WTR Small-Cap Spotlight

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...

Send us Fan Mail On this week's episode of the WTR Small-Cap Spotlight, Chris Cooper , the new CEO of XCF Global (NASDAQ: SAFX) , 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. Cooper shares his extensive aviation and energy industry journey from aspir...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight , host Tim Gerdeman and analyst Robert Sassoon speak with Shaun Bagai , CEO of RenovoRx (NASDAQ: RNXT) . The company is pioneering targeted oncology therapies and commercializing RenovoCath™ , an FDA-cleared multi-specialty local drug delivery device for high unmet needs. We discuss the innovation and advantages of its TAMP™ (Trans-Arteri...

Send us Fan Mail Homerun Resources, Inc. is developing a vertically integrated HPQ silica to glass enterprise in Brazil that looks to provide a less expensive, environmentally friendly alternative to China’s dominance in solar panel and other technology verticals, augmented by proprietary AI-based energy management systems.  

Send us Fan Mail On this week's episode of the WTR Small-Cap Spotlight, John Gibson , CEO of Nauticus Robotics (NASDAQ: KITT) , 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. The conversation covers KITT’s autonomous underwater vehicle (AUV) strategy,...

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 discuss Peter’s recent report on Abundia Global Impact Group (AGIG) including: 1) AGIG’s waste-to-value approach that redirects materials from landfills and incineration; 2) strategy for converting hard to recycle wast...

Send us Fan Mail This week on the WTR Small-Cap Spotlight, Ruella Menezes , Director of Energy with the Management Consulting Practice at Kline & Company , sits down with 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. Together, they dive into the game-changin...

Send us Fan Mail On this week's episode of the WTR Small-Cap Spotlight, Jim Deller , CEO of ClearSign Technologies (NASAQ: CLIR) , 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 to discuss: 1) CLIR’s patented ultra-low emissions burner technology for i...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight , Stefano Valentini Chairman of DRONE VOLT  (Euronext Paris ticker symbol ALDRV) , 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 strategic priorities of a drone company, focusing on its growth and go-to-market...

Send us Fan Mail On the latest WTR Small-Cap Spotlight podcast episode, we welcomed Jan Eryk Umiastowski, CFO of GenSight Biologics (Euronext Paris: SIGHT), a late clinical-stage biopharma company based in Paris, France, primarily focused on developing and commercializing novel disease-modifying gene therapies aimed at reversing vision loss from severe neurodegenerative retinal diseases. He discus...

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 initiation of coverage on Darling Ingredients Inc. (DAR)

Send us Fan Mail In this episode of the WTR Small-Cap Spotlight Podcast , Chris Mayo, Head of Primary Markets for the Americas at the London Stock Exchange Group (LSEG), joins host Tim Gerdeman for a deep dive into one of the world’s most influential capital markets. Mayo explains why London remains the #1 listing venue in Europe, how it has become the leading capital-raising market outside of the...

Send us Fan Mail In our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD)  to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into  Ainos’ latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and  outlines the roadmap for 2026—comme...

Send us Fan Mail On this week's episode of the WTR Small-Cap Spotlight, Ben Richardson, CEO of Sulnox Group (US OTC: SNOXF) (UK ISDX: SNOX), 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 to discuss: 1) the company's patented organic fuel conditione...

Send us Fan Mail Hear about the latest dynamic developments in the therapeutic psychedelics sector in our latest WTR Healthcare Happenings x Small-Cap Spotlight crossover episode. Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Robert Sassoon, WTR's Senior Healthcare Analyst, discuss the October's fundraising activity surge; what has contributed to renew...

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 Ocean Power Technologies (OPTT) including: 1) how OPT evolved from wave energy solutions to integrated maritime domain awareness, combining renewble powe...

Send us Fan Mail In this episode of WTR Small-Cap Spotlight , John DeSimone , Chief Financial Officer of Herbalife (NYSE: HLF) , joins hosts Shawn Severson and Doug Lane of Water Tower Research to discuss how Herbalife is entering a new era of growth through digital transformation, personalization, and financial discipline. DeSimone details Herbalife’s accelerating global momentum, including its f...