secwatch.observer — SEC 8-K summary ====================================== Issuer: ASP Isotopes Inc. (ASPI) CIK: 0001921865 Form: 8-K Filed at: 2026-08-20T12:05:14+00:00 Accession: 0001193125-26-358072 Event type: other_material Sentiment: positive Materiality: 0.75 Item codes: 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 ASP Isotopes: Tetra4 begins commissioning liquid helium plant; first helium shipments expected September -------------------------------------------------------------------------------- - Tetra4 entered commissioning of Phase 1 liquid helium plant at Virginia Gas Project, South Africa. - Phase 1 targets ~2,500 GJ/d LNG and ~70 Mcf/d helium; commercial production expected Q3 2026. - Annualized revenue potential over $27M at $15-18/GJ LNG and $600/Mcf helium; recognition to start 2H 2026. - Take-or-pay contracts cover ~75% of Phase 1 LNG and ~15% of Phase 1 helium; contracting to finish in 3Q 2026. - Phase 2 (about 13x Phase 1) construction to start 2H 2026; pursuing up to $750M in senior debt (DFC, Standard Bank). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1921865/000119312526358072/0001193125-26-358072-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1921865/000119312526358072/aspi-20260820.htm HTML page: https://secwatch.observer/filing/0001193125-26-358072 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer