ASP Isotopes Q2 2026: revenue +328% to $5.1M, net loss narrows 55% on non-operating factors

Filed August 14, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 14, 2025 · ~2 min read

Key Changes

• high

  Net loss narrowed 54.8% to -$34.0M (-$0.27/share) while operating loss widened 186% to -$34.2M — the net-income improvement came entirely from a $192063.2M below-the-line swing (non-operating/other +$63.2M, income tax +$192,000), not from operations.

  MD&A: Operating Results / Key Financials verify on EDGAR →
• high

  Subsequent event (Jul 2026): exchanged ~$109.2M principal of QLE convertible notes for 23.2M shares, reducing third-party note holdings to $80.6M and diluting existing shareholders ~18% while eliminating fair-value volatility on the exchanged debt.

  Subsequent Events Note view on EDGAR →
• high

  Renergen acquisition closed Jan 2026, adding $193M in natural gas properties, LNG/helium revenue ($1.2M in H1), and 15 new risk disclosures covering integration execution, inherited debt/liquidity concerns, and South African operational risks (Eskom blackouts, labor disruptions, tariff exposure).

  MD&A: Acquisitions / Risk Factors verify on EDGAR →