Dec. 9 at 7:43 PM
$IMSR follow Virus on X
No explicit news for
$IMSR as of yet however we have another bullish piece drop yesterday.
$NKLR received a "Buy" rating from B. Riley with a
$10 PT meaning an approximate valuation of ~700 MILLION in market cap.
$NKLR is a raw startup play. Founded in 2025, has just 4 employees, zero revenue, no DOE backing, and a SOLO micro-modular reactor that's still in its early R&D stages. Bottom line: In the NICEST way possible....I think this is a garbage stock....YET at 700 million market cap its only a few hundred million away from
$IMSR current valuation.
To sum it up
$IMSR has:
- DoE backing
- Specifically designed for Data centers
- 100+ employees with a veteran management team
- 293 Million in cash
- 23% gross margin on reactors upfront (de-risking)
-
$2.1 BILLION in lifetime revenue from each reactor
- FOUR revenue streams minimizing cash burn
- Connections to the Trump admin via the SPAC
- SALEU fuel supply instead of HALEU supply etc.