WTR Small-Cap Spotlight

Send us Fan Mail Join Tim Regan and Jesse Redmond as Jesse discusses the tumultuous year for cannabis and what to look for going into 2024. Then Tim talks to Robert Sassoon to gauge the outlook on psychedelics and the progress being made with psychiatric treatments.

Send us Fan Mail Join Curtis Shauger and Tim Regan as well as John Roy and Jesse Redmond as Curtis and John discuss the top tech trends to look out for in 2024. Part 2 of 3 of our WTR Recap Episodes.

Send us Fan Mail Join Jesse Redmond, Budd Bugatch, and Rex Henderson for a recap of the furniture sector going into the new year, as well as Tim Regan and Doug Lane for a discussion on consumer product trends to look out for in 2024. Part 1 of 3 of our WTR Recap Episodes.

Send us Fan Mail Standard Lithium’s CEO, Robert Mintak, joins WTR’s Jesse Redmond and Jeff Robertson to discuss the company’s plans to become a major domestic producer of battery-quality lithium. The company’s projects in Southern Arkansas and exploration acreage in East Texas will extract lithium from brine produced from the Smackover formation. Smackover brines have the highest known lithium con...

Send us Fan Mail Soluna Holding’s CEO John Belizaire joins WTR’s Tim Regan and Graham Mattison to talk about Soluna’s impressive business turnaround in 2023, including the projects that are online today and their growing adjusted EBITDA contributions. Belizaire also talks about new projects under development, incremental revenue sources, and the company’s recently announced AI pilot at Project Dor...

Send us Fan Mail  This episode discusses our upcoming Climate Investor Conference in NYC on December 7. We are looking at the challenges and opportunities facing sustainable investing and the key companies and technologies likely to thrive in the year ahead. With the broader pullback in the sector, investors can reset the bar and look for the best and brightest companies leveraging the best tailwi...

Send us Fan Mail Water’s Tower’s Head of Business Development Tim Regan was joined by WTR’s Managing Director of Technology Dr. John Roy, and Creative Realities (CREX) CEO Rick Mills to talk about the digital signage space.  Mills discusses Creative’s customers (Best Buy, Verizon, Dallas Cowboys, Macy’s, 7-11, and Panera), his shift to more SaaS, and the company’s confidence in its 50% growth reve...

Send us Fan Mail Water’s Tower’s Head of Business Development Tim Regan was joined by WTR’s Head of Consumer Discretionary Lynne Collier to talk about the state of the restaurant Industry.  Collier began by highlighting her takeaways from the recent Restaurant Development and Finance Conference.  She then discussed the role that technology is playing in the restaurant industry, menu pricing expect...

Send us Fan Mail Water Tower Research Head of Healthcare Services and Medical Devices Matt Borsch was joined by John Bencich, CEO of Achieve Life Sciences (ACHV). Bencich provided an overview of the company and its key product cytisinicline, which through multiple clinical trials, has shown strong efficacy and safety in treating nicotine addiction. Bencich pointed to significant progress achieved...

Send us Fan Mail Water Tower Research’s Head of Cannabis Jesse Redmond was joined by Margaret Brodie, Interim CEO of Rubicon Organics. She led the conversation by explaining the inherent challenges in the Canadian market and how Rubicon Organics takes a differentiated approach by focusing on premium products. We discussed the benefits of sun-grown organic cannabis and how Rubicon Organics is build...

Send us Fan Mail WTR’s Emerging Growth Analyst Thierry Wuilloud was joined this week by Dolphin Entertainment’s CEO Bill O’Dowd. O’Dowd discussed the revenue synergy rationale behind the evolution of Dolphin that now includes leading PR agencies focusing on the entertainment business, as well as leading influencer marketing and events planning businesses. O’Dowd then discussed the next phase in Do...

Send us Fan Mail WTR’s Life Sciences Analyst Sally Yanchus was joined this week by Jaguar Health’s CEO Lisa Conte.  Conte began by explaining how when climbing Mount Kilimanjaro, she discovered a natural-based plant substance that relieved altitude sickness.  She then founded Jaguar Health, which pioneered plant-based therapies to treat severe diarrhea in HIV/AIDS patients currently on antiretrovi...

Send us Fan Mail Water Tower Research’s Head of Cannabis Jesse Redmond was joined this week by Jushi’s CEO, Chairman, and Founder Jim Cacioppo. He began by explaining how his background in the hedge fund business has helped him in founding and operating Jushi. We also explored the progress Jushi has made in cultivation, retail, and strengthening its balance sheet. Jushi is well positioned in Penns...

Send us Fan Mail Enthea's CEO Sherry Rais joins WTR's Jesse Redmond to discuss the first psychedelic-focused disruptor benefits administrator in the US, and Enthea's mission to make psychedelics-assisted therapies stating with ketamine more affordable and accessible to the many who need it.  Rais explains what inspired her to establish Enthea, and talks about the challenges and oppo...

Send us Fan Mail Jesse Redmond, Head of Cannabis at Water Tower Research, reports live from the Benzinga Cannabis Capital Conference in Chicago. Jon Levine, CEO of MariMed, joined us to discuss the steps the firm has taken to make 2023 such a successful year. He shares his thoughts on the recent political progress and gives us a preview of the firm’s 2024 game plan. David Goubert, CEO of AYR Welln...

Send us Fan Mail  Bakkt Chief Product Officer, Crypto Dan O’Prey joins WTR's Tim Regan and Dr. John Roy to discuss Bakkt’s crypto infrastructure business, the company’s history as part of ICE, cyrpto currency differences, Bakkt’s custody focus, and why it is different. The discussion also highlights Bitcoin ETFs, pending crypto regulation, and some of the biggest misconceptions about crypto. 

Send us Fan Mail Marizyme, Inc. CEO David Barthel joins WTR’s Tim Regan and Matt Borsch to provide an introduction to Marizyme, a fast-growing biomedical company engaged in the accelerated development and commercialization of products from its multi-technology platform.  A key focus for our podcast discussion was DuraGraft, which is the company’s ground-breaking flagship technology that offers a c...

Send us Fan Mail Poseidon Asset Management Co-Founder and Managing Director Morgan Paxhia joined Jesse Redmond, Head of Cannabis at Water Tower Research, to discuss the recent rally in cannabis stocks. The potential to move cannabis from Schedule I to Schedule III has ignited the space. Paxhia and Redmond covered what’s gone up the most, why these stocks have surged, and what types of names invest...

Send us Fan Mail  AEye Co-Founder, EVP and Chief Strategy Officer Jordan Greene joins WTR's Tim Regan and Dr. John Roy to discuss AEye’s leading lidar (Light Detection and Ranging, uses directed lasers) technology and capital light / licensing business model. Greene reviews the characteristics of Aeye’s MEMS (Micro Electronic Mechanical Systems) and software lidar technology and its partnersh...

Send us Fan Mail TMC the metals company CFO Craig Shesky and the Head of Stakeholder Engagement Corey McLachlan join Jese Redmond and Dmitry Silversteyn to discuss the roadmap toward the development of an international mining code for deep sea exploitation of the largest known battery metal resource in the world.

Send us Fan Mail Filament Health CEO Ben Lightburn joins WTR's Tim Regan and Jesse Redmond to discuss Filament's exclusive focus on naturally derived psychedelics and what sets it apart from other psychedelics drug developers. Lightburn reviews the characteristics of Filament's in-house drug development programs and talks about its expanding partnership network and the benefits it b...

Send us Fan Mail iPower CFO Kevin Vassily joins Thierry Wuilloud, Emerging Growth and Special Situation analyst at Water Tower, to discuss iPower ecommerce platform and its strong position on leading online marketplaces.  The podcast is hosted by Jesse Redmond, senior analyst at Water Tower.  Kevin explains how data analysis pervades every step of the value creation process at iPower, from concept...

Send us Fan Mail  In this week's Water Tower Hour episode, Shawn Severson and Tim Regan talk with Bryce Anderson, VP Investments, of RE Royalties, about applying the well-proven royalty financing model to the renewable energy sector, while providing public equity investors with the opportunity to participate in this fast-growing market and the company’s strategy to continue its strong perform...

Send us Fan Mail In this week's Water Tower Hour episode, Shawn Severson and Jesse Redmond talk with Dr. Raj DasGupta, CEO of Electrovaya, about his company's continued focus on profitable growth in the lithium-ion battery market based on the company's proprietary Infinity Battery Platform and how existing applications still present significant expansion opportunities with new marke...

Send us Fan Mail Greenland Technologies President and CEO Raymond Wang joined WTR’s Tim Regan and Graham Mattison for a discussion of the company’s transmission business and its evolution to selling all-electric powered industrial equipment in the US through its HEVI division. Raymond shares how HEVI is building the market for GTEC’s products through demonstrations at customer sites as well as in...