ASPN - Aspen Aerogels: Impressive And Intriguing

2024-03-25 04:54:16 ET

Summary

• Aspen Aerogels has seen significant growth and improved operating leverage recently, resulting in increased investor confidence.
• The company focuses on high-performance aerogel insulation for energy infrastructure facilities, yet it is the battery insulation business which drives the business here.
• The potential for growth in the thermal insulation market, particularly in the electric vehicle sector, could lead to substantial long-term profits for Aspen Aerogels and its investors.

Last summer, I believed that Aspen Aerogels ( ASPN ) was not insulating investors from the cold, like its products are supposed to do. The company after talked about its promise, but that did not convince investors as it took a long time to show up in the results....

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