WTR Small-Cap Spotlight

Send us Fan Mail In our latest Small-Cap Spotlight flashcast, Jeff Robertson, Managing Director of Natural Resources at WTR breaks down his recent initiation of coverage report on Journey Energy Inc.

Send us Fan Mail Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Neste Corp. Neste produces renewable fuels on three continents and operates the world's largest renewable fuels platform. Learn how Neste's global...

Send us Fan Mail We are joined by Al Petrie, Senior Partner at Al Petrie Advisors, and Jeff Robertson, Managing Director of Natural Resources at Water Tower Research to discuss the upcoming Louisiana Energy Conference. The conference will be held at the Four Seasons Hotel in New Orleans, Louisiana from May 27- 29, 2025. Water Tower Research is pleased to be a sponsor of the event which has been he...

Send us Fan Mail This week we caught up with Hylton Karon, President and CEO of iFabric, to discuss the company’s recent strong results and continued outlook for double-digit top line growth.  Founded by Hylton in 1985, the Canadian textile company eschews fashion for performance.  iFabric today offers textile products and technologies that cover a wide range of consumer markets such as athleisure...

Send us Fan Mail Water Tower Research Senior Analyst Dmitry Silversteyn discusses the deep-sea mining sector, specifically polymetallic nodules, including environmental and social aspects, role in enabling the energy transformation megatrend, and the ability to accelerate American self-reliance when it comes to critical metals. 

Send us Fan Mail Odyssey Marine Exploration’s CEO Mark Gordon discusses company’s prospects and opportunities post-NAFTA court decision, including potential development of phosphate resource off the coast of Mexico and progress portfolio companies are making in Cook Islands’ polymetallic nodule-rich EEZ.

Send us Fan Mail On this week's episode of WTR Small-Cap Spotlight, Richard MacPherson, President and CEO of Birchtech Corporation, joined Shawn Severson, CEO & Co-Founder of Water Tower Research, and Peter Gastreich, WTR Energy and Sustainability Analyst to discuss Birchtech’s: 1) proprietary technology and specialty activated carbon products; 2) sustainable and affordable approaches for...

Send us Fan Mail SES AI CEO Qichao Hu sits down with Water Tower Research’s Tim Gerdeman and Brian Gordon to discuss the vision for the firm’s Molecular Universe AI-augmented battery materials discovery platform and the way that AI, more generally, is powering the firm’s business model. Hu also provides an update on SES AI’s progress in EVs, new products targeting drones, robotics, and urban air m...

Send us Fan Mail Joe Lowry and Dmitry Silversteyn discuss the current state of the lithium industry, including lithium mining and processing companies and regions, and EV battery technology evolution’s impact on lithium demand, as well as the role of geopolitical considerations when it comes to lithium production, technology and market dynamics. 

Send us Fan Mail In this WTR Symposium Series podcast, "FIRST MOVERS in Ethanol Carbon Capture and Sequestration (CCS)", managment of Gevo, Inc, (GEVO) and Rex American Resources (REX) join Shawn Severson, WTR CEO and Co-founder, and Peter Gastreich, WTR Senior Energy and Sustainability Analyst to discuss how low carbon ethanol, CCS, and SAF tie into the companies strategies and growth o...

Send us Fan Mail In our latest FlashCast, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses FiscalNote (NYSE: NOTE) and its growth potential with WTR technology analyst Dr. John Roy and FiscalNote CEO and President Josh Resnik.

Send us Fan Mail Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Green Plains. Learn how the company plans to profit from CO2 waste streams with its Carbon Capture and Sequestration (CCS) operations staring up in 2H25. The...

Send us Fan Mail Dmitry Silversteyn offers his take on Administration’s actions to increase domestic minerals production in the effort to decouple from China-dominated supply chain, its impact on mining and processing companies’ prospects, and how investors can take advantage of the potential rebalancing of the critical minerals supply chain.

Send us Fan Mail On this week's episode of WTR Small-Cap Spotlight, Marcus Laun, Co-Founder and VP Executive of Sky Quarry joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) SKYQ’s business of recycling asphalt shingle waste into oil products and oth...

Send us Fan Mail On this week's episode of WTR Small-Cap Spotlight, George O’Leary, Managing Director and Chief Executive Officer of Sono Group (OTCQB: SEVCF), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) how Sono’s proprietary solar integratio...

Send us Fan Mail Dmitry Silversteyn provides his impressions of the 2025 PDAC conference in Toronto and highlights some of the hot topics attendees were discussing at this three-day event. 

Send us Fan Mail In our latest episode, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses Palladyne AI (NASDAQ: PDYN) and its growth potential with WTR technology analyst Dr. John Roy and Palladyne AI co-founder, President and CEO Ben Wolff. Palladyne AI sells real-time learning and reasoning AI software platforms for robots, drones, and smart industrial systems. The comp...

Send us Fan Mail CEO Mitch Steiner joins us on this week’s collaboration with WTR Biotech Spotlight to talk about the next generation of drugs focusing on lean mass (muscle) preservation for obesity patients on the popular GLP-1 therapies. He reviews the recent enobosarm Phase 2b data and highlights the importance of functional clinical benefit in addition to maintaining lean mass. Listen to learn...

Send us Fan Mail Perfect Corp. offers brands in the beauty industry the ability to offer an omnichannel experience to their customers, and for consumers to virtually try on products before making the purchases. The company recently acquired Wannaby to expand into the personal luxury vertical, which has expanded their targetable opportunity. In our conversation, we discussed how the company is posi...

Send us Fan Mail Join Shawn Severson, Co-Founder and CEO at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss how carbon capture and storage (CCS) can enable a big growth opportunity for low carbon ethanol and sustainable aviation fuel (SAF) in the US.  We quantify the growth potential and importance to the rural economy, detail what makes ethanol a low...

Send us Fan Mail In our latest episode of WTR Small-Cap Spotlight, Tim Gerdeman, Co-Founder, Vice-Chairman, and Chief Marketing Officer and WTR's Senior Research Analyst, Brian Gordon, discuss Brian’s top industry trends for 2025.

Send us Fan Mail We are launching a WTR Spotlight podcast focused on biotech companies and industry. Listen to Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Do Kim, Senior Research Analyst, discuss what to expect and who will be joining us in future episodes. 

Send us Fan Mail Tune in to the latest Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Arq, Inc. Learn about Arq's low-cost transformation into a high-growth environmental tech company and management's strategy to capture large and gr...

Send us Fan Mail In our latest FlashCast, Tim Gerdeman, Founder, Vice-Chairman, and Chief Marketing Officer discusses BitFuFu (NASDAQ: FUFU) and its growth potential with WTR technology analyst Dr. John Roy and BitFuFu Vice President, Investor Relations, Charley Brady. BitFuFu Inc. engages in providing digital asset mining and cloud-mining services. The firm fosters a secure, compliant, and transp...

Send us Fan Mail On this week's episode of WTR Small-Cap Spotlight, Dr. Patrick Gruber, CEO at Gevo, and Lindsay Fitzgerald, EVP, Corporate Affairs, joined Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) why the latest DC policy guidelines are a win for farmers, biofuel producers, the public and the environment, and a milestone for market-based ag con...