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Aspen Aerogels, Inc. (ASPN)

NYSE - Nasdaq Real Time Price. Currency in USD
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18.16+0.08 (+0.44%)
As of 1:41PM EDT. Market open.
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  • Y
    YanksGhost
    Aspen got a big plug on CNBC this morning.
  • o
    oilup12345
    mark tepper mentioned he owns this on Charles Payne
  • R
    Rdj
    Might not hold 20 through the summer.... will buy more
  • Y
    Yahoo Finance Insights
    Aspen Aerogels is up 8.28% to 19.31
  • D
    DF
    LEN up 9% and ASPN down 6% at low volume , buying ASPN as the bottom?
  • H
    Hunter
    Needham just took this to Aspen CO realestate valuations
  • j
    james e
    Horrible earnings report and thanks for the Hot Tip Tepper :(
  • Y
    Yahoo Finance Insights
    Aspen Aerogels is down 8.10% to 17.70
  • P
    Pa
    Listen to at least the 10 minute or so Q&A portion of this investor call to understand upward share price pressure. Then tell me how ASPN won't be at a double digit share price by year end or sooner.

    https://wsw.com/webcast/canaccord42/register.aspx?conf=canaccord42&page=aspn&url=https://wsw.com/webcast/canaccord42/aspn/index.aspx
    Canaccord Genuity 40th Annual Growth Conference
    wsw.com
  • M
    Mike
    I bought this hoping it was an ev battery safety play, but maybe it’s a vaccine play, too.
  • Y
    Yahoo Finance Insights
    Aspen Aerogels is down 7.69% to 18.61
  • b
    bentolhooo
    Strong company in the growth stage
  • P
    Pa
    https://asia.nikkei.com/Spotlight/Caixin/BYD-to-scale-up-new-blade-battery-production-to-challenge-CATL

    Market will need time to absorb this news. CEO was careful to stress that this is not a design win but only a test. However, BYD is a serious player in the battery market and some institutions and other battery vendors will likely take note.

    To me, the key statement is that CEO believes Pyrogel Thin can be as big or bigger than energy infrastructure market ($145M in 2019 revenue). I believe the energy infrastructure market is worth $6 per share. If that is a fair estimate, then market currently essentially views chance of success in this market to be negligible. That doesn't seem consistent with today's PR and earnings call.

    I'm hoping patience will be amply rewarded here and might know much more by end of 2020.
    Eightfold capacity rise aims to win bigger slice of China's NEV battery sector
    Eightfold capacity rise aims to win bigger slice of China's NEV battery sector
    asia.nikkei.com
  • P
    Pa
    Thermal barrier news. No wonder CEO says that confident that will have sales or a partnership by year end. Aspen's solution provides the safety and passenger protection that all regulators will eventually require.

    Free embedded option in ASPN.

    https://kurt.energy/china-to-enforce-electric-vehicle-safety-by-2021/
    China to Enforce Electric Vehicle Safety by 2021 | Kurt.Energy
    kurt.energy
  • F
    Fay33180
    Has anyone heard anything associating this company with Tesla in someway? Thank you
  • R
    Rdj
    Future material!
  • R
    Rdj
    momentum..
  • B
    Bobby Long
    Get in while this is still well below $20, it's going much higher.
  • P
    Pa
    https://finance.yahoo.com/news/lng-market-imploding-230000900.html

    Analysts really did not press ASPN on impact of delayed and cancelled LNG projects. New oil pipeline is undoubtedly deferred, but I suspect most not focused on the impact on LNG projects. These deals won't forward at current prices and tough to get long term commitments from buyers at prices that make projects economical. I'm curious as to whether the stalled projects for Aspen is more than just a COVID work safety problem as the CEO seemed to suggest. Some of the deals may be abandoned.

    Each $5M cut in business increases ASPN quarterly loss by $2M, per CEO on Q1 call.

    I'm betting analysts come in at $20M revenue or less for Q2. Will know soon. The question may be how much of its business is locked in for delivery or can be delayed. I don't think ASPN provides that kind of detail. The fact that they didn't reassure investors with some sort of discussion of such might suggest its not a high percentage.

    I'm betting we see $4 before we see $8.
  • B
    Baseball
    charles payne, you and your guest go back to sleep, Great stock picker!!!!!!!!!!!!!
    Neutral