ASP Isotopes Inc. announced that its wholly‑owned subsidiary Quantum Leap Energy LLC has established a Strategic Advisory Board to guide the development of its Aerodynamic Separation Process and Quantum Enrichment technologies. The board includes Mary Lou Dunzik‑Gougar, associate dean and professor of nuclear engineering at Idaho State University, and Kevin Kramer, former senior executive at Allegheny Technologies and Alcoa.
The appointment of the board on February 19, 2026, signals QLE’s intent to accelerate the commercialization of its proprietary technologies that aim to produce high‑assay low‑enriched uranium (HALEU) and other isotopic separations for advanced reactors and fusion systems. The board’s expertise in advanced materials, defense‑grade manufacturing, and government procurement is expected to help QLE navigate regulatory pathways and secure strategic partnerships.
ASP Isotopes’ financial performance in the third quarter of 2025 reflected continued losses, with a net loss of $12.87 million versus $7.27 million a year earlier, and a basic loss per share of $0.15 compared with $0.12 a year ago. For the nine months ended September 30, 2025, the company posted a net loss of $96.38 million, up from $23.15 million in the prior year. The company missed consensus earnings estimates for the quarter, reporting a basic EPS of $0.15 against an estimate of $0.10, while beating revenue estimates with $4.89 million versus an estimate of $2.25 million.
The loss increase is largely attributable to higher operating expenses and investment in research and development for QLE’s technologies, as well as margin compression in the company’s isotope production segment. Despite the losses, ASP Isotopes’ revenue growth indicates demand for its isotope products, and the company’s guidance for the full year remains unchanged, suggesting management’s confidence in the long‑term trajectory of QLE’s innovations.
Analysts note that the formation of the advisory board could enhance QLE’s credibility with regulators and investors, potentially easing the path to commercial deployment of its HALEU production capabilities. The board’s focus on modular, scalable designs and digital monitoring aligns with the industry’s shift toward cost‑effective, safe nuclear fuel solutions for advanced reactors and fusion systems, positioning QLE to capture a growing market for HALEU, which the U.S. Department of Energy estimates will rise from 50 metric tons per year in 2035 to 500 metric tons per year by 2050.
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