WTR Small-Cap Spotlight

Send us Fan Mail Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they break down WTR’s latest deep-dive report on Gevo including financial forecasts. Gevo is a leading renewable fuels and chemicals company focused on producing low-carbon alternatives to fossil fuels, including low-carbon...

Send us Fan Mail In this episode of WTRSmall-Cap Spotlight , Patrick Horsman Chief Investment Officer and Josh Kruger Founder of BNB Plus (Nasdaq ticker symbol BNBX), joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Technology Research Analyst. The conversation explores the digital asset treasury company and its focuse on the Binance...

Send us Fan Mail In this episode of the WTR Small‑Cap Spotlight, Harrison Gross, CEO of Innovative Eyewear (NASDAQ: LUCY), joins host Tim Gerdeman and technology analyst James Kisner for a deep dive into the future of smart eyewear. Innovative Eyewear develops prescription, safety, and sport smart glasses—and introduced the world’s first smart glasses powered by ChatGPT. Gross explains how voice‑b...

Send us Fan Mail On this week’s episode of the WTR Small-Cap Spotlight, Corrado De Gasperis, Chief Executive Officer of Comstock Inc. (NYSE: LODE), joined Tim Gerdeman , Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich , Energy and Sustainable Investing Analyst at Water Tower Research. De Gasperis discusses Comstock’s high-volume, zero‑landfill s...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast, American Outdoor Brands President & CEO Brian Murphy and CFO Andy Fulmer join host Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Doug Lane, Consumer Analyst at Water Tower Research, to discuss the company’s innovation-driven strategy and growth momentum heading into 202...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight, host Tim Gerdeman and technology analyst James Kisner are joined by Nikolas Bullwinkel, Founder and CEO of Circus SE (Frankfurt: CA1). Bullwinkel previously co-founded quick commerce company Flink, scaling it to a multi-billion Euro valuation before launching Circus to bring full autonomy to the trillion-dollar food service industry....

Send us Fan Mail Our guest for this Flashcast edition is Shawn Severson, CEO and Co-Founder of Water Tower Research, and Head of Market Commentary and Thematic Research. Shawn breaks down his latest research, “The Cost of Equity Pivot: Why Structure Now Matters More Than Rates,” which challenges the traditional small-cap playbook heading into 2026.  While falling interest rates have helped fuel a...

Send us Fan Mail On this week's episode of the WTR Small-Cap Spotlight, Benjamin Slager, Chief Executive Officer and Chairman of Blue Biofuels (US OTC: BIOF), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. Slager details the company’s innovative CTS tec...

Send us Fan Mail Our guest for this episode is Rick Rosenthal, Director of Business Development at Cboe Global Markets (Cboe: CBOE), where he focuses on helping advisors and wealth managers utilize options-based strategies. He joins Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, for a timely discussion on derivatives positioning in the U.S. small-cap mar...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight, host Tim Gerdeman and healthcare analyst Robert Sassoon are joined by Dr. Jim Gilligan, President and Chief Science Officer of Entropy Neurodynamics (ASX: ENP), formerly Tryptamine Therapeutics. Dr. Gilligan explains the motivation behind the company’s rebrand and its decision to prioritize three core therapeutic targets: Binge Eatin...

Send us Fan Mail In this special Flashcast episode of the WTR Small-Cap Spotlight  podcast, Tim Gerdeman sits down with WTR Healthcare analyst Robert Sassoon to discuss his Initiation of Coverage Report on Anixa Biosciences. Their conversation explores Anixa’s two clinical‑stage programs—one, an innovative CAR‑T cell therapy for terminal ovarian cancer patients, and the other, a breast cancer vacc...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight Podcast, LifeVantage President & CEO Steve Fife and Chief Sales Officer Kristen Cunningham join Water Tower Research to discuss the company’s “Breakthrough Era” and strategic priorities for 2026. The conversation covers the successful integration of Love Biome, growing consultant engagement, new science-backed product innovation,...

Send us Fan Mail Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they unpack WTR’s Initiation of Coverage report for Abundia Global Impact Group (NYSE American: AGIG). AGIG's waste-to-value approach converts hard-to-recycle plastics and waste wood into sustainable aviation fuel (SAF...

Send us Fan Mail In this episode, WTR’s Tim Gerdeman is joined by Forum Energy Technologies (NYSE: FET) President & CEO Neal Lux and EVP & CFO Lyle Williams, along with WTR analyst Jeff Robertson, to unpack the company’s FET 2030 strategy and how it builds on FET’s “Beat the Market” playbook.

Send us Fan Mail In this special Flashcast episode of the WTR Small-Cap podcast, Tim Gerdeman and WTR Healthcare analyst Robert Sassoon break down why more than 90% of biotech companies listed on a U.S. exchange choose NASDAQ over the NYSE.

Send us Fan Mail Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they dive into WTR’s Initiation of Coverage report for Comstock Inc. (NYSE: LODE), a Nevada-based innovator tackling clean energy and industrial bottlenecks. Discover how Comstock’s businesses are driving growth include its...

Send us Fan Mail On this week's episode of the WTR Small-Cap Spotlight, Arthur Sams , President, CEO and Chairman of the Board of Polar Power (NASDAQ ticker POLA), joined Tim Gerdeman , Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich , Energy and Sustainable Investing Analyst at Water Tower Research. Sams highlights the company's innov...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight , host Tim Gerdeman and analyst Robert Sassoon speak with Eric Poma PhD, CEO of Calidi Biotherapeutics Inc (NYSE American: CLDI) .  The discussion focuses on how Calidi is solving the "delivery problem" in cancer treatment, and specifically how to transport cancer-killing oncolytic viruses systemically through the bloodstream wi...

Send us Fan Mail On this week's episode of the WTR Small-Cap Spotlight, Philipp Stratmann , CEO of Ocean Power Technologies (NYSE: OPTT) , joined Tim Gerdeman , Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich , Energy and Sustainable Investing Analyst at Water Tower Research. OPT is rapidly advancing maritime domain awareness with autonomou...

Send us Fan Mail Tune in to the latest WTR 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 Peter’s recent report and: 1) concerns from scientists about over-reliance on carbon capture and storage (CCS) as a climate solution; 2) the benefits of...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight , host Tim Gerdeman and analyst Robert Sassoon speak with Dwight Egan, CEO of Co-Diagnostics Inc. (NASDAQ: CODX) , about the company’s evolution from a pandemic-era PCR testing provider to a diversified molecular diagnostics leader. In our discussion, Egan highlights the Co-DX PCR Pro , a portable, cost-effective device that delivers gold...

Send us Fan Mail In our latest WTR Flashcast, host Tim Gerdeman and technology analyst James Kisner break down Water Tower Research's initiation of coverage on C3 AI (NYSE: AI). They explore how C3 serves as an "enterprise AI operating layer" that sits above cloud providers and foundation models, helping large organizations connect AI capabilities to their internal data and workflow...

Send us Fan Mail Chemicals and Materials Technology analyst Dmitry Silversteyn discusses Avient’s history of evolution from an M&A driven business model to an above-GDP organic grower driven by technology, customer intimacy and new market penetration, led by a strong management team with the right expertise. 

Send us Fan Mail In this episode of WTR Small-Cap Spotlight ,  host Tim Gerdeman and analyst Robert Sassoon talk with Apyron CEO Jaggi Gill about the company's innovative neurostimulation technology for chronic pain, an all too prevalent affliction affecting millions of people.  Gill explains why Apyron’s patient-focused approach stands out, and outlines the market opportunity and commerciali...

Send us Fan Mail In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner speak with James McCormick, CEO of Cloudastructure (NASDAQ: CSAI), about bringing AI to video surveillance and remote guarding. The discussion covers how the company's cloud analytics continuously review site activity, prioritizes real events with AI, and enables trained specialists to perform live inte...