NANO Nuclear Energy (NNE) H.C. Wainwright 27th Annual Global Investment Conference summary

Strategic vision and industry context

• Focus on vertical integration, combining microreactor development with fuel cycle solutions to address industry bottlenecks.

• Positioned to serve diverse markets, from mining and city electrification to data centers, amid a global nuclear renaissance and bipartisan policy support.

• Nuclear energy seen as a reliable, scalable alternative to renewables, with 31 countries tripling nuclear commitments and major tech firms investing in nuclear infrastructure.

• Microreactors offer modularity, safety, and long refueling cycles, differentiating them from traditional SMRs.

Product development and deployment

• KRONOS MMR is a modular, high-temperature gas-cooled reactor, producing up to 15 MW electric and 45 MW thermal, designed for scalable deployment.

• Enrichment targets are 9.9% (LEU+) with a goal of 19.9%, extending refueling intervals from 3–4 years to over 10 years.

• First U.S. construction at University of Illinois Urbana-Champaign; first international at Chalk River, Canada, in partnership with regulatory agencies.

• Over $120 million invested in MMR design, acquired from Ultra Safe Nuclear Corporation.

• Licensing is advanced, with a pre-construction license from the U.S. NRC and ongoing NRC pathway.

Portfolio expansion and supply chain integration

• Additional reactors include the low QMR (0.5–3 MW, for space and terrestrial use) and ZEUS (transportable, 0.5–3 MW, with ongoing core testing).

• ZEUS features a fully American life cycle and is developed with UC Berkeley leadership.

• Integration across the uranium supply chain aims to reduce enrichment and conversion costs, targeting a 10% margin increase.

• Investment in LIS Technologies for enrichment, and acquisition of a cask design for helium fuel transport, with GNS aiding manufacturability and licensing.

• Facility expansion in Illinois and Tennessee supports R&D, consulting, and M&A activities.