Monitor for progress on the Cameron, TX demonstration program and any DOE contract awards (SCALEUP up to $20M, Project GENESIS). The OTCQB listing improves liquidity but does not change the fundamental pre-revenue cash-burn story. Watch for any capital raise given the $19.4M cash balance and $8M H1 burn rate.
Price Chart
Executive Summary
Deep Isolation Nuclear reported Q2 2026 revenue of $1.3M, down 19% YoY from $1.6M, with a net loss of $3.0M widening from $1.4M a year ago. The company burned $8.0M in operating cash in H1 2026, ending the quarter with $19.4M cash. Operational milestones included surpassing 100 issued patents, establishing a field presence at the Texas demonstration center, and post-quarter OTCQB listing and selection as sole industrial partner on three DOE Project GENESIS grants. The revenue decline and cash burn are consistent with a pre-commercialization development stage company, but the lack of a clear path to near-term revenue generation and the accelerating cash consumption are concerning for a stock now publicly tradable on OTCQB.
Key Financial Metrics
Key Facts
- Q2 2026 revenue of $1.3M, down 19% YoY from $1.6M
- Net loss widened to $3.0M from $1.4M YoY
- Operating cash burn of $8.0M in H1 2026; cash balance fell to $19.4M from $27.4M at year-end 2025
- Surpassed 100 issued patents worldwide
- Post-quarter: common stock began trading on OTCQB under DBHL; selected as sole industrial partner on three DOE Project GENESIS grants
- S-1 declared effective May 7, 2026, making shares freely tradable
Financial Impact
Revenue declined $0.3M (19% YoY); net loss increased $1.7M; cash burn of $8.0M in H1 2026
Risk Factors
- Pre-commercialization stage with no recurring revenue; dependent on government grants and contracts
- Cash burn rate of ~$8M per half-year implies ~12 months of runway at current pace
- No analyst coverage or consensus estimates available; limited trading liquidity on OTCQB
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001918080-26-000014 |
| Document: cik0001918080-20260806.htm | 0001918080-26-000014 |
| Document: 0001918080-26-000014-index-headers.html | 0001918080-26-000014 |
| Document: 0001918080-26-000014-index.html | 0001918080-26-000014 |
| Document: 0001918080-26-000014.txt | 0001918080-26-000014 |
| 8-K Data (Synthetic) | 0001918080-26-000014 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 24d ago | 8-K | $3.39 | awaiting T+20 | — | $2.55 (−24.78%) |
Aug 6, 2026 11w ago | 8-K | $4.50 $3.75 | ▲ +16.67% | ▲ +17.27% | $2.55 (+43.33%) |
US Market Status
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