WTR Small-Cap Spotlight

Send us Fan Mail In this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oil prices following escalating geopolitical tensions in the Middle East. With elevated oil prices and disruptions affecting shipping through...

Send us Fan Mail In this episode of the Small‑Cap Spotlight podcast, Jeff Robertson, WTR Natural Resources Analyst, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to break down how small‑ and mid‑cap producers are navigating the latest oil spike and rising uncertainty. Jeff explains how companies are maintaining stable production plans, prioritizin...

Send us Fan Mail In this episode of the WTR Healthcare Happenings, Adam Fraser, COO of Omniscient Neurotechnology—a privately held, Australian‑based but U.S.-focused company pioneering AI‑driven brain mapping—joins Water Tower Research Co‑Founder Tim Gerdeman and Healthcare Analyst Robert Sassoon for a deep dive into the future of clinical connectomics. The discussion explores how Omniscient’s fla...

Send us Fan Mail Join Dmitry Silversteyn, Managing Director – Chemicals & Materials Technology Analyst, and Tim Gerdeman, WTR Vice Chair, Co‑Founder, and Chief Marketing Officer, as they discuss the potential impact of the Middle East conflict on the chemicals and materials industry over the short to medium term.

Send us Fan Mail Bassett Furniture (NASDAQ: BSET) Chairman & CEO Rob Spilman and CFO Mike Daniel join host Tim Gerdeman of Water Tower Research to discuss the company’s evolution into a leader in customized home furnishings. They discuss Bassett’s restructuring mindset, fast domestic manufacturing, product innovation across upholstery and case goods, and growth opportunities as independent fur...

Send us Fan Mail In this WTR Small Cap Spotlight episode, Richard Tullis breaks down why oil & gas still dominate the global energy mix—and how AI data-center power demand is reshaping the next decade. With markets re-pricing geopolitical risk after the Iran conflict and threats to traffic through the Strait of Hormuz, Richard explains what’s moving crude and natural gas right now—and how he b...

Send us Fan Mail Water Tower Research Co-founder Tim Gerdeman and Managing Director Dmitry Silversteyn were joined by Mayo Schmidt, Executive Chairman of Brazil Potash Corp. to discuss the strategic importance, development progress, and logistics-driven cost advantages of the Autazes Potash Project as Brazil seeks greater fertilizer self-sufficiency.

Send us Fan Mail In this episode of the WTR Healthcare Happenings podcast, Rick Pierce, CEO of Decoy Therapeutics (NASDAQ: DCOY), joins Tim Gerdeman, Vice Chair, Co‑Founder, and CMO of Water Tower Research, and Robert Sassoon, WTR’s Healthcare Research Analyst. The conversation explores Decoy’s innovative business model for developing peptide‑conjugate antivirals designed to target multiple respir...

Send us Fan Mail On this week’s episode of the WTR Small-Cap Spotlight, Peter Flippo, Director, Business Development, at Avantium R&D Solutions (Euronext Amsterdam: AVTX-NL) (US OTC: AVTXF), 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.  Avantium is a t...

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...