells required for Phase 1 project 4 months ahead of schedule + Flow rates up to 16x earlier wells + Nameplate capacity
Slide 12: Quantum Leap Energy (QLE)
Quantum Leap Energy (QLE) KEY PROGRAM DATA RECENT MILESTONES (2026) Product Location Contract $-1 Filing Technology HALEU (High-Assay Low-Enriched Uranium)* Pelindaba, South Africa (NECSA site) TerraPower: $3.5B fuel over 10 years? Confidentially submitted Nov 12, 2025? ASP (aerodynamic) + QE (laser
Slide 13: 2025 Financial Review
2025 Financial review Heather Kiessling Chief Financial Officer
Slide 14: Financial Performance & Capital Position
Financial Performance & Capital Position REVENUE GROWTH TRAJECTORY ($M) BALANCE SHEET & CAPITAI Revenue Breakdown ($M) 2025 Total Revenue 23.8M : Specialized Isotopes and Services mRadiopharmaceuticals lm Collaboration mSKBL Cash, Cash Equivalents and Short- term Marketable Securities (as of 12/31/2
Slide 15: ASP Isotopes: Operation Updates
ASP Isotopes: Operation Updates Expected Q2 2026 Milestones | $i-28 Electronic First enriched product expected to ship in Q2 2026 2H 2026 Milestones r Medicine Yb-176 Nuclear Medicine Expect initial commercial shipments for YB-176 around mid-year/Q3 2026 Helium Electronic Expect to obtain Helium Pha
Slide 16: Range of EBITDA by Product Categories in 2031
Range of EBITDA by Product Categories in 2031 mElectronic Gases mNatural Gas m Medical Isotopes. m Radiopharmaceuticals ‘Combined EBITDA ($M) Low Range High Range EBITDA contribution by segment — EBITDA Target: >$300 Million in 2031 16 soa targets are management estimates based on current busines pl
Slide 17: Conclusions
Conclusions Paul Mann t Chief Executive Officer