Nano Nuclear Energy Inc.
Industrials · Heavy Electrical Equipment
Speculative pre-revenue SMR pure-play. Two reactor designs (ZEUS solid-core, ODIN molten-salt) in pre-application engagement with the NRC; commercial deployment unlikely before 2030. Sits inside the broader nuclear-renaissance bid alongside $OKLO, $SMR, $LEU, $BWXT and the utility complex ($CEG, $VST, $TLN).
- Hyperscaler power demand (>10 GW incremental by 2030 per public guidance from $MSFT, $GOOGL, $META, $AMZN) creates a structural buyer for any reactor that can ship on a sub-decade horizon.
- ALIP liquid-metal pump + HALEU transport IP give a second leg if reactor program slips - both are scarce supply-chain assets.
- DOE/DoD interest in microreactors for remote bases is a credible non-utility revenue path; pilot RFPs already running.
- Float is small and the float-adjusted short interest spikes on every reactor headline; reflexive bid on policy catalysts.
- Zero revenue, zero NRC-approved design, cash burn fully equity-funded; every quarter is a dilution candidate.
- NRC pre-application is years from a construction permit; ODIN molten-salt path is the harder regulatory case in the US.
- HALEU fuel availability is bottlenecked at $LEU/Centrus, outside NNE control.
- Competitive set ($OKLO, $SMR, $BWXT, Westinghouse, X-energy) is better capitalized and further into licensing.
- Chart trades on nuclear-policy beta, not company fundamentals - drawdowns mirror $URA / $URNM more than execution.
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