Terrestrial Energy Inc. /DE/ — Form 8-K

This is an investor presentation (Exhibit 99.1 to an 8-K) filed July 2026 by Terrestrial Energy Inc., a small-cap nuclear developer (~$191.5M market cap). The document describes the company's proprietary Integral Molten Salt Reactor (IMSR), a Generation IV small modular reactor design claiming 585°C operating temperature, 44% net thermal efficiency, modular construction, and use of standard LEU fuel. The company outlines a capital-light business model with four revenue streams (pre-construction services $98M, construction $477M, post-construction Core-unit supply $1.578B, fuel supply $583M per plant, all at NCP status) targeting a $2.3T serviceable addressable market by 2050 across data centers, industrial heat, and coal-replacement verticals. Recent milestones cited include CNSC regulatory review completion (April 2023), NRC topical report approvals (2025–2026), Texas A&M site announcement (May 2026), and 10+ active projects from 15+ consortium relationships. No material contracts, financing, equity issuances, or binding commitments are disclosed in the filing.