Boston area CPA. Investing posts are my opinions and for information only. No financial advice, not a financial advisor.
Boston, MA
Joined July 2013
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$aspi
QLE has been active with recent job postings
Possibly indicates forward momentum with business operations
Possibly signals increasing levels of cash burn
$aspi
Why drifting even lower?
- continued downward momentum
- uncertainty with election day
- red chip webinar later today. Usually goes lower because people go into this expecting some breaking news and then when they don’t get it, they sell.
$aspi
Just posted. No surprise here, but it’s another sign of forward momentum with Renergen. Not sure if this opening is just for the LNG or also the helium.
$aspi
OK, so here is the new face of their head of R&D and head of engineering.
Both are homegrown talents who have been with the company for a few years
Don’t know much about them. Hiring from inside can be good because they know the company.
But are they the most qualified?
$aspi
Well, I had heard nothing but positive things about Heino
But really, we can’t judge either one of these two without knowing more
But what’s with this post from one of their engineers? What lessons have they learned?
Who is steering the ship on engineering and R&D now?
I’d be more encouraged if the head of engineering was named calls, not puts to be honest
$aspi
$aspi
Well, I had heard nothing but positive things about Heino
But really, we can’t judge either one of these two without knowing more
But what’s with this post from one of their engineers? What lessons have they learned?
Who is steering the ship on engineering and R&D now?
$aspi
Head of R&D left the company in August. Seems like kind of an important position.
Do we know why? Do we know if this role has been filled and by whom?
In case you’re new to this stock, the markets don’t give a shit about binding agreements and fluffernutter PR with $aspi
Even this guy/gal is looking to buy $aspi
I have been scraping the couch cushions for loose change to buy shares down around $2.15 to $2.30 recently
Quantum Leap Energy and Necsa Sign Binding Heads of Agreement to Establish Joint Venture for HALEU Production in South Africa $ASPI
ir.aspisotopes.com/news-even…
Ahh actually it all makes sense now.
I think what Paul meant was that 2026 was going to be a transformational year for those SHORTING $aspi.
$aspi
Finally, some honesty from our treasured leader.
Keep stuffing your pockets with as much cash and stock as you can Paul and friends!
$aspi
I thought Paul changed when they finally under promised and over delivered earlier this year on the helium phase 1 progress.
Nope, same old Paul leading shareholders astray with continued missed timelines.
Add in the huge stock awards and watch public trust erode.
$ASPI shareholders — since management seems very comfortable setting ambitious timelines, perhaps we should also look at how comfortable the compensation has been.
According to $ASPI’s own SEC filings:
2025 EXECUTIVE COMPENSATION
Paul Mann — CEO / Executive Chairman
Salary: $620K
Cash bonus: $600K
Stock awards: $15.55M
Other: $53K
TOTAL: $16.82M
Heather Kiessling — CFO
Salary: $460K
Cash bonus: $230K
Stock awards: $5.07M
TOTAL: $5.76M
Robert Ainscow — COO
Salary: $400K
Cash bonus: $230K
Stock awards: $5.07M
Other: $9K
TOTAL: $5.71M
Combined: $28.28 MILLION.
And that’s not the whole equity story.
QLE RSUs granted in 2025 represented:
Paul Mann — 2.5%
Heather Kiessling — 1.0%
Robert Ainscow — 1.0%
of QLE common equity deemed outstanding, subject to a Listing Event.
Grant-date fair value:
Paul — $6.136M
Kiessling — $2.454M
Ainscow — $2.454M
To be clear: these stock-award figures are grant-date fair values, NOT cash deposited into their bank accounts.
There were also substantial unvested $ASPI equity awards outstanding at year-end 2025.
Paul Mann — 610,341 shares
Heather Kiessling — 650,000 shares
Robert Ainscow — 725,000 shares
And the Board?
2025 non-employee director compensation:
Michael Gorley — $311,613
Ralph Hunter — $325,922
Sipho Maseko — $408,029
Duncan Moore — $540,070
Robert Ryan — $311,613
Todd Wider — $540,070
≈ $2.44M combined.
Then, on April 29, 2026, executive base salaries were increased AGAIN:
Paul: $620K → $720K
Kiessling: $460K → $550K
Ainscow: $400K → $510K
Let me be clear:
I have ZERO problem with executives becoming extremely wealthy when they create extraordinary shareholder value.
Make shareholders rich and I’ll happily applaud your compensation.
But shareholders have endured dilution, repeated missed timelines and enormous losses while management has received substantial cash, stock awards and QLE equity.
And now helium?
September was promoted publicly.
September passed.
The new Q4 expectation appeared in the Risk Factors section of ENDRA’s S-4, while $ASPI’s own 8-K directed shareholders to that filing.
That is exactly why shareholders are asking questions about accountability.
At some point, management compensation and management performance have to meet each other.
With this level of compensation, shareholders have every right to expect world-class execution, transparency and accountability.
And if management continues missing publicly communicated milestones while shareholders suffer the consequences, I would not be surprised to see shareholder anger increasingly move beyond social media and into the courtroom.
Paul, prove the criticism wrong.
Stop selling timelines.
Start delivering them.
$ASPI @ASPIsotopes
$aspi
Unfortunately, Paul has not earned the trust of the public at this point in time.
Any financing maneuvers are treated with skepticism and send the stock plunging.
It is what it is
$aspi
Market reacting in disgust/distrust on the convertible note swap news
Good chance to go long if you believe, but sucks to be an existing shareholder right now
ASP Isotopes Announces Agreements to Exchange Certain QLE Convertible Notes for ASPI Common Stock $ASPI, #ASPIsotopes, #QuantumLeapEnergy crweworld.com/article/news-p…
This is the kind of shit you hate to see
Don’t you think insiders would be buying up stock if they truly believed in the company?
$aspi
