IMSR Drops Premarket But Retail Eyes Long-Term Investment In ‘Sleeper’ Stock

• Terrestrial Energy develops Generation IV IMSR nuclear plants, which are small, modular reactors that use molten salt technology to deliver low-cost, clean heat and power for industrial use. 
• The company aims to deploy its first plants in the early 2030s.
• Retail users on Stocktwits actively discussed the company’s long-term potential in light of the new DOE announcement.

Shares of Terrestrial Energy Inc. (IMSR) dropped about 2% in Thursday’s premarket trade after rallying in the previous session over news from the U.S. Department of Energy to advance the nation's capabilities in recycling used nuclear fuel.

Retail interest in the stock surged, with message volumes jumping by over 266% in 24 hours, according to Stocktwits data. Meanwhile, retail sentiment improved from ‘bullish’ to ‘extremely bullish’ territory in the same time period.

DOE’s Nuclear Push

On Wednesday, the U.S. Department of Energy issued two Request for Applications (RFA) to boost nuclear fuel recycling in the country, aimed at strengthening the country’s nuclear industrial base and energy security.

The initiatives, led by its Office of Nuclear Energy and Office of Environmental Management, sought proposals from private-sector companies to design, construct, and operate nuclear fuel recycling, processing, and fuel fabrication, including at a commercial site in Idaho.

"By unleashing the power of private industry, we will fast-track the development of advanced fuel cycle capabilities essential for the responsible management of our defense used nuclear fuel. This is a critical step in strengthening our domestic nuclear infrastructure and cementing America's place as the global leader in nuclear technology," said EM Assistant Secretary Tim Walsh.

Terrestrial Energy develops Generation IV IMSR nuclear plants, which are small, modular reactors that use molten salt technology to deliver low-cost, clean heat and power for industrial use. The company aims to deploy its first plants in the early 2030s.

IMSR stock closed up nearly 17% after the announcement.

Retail Confidence

Retail users on Stocktwits actively discussed the company’s long-term potential in light of the new DOE announcement.

One bullish user called Terrestrial Energy a “sleeper and most underrated” stock.

Another user called the company a long-term investment “with great potential.”

A third user said this was a “low visibility ticker” that still had limited institutional attention.

IMSR stock has gained more than 26% this year.

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