$IMSR My biggest position and why:
• Uses LEU fuel (not dependent on scarce HALEU)
• Molten salt reactor designed for industrial heat + power
• Exposure to hydrogen, desalination, mining, and data center demand
• 300M+ Cash on Hand, No Shelf, No ATM
• DOE Support
Weekly Volume last week for $IMSR = 23.58M
The last time it reached that kind of volume was last January (DOE Project TETRA) when $IMSR went from $6.54-$13.53. I circled the current weekly volume bar to the right and the previous weeks when it saw this continued volume👀
$IMSR A quick 1 minute video that breaks down how a Molten Salt Reactor works and its advantages. $IMSR > $OKLO $SMR $NNE $XE $LEU
https://t.co/cnhKFLXZma
MSR’s are heating up:
•Dutch government funding for molten salt testing infrastructure
• $IMSR Terrestrial Energy’s materials qualification work in the Netherlands
•New molten salt testing facilities opening elsewhere, including at Idaho National Laboratory in the U.S.
Dutch MSR test facility opened today — Thorizon's PROMOSA project. EU flagship designation, ~$9M co-funding, materials and components tested in high-temp molten salt without nuclear fuel. MSR category is broadening. Credible developers, public capital, and industry leaders stacking across geographies.
Good for $IMSR indirectly.
$IMSR LAST THOUGHT:
A multibillion-dollar nuclear incumbent (Westinghouse) with decades of fuel-manufacturing experience decided IMSR was worth dedicating real infrastructure and engineering resources to - probs bullish
$IMSR What stood out to me is that Westinghouse is not supporting a Westinghouse reactor design here.
Normally, Westinghouse is promoting its own technologies such as the AP300.
In this case, it’s supporting fuel development for a competing Gen IV reactor platform
$IMSR Last thing I’ll say on this thread is I like using outside sources like ChatGPT. It doesn’t owe me anything or gain anything from telling me anything. It just gives you the facts. Don’t take my word for it
$IMSR - I asked ChatGPT - “Which company has the deepest, most proven nuclear leadership and advisory bench? Please rank them” Screenshot is attached
1. $IMSR
2. $SMR
3. $OKLO
4. $NNE
$IMSR 1/x This honestly feels like one of the best risk/reward investments I can think of at the moment. The whole market is sleeping on this one and chasing the “rockstars”.
Yea, the tech isn’t as magnificent as other GenIV reactors but it doesn’t need to be.