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By Brandon Hornback
Talk about a white-hot opportunity. This advanced nuclear-technology play targets a $1.4 trillion serviceable market between industrial heat, data center/AI energy needs and coal plant repowering optionality.
Meet Terrestrial Energy (Nasdaq: ISMR), which sits at the center of the Generation IV advanced nuclear shift. IMSR has developed the Integral Molten Salt Reactor, engineered to overcome the two constraints that stalled legacy nuclear: cost and usable heat. Able to operate at 585°C with 44% thermal efficiency, the new tech materially supersedes conventional light-water reactors, creating electricity and industrial process heat at a single plant.
That dual capability unlocks a significant opportunity set. IMSR targets three structurally different demand drivers. Right now, that market includes $800 billion in industrial heat and $600 billion in electricity, but management projects ~35% growth to $1.9 trillion by 2050 as energy demand and decarbonization mandates accelerate.
The company has plenty of dry powder to execute on its plans. Following the SPAC deal with HCM II Acquisition Corp., ISMR reports $298.4 million in pro forma cash, providing security to advance licensing, partnerships, and project development.
ISMR is an exciting pre-revenue nuclear play with a funded balance sheet, differentiated technology, and a long-duration re-rating path tied to execution and regulatory milestones.
Download the full report below to see the complete initiation, supporting data, and the milestones we believe matter most.
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