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Company coverage · UTILITIES

Terrestrial Energy Inc IMSR

UTILITIES - REGULATED ELECTRIC coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.

Sector: UTILITIESIndustry: UTILITIES - REGULATED ELECTRICLatest quarter: 2026-06-30Fundamentals refresh: 2026-08-30
moat Wide
physical / assets Strong (Developing)
sw / hw SW 10 : HW 90
Last close $5.10

Connected surface

Price, fundamentals, portfolio context, and research memory.

Data through 2026-08-28
Observed price path $5.10
Activity -42.2%
$3.63 $5.37 $7.11 $8.86 $11 FebAprJunAug
145 daily bars since 2026-02-01 Buy Sell Option 0 visible trade events
Portfolio context Tracked position

No current position row found in the exported snapshot.

0 trade records · option records · →
moat Wide

First-ever NRC Safety Evaluation approval for a commercial molten salt reactor design, establishing regulatory precedent. Canadian CNSC completed Vendor Design Review with "no fundamental barriers to licensing." Patented features including temperatu…

physical / assets Strong (Developing)

Project TETRA (full-scale pilot reactor, target criticality July 2026) and Project Tefla (dedicated fuel salt production pilot facility). Once commercialized, IMSR plants represent uniquely defensible infrastructure — nuclear reactors are location-s…

sw / hw SW 10 : HW 90

Growth. First NRC-approved molten salt reactor design enters pilot deployment (TETRA, July 2026 criticality target), positioning IMSR to capture the $100B+ advanced reactor market. Primary assets. NRC Safety Eval approval (first molten salt reactor)…

Research memory 3 coverage entries

Append-only ticker entries from the internal coverage database.

  1. SW 10 : HW 90

    Growth. First NRC-approved molten salt reactor design enters pilot deployment (TETRA, July 2026 criticality target), positioning IMSR to capture the $100B+ advanced reactor market. Primary assets. NRC Safety Eval approval (first…

  2. Strong (Developing)

    Project TETRA (full-scale pilot reactor, target criticality July 2026) and Project Tefla (dedicated fuel salt production pilot facility). Once commercialized, IMSR plants represent uniquely defensible infrastructure — nuclear rea…

  3. Wide

    First-ever NRC Safety Evaluation approval for a commercial molten salt reactor design, establishing regulatory precedent. Canadian CNSC completed Vendor Design Review with "no fundamental barriers to licensing." Patented features…

Research archive Moat and asset notes
Full portfolio moat / asset analysis

First-ever NRC Safety Evaluation approval for a commercial molten salt reactor design, establishing regulatory precedent. Canadian CNSC completed Vendor Design Review with "no fundamental barriers to licensing." Patented features including temperature as inherent power control mechanism. Decade-plus of engineering development, DOE partnership (Project TETRA…

Full portfolio moat / asset analysis

Project TETRA (full-scale pilot reactor, target criticality July 2026) and Project Tefla (dedicated fuel salt production pilot facility). Once commercialized, IMSR plants represent uniquely defensible infrastructure — nuclear reactors are location-specific, capital-intensive, 40+ year productive assets.

Coverage feed Latest entries
  1. manual · sw-hw

    Growth. First NRC-approved molten salt reactor design enters pilot deployment (TETRA, July 2026 criticality target), positioning IMSR to capture the $100B+ advanced reactor market. Primary assets. NRC Safety Eval approval (first…

  2. manual · physical-assets

    Project TETRA (full-scale pilot reactor, target criticality July 2026) and Project Tefla (dedicated fuel salt production pilot facility). Once commercialized, IMSR plants represent uniquely defensible infrastructure — nuclear rea…

  3. manual · moat

    First-ever NRC Safety Evaluation approval for a commercial molten salt reactor design, establishing regulatory precedent. Canadian CNSC completed Vendor Design Review with "no fundamental barriers to licensing." Patented features…

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