WTR Small-Cap Spotlight

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...

Send us Fan Mail In this episode, join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Managing Director - Energy Transition and Sustainable Investing, as they dive into WTR's Initiation of Coverage report for ClearSign Technologies (NASDAQ: CLIR). ClearSign is an industrial combustion innovator addressing a non-discretionary regulatory drive...

Send us Fan Mail This is the third and final episode in a three-part WTR Symposium Series podcast on investment opportunities in industrial decarbonization and the circular resource economy. WTR's Shawn Severson and Peter Gastreich are joined by CEOs of Abundia Global Impact Group (AGIG), Ace Green Recycling (anticipated NASDAQ: AGXI); Aduro Clean Technologies (ADUR), Comstock Inc. (LODE) and...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight podcast, Chris Zhang, Vice President of Corporate Development and Strategy of Maison Solutions Inc. (Nasdaq: MSS) joins host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner. Maison is a specialty grocery retailer serving Asian-American and other ethnic communities,...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight, Shubha Dasgupta, CEO & Co-Founder of Pineapple Financial, joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research Analyst. The conversation explores the corporate strategy of Pineapple Financial (Nasdaq: PAPL), a Canadian fintech company that provides a c...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight podcast, Gautam Garg, Vice President of Finance of eGain Corporation (NASDAQ: EGAN), joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner. eGain is a leader in AI-powered knowledge management, helping Global 2000 enterprises unify siloed content into an AI K...

Send us Fan Mail In this episode, Oren Elkayam, CEO of Mobilicom (NASDAQ: MOB), joins host Tim Gerdeman and WTR senior equity research analyst John Roy to discuss how Mobilicom has positioned itself as a one-stop provider of the critical cyber, software, and hardware solutions that connect and secure drones, robotics, and autonomous systems. The conversation covers the company's role in the U...

Send us Fan Mail In this episode of Small-Cap Spotlight, Ning Ding, Chairman and CEO of ZJK Industrial, joins WTR's Tim Gerdeman, Co-Founder and Chief Marketing Officer and equity analyst Eric Goldstein to unpack the company's record 2025 results, its expanding role in the AI infrastructure supply chain, and a multi-year plan to scale production globally — including a new Vietnam facilit...

Send us Fan Mail In this episode of the WTR Small Cap Spotlight podcast, Robert Ellin, Chairman and CEO of LiveOne, Inc. (Nasdaq: LVO), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein. LiveOne is a B2B-driven music, entertainment, and technology platform. Slacker Radio is embedded in every Tesla on the road today, and its subsidiary Podcas...

Send us Fan Mail This is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular resource economy. Shawn Severson and Peter Gastreich are joined by Gevo (GEVO), Alto Ingredients (ALTO), CapCO2, and LSB Industries (LXU) to explore how carbon has shifted from a compliance cost to a profit driver across aviation fuel, marine f...

Send us Fan Mail Al Petrie, Founder and Senior Partner of Al Petrie Advisors and organizer of the Louisiana Energy Conference, joins host Tim Gerdeman and WTR natural resources analysts Richard Tullis and Jeff Robertson for a post-event recap of the 2026 LEC. The conversation covers key themes across all three days, including Gulf of America E&P activity and the return of offshore enthusiasm,...

Send us Fan Mail Thomas Lamb, CEO of Myriad Uranium (OTC: MYRUF), joins host Tim Gerdeman and WTR analyst Dimitri Silverstein to discuss the company's flagship Copper Mountain Uranium Project in Wyoming and the catalysts that could materially re-rate the asset over the next 12 months. Lamb walks through the December 2025 airborne geophysics program that identified significant new anomaly area...

Send us Fan Mail Doug Lane, Managing Director and Consumer Analyst at Water Tower Research, joins host Tim Gerdeman to walk through the May edition of the WTR Consumer Monthly. The conversation covers what the WTR Consumer Index is signaling about sector health, where earnings have held up better than feared but multiple contractions and record-low consumer sentiment readings are weighing on valua...

Send us Fan Mail In this episode of the WTR Small‑Cap Spotlight podcast, Rod Baltzer, CEO of Deep Isolation Nuclear, Inc., joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, along with WTR Analyst Eric Goldstein. Deep Isolation is an innovative nuclear waste disposal technology company focused on protecting human health and the environment by addressin...

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight podcast, Mike Logozzo, CEO, and Tom Kutzman, CFO of reAlpha Tech Corp. (NASDAQ: AIRE), join host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR Analyst James Kisner. reAlpha is developing an AI-powered homebuying platform designed to coordinate real estate brokerage, mortgage, and ti...

Send us Fan Mail In this episode of Small-Cap Spotlight, John Pasalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR analyst Dmitry Silversteyn to unpack Agnico Eagle’s $95 million acquisition of Fox River Resources and what the move signals about the accelerating strategic interest in North American phosphate as a critical material for electrification. Pasalacqua outlines why First P...

Send us Fan Mail In this episode of Small‑Cap Spotlight, Zak Calisto, Founder, Chairman, and CEO of Karooooo, joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss the global connected vehicle and fleet intelligence platform built on Cartrack, a SaaS telematics leader with more than two decades of operating history.  With 2.6 million subscribers across four continents, Karooooo deliver...