WTR Small-Cap Spotlight

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Brazil Potash CEO Matt Simpson joins WTR's Dmitry Silversteyn and host Shawn Severson to discuss the company's Autaz potash project in Brazil's Amazonas state and the series of developments systematically de-risking the path to construction. The conversation covers the recent passage of Brazil's Pro-Fert legislati...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Cannara Biotech COO and Interim CFO Nick Sosiak joins WTR's Linda Bolton Weiser and Tim Gerdeman to discuss the company's expansion following the announcement of a long-term international supply agreement with Curaleaf carrying a potential aggregate value of up to C$21 million. The conversation covers Cannara's differe...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, DeFi Development Corp. Chief Strategy Officer Dan Kang joins host Tim Gerdeman and WTR Senior Equity Research Analyst Dr. John Roy to discuss the company's corporate strategy as a Solana-focused digital asset treasury. The conversation covers how DeFi Development acquires, holds, and compounds Solana through staking and validato...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strengthened financial position following an oversubscribed $17.7 million private placement, $21.5 million in non-repayable government grants from Natural Resources Canada, and letters of interest from international...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Wrap Technologies Founder, Chairman, and CEO Scot Cohen joins host Tim Gerdeman and analyst Eric Goldstein to discuss a month of significant news flow for the company. Cohen walks through a favorable ATF ruling classifying BolaWrap as a rescue and restraint device rather than a firearm, a strategic investment and exclusive four-year...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue to play in powering these energy-intensive facilities. The conversation examines supply and demand dynamics, infrastructure requirements, a...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate Development Chris Sinek join WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strategy to become a North American rare earth and lithium processing platform. The conversation covers Avalon's Nasdaq listing ambitions,...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview second quarter 2026 earnings season for the U.S. energy sector. Recorded July 27, 2026 — as the majority of companies in WTR's universe are set to report — the conversation covers how producers are managing renewed oil price volatility...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, Ardes Johnson, CEO of NeoVolta, joins host Tim Gerdeman, Co-Founder and Chief Marketing Officer, and analyst Eric Goldstein. NeoVolta is a Southern California-founded energy storage company scaling into a FEOC-compliant U.S. battery manufacturer, targeting 2 GWh of initial annual production capacity, scalable to 8 GWh, across...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins WTR's Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer) and Peter Gastreich (Managing Director - Energy Transition and Sustainable Investing).  Brian shared his nearly two decades in underwater robotics and what drew him...

Send us Fan Mail In today’s WTR Furnishings Symposium, we tackle the question: do recent improvements across the furnishings sector represent isolated company successes or the beginning of a broader industry recovery? Bassett reported a strong Memorial Day promotion with 4% traffic growth and 14% higher written sales. Culp delivered 12.5% year-over-year bedding segment sales growth in Q4. And Mill...

Send us Fan Mail In this episode of WTR Small Cap Spotlight, LifeVantage CFO Carl Aure and Chief Sales Officer Kristen Cunningham join WTR's Sean Severson and consumer analyst Doug Lane to discuss the company's ongoing CEO transition and what incoming CEO Terrence Moorhead brings to the role. The conversation covers the company's nutraceutical and direct selling business model, its...

Send us Fan Mail In this episode of WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's recent C$17.7 million financing, G7-backed investment and offtake agreements, and strategy to build a fully integrated North American lithium iron phosphate (LFP) battery materials supply chain. The conversation covers...

Send us Fan Mail In this episode of WTR Small Cap Spotlight, Homerun Resources CEO Brian Leeners joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's integrated strategy to transform high-purity silica into solar glass, advanced materials, and energy storage solutions. The conversation covers recent engineering achievements, financing strategy, government incentives,...

Send us Fan Mail Ron Yekutiel, Co-Founder, Chairman, President, and CEO of Kaltura, Inc. (NASDAQ: KLTR), joins the latest WTR Small-Cap Spotlight for an in-depth look at the company’s next chapter. In conversation with host Tim Gerdeman and WTR analyst James Kisner, Yekutiel explains how Kaltura is moving from a long-standing leadership position in enterprise video to an AI-powered, agentic digita...

Send us Fan Mail Dr. Elazar Sonnenschein, Founder and CEO of Pulsenmore Ltd. (Nasdaq and Tel Aviv: PLSM), joins host Tim Gerdeman and WTR equity research analyst James Kisner on this episode of the WTR Small-Cap Spotlight Podcast. Pulsenmore has built the first FDA De Novo–authorized, prescription home-use prenatal ultrasound, allowing expectant mothers to capture images on a handheld device for r...

Send us Fan Mail Join WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough years of oversupply and policy uncertainty, 2026 brings a structural reset, and the Strait of Hormuz crisis has reframed domestic renewable fuels and critical minerals. Drawing on WTR's new Primer covering approxim...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast , Jolienne Halisky , CFO of AIB Data Centers Inc. (NYSE American: AIB ), joins host Tim Gerdeman and WTR equity research analyst James Kisner. AIB is a power-first developer of AI and high-performance computing infrastructure. The company locks up executed utility power agreements before it breaks ground, then builds modular,...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast , Yehu Ofer , CEO, and Einav Brenner , CFO of Odysight.ai Inc. (Nasdaq and Tel Aviv: ODYS ), join host Tim Gerdeman and WTR equity research analyst James Kisner. Odysight.ai pairs small optical sensors with AI to bring predictive maintenance to aerospace, defense, and industrial markets, placing eyes inside hard-to-reach, safe...

Send us Fan Mail In this episode of WTR Small Cap Spotlight, host Tim Gerdeman is joined by WTR Natural Resources analyst Richard Tullis and Al Petrie, Founder and Senior Partner of Al Petrie Advisors, for a discussion on the resurgence of oil production in the Gulf of America. The conversation highlights the key drivers behind the Gulf’s renewed production momentum, including 20,000 psi deepwater...

Send us Fan Mail In this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara, joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's flagship Tanbreez rare earth project and its path to development. The conversation covers ownership consolidation, commercial partnerships, and accelerated...

Send us Fan Mail Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Linda Bolton Weiser, Senior Consumer Analyst, as they dive into WTR's unique approach to consumer research. Get insights on store check methods and how social media data can be used to gauge brand strength for consumer companies. Learn how WTR's open platform benefits all classes of in...

Send us Fan Mail In this special episode of the WTR Small Cap Spotlight Podcast, originally featured on WTR Healthcare Happenings, Nick Kadysh, Founding CEO and President of PharmAla Biotech Holdings (CSE: MDMA), joins host Tim Gerdeman and WTR Healthcare Analyst Robert Sassoon to discuss the company's positioning as a world-leading supplier of clinical-grade MDMA and its strategy for unlocki...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Eric Robinson, Senior Vice President of Operations, and Joe Wong, Chief Technology Officer of Arq, Inc. (Nasdaq: ARQ), join Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and Peter Gastreich (Managing Director, Water Tower Research). In a technical deep-dive into operations, Eric and Joe shared views on...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Dr. Wang, Chief Financial Officer of Lotus Technology (Nasdaq: LOT), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein. Founded in 1948 and reborn under Geely, Lotus Technology has evolved from a legendary British sports car maker into a global intelligent and luxury mo...