Ben Finegold

Helium is irreplaceable for MRI cooling, semiconductor fabrication, quantum computing, and rocketry. About one-third of global supply vanished after Iranian strikes on Qatar's Ras Laffan plant. Prices have more than doubled. ASP Isotopes has acquired a major new helium asset in South Africa (Free State) with an estimated NPV north of $3 billion versus a ~$600 million market cap, offering a relatively pure-play helium exposure.