CT

514 posts

CT

CT

@CTInv50

USA เข้าร่วม Ağustos 2017
240 กำลังติดตาม294 ผู้ติดตาม
CT
CT@CTInv50·
@gabrielgalcer Thanks for sharing so much insight on $IMSR and SMR/MSR.
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Virus
Virus@gabrielgalcer·
Everything I've written on $IMSR and the molten salt reactor story that nobody is covering. Thread 👇
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CT@CTInv50·
@sillygooseflies $imsr IMSR400 (400-442 MWth per Core-unit, deployed as a two-unit plant for ~390 MWe net) Gen IV design that emphasizes inherent and passive safety features. Reduce reliance on active systems like pumps or emergency power, making the reactor "walk-away safe" in many scenarios.
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CT@CTInv50·
@sillygooseflies $imsr Logic Diagrams, HAZOP and FMEA to identify off-normal events across operating modes, seeking NRC approval for the methodology. This filing advances US licensing efforts for the low-pressure, passively safe IMSR design, building on prior CNSC feedback and MSRE
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CT@CTInv50·
@HyperTechInvest $imsr is smallest in market cap with DOE approvals, why?
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Daniel Romero
Daniel Romero@HyperTechInvest·
SMR stocks are giving up all their gains from 2025 Down from 2025 highs: $SMR: -80% $IMSR: -77% $OKLO: -73% $NNE: -73%
Daniel Romero tweet media
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UpAndRight
UpAndRight@upand_right·
Pretty awesome to see the random engineering pics and updates from companies like @AaloAtomics and @TerraPower. As a @TerrestrialMSR shareholder I would love to see more of this. Are there $IMSR engineers that I should be following?
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CT@CTInv50·
@sillygooseflies @gabrielgalcer If you map it $igv, $hood all picked last in October 2025. Imo, near coming earning season it will go to up and expect some good news then. Currently its showing some good strength in such a volatile market is very good sign. Thanks for sharing valuable informations.
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Adam
Adam@sillygooseflies·
@gabrielgalcer Don’t get me wrong, I am long $IMSR, I just think there’s still quite some ground for them to cover before the stock can jump back up. And in this macro environment, they’ve got time
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Adam
Adam@sillygooseflies·
$IMSR I think I finally found the correct database for permitting, here's Oklo's Aurora project. No entries for Terrestrial yet, unfortunately
Adam tweet media
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CT@CTInv50·
@sillygooseflies @gabrielgalcer $oklo permit was in Oct 10 2025 and since oct 15 $oklo, $smr, $leu all are in down trend. I think best way to find is new hiring, third party contracts and expense. Increase media presence always around this time. Higher the equity price helps borrowing.
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CT@CTInv50·
@FinanceMajor_23 hi, what's your near tetm outlook for $imsr, post Feb highs, it is down along with all nuclear names.
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Adam
Adam@sillygooseflies·
@gabrielgalcer Also, we're evidently seeing solid progress with this from $IMSR earnings presentation:
Adam tweet media
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Virus
Virus@gabrielgalcer·
Good progress. Notably this was signed March 17, 2026. The same day Terrestrial earnings were announced for March 30th. You only fight this hard to protect information that has real competitive value. $IMSR
Adam@sillygooseflies

$IMSR submit an updated Regulatory Engagement Plan to the NRC in mid-March. It's being withheld it from public disclosure due to "commercially sensitive information". This is standard practice, the same thing happened in Nov 2024. Good news: progress nrc.gov/docs/ML2608/ML…

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CT@CTInv50·
$imsr Receiving two DOE "OTA" awards for the TETRA and TEFLA projects. With $298 million in liquid assets, the stock has a hard "cash floor" of roughly $2.81 per share. Conservative near-term trading range is likely $8.00 to $12.50.
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CT@CTInv50·
$imsr take away from 2025 Earning, net cash outflow from operating activities of just $16.47 million, approximately $298 million in cash so the near-term dilution risk is effectively zero. selection by Texas A&M University to site a commercial IMSR plant at the RELLIS campus. (1)
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CT@CTInv50·
$imsr who are selling it here? Definitely they know something more concrete than buyer/holder. Are we all long are made fool?!
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CT@CTInv50·
@EricTheUmpire Yes, This is a carefully worded non-answer that actually contains meaningful signal if you read between the lines.
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𝗧𝗵𝗲 𝗨𝗺𝗽𝗶𝗿𝗲
I think $IMSR basically told us MOU/LOI is coming.
Virus@gabrielgalcer

$IMSR - Q&A Question From Jeff Grampp from Northland Capital (Current PT of $15) "2026 expectations: Can you share any more details around the 1-3 projected commercial plant announcements in 2026, MOU/LOI?" Answer: We will reserve when to disclose these developments but more generally, an IMSR project is firstly defined by the location (it has a zip code) and its also defined by a process which starts with the declared intention of the parties involved to proceed with that process ultimately to the commissioning of a IMSR power plant. I think I will just leave it there. - Simon Irish "Recent announcement from the NRC regarding part 53 providing an alternative pathway for commercial licensing; is that something you guys are considering pursuing?" Answer: Well, it's certainly an option for us to consider. In terms of what is the most efficient pathway to regarding the fastest path to commercializing, to licensing, to operation of the first plant. We're very familiar with that type of framework the licensing process, the Canadian licensing process is very similar (risk-informed, principals based, etc.), certainly an option for us and many others in the industry. Our central case at this point in time for those first couple of plants is going to be a part 50 strategy (the construction permit into the operating license). - Simon Irish

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CT@CTInv50·
@EricTheUmpire $imsr Expected loss $0.20, that is in line or better, looking to previous qtr. Shorted shares not much 4.3%. Last 10 days avg volume is 1m less than 3 months avg vol. Hope some solid updates.
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CT@CTInv50·
@EricTheUmpire what's your thoght on $imsr, they have earnings on Monday before market open. Thx
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CT@CTInv50·
@sillygooseflies The reason. Is no wild option move and for ytd its not upmuch but not down either.
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Adam
Adam@sillygooseflies·
@CTInv50 If they announce shovels in the ground, I think it’s highly probable that the stock will go up. If they have no construction progress to report at all and just rehash the same talking points, stock will tank.
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Adam@sillygooseflies·
$IMSR Terrestrial Energy, Inc is changing the company name to Terrestrial Energy Development, Inc. sosnc.gov/online_service…
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CT@CTInv50·
@bluechipdaily Below 200 sma. Hope it makes quick bounce otherwise it would start bear market
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Larry Tentarelli, Blue Chip Daily
Larry Tentarelli, Blue Chip Daily@bluechipdaily·
$IGV put in a lower weekly closing low which confirms the downtrend. <no position> Not a positive for $QQQ.
Larry Tentarelli, Blue Chip Daily tweet media
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